Actionable geopolitical insight.

Targeting the Core

Risks in the Semiconductor Value Chain

CXMT

Horizon Advisory’s first report in the Targeting the Core series reviews the background and scope of China’s DRAM champion, CXMT.


Forthcoming Reports

Horizon Advisory’s Targeting the Core series will continue in 2023 with the upcoming release of reports addressing additional actors, critical nodes, and corporate relationships that capture the supply chain and geopolitical risks shaping the future of the global semiconductor value chain.


Targeting the Core

Check back soon for the remainder of Horizon Advisory’s Targeting the Core series and related commentaries. For additional discussion of supply chain and geopolitical risk, please see Horizon Advisory’s other public reports and commentaries.