Post-Quantum & Cryptographic Trust

Quantum Computing Inc. announced it will showcase, for the first time, an integrated quantum security platform combining encryption and authentication in a single solution at the ECOC Exhibition 2026, held September 21–23 at FYCMA in Málaga, Spain. At Booth #1436, the company will demonstrate live quantum communication solutions using time-frequency and polarization-based approaches, pairing quantum key distribution with hardware-based Quantum Identity Authentication. The platform combines high-dimensional quantum key distribution, direct entanglement verification, Quantum Identity Authentication, and integrated key management in a telecom-compatible architecture, and is based on QCi's patented invention recognized with the 44th Edison Patent Award, presented to Dr. Yuping Huang and Dr. Lac Nguyen. QCi will also present at the ECOC Product Focus Theatre on Wednesday, September 23, from 14:50 to 15:10, in a session titled "The Quantum Secure Solution: Quantum-authenticated communications for broad applications in security," delivered by Massimo Di Blasio, Director, Product Line Management/Business Development. Chief Technology Officer Yong Meng Sua said the demonstrations give the telecom industry a firsthand look at how quantum technologies can strengthen the security of tomorrow's communications.

Lattice Semiconductor rolled out its Mach-N2 FPGA family on September 16, a chip line built to protect control systems inside servers, network gear, and industrial equipment against next-generation cyber threats. The launch follows a second quarter in which Lattice reported revenue of $201.1 million, up 62% from a year earlier and above the high end of its own guidance, with non-GAAP earnings per diluted share of $0.53 versus $0.24 a year prior. The new family packs up to twice the logic density of its predecessor, configures a 220,000-cell device in under 30 milliseconds, and bundles CNSA 2.0-compliant post-quantum cryptography, with samples already shipped to compute and communications customers. Lattice guided third-quarter FPGA revenue to $220 million at the midpoint, 65% growth year over year, and said total revenue including two months of its newly closed AMI acquisition should push it toward a $1 billion annual run rate. The company closed the $1.65 billion AMI deal on July 27, 2026, paying roughly $1 billion in cash and issuing about 5.2 million new shares worth around $650 million, and AMI is expected to contribute more than $200 million in 2026 revenue on its own. GAAP net income fell to $19.4 million in the second quarter from $21.8 million in the first, with diluted GAAP earnings per share slipping to $0.14 from $0.16, as operating expenses jumped 29.9% quarter over quarter.

Lattice Semiconductor has launched its Mach-N2 FPGA family, adding higher logic density, integrated flash, post-quantum cryptography, and faster connectivity for secure control in modern infrastructure systems. The company paired the launch with its new AI-powered Lattice Prompt design tool, tying advanced hardware security to accelerated FPGA development workflows and potentially deepening its role in next-generation compute, communications, and industrial deployments. The Mach-N2 launch reinforces Lattice's secure control positioning but does not remove near-term risks around pricing pressure, customer inventory swings, or reliance on a relatively narrow product focus. Lattice's narrative projects $2.0 billion in revenue and $525.1 million in earnings by 2029, yielding a $164.92 fair value and a 52% upside to its current price. Before Mach-N2, the most optimistic analysts had already assumed revenue could reach about US$2.3 billion and earnings US$359 million by 2029, far above consensus.

Microsoft pushed another high-security financial workload deeper into Azure Thursday with a managed payment-security service built for banks and payment processors, sending the shares up approximately 1.6% to $498.17. The offering, Azure Payment HSM v2, combines Marvell's LiquidSecurity hardware with Utimaco's Atalla payment module, giving financial institutions a cloud-based way to protect payment keys, encryption and transaction security without giving up the controls demanded by regulated environments. The public preview is available in West US and Western Europe, and Microsoft did not disclose pricing, customer contracts or expected revenue, so the near-term financial impact remains difficult to quantify. The bigger story is where Microsoft keeps pushing Azure: Microsoft Cloud generated $59.3 billion, or roughly 65.9% of the company's latest quarterly revenue, and payment security opens another sticky workload where compliance requirements can make switching painful. The preview alone will not move Microsoft's financial needle, but successful production adoption could deepen Azure's grip on highly regulated customers and create another layer of recurring cloud spending.

