Weebit Nano Limited — Cyborg Score 6/10

Solid
Semiconductor Memory Technology / Advanced Integrated Circuits

Strategic Profile

Weebit focuses on delivering advanced memory technologies that semiconductor companies and foundries can use to differentiate their products, with ReRAM delivering a combination of high performance, low power, and low cost not achievable by other NVMs. The company's ReRAM technology is based on fab-friendly materials easily integrated with existing fabrication flows, and it is creating ReRAM IP that customers can embed in their system-on-chip (SoC) designs.

Cyborg Score Rationale

Weebit has a market cap of AUD 1.024B with trailing twelve-month revenue of AUD 4.41M, but faces significant losses with net income of -AUD 38.38M and negative returns on assets (-31.12%) and equity (-50.48%). The company operates in a strategically important semiconductor segment with major partnerships and licensing agreements, though it remains pre-commercialization at scale.

Top Insights

  • Texas Instruments licensed Weebit ReRAM for embedded processing semiconductors in advanced process nodes in December 2025, representing a major validation of the technology
  • Weebit has a long-term strategic partnership with CEA-Leti (France) for joint ReRAM technology development with commercialization rights to joint developments
  • Weebit's ReRAM is based on fab-friendly materials and can be easily integrated with existing fabrication flows and processes, reducing customer adoption barriers
  • Company reported AUD 88.31M in cash (as of Jan 2026) against AUD 4.41M trailing revenue, providing runway for continued R&D and commercialization efforts

Named Competitors

  • STT-MRAM Technology — Spin-transfer torque magnetoresistive RAM for non-volatile memory
  • High-Performance Semiconductors — Automotive and industrial semiconductor solutions
  • Flash Memory Solutions — Traditional NOR/NAND flash alternatives

Recent Developments

  • (December 2025) Texas Instruments licensed Weebit ReRAM technology for advanced process node semiconductors
  • (January 2026) Market cap reached AUD 1.024B with share price at AUD 4.88
  • (November 2020) Weebit/CEA-Leti partnership extended for further ReRAM enhancements and selector development

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