SEALSQ Corp. has seen its stock price soar to a nine-month high following the announcement of a strategic partnership with Trusted Semiconductor Solutions (TSS). This alliance aims to develop quantum-resistant secure chips for U.S. government and defense applications, addressing the urgent need for post-quantum cryptography (PQC) as nations prepare for the threats posed by quantum computing.
The collaboration focuses on integrating SEALSQ’s quantum-resistant silicon technology with TSS’s reliable semiconductor design, fortified by TSS’s Category 1A Trusted accreditation. This partnership is expected to produce hardware-based security solutions capable of resisting the power of quantum computers, marking a significant industry shift towards integrated security solutions.
The partnership, to be formalized at the Quantum + AI Conference in New York City, outlines a three-phase development plan. The initial phase involves launching SEALSQ’s QS7001 secure element, embedding quantum-resistant algorithms, by mid-November 2025. This will be followed by the co-development of PQC-embedded integrated circuits meeting federal certifications, and the creation of next-generation security architectures.
The announcement has led to an 18% increase in SEALSQ’s stock price, reflecting investor confidence in the partnership’s potential. The alliance aligns with SEALSQ’s “Quantum Corridor” strategy, which aims to connect its innovation hubs in Europe and the U.S. and supports the national push for secure, domestically manufactured microelectronics.
This partnership is set to reshape the competitive landscape in the quantum-resistant security market, benefiting SEALSQ, TSS, and U.S. government agencies, while posing challenges for companies lacking trusted accreditations or U.S. defense ties. The collaboration underscores a broader trend towards hardware-level quantum security, offering a robust “root of trust” essential for protecting critical infrastructure.
With the PQC market projected to grow significantly, this alliance positions SEALSQ and TSS as leaders in high-assurance, hardware-based PQC solutions for U.S. government and defense. The “Made in US” commitment strengthens domestic semiconductor manufacturing, aligning with U.S. policy objectives and ensuring a quantum-resistant digital infrastructure. As the partnership progresses, its impact on industry standards and national security will be closely monitored.
