๐ข ๐๐๐๐ ๐๐: $SEALSQ(LAES.US) SEALSQ Signs $5 Million Commercial Quantum Security Deal With Quobly
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐๐๐๐ signs a ๐๐$๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง commercial agreement with ๐๐ฎ๐จ๐๐ฅ๐ฒ.โค Deal advances the ๐๐จ๐ฆ๐ฆ๐๐ซ๐๐ข๐๐ฅ deployment of their strategic partnership.โค Quobly will integrate ๐๐๐๐๐๐'๐ฌ post-quantum security and secure semiconductor technologies.โค Technologies include ๐๐จ๐จ๐ญ-๐จ๐-๐๐ซ๐ฎ๐ฌ๐ญ, PQC, secure identity, and Cryo CMOS ASIC.โค Partnership aims to embed ๐๐ฒ๐๐๐ซ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ฒ directly into quantum computing hardware.โค Quobly recently completed a โฌ๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง Series A financing.โค Collaboration targets secure quantum infrastructure across ๐ ๐จ๐ฏ๐๐ซ๐ง๐ฆ๐๐ง๐ญ, ๐๐๐๐๐ง๐ฌ๐, and ๐๐ฅ๐จ๐ฎ๐ markets.โค Agreement supports ๐๐ฎ๐ซ๐จ๐ฉ๐๐๐ง quantum sovereignty and secure computing infrastructure.โค Commercial deal follows the companies' strategic collaboration announced in ๐๐จ๐ฏ๐๐ฆ๐๐๐ซ ๐๐๐๐.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ๐ฌ:๐๐๐ซ๐ฅ๐จ๐ฌ ๐๐จ๐ซ๐๐ข๐ซ๐, Founder and CEO of SEALSQ:โThe signing of this $5 million commercial agreement represents an important milestone in the execution of SEALSQโs quantum strategy and demonstrates the growing commercial demand for post-quantum semiconductor technologies.Our collaboration with Quobly is moving from strategic technology cooperation toward commercial deployment. By integrating SEALSQโs post-quantum semiconductors, Root-of-Trust technologies and secure infrastructure into Quoblyโs scalable silicon quantum computing platform, we are building the security foundation required for the next generation of quantum computers.We believe every quantum computer, quantum data center and quantum communication infrastructure will ultimately require a trusted hardware security layer. SEALSQ intends to become one of the leading global providers of this quantum security infrastructure.This agreement also validates our strategy of combining post-quantum semiconductors, secure hardware and quantum computing technologies to create a vertically integrated and sovereign quantum technology ecosystem.โ๐๐๐ฎ๐ ๐๐ข๐ง๐๐ญ, Co-Founder and CEO of Quobly:โQuoblyโs mission is to develop scalable quantum processors using semiconductor technologies compatible with the global CMOS manufacturing
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๐ข ๐๐๐๐ ๐๐: SEALSQ, GlobalFoundries Partner on Post-Quantum Security and Quantum Chips - $GlobalFoundries(GFS.US) $SEALSQ(LAES.US)
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค ๐๐๐๐๐๐ and ๐๐ฅ๐จ๐๐๐ฅ๐ ๐จ๐ฎ๐ง๐๐ซ๐ข๐๐ฌ signed a strategic ๐๐จ๐ to co-develop secure semiconductor technologies.โค Partnership focuses on ๐๐จ๐ฌ๐ญ-๐๐ฎ๐๐ง๐ญ๐ฎ๐ฆ ๐๐ซ๐ฒ๐ฉ๐ญ๐จ๐ ๐ซ๐๐ฉ๐ก๐ฒ, secure chiplets, and quantum computing.โค Companies will co-develop ๐ฉ๐ซ๐-๐๐๐ซ๐ญ๐ข๐๐ข๐๐ PQC security IP and Chiplet Hardware Security Modules.โค Collaboration includes ๐๐ซ๐ฒ๐จ๐๐๐๐ ASIC development for future quantum computing systems.โค Initiative leverages GF's ๐.๐. manufacturing capabilities and SEALSQ's secure semiconductor expertise.โค Partnership supports ๐.๐. and ๐๐ฎ๐ซ๐จ๐ฉ๐๐๐ง sovereign and trusted semiconductor supply chains.โค Collaboration builds on GF's ๐๐ฎ๐๐ง๐ญ๐ฎ๐ฆ ๐๐๐๐ก๐ง๐จ๐ฅ๐จ๐ ๐ฒ ๐๐จ๐ฅ๐ฎ๐ญ๐ข๐จ๐ง๐ฌ business and SEALSQ's quantum investments.