Weebit Nano’s Q2: A$8.5M Customer Payments and A$10M+ Revenue Guidance
Weebit Nano has landed its largest customer yet with Texas Instruments licensing its ReRAM technology, while achieving key technical milestones and doubling its revenue guidance for FY26.
- Licensed ReRAM technology to Texas Instruments, a Tier-1 semiconductor giant
- Achieved JEDEC-standard technology qualification at South Korean foundry DB HiTek
- Successful testing of demo chips at onsemi’s 65nm BCD Treo platform
- FY26 revenue guidance raised to at least A$10 million, more than double FY25
- Established US subsidiary and appointed VP of Systems and AI to expand market reach
A Landmark Licensing Agreement with Texas Instruments
Weebit Nano has marked a significant commercial milestone by licensing its Resistive RAM (ReRAM) technology to Texas Instruments (TI), a global leader in analog and embedded processing semiconductors. This deal represents Weebit's largest customer engagement to date and positions its ReRAM IP within TI’s advanced semiconductor nodes, targeting embedded processing applications. TI’s vast customer base, including major players like Apple and NVIDIA, underscores the potential scale of this partnership.
Technical Validation and Manufacturing Progress
Alongside the TI agreement, Weebit achieved technology qualification of its ReRAM at DB HiTek’s 130nm Bipolar-CMOS-DMOS process, meeting rigorous JEDEC industry standards. This qualification is a critical step toward high-volume manufacturing readiness. Additionally, demo chips produced on onsemi’s 65nm BCD Treo platform have passed functional testing, confirming performance expectations and suitability for high-temperature automotive and industrial applications.
Expanding Market Footprint and Product Pipeline
Weebit is actively engaging with multiple product customers, securing new design license agreements, including a recent deal with a US-based company. The company has also established a US subsidiary to better support North American customers and accelerate commercial discussions. With several products in design featuring Weebit ReRAM, the company anticipates its first product tape-out in 2026, signaling a transition from development to commercial deployment.
Financial Strength and Growth Outlook
Financially, Weebit reported strong customer payments of A$8.5 million for the quarter and ended December 2025 with a robust cash balance of A$82.7 million. The company raised its FY26 revenue guidance to at least A$10 million, more than doubling the previous year’s revenue. This growth is expected to be driven by new licensing deals, milestone payments, and expanding product integrations.
Strategic Leadership and Innovation Focus
In a strategic move to enhance its AI capabilities, Weebit appointed Gideon Intrater as VP of Systems and AI. With decades of semiconductor industry experience and leadership in ReRAM technology standards, Intrater will spearhead the development of AI-focused solutions leveraging Weebit’s memory technology. The company also secured two new patents during the quarter, further protecting its intellectual property and reinforcing its technology leadership.
Bottom Line?
With Texas Instruments on board and a strengthened financial position, Weebit Nano is poised for accelerated growth, but upcoming fab agreements and product launches will be critical to watch.
Questions in the middle?
- When will Weebit finalise additional foundry and IDM agreements expected in 2026?
- How quickly will Weebit’s ReRAM technology be integrated into commercial products beyond demo chips?
- What impact will the new AI initiatives led by the VP of Systems and AI have on Weebit’s market positioning?
