Nvidia CEO Jensen Huang used his CES 2026 keynote to focus on agentic AI and Physical AI, outlining how the company is extending AI into systems that operate in the physical world. Supply-chain sources said that humanoid robots are viewed as one development direction for Physical AI, with implications for high-performance microcontrollers; however, training remains constrained by scarce and fragmented data.

AMD CEO Lisa Su kicked off the CES 2026 keynote sessions by establishing a singular, dominant theme: Artificial Intelligence. Taking the stage, Su emphasized that AI adoption is outpacing the rise of the internet, driving a hundredfold surge in global compute demand in just three years.

Rising use of commercial drones in logistics, energy inspection, surveying, and infrastructure monitoring is reshaping demand for microcontrollers and edge-computing components. The shift is pushing suppliers beyond basic motor control and toward higher-performance flight systems.

Qualcomm unveiled the Snapdragon X2 Plus platform at CES 2026, expanding its Snapdragon X Series lineup for Windows 11 Copilot+ PCs. The new processor targets modern professionals, content creators, and everyday users seeking high performance, integrated AI capabilities, and extended battery life in thin and lightweight devices. Qualcomm said select systems from major OEM partners are expected to reach the market in the first half of 2026.

Indian OSAT players aim for price competitiveness on par with Malaysian rivals, as L&T Semiconductor is scheduled to announce products at CES.