Rosenblatt analyst Kevin Cassidy reports that semiconductor supply in the automotive industry has caught up with demand, leading to a slowdown in demand due to shorter lead times, increasing inventory, higher interest rates, and rising prices. Companies like Qualcomm, Nvidia, and AMD are set to play significant roles in AI and automotive sectors. Qualcomm is noted for its leadership in virtual reality SoCs, while Nvidia and AMD are expected to showcase their new technologies at CES. The analyst also mentions potential downside risks for companies like Lattice Semiconductor, Microchip Technology, Monolithic Power Systems, and Texas Instruments due to weak industrial and automotive segments. However, AI momentum and other segments could offset these risks. The ARM architecture is gaining traction, with companies like Apple already adopting ARM CPUs and others expected to follow. Nvidia's Jensen Huang is anticipated to highlight autonomous vehicles and robotics at CES. Micron Technology is expected to be bullish on memory cycle and AI content trends, while Marvell Technology is expected to ramp up AI-centered custom ASICs and networking AI adjacencies.