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Positions both companies for growing demand in ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ-๐ฌ๐๐๐ cybersecurity.โค Expands secure semiconductor offerings for ๐๐, defense, and critical infrastructure.โค Supports development of scalable ๐ช๐ฎ๐๐ง๐ญ๐ฎ๐ฆ ๐๐จ๐ฆ๐ฉ๐ฎ๐ญ๐ข๐ง๐ ecosystems.๐ ๐๐ฑ๐ฉ๐๐ซ๐ญ ๐๐ญ๐๐ญ๐๐ฆ๐๐ง๐ญ:โค "A shared long-term vision between GF and SEALSQ is that semiconductors, cybersecurity, Post-Quantum Cryptography, and quantum computing are converging into a single technology ecosystem. GlobalFoundries is one of the world's leading semiconductor manufacturers, and its growing commitment to security and quantum technologies perfectly complements SEALSQ's expertise in secure semiconductors, PQC, and our investments across the quantum ecosystem. This partnership is a natural fit and a powerful validation of our shared vision. Together, we have the opportunity to help shape the secure and scalable technology platforms that will power the quantum era." โ ๐๐๐ซ๐ฅ๐จ๐ฌ ๐๐จ๐ซ๐๐ข๐ซ๐, CEO of SEALSQ.โค "This partnership is about building the foundation for the quantum era: trusted digital infrastructure secured by Post-Quantum Cryptography and the semiconductor technologies that will enable future quantum computing systems. SEALSQ's secure-semiconductor and Post-Quantum Cryptography expertise complements GF's differentiated technology portfolio and expanding quantum capabilities. Together, we are uniquely positioned to give customers and partners the technologies needed to secure and enable the quantum future." โ ๐๐ข๐๐ก๐จ๐ฅ๐๐ฌ ๐๐๐ซ๐ ๐๐๐ง๐ญ, Vice President of Quantum Technology Solutions at GlobalFoundries. - H
๐ข ๐๐๐๐ ๐๐: $SEALSQ(LAES.US) SEALSQ Reports H1 Revenue Up 120%, Reaffirms 2026 Outlook
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค SEALSQ reported preliminary ๐๐ ๐๐๐๐ revenue of ๐๐ฉ๐ฉ๐ซ๐จ๐ฑ. $๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง, up ๐๐๐% YoY.โค ๐๐ ๐๐๐๐ revenue rose to ๐๐ฉ๐ฉ๐ซ๐จ๐ฑ. $๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง from $๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง in Q1.โค Growth was driven by ๐๐๐ฎ๐ฅ๐ญ-๐๐ demand, IC'ALPS, PKI subscriptions, and Quantix Edge.โค Cash and short-term investments totaled ๐๐ฉ๐ฉ๐ซ๐จ๐ฑ. $๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง as of June 30.โค SEALSQ reaffirmed ๐๐๐๐ revenue guidance of $๐๐-$๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง.โค Business pipeline exceeds $๐๐๐ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง through 2029, including $๐๐+ ๐ฆ๐ข๐ฅ๐ฅ๐ข๐จ๐ง in post-quantum products.โค QS7001 achieved key ๐๐๐๐ and Common Criteria milestones ahead of commercialization.โค SEALSQ expanded through ๐๐ข๐ซ๐๐๐ฑ, Wecan, and Quobly investments during H1 2026.๐ ๐๐ก๐ฒ ๐๐ญ ๐๐๐ญ๐ญ๐๐ซ๐ฌ:โค Triple-digit revenue growth signals ๐ฌ๐ญ๐ซ๐จ๐ง๐ execution across security and semiconductor businesses.โค Large cash balance provides flexibility for ๐๐๐ช๐ฎ๐ข๐ฌ๐ข๐ญ๐ข๐จ๐ง๐ฌ and product commercialization.โค Growing post-quantum pipeline positions SEALSQ for potential ๐ฅ๐จ๐ง๐ -๐ญ๐๐ซ๐ฆ revenue expansion. - ่ก
๐ใWeekend Market Watchใ๏ฝWhich sectors are worth watching next week?
The market experienced significant volatility this week, but the hot spots remained relatively concentrated.
If I had to choose the key areas to focus on next week, I would put them in these sectors.
โ AI โ Still the Main Theme
The AI story is not over yet.
