Weebit Nano Limited (WBT.AX) Earnings Call Transcript & Summary

January 6, 2026

ASX AU Information Technology Semiconductors and Semiconductor Equipment special 7 min

Earnings Call Speaker Segments

Unknown Attendee

attendee
#1

Let's now turn to a small cap. And the next company is next-generation memory, is a real-world momentum semiconductor developer. Weebit Nano recently published its 2025 reports detailing its commercial and technical targets. Let's take a look and what's ahead for 2026, joining us Chief Executive, Coby Hanoch.

Unknown Attendee

attendee
#2

Coby, welcome back to Ausbiz. It's good to have you on the show again. How would you sum up 2025 then for Weebit Nano?

Jacob Hanoch

executive
#3

Well, 2025 was an amazing year for us. We're really moving now from developing a technology to being a commercial company. Over the last few years, we started licensing our technology to several important customers. And, I guess, 2025 ended up with the grand finale of signing an agreement with Texas Instruments, which is one of the top players in our field. So we're feeling very bullish. The company has really been focused on setting up now the infrastructure for massive growth for multiple customers in parallel. And it was a great year, and 2026 is looking as if it's going to be even a better year.

Unknown Attendee

attendee
#4

Can you give us a little more detail on that agreement you have with Texas Instruments in terms of supplying Resistive Random-Access Memory?

Jacob Hanoch

executive
#5

Weebit is a supplier of technology. We develop what's called a nonvolatile memory technology, and we license this technology to manufacturers. So Weebit doesn't have a product of its own. It actually has a technology. And we have 2 types of customers in the semiconductor world, because manufacturing is so expensive, even the biggest companies, the NVIDIAs and Apples and Googles of the world don't have their own manufacturing facilities. And there are companies that are called foundries, which offer manufacturing as a service. So we normally have, you can say, a triangle. We have -- on the one hand, we license our technology to a foundry that manufactures the technology, and we teach them how to manufacture it. On the other hand, we license the technology to the product company who embeds our technology into their product and then they go to the foundry to manufacture. Texas Instrument, in this case, is really unique. There are very few companies like Texas Instruments, TI, that are actually what we call IDMs, they're independent device manufacturers. They have their own manufacturing facilities. TI is so big and strong and historically has been manufacturing their product. So with them, it's one agreement that actually covers both sides. We -- on the one hand, we teach them how to manufacture the technology. And obviously, they pay us a license fee and also for all of this work that we do. It's a very big project to transfer the technology to them. On the other hand, they are also the product customer, and they will be paying us royalties or -- and other payments on using the technology in their designs.

Unknown Attendee

attendee
#6

And so Coby, does this give you global recognition given that agreement you have with Texas Instruments, which is obviously a heavy hitter in that space. What does your potential contract pipeline look like?

Jacob Hanoch

executive
#7

Yes. An agreement with a company like TI is definitely something that the whole world notices. And in the industry, people already knew Weebit. Weebit today is 1 of only 3 companies that has, what's called, qualified ReRAM, ReRAM that has been shown to be ready for mass production. And we're the only independent supplier. The other 2 are foundries manufacturers, they will not give their technology to other manufacturers. So all the other manufacturers like TSMC, for example -- sorry, like TI, when they look for a good technology that's ready for mass production, et cetera, Weebit is really the address and the market already knows this. So we have recognition, but there's nothing like a big name such as TI to really show the market this technology is ready. It's here. It's moving forward. And obviously, the competitors of TI now need to think about their next steps.

Unknown Attendee

attendee
#8

Coby, I was also interested in some comments you made more recently just about Australia and its presence here in semiconductors as such. You said that the country has certainly played a critical role in funding your early development. Yet you've warned that Australia needs to lift its investment in the global chip industry or what? What are the risks there?

Jacob Hanoch

executive
#9

Well, first of all, look at this world. Anything you look at, anything you do, we're talking through electronic systems, right? Everything is electronics, all the AI, all the smartphones, all the -- it's all semiconductor. When you look at it, the basics for everything is semiconductor. I think today, 9 or 8 out of 10 of the top 10 company -- market cap companies in the world are semiconductor companies. Look at NVIDIA, look at Google, look at Apple, look at Qualcomm and all these other Facebook, et cetera, they're all semiconductor companies in their core. And yet Australia somehow seems to be ignoring this market and not investing. In other countries, the governments are investing hundreds of billions of dollars. They're setting up manufacturing facilities, the U.S. -- all of this China-U.S. tension, the core of it is semiconductors. This is really what drives the world. And to me, it's just mind-boggling that the Australian government can just ignore such an important and critical market. And one of these days, someone will decide to boycott or something. This is a crazy world now. And you never know where things will go. I believe that every country needs to have a strong presence in the semiconductor field as a national security issue.

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