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SEALSQ Posts Surging H1 2026 Revenue But Deeper Losses as Post-Quantum Investments Accelerate
SEALSQ GAAP EPS of -$0.13, Revenue of $11.15M; Reaffirms FY2026 Outlook
SEALSQ H1 EPS $(0.13) Misses $(0.05) Estimate, Sales $11.151M Miss $12.900M Estimate
SEALSQ (NASDAQ:LAES) reported quarterly losses of $(0.13) per share which missed the analyst consensus estimate of $(0.05) by 160 percent. This is a 23.53 percent increase over losses of $(0.17) per
SEALSQ Backs FY26 Rev $27M-$36M >LAES
SEALSQ Backs FY26 Rev $27M-$36M >
SEALSQ 1H Loss $27.8M >LAES
SEALSQ 1H Loss $27.8M >
Morgan Stanley pushes back against the view that AI capital expenditure has peaked, forecasting that AI semiconductor capex will continue to outpace expectations through 2028, with 2.5D packaging capacity set to increase by another 50%.
In a research report, Morgan Stanley stated that the growth rate of capital expenditure for cloud service providers may decline to 12%, but demand for CoWoS/CoPoS/EMIB-T capacity expansion, ASICs, and HBM remains robust, with MediaTek, Taiwan Semiconductor, and Intel expected to be in the spotlight.