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Weebit Nano (WBT) investor relations material
Weebit Nano Investor Update summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Investor Update summary27 Nov, 2025
Market and technology overview
Semiconductor industry has seen exponential growth, with transistor counts rising from 100,000 to 500 billion per chip, requiring massive capital and R&D investments.
Geopolitical tensions, especially between the U.S. and China, have made the tech landscape less global and more fragmented, impacting partnerships and investments.
AI and data center expansion are driving demand for advanced semiconductor technologies, creating new business opportunities and shifting industry leadership.
Companies must adapt to global instability, supply chain challenges, and the need for rare materials, with AI adoption rapidly increasing productivity.
Success in this environment requires experienced teams, strong governance, and the ability to manage innovation and risk.
Company progress and positioning
Revenue grew from AUD 153,000 in H1 2024 to AUD 3.7 million in H2 2025, totaling AUD 5.4 million over two years, reflecting first recognized revenues.
Record-breaking receipts of AUD 7.3 million in Q1 2026 were achieved, mainly from milestone-based licensing and NRE payments.
Cash balance at September end was nearly AUD 92 million, supporting ongoing R&D and commercial expansion.
The company is engaged with multiple fabs and product companies, with three products currently being designed using its ReRAM technology.
A U.S. subsidiary has been established to support growing activity and optimize financial management.
Technology and market adoption
ReRAM is now recognized as the leading embedded non-volatile memory, with projected 45x market growth from 2024 to 2030.
The first adopters are analog markets, followed by broader applications, including automotive and AI.
ReRAM enables instant-on, secure, and power-efficient AI edge devices, and is being integrated into in-memory compute and neuromorphic computing.
The company is working with major partners like onsemi and DB HiTek, with rapid technology transfer and increasing customer engagement.
The transition from early adoption to mass production is underway, with the company preparing for a significant market inflection point (the "tornado").
Impact of US-China tensions on market strategy
Sustaining Weebit's sole independent ReRAM position?
Overcoming customer risk aversion for deal closure
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Next Weebit Nano earnings date
H1 202625 Feb, 2026
Next Weebit Nano earnings date
H1 202625 Feb, 2026
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Frequently asked questions
Weebit Nano Limited is a technology company specializing in the development of next-generation semiconductor memory technology, particularly Resistive RAM (ReRAM). This non-volatile memory technology aims to deliver faster performance, lower power consumption, and greater endurance compared to traditional memory solutions, making it suitable for a range of applications including IoT devices, automotive systems, and artificial intelligence. Weebit Nano collaborates with semiconductor foundries and technology companies to integrate ReRAM into a variety of electronics and embedded systems. The company is headquartered in Hod Hasharon, Israel, and its shares are listed on the ASX.
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