WBT - WEEBIT NANO LTD

[HAWKDOG]

Started a position in this company today. 

Semiconductor Sector
developing RERAM - cheaper alternative to Flash or mram.

around 93 mill in the bank - 31 quarters of cash flow

Q3 FY25 Quarterly Activities Report
Key highlights
• Achieved AEC-Q100 qualification, demonstrating high reliability of Resistive RAM (ReRAM) non-volatile
memory (NVM) technology operating at high temperatures for extended endurance cycles

• Progressing well in integrating Weebit ReRAM with onsemi's TreoTM platform

• Received $2.7 million in payments from customers, resulting in $93.7 million cash at bank as of 31
March 2025 to fund growth

• Live demonstration of first-ever ultra-low-power edge AI applications using ReRAM, in collaboration
with Embedded AI Systems Pte. Ltd. (EMASS)

• First wafers manufactured at DB HiTek are fully functional, progressing towards qualification of Weebit
ReRAM in 2025

• Advancing potential commercial deals, expecting to sign additional foundries/IDMs and product
companies in 2025

• Appointed former fab manager Lilach Zinger as VP Customer Success to set up the infrastructure
required to support multiple parallel projects with fabs

[HAWKDOG]

WBT signed its first customer:

Customer engagements
Technical evaluations and commercial negotiations are progressing with more than a dozen foundries, IDMs, and
product companies. Weebit remains well-positioned to meet its targets outlined at the AGM, securing multiple
licensing agreements before the end of the calendar year.

AI, automotive and power management are the three domains where Weebit Nano is experiencing the strongest
level of customer engagement. Weebit ReRAM is ideal for these applications, a back-end-of-line technology
which can scale below 28nm, and retaining data for up to 10 years at 150°C.
In Q4 FY25, Weebit Nano continued to engage with potential customers and partners at leading industry
conferences and trade shows, including the Global Semiconductor Alliance European Executive Forum 2025 in
Germany, ChipEx in Israel, International Memory Workshop in the USA, PCIM Expo & Conference in Germany,
Symposium on VLSI Technology and Circuits in Japan, Leti Innovation Days 2025 and CEA-List Tech Days 2025 in
France, and MPSoC Forum in France. These events, which included presentations, articles and technical
demonstrations from Weebit's executive team, support commercial discussions and increase awareness of the
Company's ReRAM technology and progress.

Subsequent to the end of the quarter, Weebit signed a design license agreement with its first product customer.
The customer, a U.S.-based company, plans to incorporate Weebit's technology into select security-related
applications.

Strong cash position to fund growth
Notable operating cash flow items during Q4 FY25 include customer receipts of A$1.4 million and R&D expenses
of A$3.5 million. Payments to related parties, including fees paid to Directors and the CEO's payroll costs, totaled
A$357,000.

[HAWKDOG]

https://www.fool.com.au/2025/08/15/could-this-asx-technology-stock-be-set-to-triple/

likely the reason for today's sp spike

[HAWKDOG]

Sold out at $2.90    hoping for a re entry much lower as nothing really material for the run up.   will see what happens.

[Clearasmud]

Sold out at $2.90    hoping for a re entry much lower as nothing really material for the run up.   will see what happens.

Get into gold stocks dude.
They are booming.
SMI,WA8,CMM,SHN,A8G,ALY,STN,MI6,LRV,Westgold,DYM,PRU,RSG

[HAWKDOG]

I'm almost back to break even on SHN!

[HAWKDOG]

Get into gold stocks dude.
They are booming.
SMI,WA8,CMM,SHN,A8G,ALY,STN,MI6,LRV,Westgold,DYM,PRU,RSG

Should start up a gold stocks thread mate.  I would contribute.

[HAWKDOG]

Sold out at $2.90    hoping for a re entry much lower as nothing really material for the run up.   will see what happens.

Never followed through on my re entry point.  But the stock price followed through nicely.

[HAWKDOG]

one of my big misses for 2025 - not following through with my trading plan and buying back in.

Well over 5 bucks now - and probably still a buy here.
Weebit Nano secures a license agreement with Texas Instruments
Global semiconductor leader licenses Weebit's non-volatile memory (NVM) IP
for some of its products

29 December 2025 – Weebit Nano Limited (ASX:WBT) (Weebit or Company),
a leading developer and licensor of advanced memory technologies for the global semiconductor industry, announced it has:
licensed its resistive random access memory (ReRAM) technology to Texas Instruments (TI),
a global semiconductor company that designs, manufactures and sells analog and embedded processing chips.

Under the terms of the agreement, Weebit's ReRAM technology will be integrated into TI's advanced
process nodes for embedded processing semiconductors. The agreement includes IP licensing, technology
transfer, design and qualification of Weebit ReRAM in TI's process technologies.