E/E & Semiconductor - Q1 2026 Highlights Webinar Presentation

The webinar hosted by Jérémie Bouchaud, Executive Director, Autonomy, E/E & Semiconductor at S&P Global Mobility, reviewed the latest developments shaping the automotive semiconductor landscape and their implications for the broader mobility ecosystem.

The discussion covered recent changes to the automotive semiconductor short- and long-term outlook, reflecting evolving vehicle electronics architectures and shifting demand dynamics. The session also examined a series of supplier changes in Autonomy Domain Controllers and Central Computers, highlighting the strategic impact on OEMs, Tier-1 suppliers, and SoC providers.

The webinar also covered updates on the ongoing DRAM shortage, explaining the causes of supply tightness and the mitigation pathways being explored across the industry.

A dedicated segment focused on China, offering insights into software-defined vehicle (SDV) trends, evolving E/E architectures, and semiconductor supply dynamics in the region.

If you missed the live session or would like to revisit the discussion, customers can listen to the full webinar replay here: Register Now