Each node is an entity; each thread is a flow of influence, supply, or contention.
Manufactures ~90% of advanced logic chips. Single point of planetary dependence.
Sole supplier of EUV machines. No EUV → no advanced nodes.
Designs the GPUs powering the global AI buildout.
Controls EDA tools, IP, and export-control regime.
Largest consumer, racing toward sovereign fabs.
Samsung and SK Hynix dominate global memory output.
Photoresists, silicon wafers, specialty chemicals.
Hosts ASML; geopolitical leverage point.