How Weebit Nano’s ReRAM Is Powering onsemi’s Next-Gen Chips
Weebit Nano has reported a fourfold revenue increase in FY25, driven by a landmark licensing agreement with semiconductor giant onsemi and key automotive-grade qualification for its ReRAM technology.
- Record FY25 revenue growth, up 4x year-on-year
- First tier-1 IDM license secured with onsemi
- Automotive-grade AEC-Q100 qualification completed
- ReRAM technology tape-out at onsemi’s 300mm US fab
- Strong cash position exceeding A$90 million
Weebit Nano’s Breakthrough Year
Weebit Nano Ltd, a pioneering independent provider of Resistive Random Access Memory (ReRAM) intellectual property, has delivered a standout performance in fiscal year 2025. The company announced a record revenue increase of four times compared to the prior corresponding period, underscoring the accelerating adoption of its advanced non-volatile memory technology.
Central to this growth is Weebit’s recently secured licensing agreement with onsemi, a top-tier integrated device manufacturer (IDM) renowned for its automotive and industrial semiconductor solutions. This deal marks a significant milestone, positioning Weebit’s ReRAM as a preferred embedded memory solution within onsemi’s next-generation Treo platform, which integrates power management, compute, and sensing on a single chip.
Automotive-Grade Qualification and Production Progress
Weebit’s ReRAM technology has achieved the stringent AEC-Q100 qualification, certifying its reliability for automotive applications at temperatures up to 150°C and endurance exceeding 100,000 cycles. This certification is critical for penetrating the automotive semiconductor market, where high performance and durability are non-negotiable.
Further validating its production readiness, Weebit announced the tape-out of its embedded ReRAM modules at onsemi’s 300mm US fabrication facility. This step signals imminent integration into commercial products, potentially accelerating royalty streams and market penetration.
Strategic Positioning in Fast-Growing Markets
Weebit’s ReRAM addresses key challenges in modern electronics, offering ultra-low power consumption, scalability beyond flash memory limits, and immunity to electromagnetic interference and radiation. These attributes make it highly attractive for emerging markets such as edge AI, automotive semiconductors, IoT microcontrollers, and power management ICs; sectors collectively forecasted to exceed US$265 billion in total addressable market by the early 2030s.
The company’s IP licensing business model, focused on foundries and IDMs, enables low capital expenditure and high-margin revenue streams. With over 90 patents and ongoing evaluations with more than 20 semiconductor vendors, Weebit is well-positioned to capitalize on the growing demand for embedded non-volatile memory solutions.
Leadership and Financial Strength
Weebit’s experienced management and board, including industry veterans and PhD-level engineers, continue to drive innovation and strategic partnerships. The company’s robust balance sheet, boasting over A$90 million in cash at the end of the latest quarter, provides a strong foundation for sustained growth and R&D investment.
As the semiconductor industry embraces new memory architectures to meet the demands of AI and automotive applications, Weebit’s ReRAM technology stands out as a scalable, reliable, and cost-effective solution ready for mass production.
Bottom Line?
With production underway and key partnerships secured, Weebit Nano is poised to transform embedded memory markets and deliver shareholder value in the coming years.
Questions in the middle?
- How quickly will onsemi’s integration of Weebit ReRAM translate into royalty revenue?
- What is the timeline for additional product launches incorporating Weebit’s IP?
- How will Weebit maintain its competitive edge amid emerging NVM technologies?
