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On the Couch with Coby Hanoch (Weebit Nano): The Memory Boom Behind AI

On the Couch

Chapters
0:00
Welcome And Guest Introduction
1:23
Operating Through Conflict In Israel
3:17
Memory Boom Driven By AI
5:21
WeBit Milestones And Major Deals
9:30
From Licensing To Royalties
13:12
The Long Semiconductor Commercial Cycle
19:01
ReRAM Advantages Over Flash
23:56
Making Edge AI Chips Non-Volatile
25:21
In-Memory Compute To Cut Power
27:35
Cash Position And Burn Rate
28:44
The Upside And Danger Of AI
30:52
Career Advice And Next Milestones
On the Couch
On the Couch with Coby Hanoch (Weebit Nano): The Memory Boom Behind AI
Mar 24, 2026
Marcus Today

In this episode of On the Couch, Henry Jennings speaks with Coby Hanoch, CEO of Weebit Nano (ASX: WBT), about the surge in memory demand driven by AI.

They discuss the difference between embedded and discrete memory, recent commercial progress, and where ReRAM fits in the next phase of semiconductor growth.

A clear look at what is driving the sector – and what comes next.

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