Executive Summary The exponential expansion of artificial intelligence infrastructure has triggered an unprecedented structural concentration of global computing power, transferring strategic control over physical silicon, advanced lithography, and memory supply chains to an oligopoly comprising NVIDIA, TSMC, SK Hynix, Samsung Electronics, and Micron Technology. As High-Bandwidth Memory (such as HBM3e and HBM4) and enterprise Graphics … Leggi tutto REPORT – Monopolizing Compute: Geopolitical Impact of Semiconductor Inflation