--- title: "Every Time Musk Ships A Tesla, These EV Sidekicks Quietly Profit" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/250193374.md" description: "Tesla Inc. is a major player in the EV market, but several companies are quietly benefiting from its success. ON Semiconductor Corp supplies critical silicon carbide chips, while Albemarle Corp is a key lithium provider for Tesla's batteries. Panasonic Holdings Corp has been a reliable battery partner, and with new tariffs on Chinese imports, companies like Quantumscape Corp and Aptiv PLC are positioned to gain from Tesla's shift towards North American supply. Investors have opportunities to capitalize on these supporting firms as Tesla continues to grow." datetime: "2025-07-25T18:05:27.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/250193374.md) - [en](https://longbridge.com/en/news/250193374.md) - [zh-HK](https://longbridge.com/zh-HK/news/250193374.md) --- > 支持的語言: [简体中文](https://longbridge.com/zh-CN/news/250193374.md) | [English](https://longbridge.com/en/news/250193374.md) # Every Time Musk Ships A Tesla, These EV Sidekicks Quietly Profit **Tesla Inc** TSLA is **Elon Musk**'s high-voltage headline machine — but behind every Model Y shipped are a dozen quiet gainers powering the EV push. As Musk teases robotaxis and self-driving breakthroughs, the real alpha might lie with the companies that enable him. _Track TSLA’s stock movements here._ Take **ON Semiconductor Corp** ON, a leader in silicon carbide chips critical for EV efficiency. Tesla has leaned heavily on silicon carbide to improve performance in its vehicles, and ON is a key supplier riding that adoption wave. Then there's **Albemarle Corp** ALB, a lithium giant that remains tied to Tesla's battery ambitions. Despite lithium price volatility, Albemarle's scale and long-term contracts keep it front and center in the EV battery narrative. **Panasonic Holdings Corp** PCRFY may not be flashy, but it’s been a reliable battery partner for Tesla since the Gigafactory days. With tariffs on Chinese battery imports tightening, Panasonic's U.S.-based cell production could become even more strategically valuable. **Read Also: Musk’s Warning Could Spoil Tesla’s Buy-The-Dip Moment** As the U.S. and EU slap new tariffs on China-sourced EV parts and batteries, Tesla could increasingly pivot to North American or friend-shored supply. That's where **Quantumscape Corp** QS and **Aptiv PLC** APTV come in. Quantumscape is working on solid-state battery tech, while Aptiv supplies ADAS systems that align with Tesla's autonomy push. Investors looking to ride the Tesla wave without the meme volatility have a growing menu of infrastructure bets. And with tariffs and localization pressure heating up, Tesla's next move might lift these quiet enablers even higher. - **Tesla Is Still Selling Glossy Future – GM Just Shipped 111% More EVs** _Photo: Shutterstock_ ### 相關股票 - [ON Semiconductor (ON.US)](https://longbridge.com/zh-HK/quote/ON.US.md) - [Aptiv (APTV.US)](https://longbridge.com/zh-HK/quote/APTV.US.md) - [Tesla (TSLA.US)](https://longbridge.com/zh-HK/quote/TSLA.US.md) - [Albemarle (ALB.US)](https://longbridge.com/zh-HK/quote/ALB.US.md) - [GraniteShares 2x Short TSLA Daily ETF (TSDD.US)](https://longbridge.com/zh-HK/quote/TSDD.US.md) - [Direxion Daily TSLA Bull 2X Shares (TSLL.US)](https://longbridge.com/zh-HK/quote/TSLL.US.md) - [AXS TSLA Bear Daily ETF (TSLQ.US)](https://longbridge.com/zh-HK/quote/TSLQ.US.md) - [XI2CSOPTSLA-U (09366.HK)](https://longbridge.com/zh-HK/quote/09366.HK.md) - [XL2CSOPTSLA (07766.HK)](https://longbridge.com/zh-HK/quote/07766.HK.md) - [XI2CSOPTSLA (07366.HK)](https://longbridge.com/zh-HK/quote/07366.HK.md) - [GraniteShares 2x Long TSLA Daily ETF (TSLR.US)](https://longbridge.com/zh-HK/quote/TSLR.US.md) ## 相關資訊與研究 - [Anthropic Reportedly Accidentally Leaks Certain Claude Code Internal Source Code](https://longbridge.com/zh-HK/news/281339600.md) - [Tesla director Kathleen Wilson-Thompson disposes TSLA shares worth 10.93 million](https://longbridge.com/zh-HK/news/281432869.md) - [Aptiv Completes Spin-Off of Versigent, Realigning Portfolio](https://longbridge.com/zh-HK/news/281430294.md) - [SpaceX’s IPO might arrive sooner than you think](https://longbridge.com/zh-HK/news/280670820.md) - [Tesla, Inc. $TSLA Shares Sold by BTC Capital Management Inc.](https://longbridge.com/zh-HK/news/281321406.md)