WEEBIT NANO LTD

Weebit Nano develops ReRAM next‑generation non‑volatile memory and is transitioning toward an IP licensing model after securing partnerships with tier‑1 foundries and Texas Instruments. The company’s market capitalisation sits around A$1.50–1.65 billion and projected FY26 revenue has moved above the A$10 million mark as commercial traction increases. If ReRAM achieves broader adoption across automotive, edge AI and embedded systems, Weebit could generate significant recurring royalty streams, although execution risk remains. » Altro su smallcaps.com.au

Weebit Nano has licensed its ReRAM technology to Texas Instruments; the agreement covers an IP license, technology transfer, and design and qualification in TI's process node for embedded processing. The ReRAM is intended as an energy-efficient, non-volatile memory rated up to 150 °C (AEC‑Q100). Financial terms were not disclosed; Weebit’s stock has risen strongly over the past six months. » Altro su de.investing.com

Weebit Nano released its presentation for Q1 FY26 and reports record customer payments, a cash balance of over A$90 million, and a fourfold increase in revenue in fiscal 2025 (revenue rising to US$4.4 million). The company has won three product customers for ReRAM integration and achieved the tape-out of an embedded ReRAM module in onsemi’s 300‑mm fabrication in September. Weebit obtained AEC‑Q100 qualification for 150 °C, is targeting markets such as automotive, edge AI and power management, and is pursuing two further fab agreements as well as DB‑HiTek qualification by the end of 2025. » Altro su de.investing.com