Home › Chips & Hardware › ReportChips & Hardware · ReportHBM4 Shortage: Price Jumps 117% as AMD Chases SupplyTrade pressSlicast · October 14, 2026 at 21:08 UTC · Global · Source: Tech Insiderimportance 79Read the originalShareCompanies in this storyAMDCapex history →In-depth analysisCommentaryAMD at $1 Trillion, September 2026: Helios Rack Orders and the $8.2B World Labs BetCommentaryAMD AI Infrastructure, September 2026: $14B Core Scientific Deal and $450M LUMI-AI Contract Expand the Challenge to NVIDIARelated reportsChips & Hardware[OCP in Focus] Lisa Su Calls 2026 "Year of Inference" as AMD Lifts 2030 CPU TAM Forecast to $200B+2026-10-14Chips & HardwareAMD expanded its open AI infrastructure portfolio with the Helion rack design, which pairs open hardware and software with an integrated token router that directs agents' model calls across frontier and open-source models.2026-10-13Chips & HardwareAMD unveiled Helion racks for AI agents at the OCP summit, with CPU-only and mixed CPU/GPU configurations due from partners in November.2026-10-13Chips & HardwareAMD pursues a broader strategic partnership with Samsung to secure advanced memory (HBM) supply, leveraging Samsung's interest in foundry partnerships and memory integration.2026-10-09Chips & HardwareHPE announced the first HPE ProLiant Gen13 servers powered by 6th Generation AMD EPYC processors for enterprise AI workloads.2026-10-08