Strategic Impact Analysis of Texas Instruments' ReRAM Technology Licensing Collaboration with Weebit Nano

On December 28, 2025, Weebit Nano Limited (ASX:WBT) officially announced a ReRAM (Resistive Random Access Memory) technology licensing agreement with global semiconductor giant Texas Instruments (NASDAQ:TXN) [2]. According to the agreement terms:

• Weebit will integrate its ReRAM technology into Texas Instruments’ advanced process nodes for
  embedded processing semiconductors
• The agreement covers
  IP licensing, technology transfer
  , as well as design and qualification in Texas Instruments’ process technology
• Weebit ReRAM technology features
  low power consumption and high cost-effectiveness
  , performs excellently in high-temperature environments, and has passed
  AEC-Q100 150°C operation certification
  [2]

: Texas Instruments currently has a market capitalization of $160.72 billion [0], and is a leading global supplier of analog chips and embedded processors. Its main revenue comes from:

• Analog products (82.8%)
• Embedded processing (17.2%) [0]

:

1. Fill Embedded Storage Technology Gap
   : ReRAM technology will significantly enhance the performance of Texas Instruments’ embedded processors, especially in application scenarios requiring non-volatile storage such as
   automotive electronics, industrial control, and IoT
   [2]

2. Technology Leadership Advantage
   : As chip manufacturing processes shrink to
   below 28nm
   , traditional flash memory technology faces cost and complexity challenges. ReRAM can effectively scale to smaller process nodes, providing Texas Instruments with a
   long-term technology path
   [2]

3. Differentiated Competitive Edge
   : Competitors of Texas Instruments such as onsemi, NXP, STMicroelectronics, and Infineon are also seeking ReRAM technology integration. This licensing agreement allows Texas Instruments to
   seize the initiative
   in this field [2]

Texas Instruments is building a large-scale 300mm wafer fab complex in Sherman, Texas:

• Total investment of $60 billion
  , planning to build 7 wafer fabs
• The SM1 wafer fab was put into production in December 2025, capable of producing
  tens of millions of chips per day
  [1]
• Has
  1.3 million square feet
  of cleanroom space [1]

:

• ReRAM technology can be integrated into Texas Instruments’
  internal manufacturing processes
  , making full use of the capacity of the Sherman wafer fab
• Through the vertical integration model (
  IDM model
  ), Texas Instruments can better control technology integration, product quality, and supply chain
• Partnerships with industry leaders such as Apple, Ford, Medtronic, NVIDIA, and SpaceX will be
  further strengthened
  through advanced storage technology [1]

:

1. Automotive Electronics
   : ReRAM has passed
   AEC-Q100 150°C operation certification
   , making it particularly suitable for high-temperature automotive environments and meeting strict reliability requirements for automotive electronics [2]
2. Industrial IoT
   : Low power consumption makes ReRAM an ideal choice for industrial sensors and controllers
3. Edge AI
   : Aligns with Weebit’s layout of joining the
   EDGE AI FOUNDATION
   [2], providing efficient storage solutions for edge AI applications

:

• Texas Instruments’ current stock price is $176.88, with a P/E ratio of 32.28x [0]
• Net profit margin is 29.21%, and ROE reaches 30.41%, showing strong profitability [0]
• Integration of ReRAM technology is expected to
  increase product added value and profit margins
  in the medium and long term

:

• January 2025
  : Signed a licensing agreement with onsemi (formerly ON Semiconductor)
• October 2025
  : Completed test chip tape-out with onsemi at the 300mm wafer fab in East Fishkill, New York [2]
• December 2025
  : Reached the latest licensing agreement with Texas Instruments

:

1. Market Validation
   : Collaboration with Texas Instruments (a global semiconductor leader) is the most powerful validation of the
   feasibility and commercial value
   of Weebit’s technology
2. Revenue Model
   : Adopts an
   ARM Holdings-like
   light asset, high profit margin
   licensing model [2], obtaining ongoing royalty income through technology licensing
3. Customer Diversification
   : Partners include onsemi, DB HiTek (top 10 global wafer foundries), etc., reducing dependence on a single customer [2]

:

