Questions · Technology

What is happening in semiconductor supply and capacity this week?

Cerebras Systems announced plans to scale its European AI compute infrastructure to 200MW by the end of 2027, with initial capacity coming online in Norway and Finland by late 2026. In the semiconductor component market, Vishay Intertechnology expanded its portfolio this week by launching the VOMHA43A high-speed optocoupler for automotive applications and four new 40V TrenchFET Gen IV n-channel power MOSFETs designed for motor control environments. Additionally, Innoscience reported that its AEC-Q100 qualified ISG6127ATP-Q automotive-grade GaN power device is currently in volume production for electric vehicle onboard chargers and DC/DC converters. These developments coincide with Cerebras Systems reporting record-breaking inference speeds of approximately 2,300 tokens per second for the Gemma 4 31B model, highlighting the ongoing integration of high-performance hardware with specialized software to support real-time agentic workflows. Synthesized from 87 manifests produced by 48 monitored semiconductor-industry sources in the last 7 days, including chipmakers, foundries, equipment makers.

Answer updated Jul 11, 2026 00:00 UTC · rebuilt twice daily from the rolling 168-hour window

Vishay Intertechnology Introduces Automotive 1 MBd High Speed Optocoupler in Narrow SOP-5 Package

Vishay Intertechnology has launched the VOMHA43A, a 1 MBd high-speed optocoupler designed for automotive and industrial applications. The device features a compact 3.6 mm SOP-5 package, providing significant space savings while delivering enhanced common mode transient immunity (CMTI) and isolation performance. It is A

Vishay Intertechnology - Product Release · 2026-07-09 · 12 claims · manifest 1783591527939056204 source →

Cerebras Systems Accelerates European Expansion with 200MW of AI Compute Capacity by End of 2027

Cerebras Systems is significantly scaling its European infrastructure footprint to meet rising demand for localized, high-performance AI compute. The company plans to bring its first European data center capacity online by late 2026, reaching a total of 200MW by the end of 2027. This expansion, which includes specific

Cerebras IR News Releases · 2026-07-09 · 9 claims · manifest 1783588879574695039 source →

SiTime Corporation to Announce Second Quarter 2026 Financial Results on August 5, 2026

SiTime Corporation will release its financial results for the second quarter of 2026 on August 5, 2026, after the market close. CEO Rajesh Vashist and CFO Beth Howe will host a conference call at 2:00 p.m. Pacific Time to review the company's performance. Interested parties must register in advance to obtain dial-in cr

SiTime - Press Release · 2026-07-09 · 11 claims · manifest 1783666729906400283 source →

Vishay Intertechnology Automotive Optocoupler in SOP-5 Package With 3.6 mm Width Saves Space

Vishay Intertechnology has launched the VOMHA43A, a high-speed automotive optocoupler designed to optimize space in constrained PCB environments. Featuring a narrow 3.6 mm SOP-5 package, the device delivers superior electrical performance, including a 40 kV/µS CMTI and 707 Vpeak isolation voltage. It is currently avail

Vishay IR News Releases · 2026-07-09 · 10 claims · manifest 1783677243828609133 source →

First Look @ Gemma 4 on Cerebras: 3 Fast Multimodal Apps We Built

Cerebras has integrated Google's Gemma 4 31B model, achieving record-breaking inference speeds of ~2,300 tokens per second. By showcasing three multimodal use cases, the company demonstrates how low-latency inference enables interactive, real-time agentic workflows that were previously impractical. The post emphasizes

Cerebras Systems, Inc. - Blog Post · 2026-07-08 · 19 claims · manifest 1783590068770104663 source →