If the main stage at CES 2026 still tried to preserve a sense of future possibility for software-defined vehicles, conversations away from the spotlight told a different story. In private discussions among supply-chain executives and engineers, the tone was noticeably cooler; it is pragmatic, cautious, and marked by hard-earned restraint.
At CES 2026, the global auto industry's conversation has shifted. The focus is no longer confined to the aspirational language of software-defined vehicles (SDVs), but increasingly to the physical limits those ambitions must confront. Battery-electric vehicles are often cast as the most natural embodiment of this future. Yet quietly, and perhaps more consequentially, vehicles powered by internal combustion engines are running up against a harsh and largely irreversible constraint of their own: the physics of computing.
Indian OSAT players aim for price competitiveness on par with Malaysian rivals, as L&T Semiconductor is scheduled to announce products at CES.