• Weebit is recognized as a
  trusted ReRAM IP source
  independent of TSMC and UMC [2]
• Collaboration with Texas Instruments will accelerate Weebit’s
  commercial negotiation process
  with other IDM manufacturers such as NXP, STM, and Infineon [2]
• The company has joined the
  EDGE AI FOUNDATION
  and actively expands the edge AI market [2]

:

• Co-developed technology with the French CEA (Atomic Energy and Alternative Energy Commission), holding
  multiple patents
  [2]
• The technology has been successfully integrated into the
  65nm BCD process
  (onsemi collaboration) [2]
• Shows excellent
  write endurance and data retention capabilities
  [2]

:

• onsemi Collaboration
  : Qualification is expected to be completed in 2026 and mass production will start, achieving
  first revenue
  at that time [2]
• Texas Instruments Collaboration
  : As a larger-scale licensing agreement, it is expected to contribute
  significant royalty income
  in the medium and long term
• Market Opportunities
  : The market size of next-generation non-volatile memory is expected to grow from $6.51 billion in 2025 to $15.32 billion in 2030 (CAGR 18.66%) [2], and the ReRAM segment market is expected to grow from $610 million in 2024 to $1.37 billion in 2029 (CAGR 17.6%) [2]

Performance Indicator	ReRAM Advantage	Application Value
Power Consumption	Low power operation	Extend battery life of IoT devices
Cost	Lower manufacturing cost	Reduce end product cost
Endurance	High write endurance	Suitable for applications with frequent data updates
Speed	Faster read/write speed	Improve system response performance
Scalability	Scalable to below 28nm	Adapt to advanced process technologies
Temperature Performance	150°C high temperature certification [2]	Ideal choice for automotive and industrial environments
Manufacturing Compatibility	Compatible with existing CMOS processes	Can be quickly integrated into existing production lines [2]

:

1. IoT Devices
   : As a “flash killer” technology, it provides better storage solutions for IoT [2]
2. Microcontroller (MCU)
   : Embedded storage unit, improving MCU performance and energy efficiency
3. Automotive Electronics
   : Meet automotive-grade temperature and reliability requirements

:

1. Neuromorphic Computing
   : ReRAM arrays can be used as neural “weight” units [2]
2. In-memory Computing
   : Break through the storage wall limitation and improve AI computing efficiency
3. Edge AI
   : Aligns with Weebit’s strategy of joining the EDGE AI FOUNDATION, supporting the development of edge intelligent devices [2]

:

• onsemi
  : Completed test chip tape-out in collaboration with Weebit [2]
• Texas Instruments
  : The latest to join Weebit’s licensed customer list
• Potential Customers
  : IDM manufacturers such as NXP, STM, and Infineon are closely following ReRAM technology [2]

:

• MRAM (Magnetoresistive RAM)
  : Promoted by companies such as Everspin Technologies, with an expected market CAGR of 11% [2]
• PCM (Phase Change Memory)
  : Intel once launched Optane products but has retired them
• FeRAM (Ferroelectric RAM)
  : Promoted by companies such as Fujitsu and Rohm

:

• The next-generation memory market is
  moderately concentrated
  , with giants such as Samsung, SK Hynix, and Micron dominating high-performance storage products [2]
• Niche market experts
  (such as Weebit) establish defensive market positions through differentiated technologies [2]
• Increasing strategic alliances
  : Chip manufacturers collaborate with cloud service providers to jointly design storage architectures optimized for AI and HPC [2]

:

• As an
  independent IP supplier
  , focusing on licensing rather than manufacturing
• Establishes collaborations with multiple wafer foundries and IDMs, avoiding binding to any single customer
• Adopts an
  ARM-like business model
  , achieving
  light asset, high profit margin
  operations [2]

• Qualification Cycle
  : The collaboration with onsemi is expected to take
  12-18 months
  from signing to mass production [2], and integration with Texas Instruments will also take the same amount of time
• Process Adaptability
  : Integrating ReRAM into Texas Instruments’ proprietary process technology requires
  in-depth technology transfer and customization
• Performance Verification
  : Performance and reliability in actual products still need
  mass production verification

• Alternative Technology Competition
  : Other emerging storage technologies such as MRAM, PCM, and FeRAM are also developing
• Evolution of Traditional Flash Memory
  : Improvements in technologies such as 3D NAND may delay the adoption of ReRAM
• Customer Adoption Willingness
  : There is
  uncertainty
  about end customers’ acceptance of new technologies

