L2 Silicon & Memory / methodology
Silicon & Memory — Methodology
Sourcing
Rows are sourced from five public evidence streams: engineering hiring (job postings and specialties), community discussion (Reddit, Hacker News, vendor blogs), product launches (SEC filings and press releases), capital signals (10-K / 10-Q capex disclosures, with verbatim-quote anti-hallucination), and customer wins (publicly named deployments). The strongest-evidence companies in each layer are promoted to the leaderboard.
Share labels
Every share figure carries one of four provenance labels: official (company-published), filing-derived (computed from 10-K / 10-Q / 8-K disclosures with the source URL retained), third-party (cited from analyst or trade press with the source URL retained), or site-estimate (aiinframap-derived from public evidence; least authoritative).
Updates
The leaderboard refreshes weekly (Mon 00:00 UTC). New entries are added when public evidence supports them; existing ranks are preserved where the underlying evidence still holds.
Not investment advice
Engineering reference only. Share figures are point-in-time estimates with explicit sources; aiinframap makes no representation about the accuracy of any third-party data.