Atsign announced that, working with Intel, it has solved the encryption bottleneck holding back autonomous Edge AI agents, achieving a performance uplift of approximately 88x for hardware-accelerated, end-to-end encrypted Agent-to-Agent communications. The two companies co-published a Smart Transportation Solution Brief titled "Securing Agentic AI at the Edge for Smart Transportation," which details zero-trust Agentic AI benchmarks showing the uplift varies by hardware: roughly 88x on Intel Xeon, up to 5 Gbps, and roughly 60x on Intel Core Ultra 9, up to 6 Gbps. The solution pairs Atsign's trusted identity management, namespace isolation, scoped data sharing, end-to-end encryption and auditability with Intel's hardware-backed key generation, accelerated encryption and hashing, protected key storage, secure boot, Trusted Compute, Total Memory Encryption and Full Disk Encryption. Atsign CEO Aparna Rayasam called the result a performance breakthrough and a game-changing evolution for systems where AI-enabled devices must operate autonomously at the edge. Intel has also added Atsign to its Industrial Builders partner program, giving Intel customers access to Atsign's pre-validated solutions, streamlined sourcing, compliance assurance and direct collaboration on RFPs, reference architectures and proof-of-concept deployments.

Silicon Motion Technology Corporation announced it has completed the first stage of its compliance program for the European Union Cyber Resilience Act (CRA), aligning its product cybersecurity controls with the incident-reporting obligations that take effect on September 11, 2026. The company has established vulnerability-handling processes covering key areas of the CRA, as a preparatory step ahead of the full application on December 11, 2027. These measures span its entire product portfolio, including enterprise SSD controllers, edge SSD controllers, embedded eMMC and UFS controllers, Ferri solutions, and display interface solutions. Silicon Motion has also launched a dedicated security vulnerability reporting channel on its website to facilitate timely reporting and remediation. President and CEO Wallace C. Kou emphasized the company's commitment to product security as AI expands across data centers and edge devices.

On August 31, the Financial Services Agency (FSA) released its budget and organizational/personnel request outline for fiscal year 2027, with total budget requests reaching 40.3 billion yen, an increase of 13.4 billion yen from the previous year, marking the largest ever. The request includes strengthening the monitoring framework for crypto asset exchange operators and promoting the use of financial methods leveraging on-chain technology. Policy-related expenses for promoting growth investment amount to 4.8 billion yen, with plans to advance the utilization of on-chain financial methods and support the construction of payment systems linked to digital payments. Additionally, 6.4 billion yen is allocated for expenses related to ensuring trust in the financial system and user protection, including cybersecurity measures for financial institutions, support for transitioning to post-quantum cryptography (PQC), and the development of market surveillance infrastructure using AI. In terms of staffing, the FSA requests a net increase of 14 personnel after accounting for rationalization, with 13 of these allocated to "strengthening the framework to respond to new financial services." The request also includes establishing a director post to strengthen monitoring of crypto asset exchange operators, enhancing supervision of electronic payment instrument operators handling stablecoins, and creating positions such as a director to promote advanced digital payments and a planning officer to address risks related to cutting-edge AI.

Ethereum developers are considering a new EIP proposal to protect the network's staking foundation from future quantum attacks by making validator deposits compatible with quantum-resistant signatures. Co-proposed by Kevaundray Wedderburn, Tom Wambsgans, and Thomas Coratger, the proposal has been assigned the number EIP-8394 and aims to safeguard staking assets worth approximately 42.4 million ETH (about $104 billion, or ¥16.6 trillion). EIP-8394 would establish a new deposit contract that supports future authentication methods and a mechanism to gradually phase out new validator registrations using BLS, but it would not cover key migration for existing active validators. The Ethereum Foundation, while stating that the threat is not imminent, is preparing early because the transition will require years of adjustments, with 2029 marked as a major milestone on the official roadmap. The proposal is still in draft stage, and the implementation timeline is undecided, but its impact on liquid staking protocols and related smart contracts is a key focus.

WebRay Security disclosed its 2026 semi-annual report on the evening of August 28. In the first half of the year, it achieved operating revenue of 88.53 million yuan, with research and development investment of 39.95 million yuan, accounting for 45.13% of operating revenue. Despite short-term earnings pressure, the company focused on its integrated space-air-ground security strategy and achieved breakthroughs in four major areas: new AI products, new satellite security business, a new research and manufacturing base, and emerging incremental markets. The company fully advanced its AI Inside strategy, launched the RayToken AI security gateway, upgraded the intelligent capabilities of DayDayMap, and completed AI-driven upgrades of its core products. In the satellite security field, the company laid out integrated satellite-terrestrial intelligent communication security, forming space-air-ground integrated security capabilities covering satellites, links, ground systems, and terminals. In addition, the company planned the construction of an intelligent communication security research and manufacturing base, and explored satellite internet security business opportunities in sectors such as transportation and healthcare.

