Automotive-grade semiconductors (MCUs, SoCs, power devices) →Stands to benefit
Renesas Electronics6723.T
Renesas has the largest share of this automotive semiconductor supply base, so higher PBV output should most strongly lift demand for its MCUs, SoCs and power devices.
79% confidence
Vehicle wiring harnesses →Stands to benefit
Yazaki Corporation
Kia's added PV7 capacity should raise demand for vehicle wiring harnesses, and this 15% supplier with an 18-month replacement lead time is likely to benefit.
72% confidence
Automotive-grade semiconductors (MCUs, SoCs, power devices) →Stands to benefit
NXP SemiconductorsNXPI
As a major supplier in the automotive semiconductor pool, more electric commercial-vehicle production should raise demand for NXP's automotive chips.
71% confidence
Vehicle wiring harnesses →Stands to benefit
Aptiv PLCAPTV
Kia's added PV7 capacity should raise demand for vehicle wiring harnesses, and this 15% supplier is likely to benefit.
71% confidence
Automotive-grade semiconductors (MCUs, SoCs, power devices) →Stands to benefit
Infineon Technologies AGIFX
As a major supplier in the automotive semiconductor pool, more electric commercial-vehicle production should raise demand for Infineon's automotive chips.
71% confidence
Vehicle wiring harnesses →Stands to benefit
Lear CorporationLEA
Kia's added PV7 capacity should raise demand for vehicle wiring harnesses, and this 12% supplier is likely to benefit.
70% confidence
Automotive-grade semiconductors (MCUs, SoCs, power devices) →Stands to benefit
Texas InstrumentsTXN
Higher vehicle production should modestly increase demand for Texas Instruments' automotive-grade semiconductors.
67% confidence
Automotive-grade semiconductors (MCUs, SoCs, power devices) →Stands to benefit
STMicroelectronicsSTM
Higher vehicle production should modestly increase demand for STMicroelectronics' automotive-grade semiconductors.
67% confidence
Automotive-grade semiconductors (MCUs, SoCs, power devices) →Stands to benefit
OnsemiON
Higher vehicle production should modestly increase demand for Onsemi's automotive-grade semiconductors.
63% confidence
Automotive-grade semiconductors (MCUs, SoCs, power devices) →Stands to benefit
Microchip Technology Inc.
Higher vehicle production should modestly increase demand for Microchip's automotive-grade semiconductors.
61% confidence
Lithium-ion battery cells (prismatic, cylindrical, pouch) →Stands to benefit
Contemporary Amperex Technology Co. Limited300750.SZ
More electric PBV capacity should lift demand for lithium-ion cells, and CATL's 37% share makes it the largest likely beneficiary among the listed suppliers.
58% confidence
Lithium-ion battery cells (prismatic, cylindrical, pouch) →Stands to benefit
LG Energy Solution, Ltd.LGES
A larger vehicle buildout should raise battery-cell demand, and LG Energy Solution's sizable share makes it a plausible beneficiary of that incremental demand.
56% confidence
Lithium-ion battery cells (prismatic, cylindrical, pouch) →Stands to benefit
BYD Company Limited
Higher EV production can support cell demand broadly, and BYD's meaningful battery-cell share makes it a reasonable, though not Kia-specific, winner.
54% confidence
