NEW YORK, December 30, 2025, 14:44 ET — Regular session
- Texas Instruments shares were little changed near $176 in afternoon trading.
- Weebit Nano said it licensed its ReRAM non-volatile memory IP to Texas Instruments for embedded processing chips.
- Investors weighed the news in holiday-thin markets after the Fed’s latest meeting minutes.
Texas Instruments Incorporated (TXN) shares were little changed on Tuesday after memory developer Weebit Nano said it had licensed its resistive random access memory, or ReRAM, technology to the chipmaker. The stock was down about 0.01% at $175.67 in afternoon trade, and TI executive Amichai Ron said the partnership would give customers access to “industry-leading NVM technology.” 1
The announcement matters because embedded non-volatile memory — storage that keeps data when power is off — is a key building block for chips that run cars, factory equipment and other electronics that must keep settings and software intact.
It also lands as investors look for signs that demand is stabilizing in industrial and automotive markets, two of TI’s biggest end customers, after a drawn-out inventory correction across parts of the chip sector.
Weebit, an Israel-based developer of ReRAM technology, said the agreement covers IP licensing, technology transfer and the design and qualification of its ReRAM in TI’s process technologies. “Process nodes” refer to generations of chipmaking technology used to manufacture smaller, denser semiconductors.
Weebit said its ReRAM has been qualified for AEC-Q100 150°C operation — an automotive reliability standard for integrated circuits designed to withstand high temperatures.
The muted stock reaction tracked a subdued, holiday-thin session on Wall Street, where investors have been repositioning after a strong year for major U.S. indexes and a run-up in large-cap technology shares. 2
In semiconductors, the iShares Semiconductor ETF was up 0.2% while peers Analog Devices, NXP Semiconductors and Microchip Technology were little changed in midday trading.
Minutes from the Federal Reserve’s December meeting, released Tuesday, showed officials were divided over the decision to cut interest rates and debated whether inflation progress had stalled. The minutes also pointed to a packed early-January calendar for key jobs and inflation data that investors often use to reset rate expectations. 3
Texas Instruments is best known for analog chips — components that manage power and translate real-world signals like sound, temperature and motion — as well as embedded processors that run specific functions inside devices.
Those categories tend to be more exposed to day-to-day industrial and automotive spending than high-end AI computing chips, making TI a bellwether for “real economy” electronics demand.
In its last quarterly update in October, TI warned that tariff uncertainty was keeping some industrial customers cautious and that the analog recovery was proceeding at a moderate pace, Reuters reported. 4
Investors now will be watching for any timeline on how quickly the ReRAM technology moves from qualification work into commercial products, and whether TI’s next results and outlook show improving order trends in industrial and automotive markets.
TI shares traded between $175.38 and $177.60 on Tuesday.
