Texas Instruments stock in focus after Weebit Nano lands ReRAM licensing deal

Texas Instruments stock in focus after Weebit Nano lands ReRAM licensing deal

NEW YORK, December 28, 2025, 22:25 ET — Market closed

  • Weebit Nano said it licensed its ReRAM non-volatile memory technology to Texas Instruments for some embedded-processing chips. GlobeNewswire
  • Texas Instruments shares last closed down about 0.1% at $176.88 in the prior session. Texas Instruments Investor Relations
  • Traders head into the final week of the year watching Monday’s reaction and a thin U.S. data slate. MarketWatch

Texas Instruments (TXN.O) shares are likely to be in focus when U.S. markets reopen on Monday after memory-technology firm Weebit Nano (WBT.AX) said it licensed its ReRAM technology to the chipmaker. GlobeNewswire

TI shares last closed down about 0.1% at $176.88 on Friday. Texas Instruments Investor Relations

The agreement matters because it targets memory inside “embedded processing” chips — the microcontrollers and other small processors that run equipment in factories, cars and consumer devices. Those chips need non-volatile memory, which retains data even when power is off. GlobeNewswire

Weebit said TI will integrate Weebit’s ReRAM, or resistive random access memory, into TI’s “advanced process nodes,” a shorthand for newer chipmaking processes used to shrink and improve chips. The deal includes licensing of intellectual property, technology transfer and work to design and qualify the memory in TI’s processes, Weebit said. GlobeNewswire

Weebit said its ReRAM has been qualified for AEC‑Q100 150°C operation, a widely used automotive reliability standard that tests chips for harsh environments. Automotive is one of TI’s key end markets. GlobeNewswire

“We are excited to collaborate with Weebit Nano to integrate ReRAM memory technology into our process technologies and products,” said Amichai Ron, senior vice president of TI Embedded Processing. GlobeNewswire

Weebit’s chief executive said the deal signals an industry shift toward ReRAM as a successor to flash memory in system‑on‑chip designs, where memory sits on the same chip as the processor. Financial terms were not disclosed. GlobeNewswire

The announcement landed with U.S. stock markets closed for the weekend after a muted, post‑Christmas session on Friday left major indexes near record highs. Reuters

Analog chip peers were mixed in the same session; Analog Devices fell 0.26% and NXP Semiconductors slid 1.06%, MarketWatch data showed. MarketWatch

Texas Instruments designs and sells analog chips — used to manage power and handle real‑world signals — and embedded processors such as microcontrollers and digital signal processors. Reuters

Investors have been weighing whether demand in industrial and automotive markets is recovering fast enough to lift the broader analog chip cycle, after TI warned earlier this quarter that the recovery was slow and cited tariff uncertainty. Reuters

Before the next session on Monday, traders will watch whether the licensing tie‑up changes sentiment on TI’s longer‑term embedded‑processing roadmap, with liquidity thin into the year‑end. GlobeNewswire

The next major catalyst for the stock is the company’s quarterly update, expected in late January; financial calendars list dates ranging from Jan. 20 to Jan. 22. Yahoo Finance

Macro screens remain in play, too. On Monday, investors will get the U.S. pending home sales report, and the Federal Reserve’s December meeting minutes are due Tuesday, according to published calendars. MarketWatch

Any further detail on how ReRAM fits into TI’s products is likely to show up in future product disclosures or in management commentary, where analysts will look for timing, qualification milestones and any cost implications. GlobeNewswire

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