Texas Instruments has entered into a licensing agreement with Weebit Nano to integrate the company’s resistive random‑access memory (ReRAM) into its embedded‑processor semiconductor line. The partnership gives TI access to a low‑power, high‑temperature non‑volatile memory that has demonstrated excellent data retention at 150 °C and is qualified under the AEC‑Q100 150 °C automotive standard, positioning it as a viable successor to flash in advanced process nodes.
The ReRAM technology is slated for integration into TI’s 28 nm planar CMOS process, the most advanced node used for high‑end automotive and industrial system‑on‑chip (SoC) applications. By adopting ReRAM, TI can offer customers a memory solution that delivers lower power consumption, higher endurance, and greater reliability in harsh environments, while still scaling below the 28 nm threshold where flash performance degrades.
Strategically, the deal aligns with TI’s focus on high‑reliability, low‑power markets. ReRAM’s ability to scale to smaller nodes and its proven 150 °C qualification make it attractive for automotive, industrial, and IoT applications that demand long‑lived, rugged memory. The licensing also supports TI’s broader manufacturing strategy, which aims to source over 95 % of its wafers internally by 2030, giving the company tighter control over supply chain and cost.
Financially, TI reported Q3 2025 revenue of $4.74 billion, up 14 % year‑over‑year, and earnings per share of $1.48, matching analyst expectations. Gross profit margin stood at 57 % and free cash flow reached $2.4 billion, a 65 % increase from the prior year. Weebit Nano, meanwhile, has raised its FY 2026 revenue guidance to at least $10 million following the licensing announcement, and its shares surged 187 % over the past six months, reflecting investor enthusiasm for the company’s growing commercial traction.
Market reaction to the announcement was positive for Weebit Nano, with its stock gaining 18.37 % on December 29, 2025. While Texas Instruments’ own stock did not show a distinct move tied to the deal, analyst sentiment remains mixed, with a consensus “Hold” rating and price targets around $200, indicating that the market views the licensing as a strategic, but not immediately revenue‑driving, development.
Management comments underscore the significance of the partnership. Amichai Ron, Senior Vice President of TI Embedded Processing, said the collaboration “will enable our customers to access industry‑leading NVM technology in performance, scale, and reliability.” Coby Hanoch, CEO of Weebit Nano, noted that the agreement “reinforces Weebit’s position as the leading independent provider of ReRAM technology” and signals a broader industry shift toward ReRAM as flash’s successor.
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