Weebit Nano hits ReRAM goals, signs major chip deals

Weebit Nano said it met its 2025 commercial and technical targets, citing new licensing deals with onsemi and Texas Instruments and an industry-standard qualification milestone at foundry DB HiTek.

The Australian memory technology company said the licensing agreements cover its embedded resistive random-access memory, known as ReRAM. It described onsemi and Texas Instruments as Tier-1 global semiconductor companies.

Weebit Nano said work continued on a third agreement with a foundry or integrated device manufacturer. It now expects that agreement to be signed in 2026.

Customer activity

Weebit Nano also pointed to progress with product companies. It said it signed agreements with multiple product companies during the year. It said those companies are integrating embedded ReRAM into several next-generation products.

The company said those agreements include security-related applications and smart battery management. It did not name the product companies involved or quantify expected volumes.

Weebit Nano said it exceeded a target of three product customers integrating its ReRAM into next-generation products.

Qualification milestone

In December, Weebit Nano said it achieved technology qualification based on JEDEC industry standards for non-volatile memories at DB HiTek.

The company said the JEDEC-based qualification process requires testing across multiple silicon dice. It said the dice came from three independent wafer lots.

Weebit Nano said qualification represents a step towards volume production at DB HiTek. It linked the work to the foundry's 130nm Bipolar-CMOS-DMOS process.

It also said it already has customers preparing for production at DB HiTek.

Industry positioning

Weebit Nano framed the agreements as part of its strategy to commercialise embedded ReRAM intellectual property for use in semiconductor products.

It described ReRAM as a successor to embedded flash in next-generation products. The company said it sees increasing interest from foundries, integrated device manufacturers and product companies.

Weebit Nano CEO Coby Hanoch made that point in a statement released by the company.

"2025 was an exceptional year for Weebit as we continued to commercialise our embedded ReRAM IP, signing licensing agreements with some of the industry's biggest names. Commercial agreements with TI and onsemi are a testament to the quality of our ReRAM technology and reinforce ReRAM is being viewed across the industry as a clear successor to embedded flash in next-generation products. While our third foundry licensing agreement has slipped into 2026, we are seeing a growing interest and demand for ReRAM from many foundries, IDMs and product companies. We are continuing to progress commercial conversations with these potential customers and we remain committed to delivering value for our customers, partners and shareholders over the year ahead. In FY26, we expect to deliver revenue of at least $10 million while 2026 will also see us tape-out our first product company and secure our first AI customer," said Coby Hanoch, CEO, Weebit Nano.

Next steps

The company's comments outlined several commercial expectations for the year ahead. It said it expects revenue of at least $10 million in FY26. It also said it expects to tape-out its first product company in 2026 and secure its first AI customer.

Weebit Nano did not provide additional detail on the timing of the tape-out, the identity of the prospective AI customer, or the stage of negotiations for its third foundry or IDM agreement.

The company said the third foundry licensing agreement continues to progress and now sits in its 2026 outlook.