Home › Chips & Hardware › ReportChips & Hardware · ReportHBM4 Ramp: Why Three Suppliers Still Add Up to a Duopoly for NvidiaTrade pressSlicast · August 22, 2026 at 21:12 UTC · Global · Source: Next Waves Insightimportance 75Read the originalShareCompanies in this storyNvidiaCapex history →In-depth analysisCommentaryNvidia Export Control Enforcement and AI Demand Pipeline, October 2026CommentaryWhy Tencent's Lease of 100,000 Nvidia H100/H200 Chips Challenges US Export ControlsRelated reportsChips & HardwareNvidia has reportedly notified its customers of impending AI-related server price increases exceeding 15%.2026-08-23Chips & HardwareNvidia is reportedly nearing an acquisition agreement with Korean chip designer Rebellion to bolster its custom silicon capabilities.2026-08-23Chips & HardwareNvidia faces mounting scrutiny over its China allocation challenges and executive departures just before its quarterly earnings report.2026-08-23Chips & HardwareNvidia CEO Jensen Huang traveled to Taiwan ahead of quarterly earnings and held meetings with TSMC executives to secure guaranteed wafer and advanced packaging capacity for upcoming AI chip generations.2026-08-24Chips & HardwareNvidia is implementing a price increase of up to 17% on its AI server portfolio, driven by escalating costs for advanced packaging, memory modules, and liquid cooling components.2026-08-24