Security Silicon

TPM 2.0 · secure elements · eSIM · automotive HSM · Caliptra · post-quantum

Security chips are sold on certification, and swapping a certified TPM or secure element takes 18 to 36 months of re-evaluation. Post-quantum cryptography now forces that cycle across the installed base: NIST finalized ML-KEM in August 2024, FIPS 140-2 certificates retire in September 2026, and RSA and ECC are slated for deprecation in 2030, so Infineon, NXP and ST are recertifying parts now.

Post-quantum deadlines: NIST finalized ML-KEM and ML-DSA in August 2024; Infineon received the first Common Criteria certification for a post-quantum algorithm on a security chip in January 2025; FIPS 140-2 certificates retire in September 2026; NSA CNSA 2.0 applies to new national security systems from January 2027; the EU Cyber Resilience Act applies from December 2027; NIST plans to deprecate RSA and ECC in 2030 and disallow them in 2035. Recertifying a TPM or secure element and its platform takes 18 to 36 months. THE POST-QUANTUM RECERTIFICATION CYCLE Aug 2024 NIST finalizes ML-KEM and ML-DSA FIPS 203 AND 204 Jan 2025 Infineon: first Common Criteria PQC certificate ML-KEM ON A SECURITY CONTROLLER, BSI Sep 2026 FIPS 140-2 certificates retire ONLY FIPS 140-3 MODULES REMAIN VALID Jan 2027 NSA CNSA 2.0 for new national security systems QUANTUM-RESISTANT ALGORITHMS REQUIRED Dec 2027 EU Cyber Resilience Act obligations apply SECURE-BY-DESIGN FOR CONNECTED PRODUCTS 2030 NIST deprecates RSA and ECC NIST IR 8547 DRAFT 2035 RSA and ECC disallowed NIST IR 8547 DRAFT 18-36 months to recertify A TPM OR SECURE ELEMENT AND ITS PLATFORM, SO WORK FOR EACH DATE STARTS YEARS AHEAD.
Recertification
18-36 months
EAL5+ evaluation
$0.5M-2M
NIST PQC final
Aug 2024
FIPS 140-2 sunset
Sep 2026
RSA deprecation
2030
Hub
Chips

Certification

Security Chips Compete on Certificates, Not Speed

A TPM without Common Criteria EAL4+ cannot go into an enterprise PC, and a secure element without EMVCo approval cannot go into a payment card, whatever its performance.

Swapping a certified security chip means a new Common Criteria evaluation for the part, which costs $500,000 to $2 million at EAL5+, plus recertifying the platform under FIPS 140-3 or PCI rules: 18 to 36 months in all, longer than the 12 to 24 months to requalify an automotive MCU. Infineon's hold on the enterprise TPM socket rests on that history as much as on the silicon.

Post-quantum

Post-Quantum Deadlines Force a Recertification Cycle

NIST published the first post-quantum standards, ML-KEM (FIPS 203) and ML-DSA (FIPS 204), in August 2024. In January 2025 Infineon received the first Common Criteria certification, from Germany's BSI, for a post-quantum algorithm running on a security controller. Every TPM, secure element and automotive HSM that signs firmware or protects keys for a decade or more now needs post-quantum support, and each one has to go back through certification to get it.

The quantum computers that would break RSA are still ahead; their status is on Quantum.

Families

Eight Families of Security Silicon

  • Discrete merchant chips
  • Built into a larger chip
  • Appliances
  • China
Security silicon families
FamilyFlagship productsProcessSuppliers
TPM 2.0Infineon OPTIGA SLB9672; ST ST33KTPM; Nuvoton NPCT75x40nm to 90nm with long certification historyInfineon leads; STMicroelectronics second; Nuvoton (Taiwan) in budget PCs
Secure elementsNXP EdgeLock SE050 and SE051; Infineon OPTIGA Trust M; ST STSAFE-A; Microchip ATECC60840nm to 90nm; tamper mesh and active shields matter more than nodeNXP leads in IoT; Infineon leads in payment cards
eSIM and eUICCInfineon, ST and NXP silicon with Giesecke+Devrient, Thales and Kigen operating systems40nm to 65nm; GSMA SGP.22 and SGP.32Every connected car and most new phones
Automotive securityInfineon AURIX TC3xx and TC4xx HSM core; NXP S32 HSE; Renesas RH850 ICU28nm to 40nm, AEC-Q100Built into safety MCUs; UN R155 drives demand
Root of trust in the SoCApple Secure Enclave; Arm TrustZone; Caliptra (open source, backed by AMD, Google, Microsoft and NVIDIA)Follows the host SoC nodeCaptive or licensed IP from Arm, Rambus and Synopsys
Cloud security chipsAWS Nitro; Google Titan; Microsoft Pluton in AMD Ryzen, Intel Core Ultra and Qualcomm Snapdragon X PCs; Azure Integrated HSM in serversMature to leading-edge, captiveNot sold on the open market
Hardware security modulesThales Luna 7; Entrust nShield; Utimaco; AWS CloudHSMCertified appliances with internal ASICs, FIPS 140-3 Level 3Thales, Entrust, Utimaco
China national cryptoTCM and TPCM modules using SM2, SM3 and SM4Mature nodes in Chinese fabsNationz Technologies, Unigroup Guoxin, Huada Semiconductor; required in Chinese government and critical systems

Supply risk

Where the Lock-In Bites

Where the lock-in bites
CategoryWhere it is usedMain supply risk
TPM 2.0Every Windows 11 PC and x86 serverInfineon holds most enterprise sockets; a new TPM means new Common Criteria evaluation
Secure elementsIoT identity, payment cards, EV chargersEMVCo and Common Criteria lock-in; NXP and Infineon dominate high-assurance parts
Automotive securityUN R155 compliance, OTA update integrity, V2XAEC-Q100 plus ISO/SAE 21434; few qualified suppliers
Cloud security chipsAWS, Google and Azure tenant isolationCaptive; depends on each hyperscaler's design team

Most of these chips run on 40nm to 90nm, often on 200mm lines with security-specific layers such as tamper meshes, which limits which fabs can make them. The wider mature-node picture is on Mature-Node MCUs.

Vehicles

UN R155 Puts a Security Chip in Every New Car

UN Regulation 155 has required a certified cybersecurity management system for new vehicle types in the EU since July 2022 and for all new vehicles since July 2024, with Japan and Korea following. Each connected vehicle carries an eSIM, an HSM inside its gateway MCU and often a separate secure element for over-the-air updates and V2X. The vehicle side is on ElectronsX.

Record

Page Record

Covers
Security silicon families, certification lock-in, the post-quantum recertification cycle, UN R155, China's national cryptography chips
Sources
NIST FIPS 203 and 204 (August 2024) and NIST IR 8547 draft (November 2024); Infineon and BSI (January 2025); NIST CMVP FIPS 140-2 sunset notice; NSA CNSA 2.0; EU Cyber Resilience Act; UNECE R155; vendor product pages
Last verified
October 2026