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Is Texas Instruments ReRAM Licensing Deal Altering The Investment Case For Weebit Nano (ASX:WBT)?

Simply Wall St · 3d ago
  • In December 2025, Weebit Nano Limited announced it had licensed its ReRAM non-volatile memory technology to Texas Instruments, enabling integration into TI's advanced process nodes for embedded processing, with the agreement covering IP licensing, technology transfer, and qualification for high-temperature, automotive-grade use.
  • This deal, alongside Weebit Nano’s fiscal 2026 minimum revenue guidance of A$10,000,000, underscores growing commercial traction for its low-power memory technology within global semiconductor supply chains.
  • We’ll now examine how the Texas Instruments ReRAM licensing agreement shapes Weebit Nano’s investment narrative and long-term commercial positioning.

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What Is Weebit Nano's Investment Narrative?

To own Weebit Nano, you have to believe its ReRAM can become a go-to embedded memory option across multiple foundries and end markets, not just a niche add-on. The Texas Instruments licensing deal is a meaningful step in that direction, because it reinforces that a major analogue and embedded processing player is willing to take Weebit’s IP through full qualification, including demanding automotive conditions. In the near term, the key catalyst shifts from simply signing new customers to executing on this TI integration alongside onsemi and DB HiTek, and converting the A$10,000,000 fiscal 2026 revenue minimum into a more visible multi-year pipeline. At the same time, the stock still sits on limited revenue, continued losses of A$38,384,759 and a rich price to book multiple, so execution risk and future funding needs remain front of mind.

But investors also need to consider how further capital raises might affect their stake. Our comprehensive valuation report raises the possibility that Weebit Nano is priced higher than what may be justified by its financials.

Exploring Other Perspectives

ASX:WBT 1-Year Stock Price Chart
ASX:WBT 1-Year Stock Price Chart
Across four fair value estimates from the Simply Wall St Community, views span from A$2.19 to A$8.82, underlining just how differently people see Weebit. Set this against the TI licensing catalyst and ongoing losses and you can judge how much execution risk you are comfortable with before forming your own view.

Explore 4 other fair value estimates on Weebit Nano - why the stock might be worth less than half the current price!

Build Your Own Weebit Nano Narrative

Disagree with this assessment? Create your own narrative in under 3 minutes - extraordinary investment returns rarely come from following the herd.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.