Who supplies Tesla, who buys from it, and who competes with it. Membership is a disclosed business relationship, not a keyword match, and every row carries the sentence that proves it.
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Supply Chain & Partner Read-Through EngineActive
Proactive revenue read-through alerts whenever Tesla files 8-Ks, announces contracts, or beats guidance.
15 companies with a disclosed relationship to Tesla · 5 asserted but unconfirmed, hidden
| Ticker | Relationship | Role | Price | Market Cap | P/E | 1D | From High | Mentions | Catalyst Materiality | Alert |
|---|---|---|---|---|---|---|---|---|---|---|
| Components (6) | ||||||||||
| AMD | Infotainment silicon | supplier | - | - | - | - | - | 54 | 20% exp79 | |
| APTV | Electrical architecture and connectors | supplier | - | - | - | - | - | 14 | 15% exp77 | |
| ON | SiC power devices | supplier | - | - | - | - | - | 13 | 15% exp77 | |
| MGA | Vehicle structures and systems | supplier | - | - | - | - | - | 10 | 15% exp77 | |
| STM | Power semiconductors and SiC | supplier | - | - | - | - | - | 7 | 15% exp77 | |
| TXN | Analog and power | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| Services & Integration (1) | ||||||||||
| PANW | Enterprise security | supplier | - | - | - | - | - | 81 | 20% exp79 | |
| Materials (1) | ||||||||||
| ALB | Lithium | supplier | - | - | - | - | - | 11 | 15% exp77 | |
| Compute (1) | ||||||||||
| NVDA | Training GPUs for autonomy | supplier | - | - | - | - | - | 2 | 15% exp77 | |
| Foundry (1) | ||||||||||
| TSM | Fabricates the in-house autonomy silicon | supplier | - | - | - | - | - | 1 | 15% exp77 | |
| Competitor (5) | ||||||||||
| LCID | Electric vehicles | competitor | - | - | - | - | - | 3 | 15% exp77 | |
| RIVN | Electric vehicles | competitor | - | - | - | - | - | 2 | 15% exp77 | |
| F | Electric vehicles | competitor | - | - | - | - | - | 1 | 15% exp77 | |
| GM | Electric vehicles | competitor | - | - | - | - | - | 1 | 15% exp77 | |
| UBER | Autonomous ride-hail | competitor | - | - | - | - | - | 1 | 15% exp77 | |
Every row is backed by a quote from an earnings call or an SEC filing. Mentions counts how often the relationship is named across the last four quarters, which is why the most dependent companies sort to the top of each group. Catalyst Materiality computes hardware bottleneck exposure and priority.