SEALSQ and GlobalFoundries signed a strategic Memorandum of Understanding to collaborate on post-quantum cryptography security IP, secure chiplet architectures, and cryogenic CMOS technologies for future quantum computing systems. The agreement combines SEALSQ’s work in hardware-based security and PQC-ready silicon with GlobalFoundries’ semiconductor process technologies, manufacturing footprint, and recently launched Quantum Technology Solutions business.
The companies plan to work with MIPS, a GlobalFoundries company, to develop pre-certified PQC security hard macros and Chiplet Hardware Security Module components. Target applications include Hardware Security Modules and secure enclaves. The collaboration also covers cryoelectronic ASICs designed to operate at ultra-low temperatures, with the companies aiming to build a CryoCMOS ecosystem that connects semiconductor manufacturing, control electronics, and future quantum computing systems.
The MoU also aligns the collaboration with U.S. and European objectives for trusted and sovereign semiconductor supply chains. GlobalFoundries launched its Quantum Technology Solutions business in May 2026 to provide manufacturing technologies and platforms for companies developing quantum systems, while SEALSQ has outlined a 2026-2030 strategy centered on CMOS-compatible quantum computing technologies and an integrated portfolio spanning post-quantum security and emerging quantum computing infrastructure.
• PQC security IP: SEALSQ, GlobalFoundries, and MIPS plan to develop pre-certified post-quantum security hard macros for integration into semiconductor designs.
• Secure chiplets: The companies will work on Chiplet Hardware Security Module components for HSMs and secure enclaves.
• CryoCMOS: The collaboration covers cryoelectronic ASICs designed to operate at ultra-low temperatures and interface with future quantum processors.
• Quantum manufacturing: The companies plan to leverage GlobalFoundries’ U.S. manufacturing capabilities and Quantum Technology Solutions business.
• Sovereign supply chains: The MoU targets trusted, traceable, and secure semiconductor production aligned with U.S. and European supply-chain priorities.
“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,” said Nicholas Sergeant, vice president of Quantum Technology Solutions at GlobalFoundries. “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.”
🌐 Analysis: The agreement connects two related but distinct infrastructure requirements: migrating digital systems toward quantum-resistant cryptography and developing semiconductor technologies for future quantum computers. GlobalFoundries’ launch of Quantum Technology Solutions in May 2026 and SEALSQ’s CMOS-compatible quantum computing roadmap indicate that both companies see established semiconductor manufacturing processes, secure silicon IP, and cryogenic control electronics as important components of scaling quantum systems beyond laboratory environments.
The CryoCMOS component is particularly relevant because scalable quantum processors require control electronics that can operate closer to qubits at cryogenic temperatures, potentially reducing wiring complexity and the physical distance between quantum devices and classical control systems. The collaboration also extends PQC implementation toward reusable semiconductor IP and chiplet-level security components, which could provide chip designers with hardware-based building blocks for deploying quantum-resistant security functions.
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GlobalFoundries
GlobalFoundries is a contract semiconductor manufacturer focused on differentiated process technologies for automotive, communications, industrial, aerospace and defense, IoT, data center, and AI infrastructure markets.
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| Overview | GlobalFoundries, commonly known as GF, operates semiconductor manufacturing facilities across the United States, Europe, and Asia. The company focuses on feature-rich, differentiated technologies rather than leading-edge logic alone, including RF, embedded memory, silicon photonics, FD-SOI, power, mixed-signal, and secure manufacturing platforms. |
| Why It Matters | GF is strategically relevant to AI infrastructure and networking because many systems depend on specialized semiconductors beyond GPUs, including optical interconnects, RF front ends, power management, secure chips, embedded control, and high-volume mixed-signal devices. Its silicon photonics and 22FDX platforms are particularly relevant to bandwidth density, power efficiency, edge AI, and future co-packaged optics architectures. |
| Founded | 2009, following the separation of AMD’s manufacturing operations. |
| Headquarters | Malta, New York, USA |
| CEO / Key Leadership | Tim Breen, Chief Executive Officer. Dr. Thomas Caulfield serves as Executive Chairman. |
| Core Technologies | Silicon Photonics 22FDX FD-SOI RF-CMOS Embedded Memory Power & GaN Secure Semiconductors |
| Key Products / Platforms | GF Fotonix silicon photonics platform; 22FDX FD-SOI platform; RF SOI and RF-CMOS technologies; embedded non-volatile memory; automotive-qualified manufacturing platforms; advanced packaging and heterogeneous integration capabilities; secure and trusted manufacturing services for aerospace and defense applications. |
| Funding / Major Milestone | GlobalFoundries completed its IPO in 2021. In 2025, GF announced a $16 billion U.S. investment plan focused on expanding domestic semiconductor manufacturing and technology development, including capacity and platform investments tied to AI, automotive, aerospace and defense, communications, and industrial markets. |
| Target Markets | AI Infrastructure, Data Centers, Optical, Optical I/O, Silicon Photonics, Co-Packaged Optics, Semiconductors, automotive, aerospace and defense, industrial IoT, smart mobile devices, communications infrastructure, and secure electronics. |
| Editorial Coverage | Converge Digest coverage of GlobalFoundries typically centers on semiconductor manufacturing strategy, silicon photonics, AI infrastructure supply chains, secure chip production, FD-SOI, RF, automotive chips, and partnerships involving advanced packaging, quantum, post-quantum security, and optical interconnects. |
| Industry Context | GF occupies a differentiated foundry position: it is not primarily competing at the most advanced GPU logic node, but instead supplies manufacturing platforms used in high-volume, power-sensitive, RF-intensive, optical, secure, and mixed-signal systems. That role is increasingly relevant as AI infrastructure expands demand for photonics, power efficiency, connectivity, sensing, and trusted supply chains. |
| Related Knowledge Hubs | GlobalFoundries • Semiconductors • AI Infrastructure • Silicon Photonics • Co-Packaged Optics • Optical |
| Profile Updated | July 2026 |
| Profile: SEALSQ Updated July 8, 2026 | |
| Headquarters | Geneva, Switzerland |
| Leadership | Carlos Moreira, CEO |
| Public Listing | Nasdaq: LAES |
| Core Technologies | Secure Semiconductors Post-Quantum Cryptography PKI Hardware Root of Trust |
| Product Areas | Secure microcontrollers, secure elements, PKI services, device provisioning, digital identity infrastructure, PQC-ready silicon, and custom ASIC initiatives. |
| Quantum Strategy | 2026-2030 roadmap focused on silicon-based quantum computing using CMOS-compatible semiconductor technologies alongside post-quantum security infrastructure. |
| Latest Financial Indicator | SEALSQ reported preliminary H1 2026 revenue of approximately $11 million, up about 120% year over year, and reaffirmed 2026 revenue guidance of $27 million to $36 million. |
| Recent Milestones | Outlined a CMOS-compatible quantum computing strategy; expanded investments across the quantum technology ecosystem; advanced its PQC readiness strategy; and signed an MoU with GlobalFoundries covering PQC security IP, secure chiplets, and CryoCMOS. |
| Strategic Objective | Build an integrated technology stack spanning hardware roots of trust, post-quantum cryptography, secure semiconductor platforms, and emerging quantum computing infrastructure. |