• Revenue Concentration
  : Although customers are diversified, early revenue may still be concentrated on a few large customers
• Royalty Income Volatility
  : The cyclical nature of the semiconductor industry may affect the stability of royalty income
• Intellectual Property Protection
  : Continuous investment in patent applications and protection is required to prevent technology infringement

:

1. Technology Leadership
   : Obtain advanced embedded storage technology to enhance product competitiveness
2. Manufacturing Synergy
   : Form strategic synergy with the investment in the Sherman 300mm wafer fab [1]
3. Market Positioning
   : Strengthen leadership in automotive, industrial IoT, and edge AI markets
4. Long-term Value
   : Provide storage technology guarantee for the product roadmap in the next decade

:

1. Brand Endorsement
   : Technical recognition from one of the world’s largest semiconductor companies
2. Revenue Growth
   : Large-scale licensing agreements bring ongoing royalty income
3. Market Expansion
   : Accelerate the negotiation process with other potential customers
4. Industry Position
   : Consolidate leadership in the ReRAM field

This collaboration marks an important turning point for ReRAM technology from the R&D stage to

:

• Technology Verification
  : Proves the feasibility and commercial value of ReRAM in mass production
• Industry Trend
  : Indicates that ReRAM may become a viable alternative to traditional flash memory in
  embedded applications
• Investment Signal
  : May attract more capital and resources to invest in ReRAM and related emerging storage technologies

:

• Texas Instruments completes technology integration and product qualification
• onsemi achieves mass production, and Weebit begins to generate substantial revenue [2]
• Other IDM manufacturers may follow suit and sign licensing agreements

:

• ReRAM technology gains significant market share in specific application fields such as automotive and industrial IoT
• Weebit’s revenue model matures and becomes a profitable IP licensing company
• Texas Instruments launches innovative products integrated with ReRAM to enhance market competitiveness

:

• ReRAM may become the
  mainstream choice
  for embedded storage in advanced process nodes
• Emerging applications such as neuromorphic computing and in-memory computing drive ReRAM demand growth
• The competitive pattern of the next-generation memory market is basically formed, with ReRAM occupying an important position

The collaboration between Texas Instruments and Weebit Nano is not only a commercial transaction but also an important milestone in the evolution of storage technology in the semiconductor industry. It is expected to reshape the competitive pattern of the embedded storage market and lay the foundation for performance and energy efficiency improvements of next-generation electronic products.

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[0] Jinling API Data - Texas Instruments (TXN) Company Profile, Financial Analysis, Real-Time Quotes

[1] Texas Instruments - “Texas Instruments begins production at its newest 300mm semiconductor manufacturing facility in Sherman, Texas” (https://www.ti.com/about-ti/newsroom/news-releases/2025/texas-instruments-begins-production-at-its-newest-300mm-semiconductor-manufacturing-facility-in-sherman-texas.html)

[2] Globe Newswire - “Weebit Nano secures a license agreement with Texas Instruments” (https://www.globenewswire.com/news-release/2025/12/28/3210757/0/en/Weebit-Nano-secures-a-license-agreement-with-Texas-Instruments.html)

[3] Exoswan - “Top Neuromorphic Computing Stocks 2026: Thinking on Microwatts” (https://exoswan.com/neuromorphic-computing-stocks)

[4] Mordor Intelligence - “Next Generation Non-volatile Memory Market Size & Share Analysis” (https://www.mordorintelligence.com/industry-reports/next-generation-non-volatile-memory-market)

[5] The Business Research Company - “Resistive Random Access Memory (ReRAM) Market Report 2025” (https://www.thebusinessresearchcompany.com/reportimages/resistive_random_access_memory_reram_market_report.webp)

[6] SemiWiki - “Weebit Nano tapes out embedded ReRAM test chips at onsemi production fab” (https://finance.yahoo.com/news/weebit-nano-tapes-embedded-reram-213400041.html)

[7] Globe Newswire - “Weebit Nano Joins EDGE AI FOUNDATION to Advance Intelligent Systems at the Edge” (https://www.globenewswire.com/en/news-release/2025/09/24/3155388/0/en/Weebit-Nano-Joins-EDGE-AI-FOUNDATION-to-Advance-Intelligent-Systems-at-the-Edge.html)