EV supply chain companies

Companies whose enriched business profile is tagged “EV supply chain”, drawn from their SEC filings + website text. Sorted by market capitalization; every figure is delayed data from SEC EDGAR + market data, shown with its as-of date.

• Tesla, Inc. (TSLA) Consumer Discretionary — Tesla is an integrated sustainable energy and artificial intelligence company focused on electric vehicles, autonomous driving, energy storage, and humanoid robotics. ask →
• General Motors (GM) Consumer Discretionary — A legacy automotive giant aggressively pivoting toward an electric and software-defined vehicle future while maintaining a diversified financial services arm. ask →
• NXP Semiconductors (NXPI) Information Technology — NXP Semiconductors is a global leader in secure connectivity and processing solutions, powering innovation in the automotive, industrial, and mobile sectors. ask →
• Albemarle Corporation (ALB) Materials — Albemarle is a leading global supplier of critical battery-grade lithium and specialty chemicals essential for the energy transition and industrial applications. ask →
• Aptiv (APTV) Consumer Discretionary — Aptiv provides the 'nervous system' and software architecture that powers modern, connected, and increasingly autonomous vehicles. ask →
• MP Materials (MP) Materials — MP Materials is a vertically integrated rare earth company aiming to restore the full domestic supply chain for high-performance magnets used in electric vehicles and other advanced technologies. ask →
• AEHR TEST SYSTEMS (AEHR) Information Technology — Aehr Test Systems provides essential burn-in and wafer-level test solutions that ensure the reliability of semiconductors used in AI, electric vehicles, and high-performance computing. ask →
• ROGERS CORP (ROG) Information Technology — Rogers Corporation is a global leader in high-performance engineered materials for advanced electronics, electric vehicles, and industrial applications. ask →
• ENERGY FUELS INC (UUUU) Energy — Energy Fuels is building a vertically integrated, domestic U.S. supply chain for nuclear fuel, rare earth elements, and critical minerals essential for clean energy and national security. ask →
• BLUE BIRD CORP (BLBD) Industrials — Blue Bird is a leading designer and manufacturer of school buses, including a prominent lineup of low- and zero-emission electric and alternative-fuel vehicles. ask →
• Lucid Motors (LCID) Consumer Discretionary — Lucid Motors is a luxury electric vehicle manufacturer focused on high-performance, long-range electric technology and vertically integrated software-defined vehicle platforms. ask →
• DAUCH CORPORATION (DCH) Consumer Discretionary — Dauch Corporation is an automotive systems supplier focused on driveline and powertrain components, currently undergoing a strategic transformation to support the shift toward hybrid and electric vehicle platforms. ask →
• CRITICAL METALS CORP (CRML) Materials — Critical Metals Corp. is an exploration-stage mining company focused on developing critical mineral assets, including HREEs and lithium. ask →
• ALPHA AND OMEGA SEMICONDUCTOR LTD (AOSL) Information Technology — A developer and supplier of power semiconductor solutions optimized for high-volume applications like advanced computing, consumer electronics, and industrial systems. ask →
• PARK OHIO HOLDINGS CORP (PKOH) Industrials — A diversified industrial firm providing essential supply chain management, specialized vehicle components, and capital equipment for global manufacturing customers. ask →
• INDIE SEMICONDUCTOR INC CLASS A (INDI) Information Technology — indie Semiconductor develops specialized automotive-grade chipsets and software to power advanced driver assistance and in-cabin user experience technologies. ask →
• SOLID POWER INC CLASS A (SLDP) Consumer Discretionary — Solid Power develops proprietary sulfide-based solid-state electrolyte materials and battery cell designs intended to replace traditional liquid electrolytes in high-performance electric vehicle batteries. ask →
• METHODE ELECTRONICS INC (MEI) Information Technology — A global manufacturer of custom mechatronic solutions, power distribution systems, and sensors for the automotive, industrial, and data center markets. ask →
• LIVEWIRE GROUP INC (LVWR) Consumer Discretionary — LiveWire is an electric powersports pure-play brand, backed by Harley-Davidson, focused on transforming the two-wheel motorcycle market with electric performance vehicles for riders of all ages. ask →
• AMERICAN BATTERY TECHNOLOGY COMPAN (ABAT) Materials — ABTC is a growth-stage integrated critical minerals company building a domestic U.S. closed-loop supply chain for battery metals through recycling and primary extraction. ask →
• AMTECH SYSTEMS INC (ASYS) Information Technology — Amtech Systems provides essential thermal processing and fabrication equipment and consumables enabling advanced semiconductor packaging for AI and power device markets. ask →
• CHARGEPOINT HOLDINGS INC CLASS A (CHPT) Industrials — ChargePoint is a global leader in intelligent EV charging infrastructure, providing a scalable, software-defined network that connects hardware, fleet managers, and drivers across the transition to electric mobility. ask →
• INTEST CORP (INTT) Information Technology — A diversified supplier of specialized test and process technology solutions serving the semiconductor, automotive, and industrial sectors. ask →
• MagnaChip Semiconductor Corp (MX) Information Technology — MagnaChip is a South Korea-based provider of analog and mixed-signal power semiconductor solutions for high-growth industrial, automotive, and consumer electronics applications. ask →

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Data: SEC EDGAR (filings) + market data (fundamentals, delayed daily-close). Figures shown with their as-of date.

Last updated 2026-10-08.

Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.