Weebit Nano has marked a pivotal quarter by achieving automotive-grade AEC-Q100 qualification for its ReRAM technology, advancing integration with semiconductor giant onsemi, and securing a robust cash position to fuel growth.
- Achieved AEC-Q100 qualification confirming ReRAM reliability at 150°C and 100K endurance cycles
- Progressing integration of ReRAM with onsemi’s Treo platform for low-power, high-retention memory
- Produced fully functional wafers at DB HiTek, moving towards qualification in 2025
- Demonstrated ultra-low-power edge AI applications with EMASS using ReRAM technology
- Strengthened operational infrastructure with appointment of Lilach Zinger as VP Customer Success
Weebit Nano’s ReRAM Technology Hits Automotive-Grade Reliability
In its Q3 FY25 report, Weebit Nano (ASX: WBT) announced a significant technical milestone: the successful completion of AEC-Q100 qualification for its Resistive RAM (ReRAM) non-volatile memory technology. This certification, widely regarded as the automotive industry’s gold standard for integrated circuit reliability, confirms that Weebit’s ReRAM can operate reliably at elevated temperatures of 150°C and endure 100,000 high-temperature cycles. Such robustness extends the technology’s applicability beyond consumer electronics into demanding automotive, industrial, and IoT environments.
Strategic Partnership Progress with onsemi
Weebit’s collaboration with onsemi, a leading tier-1 semiconductor manufacturer, continues to gain momentum. The integration of Weebit’s ReRAM into onsemi’s Treo platform is progressing well, aiming to deliver a cost-effective, low-power non-volatile memory solution with strong data retention at high temperatures. Given onsemi’s status as an integrated device manufacturer (IDM), this partnership could accelerate the path to mass production and royalty revenue for Weebit, positioning the company for sustainable commercial returns.
Manufacturing Advances and Qualification Pipeline
Complementing its partnership efforts, Weebit has achieved fully functional wafer production at DB HiTek, a key foundry partner. The wafers are now advancing towards qualification, expected to complete within 2025. This progress underscores Weebit’s ability to scale manufacturing and meet the stringent requirements of semiconductor fabs, a critical step for widespread adoption of its ReRAM technology.
Demonstrating Edge AI Capabilities with EMASS
At the Embedded World Conference in Germany, Weebit showcased a live demonstration of ultra-low-power edge AI applications in collaboration with Embedded AI Systems Pte. Ltd. (EMASS). The demonstration featured a gesture recognition AI chip leveraging Weebit’s ReRAM, highlighting the technology’s suitability for energy-efficient inference at the edge. Notably, EMASS’s shift from MRAM to ReRAM reflects a broader industry trend recognizing ReRAM’s advantages in power consumption and cost-effectiveness for AI workloads.
Building Infrastructure for Growth
To support an expanding portfolio of fab projects and commercial agreements, Weebit appointed Lilach Zinger, formerly a fab manager at Tower Semiconductor, as Vice President of Customer Success. This strategic hire aims to establish robust operational frameworks and customer management processes, ensuring the company can efficiently handle multiple parallel projects with semiconductor fabs and product companies.
Financial Health and Outlook
Financially, Weebit reported receiving A$2.7 million in customer payments during the quarter, maintaining a strong cash balance of A$93.7 million as of 31 March 2025. This solid liquidity position provides ample runway to fund ongoing R&D, qualification activities, and commercialisation efforts. The company anticipates signing additional agreements with foundries and integrated device manufacturers throughout 2025, which should unlock further milestone payments and revenue streams.
Bottom Line?
With automotive-grade certification and strategic partnerships advancing, Weebit Nano is poised to turn its ReRAM technology into a commercial success story—investors will watch closely as wafer qualifications and fab deals unfold.
Questions in the middle?
- How soon will Weebit begin to realise royalty revenues from onsemi’s Treo platform integration?
- What timelines and milestones are expected for DB HiTek wafer qualification and subsequent production ramp-up?
- Which additional foundries or product companies are in advanced discussions to adopt Weebit’s ReRAM technology?