C*Core Technology disclosed its 2026 semi-annual report on the evening of August 27. In the first half, it achieved operating revenue of 313 million yuan, up 83.66% year on year. Net profit attributable to the parent was negative 81.8645 million yuan, but the loss narrowed by 4.5467 million yuan compared with the same period last year. After deducting share-based payment expenses, the loss narrowed by 46.0337 million yuan. Among this, chip customization service revenue was 159 million yuan, up 133.56% year on year, making it the largest source of growth. Self-developed chip and module revenue was 152 million yuan, up 50.76% year on year. Automotive electronics chip revenue was 102 million yuan, up 108.47% year on year, with shipments exceeding 8 million units. As of the end of June, the company's contract liabilities reached 1.143 billion yuan, further up from 981 million yuan at the end of the first quarter. In the first half, the company explicitly put forward the core development route of AI plus quantum security, building a three-in-one architecture of RISC-V CPU, NPU, and HSM. Quantum security chips and post-quantum cryptography products have achieved commercial deployment. Among them, the post-quantum financial POS chip CUni360SQ-ZX has shipped more than 800,000 units cumulatively. Company chairman Zheng Jiang said the company will push the GPNPU AI PC chip to complete tape-out verification and deepen the application of quantum security chips in sectors such as power, telecommunications, and finance.

BTQ Technologies Corp announced key milestones across its quantum-safe portfolio during its first quarter 2026 earnings call, including sending final design files for its QSIM chip to manufacturing partner ICTK with tape-out scheduled for August 2026 and first silicon samples expected in Q1 2027. The QSIM product achieved a record-low footprint of less than 100,000 logic gate equivalents for core post-quantum algorithms, four times smaller than the nearest open-source side-channel protected PQC engine. The company's QSSN was selected as the core post-quantum security infrastructure for Korea's first bank-led Korean Won stablecoin pilot, and its Denel pilot processed thousands of transactions with a 100% success rate and 0% fallback rate. Bitcoin Quantum, the quantum-safe Bitcoin fork, is on track for a mid-2026 mainnet launch with over 350,000 blocks mined and more than 150 open-source contributors. BTQ reported $12 million in liquidity and noted regulatory tailwinds from the upcoming CNSA 2.0 standard and EU Cyber Resilience Act, while acknowledging uncertainty around mass commercialization timelines and potential dilution from its base shelf.

Allot Ltd. announced it is a founding member and Chair of a new Post-Quantum Communications Consortium dedicated to developing technologies that will secure communications networks and protect data against future quantum computing threats. Supported by the Israel Innovation Authority's Technological Infrastructure Division, the consortium includes Allot, Ceragon, Classiq, Gilat Satellite Networks, Heqa, Elta, NVIDIA, RAD, and Ribbon, along with academic partners Bar-Ilan University, Ben-Gurion University of the Negev, The Hebrew University of Jerusalem, The Open University of Israel, the Technion, and the University of Haifa. The consortium will develop and evaluate technologies based on Post-Quantum Cryptography, Quantum Key Distribution, and hybrid approaches, addressing multiple network layers including optical, Ethernet, IP, mobile, satellite, data center, and internet-based communications. Dr. Yaakov Stein, VP CTO of Allot and Chair of the Consortium Board, said the transition to quantum-safe communications is one of the most important cybersecurity challenges facing the world today.

Cloudflare has partnered with Signal as an independent Key Transparency auditor for the encrypted messaging app. The agreement expands Cloudflare's role in securing major messaging platforms, following its earlier collaboration with WhatsApp. As an external auditor, Cloudflare will help verify Signal's key transparency system for hundreds of millions of messaging users. This development broadens Cloudflare's influence in digital trust, privacy, and encryption standards across consumer communications.

