Results from KPMG's flagship annual industry survey imply near-term changes in patterns to semiconductor demand stemming from automotive OEMs and suppliers due to: • Capacity & Supply Chain: Re-shoring, near-shoring, Tier-1/OEM collaboration for ensuring reliable/scalable supply. • Performance vs. Cost: Balancing safety-critical compute with cost • Collaboration: Growing need for co-design between OEMs, Tier-1s, and semiconductor companies, especially for EV, Hybrid and Autonomous Vehicle programs with higher compute demand • Design preferences: Pressure for domain controllers and central compute