typescript: a JSX tag imported through export { default as X } from reaches nothing when that default is memo() or defineComponent() #1760

Symptom: a JSX tag imported through a barrel that re-exports a module's default (export { default as X } from "./x") reaches nothing when that default is a wrapped component (memo(function …), defineComponent({ setup })). A plain export default function through the same barrel resolves, and so does the wrapped default imported directly.

Repro

// memodefault.tsx
export default memo(function MemoDefault() { leaf(); return "md"; });
// index.ts
export { default as MemoDefault } from "./memodefault";
// app.tsx
import { MemoDefault } from "./index";
export const Root = () => <MemoDefault />;

axiomcode path Root leaf

Expected: Root → MemoDefault → leaf, as with import MemoDefault from "./memodefault".
Actual: "no chain of resolved calls"; the tag site is ambiguous_unknown. Same for export default defineComponent({ setup }) and for export { default } from.