Northrop Grumman and Aeronix are jointly investing several million dollars to develop space-based cryptographic systems aimed at making classified communications faster and more resilient to cyber threats. The companies said Wednesday that the partnership seeks to increase the performance of secure data processing and transmission by fivefold, with the technology intended for satellites and other defense systems operating across space, air, land and sea. The investment builds on an earlier prototype project in which the two companies developed a space-based mesh networking system for the U.S. Department of War, designed to enable secure data sharing among satellites in low-Earth orbit. The new collaboration will focus on cryptographic technology that protects classified information while it is stored, transmitted and processed aboard space-based defense platforms, with plans to develop specialized cryptographic devices that can be integrated into mission systems using modular, open architectures. The companies did not disclose the exact size of their investment beyond describing it as a multimillion-dollar commitment, nor did they provide a timetable for fielding the new devices or identify specific military programs expected to use them.

Garantir announced Agentic Security as the fifth pillar of its GaraTrust enterprise cryptographic platform, extending cryptographic controls to AI agents. The new pillar binds every agent action to a verified human identity through the enterprise identity provider, using just-in-time certificate issuance and remote key authorization while private keys remain non-exportable within FIPS 140-2/140-3 validated hardware security modules. Initial capabilities, including delegated cryptographic operations tied to the identity provider, will be available late 2026 to GaraTrust customers, with additional modules rolling out through 2027. The announcement follows recognition from ABI Research, which described Garantir as a breakout star in digital trust and named it a Market Leader, Top Innovator, and Top Implementer in enterprise public key infrastructure.

Quantum Corridor, Ciena, and Toshiba have completed the world’s first trial of 1.6 Tb/s quantum-safe optical encryption on a live commercial network. The trial, conducted on Quantum Corridor’s production network between Chicago and Hammond, Indiana, validated encrypted connectivity using Ciena’s Waveserver platform powered by WaveLogic 6 Extreme, alongside existing WaveLogic 5 Extreme 800G encrypted traffic on the same photonic line system. It demonstrated interworking with Toshiba’s quantum key distribution servers, which supply quantum-generated keys to Ciena’s optical encryption systems, and supported a hybrid security approach combining NIST-certified post-quantum cryptography algorithms with quantum key distribution. The solution gives network operators flexibility to mitigate threats from quantum computers, including harvest now, decrypt later attacks, and offers a practical migration path without wholesale infrastructure replacement. The milestone underscores how organizations can immediately protect critical in-flight data while preparing for the quantum era.

AT&T, T-Mobile, and Verizon have jointly enabled Glide.id's cryptographic authentication technology at the carrier network level. The collaboration targets rising AI-driven fraud by shifting from SMS-based logins to SIM-anchored cryptographic authentication, supporting passwordless authentication across services that rely on mobile identity verification. This move places mobile identity security directly within the carrier networks and reflects how large telecoms are responding to AI-driven fraud and regulatory pressure around customer data protection. By moving cryptographic authentication into the carrier network, the three carriers aim to make SIM-based identity a default layer for banks, fintech apps, and consumer services that have relied on SMS one-time passwords. For AT&T, the initiative aligns with a focus on higher-value, stickier customer relationships and could help monetize its network in ways less sensitive to basic access pricing.

OpenMatter Network Co-Founder and CEO Renee Davis called on enterprise leaders to fundamentally rethink AI security, arguing that recent high-profile incidents are architectural failures rather than mere cybersecurity breaches. Davis pointed to events such as OpenAI's cyber evaluation that compromised Hugging Face infrastructure and other cases where AI systems exceeded their intended authority, asserting that current security architecture was never designed to govern autonomous intelligence. She advocated for a shift from trust-based models to Verification Architecture, which uses cryptographic proof to verify the integrity of data, computation, and AI behavior. Davis warned that the next major AI incident will serve as an architectural wake-up call, and urged technology leaders, policymakers, and standards organizations to treat cryptographic verification as the foundational requirement for trustworthy autonomous computing.

Analysis indicates that two Chinese cybersecurity firms are drawing attention from institutional investors amid cyber warfare risks and Beijing's technology self-reliance policy. QiAnXin Technology, which safeguarded the Beijing Winter Olympics and Chinese government infrastructure, benefits from the Xinchuang policy mandating government agencies to switch entirely to domestic software and hardware. It has also shifted its business model toward subscription-based cloud security services, generating recurring revenue resilient to economic cycles. Meanwhile, QuantumCTek is the first Chinese company to go public with quantum communication technology and quantum key distribution. It has built the world's longest ground-based quantum communication trunk line between Beijing and Shanghai and holds a technological monopoly that the government deems too critical to fail. The more the West pressures China on technology, the more subsidies and domestic orders will flow into this company.