Weebit Nano Signals Commercial Inflection with FY26 Revenue Guidance and Texas Instruments Deal

About Weebit Nano Ltd

Weebit Nano Limited (ASX: WBT) is an Australian-based semiconductor technology company focused on the development and licensing of advanced non-volatile memory solutions for the global chip industry. Headquartered in Sydney and listed on the ASX, Weebit Nano specialises in Resistive Random-Access Memory (ReRAM), a next-generation memory architecture designed to overcome the power, performance and scalability limitations of conventional flash memory.

As demand for faster, lower-power and more reliable memory accelerates across applications such as artificial intelligence, automotive electronics, industrial automation and the Internet of Things, semiconductor manufacturers are seeking alternatives that can be seamlessly integrated into existing fabrication processes. Against this backdrop, Weebit Nano’s latest announcements mark a critical inflection point, signalling the company’s progression from development-stage innovator to an emerging commercial IP licensor within the global semiconductor ecosystem.

FY26 Revenue Guidance Signals Commercial Transition

Weebit Nano announced minimum revenue guidance of $10 million for FY26, reflecting a material upgrade in commercial visibility compared with prior years. The guidance follows the execution of multiple IP licensing agreements with semiconductor fabrication facilities and product companies, providing a clearer pathway to monetisation.

The company had previously referenced a revenue goal of greater than $10 million in FY26 during its November 2025 annual general meeting, noting at the time that this was not a formal forecast. Following the signing of recent agreements, management has now confirmed that the minimum revenue threshold is supported by contracted arrangements, marking a meaningful step toward sustainable cash generation.

This guidance reflects upfront licence fees, technology transfer payments and qualification-related revenue. Over the medium term, Weebit expects to supplement these revenues with recurring royalties once customer products incorporating ReRAM enter volume production.

Landmark Texas Instruments Licensing Agreement

A major catalyst underpinning Weebit Nano’s commercial momentum is its newly announced licensing agreement with Texas Instruments, one of the world’s largest and most influential semiconductor manufacturers. Under the agreement, Texas Instruments has licensed Weebit’s ReRAM technology for use in certain embedded processing products.

The agreement covers intellectual property licensing, technology transfer, and the design and qualification of Weebit’s ReRAM within Texas Instruments’ advanced process technologies. Importantly, the collaboration enables Weebit ReRAM to be deployed at scale within a global integrated device manufacturer that produces tens of billions of chips annually.

While the economic value of the agreement has not yet been disclosed, Weebit described the arrangement as strategically significant, given Texas Instruments’ leadership position in analog and embedded processing markets. Royalty payments are expected to commence in the medium term, subject to production decisions by Texas Instruments.

Technology Differentiation and Automotive Validation

Weebit’s ReRAM technology offers a range of advantages over traditional embedded flash memory, including faster write speeds, lower power consumption, improved endurance and superior scalability at advanced semiconductor nodes. Crucially, the technology is designed to be “fab-friendly”, utilising standard materials and processes that allow rapid integration without costly equipment upgrades.

A key differentiator highlighted in the Texas Instruments agreement is Weebit ReRAM’s performance at elevated temperatures. The technology has been qualified for AEC-Q100 Grade 1 operation at 150°C, a critical requirement for automotive and industrial applications where reliability under harsh conditions is essential.

This qualification positions Weebit ReRAM as a strong candidate for use in automotive microcontrollers, power management ICs and advanced driver-assistance systems, where legacy flash memory is increasingly constrained.

Expanding Fab and Customer Footprint

With the latest agreements, Weebit Nano now has IP licensing arrangements with four semiconductor fabrication facilities, alongside multiple product-focused customers. This growing footprint reflects rising industry acceptance of ReRAM as a successor to embedded flash, particularly as chips transition to smaller geometries.

Weebit’s commercial model is structured to benefit from both near-term development revenue and long-term recurring royalties. As customers move from qualification to production, the company expects increasing leverage in its earnings profile, supported by the inherently high-margin nature of IP licensing.

Industry Context: Shift Beyond Flash Memory

The semiconductor industry is undergoing a structural shift as embedded flash memory approaches physical and economic limits at advanced nodes. As applications such as AI, edge computing and automotive electronics demand more efficient memory, alternatives such as ReRAM are gaining traction.

ReRAM’s ability to offer non-volatility, low power consumption and compatibility with logic processes makes it particularly attractive for system-on-chip designs. Weebit Nano operates as one of the few independent providers of ReRAM technology, positioning it as a strategic partner to both foundries and integrated device manufacturers.

The licensing agreement with Texas Instruments reinforces this positioning, providing third-party validation from a global industry leader.

Financial and Strategic Implications

The issuance of FY26 revenue guidance marks a turning point in Weebit Nano’s investment profile, shifting the narrative from technology validation to commercial execution. While the company remains in an investment phase, the establishment of contracted revenue and future royalty pathways reduces uncertainty around its business model.

Weebit’s asset-light IP licensing strategy also limits capital intensity, allowing incremental revenue to flow through at attractive margins once scale is achieved. The company continues to invest in R&D to expand the capabilities of its ReRAM platform, including multi-level cell performance and broader qualification across process nodes.

Outlook

Looking ahead, Weebit Nano enters 2026 with growing commercial momentum, a strengthened customer roster and increasing industry validation. The company is expected to continue securing additional licensing agreements, particularly as semiconductor manufacturers seek alternatives to embedded flash for advanced applications.

While revenue from royalties remains medium-term in nature, the combination of development fees, qualification milestones and expanding fab partnerships provides a clearer runway toward sustainable growth. Ongoing execution against customer timelines and successful qualification will remain key focus areas.

Conclusion

Weebit Nano’s latest announcements represent a significant milestone in its evolution as a semiconductor IP licensor. The combination of minimum FY26 revenue guidance and a strategic licensing agreement with Texas Instruments underscores growing industry confidence in ReRAM technology and Weebit’s commercial readiness. As demand accelerates for faster, lower-power memory across automotive, AI and industrial markets, Weebit Nano is increasingly positioned as a relevant and scalable participant in the global semiconductor value chain.