Whether it's computing power, data centers, or enterprise applications, there is still room for continued development.
There might be short-term fluctuations, but I believe AI remains one of the most noteworthy directions for the next few years.
โก Semiconductors โ Focus on Whether Capital Flows Back In
After a round of gains, the semiconductor sector has recently seen some divergence.
I believe if capital flows back into the tech sector next week, semiconductors are still worth close attention.
Especially in sub-sectors related to AI, such as chips, memory, and advanced packaging.
โข Quantum Computing โ Watch for Opportunities, Don't Blindly Chase Highs
Quantum computing is a long-term track.
Every time there is news-driven momentum, stock price volatility tends to be significant.
I prefer to monitor it continuously rather than chase highs due to short-term rallies.
Real opportunities often emerge when the market is calm.
โฃ Robotics โ Bullish Long-term, But Patience is Required
Robotics is one of the key areas for AI implementation.
In the coming years, both industrial robots and humanoid robots have substantial growth potential.
However, many companies are still in their growth phase, so short-term volatility may be quite noticeable.
My Personal View
The market sees new hot spots every day.
But what's truly worth investing in is not the stock that rises the most today, but the industries that still have room for growth in the coming years.
I will continue to focus on:
โ AI
โ Semiconductors
โ Memory
โ Robotics
Short-term, watch sentiment; long-term, watch the trend.
The above is just my personal opinion and does not constitute any investment advice.
Which sector are you most bullish on for next week? Let's discuss together.
#USStocks #AI #Semiconductors #Robotics #QuantumComputing #WeekendMarketWatch
Community Spotlight - H
$Quantum Computing(QUBT.US) | Rosenblatt reiterates ๐๐ฎ๐ฒ on ๐๐ฎ๐๐ง๐ญ๐ฎ๐ฆ ๐๐จ๐ฆ๐ฉ๐ฎ๐ญ๐ข๐ง๐ , maintains ๐๐ ๐๐ญ $๐๐
Analyst sees the NHanced acquisition accelerating QCi's fab build, reducing CAPEX, and adding a substantial, scalable revenue opportunity. - T
$SEALSQ(LAES.US) @ 3.47
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๐ข ๐๐๐๐ ๐๐: $SEALSQ(LAES.US) SEALSQ-Backed Quantix Selects Murcia for โฌ๐๐๐ Semiconductor Center
๐ ๐๐๐ฒ ๐๐ข๐ ๐ก๐ฅ๐ข๐ ๐ก๐ญ๐ฌ:โค Quantix selects ๐๐ฎ๐ซ๐๐ข๐, Spain for new semiconductor design hub.โค Project includes estimated โฌ๐๐๐ investment in advanced chip infrastructure.โค Facility will focus on ๐๐ฒ๐๐๐ซ๐ฌ๐๐๐ฎ๐ซ๐ข๐ญ๐ฒ, ๐๐, ๐๐๐๐-๐, and post-quantum technologies.โค Center targets defense, ๐๐ซ๐ข๐ญ๐ข๐๐๐ฅ ๐ข๐ง๐๐ซ๐๐ฌ๐ญ๐ซ๐ฎ๐๐ญ๐ฎ๐ซ๐, automotive, and IoT sectors.โค Quantix is backed by ๐๐๐๐.๐๐, ๐๐๐ข๐ง๐, ๐๐๐ซ๐จ๐ญ๐๐ ๐, WISeKey, and SEALSQ.โค Initiative expected to create ๐ฌ๐ฉ๐๐๐ข๐๐ฅ๐ข๐ณ๐๐ ๐ญ๐๐๐ก๐ง๐ข๐๐๐ฅ jobs in the region.โค Project aligns with Europeโs push for ๐ฌ๐๐ฆ๐ข๐๐จ๐ง๐๐ฎ๐๐ญ๐จ๐ซ and technology autonomy - L
Quantum Stocks Are Up 30%. How Much Should You Actually Own?
The quantum computing rally on Thursday was dramatic. D-Wave up 33%, Rigetti up 30%, IBM up 12%. A USD 2 billion government grant package triggered one of the sharpest single-day moves in the sector's...
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Missed the entire quantum computing move. Still sitting on my STI ETF collecting distributions. Zero regrets. (okay maybe 10% regrets.) ๐ค
- L
The quantum computing thingy is another pump and dump. Valuations has to be supported by real earning with clear growth instead of pumps from news hype. Just feel that funds need to be rotated from sectors already pumped hard.
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