Companies browser
Every tracked company, filterable by GEM technology area. Open a profile for the full signal, the fit-score breakdown and the source citation behind every fact.
SK On (BlueOval SK)
SK On is the battery arm of SK Group; BlueOval SK is its joint venture with Ford Motor Co. producing lithium-ion EV battery cells in Kentucky and Tennessee.
Signal (2025-08-19): Production start — new gigafactory capacity online
Full profile →Texas Instruments
Texas Instruments designs and manufactures analog and embedded-processing semiconductors, including the power-management devices used across EV powertrains and charging systems.
Signal (2025-12-17): Production start — new fab online inside a $60B+ US build-out
Full profile →Panasonic Energy
Panasonic Energy manufactures cylindrical lithium-ion batteries (2170 and 4680 formats) for automotive customers, supplying major North American EV makers.
Signal (2025-07-14): Production start — second North American gigafactory
Full profile →FANUC America
FANUC America, the US subsidiary of FANUC Corporation (Japan), supplies industrial robots, CNCs and factory-automation systems and manufactures paint robots in the US.
Signal (2025-08-14): Facility completion — $110M Michigan expansion
Full profile →Modine Manufacturing
Modine is a diversified thermal-management manufacturer (Airedale by Modine cooling systems; EVantage battery and electronics thermal systems for commercial and specialty EVs).
Signal (2025-10-14): Capex program + new facility selection, 1,000+ jobs
Full profile →BorgWarner
BorgWarner supplies electrification products including high-voltage hairpin e-motors, integrated drive modules (motor + power electronics + gearbox) and battery systems to global OEMs.
Signal (2025-10-28): New plant announcement — $74.9M, 193 jobs
Full profile →Applied Intuition
Applied Intuition builds vehicle-intelligence software — simulation and validation tooling, Vehicle OS and autonomy stacks — used by 18 of the top 20 global automakers.
Signal (2025-06-17): Funding round — $600M Series F at $15B valuation
Full profile →Comau
Comau is a global automation company delivering battery cell formation, module and pack assembly, laser welding and e-drive manufacturing systems; its US operations include Southfield, Michigan.
Signal (2025-10-07): Equity investment + US-developed product launch (Detroit)
Full profile →Accelera by Cummins
Accelera is Cummins' zero-emissions segment: PEM electrolyzers, hydrogen fuel cells, e-axles, traction systems and battery products, with electrolyzer manufacturing in Fridley, Minnesota.
Signal (2025-09-03): Record deployment — largest system to date, US-manufactured
Full profile →Wolfspeed
Wolfspeed is the US leader in silicon carbide (SiC) power semiconductors for EV traction inverters and charging, operating the Mohawk Valley Fab in New York and the John Palmour SiC materials center in Siler City, North Carolina.
Signal (2025-09-29): Restructuring completed — US SiC capacity retained, risk-flagged
Full profile →Hyundai Motor Group — HTWO
HTWO is Hyundai Motor Group's hydrogen brand, spanning fuel-cell systems, the XCIENT Fuel Cell Class 8 truck and hydrogen production and refueling infrastructure.
Signal (2025-04-28): New hydrogen infrastructure — $30M+ station, fleet deployed
Full profile →LG Energy Solution
LG Energy Solution is one of the world's largest battery makers, producing cylindrical EV cells and LFP pouch cells for energy storage for North American customers.
Signal (2023-03-24): Mega-project commitment — $5.5B, 43 GWh, still in build-out
Full profile →Schaeffler
Schaeffler is a global motion-technology supplier manufacturing electric axles, e-motors and electric powertrain components for hybrid and battery-electric vehicles.
Signal (2024-02-26): New plant + expansion — $230M program, 650 jobs
Full profile →BlackBerry QNX
QNX, a division of BlackBerry, supplies the safety-certified real-time operating system and foundational software used in more than 255 million vehicles on the road, including programs at Ford, GM, BMW, Mercedes-Benz and Stellantis.
Signal (2025-06-18): Platform standardization win — industry SDV core stack
Full profile →Hanon Systems
Hanon Systems is a global automotive thermal-management supplier — heat-pump systems, thermal modules, HVAC and electric compressors for hybrid and battery-electric vehicles — with an Americas Innovation Center in Novi, Michigan.
Signal (2024-10-28): NA market entry — first regional e-compressor plant
Full profile →Plug Power
Plug Power builds an integrated green-hydrogen ecosystem — GenEco PEM electrolyzers, fuel-cell systems, and liquid-hydrogen production plants in Georgia, Tennessee and Louisiana.
Signal (2025-05-30): Production record — scaling US hydrogen network
Full profile →ATS Corporation
ATS Corporation designs and builds custom assembly and test automation for transportation (including EV battery programs), life sciences, food and energy customers, across 65+ manufacturing facilities worldwide.
Signal (2025-05-28): Record bookings + EV program reset
Full profile →Nidec Motor Corporation
Nidec Motor Corporation, part of Nidec Group — the world's largest electric-motor manufacturer, including EV traction e-axle systems — produces U.S. MOTORS brand stock and custom electric motors in North America.
Signal (2025-09-24): Plant expansion — $19M+, 61,000 sq ft
Full profile →Sonatus
Sonatus builds the software-defined-vehicle platform — in-vehicle infrastructure, data management and automation software — in mass production in Hyundai, Kia and Genesis vehicles, with a Detroit office among its global locations.
Signal (2024-12-10): Deployment milestone — 3M production vehicles, platform expansion
Full profile →