NEW YORK, December 29, 2025, 13:55 ET — Regular session
Texas Instruments shares fell 0.8% to $175.49 in afternoon trading on Monday after Weebit Nano said it licensed its resistive random access memory (ReRAM), a type of non-volatile memory that retains data without power, to the chipmaker. “We are excited to collaborate with Weebit Nano to integrate ReRAM memory technology into our process technologies and products,” Amichai Ron, senior vice president of TI Embedded Processing, said. 1
The deal matters because chipmakers are looking for alternatives to embedded flash memory as they pack more features into smaller chip designs and push into tougher operating environments.
For Texas Instruments, the move underscores a focus on embedded processors used in industrial equipment and vehicles, areas investors have watched closely for signs that demand is stabilizing.
Weebit said the technology will be integrated into TI’s “advanced process nodes” — the manufacturing generations used to build chips — for embedded processing semiconductors.
The companies did not disclose financial terms or when products using the technology would reach customers.
The stock move came as U.S. equities traded lower, with SPDR S&P 500 ETF Trust down 0.4% and Invesco QQQ down 0.6%. Semiconductor funds also slipped, with iShares Semiconductor ETF down 0.6% and VanEck Semiconductor ETF down 0.8%.
Shares of peers fell in tandem, with Analog Devices down 0.6%, Microchip Technology down 1.5% and NXP Semiconductors down 1.6%.
Texas Instruments is a major supplier of analog chips, which translate real-world signals such as sound and light into data, and embedded processors that run specific tasks inside devices.
Those markets are often tied to industrial and automotive spending cycles, making the stock sensitive to changes in factory output, vehicle builds and customer inventories.
In October, TI forecast fourth-quarter revenue below market expectations and flagged caution among industrial customers as trade-policy uncertainty lingered, comments that kept attention on the pace of any recovery in analog demand. The company has also said it plans more than $60 billion of U.S. manufacturing expansion, a capital-heavy strategy that investors track for its impact on margins and free cash flow. 2
What traders watch next is whether the memory tie-up leads to product wins in automotive and industrial applications, where reliability and long service life can command higher pricing.
The next near-term catalyst is TI’s next results update, when it typically refreshes its view on demand, customer inventory digestion and manufacturing spending.
For now, TXN’s muted reaction suggests investors are treating the ReRAM agreement as a longer-dated technology step, with the stock still largely moving in line with the broader semiconductor tape into year-end.
