EXTENDED ROSTER — TRACKED
CXMT (memory)
LAYER: THE CHINA STACK
CXMT (memory) is tracked on the AI Value Chain under The China stack. A full sourced note lands as the weekly sweep reaches it; extended-roster entries are queued for coverage in roster order.
SAME LAYER: THE CHINA STACK
HuaweiSMICAlibaba / Tencent / Baidu / ByteDanceDeepSeek / Moonshot / Zhipu / MiniMaxCambriconHygonBiren (private)Moore Threads (private)01.AI (private)StepFun (private)
INFORMATIONAL ONLY — not investment advice. Full disclaimer.