# If Mazda Motor moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/mazda-motor · Facet: ripple · Updated: 2026-07-12T05:39:57.981068+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Mazda Motor is directly linked to 3 companies (3 supply, 0 revenue, 1 investment relationships) and reaches 9 companies within two hops; the links are backed by 8 dated sources, 3 of them primary filings (as of 2026-07-12).

Mazda Motor operates across Nikkei 225, Automaker, North America-heavy, tariff-exposed. It is +1.8% in 2026. The supply side (avg +26.1%) leads the stock (+1.8%), with spending rippling down to suppliers first. Among connected nodes the furthest ahead is Panasonic Energy (+98.1%) and the furthest behind is Toyota Motor Corporation (-10.8%). If chain logic explains the gap, the laggard is the next propagation candidate; if not, the link itself deserves a second look. The question for this node now is whether profit rebounds toward guidance (FY2027 OP ¥150B) as the tariff drag eases.

## Supply chain (benefiting)
- T1 Toyota Motor Corporation (https://valuechain.wiki/toyota.md)
- T2 Renesas Electronics (https://valuechain.wiki/renesas.md)
- T3 TSMC (https://valuechain.wiki/tsmc.md)
- T3 Synopsys (https://valuechain.wiki/synopsys.md)
- T3 Cadence Design Systems (https://valuechain.wiki/cadence.md)
- T2 NVIDIA (https://valuechain.wiki/nvidia.md)
- T3 SK hynix (https://valuechain.wiki/sk-hynix.md)
- T3 Micron Technology (https://valuechain.wiki/micron.md)
- T3 Samsung Electronics (https://valuechain.wiki/samsung-electronics.md)
- T3 Siemens EDA (https://valuechain.wiki/siemens-eda.md)
- T3 Coherent (https://valuechain.wiki/coherent.md)
- T3 Monolithic Power (https://valuechain.wiki/monolithic-power.md)
- T3 Kioxia (https://valuechain.wiki/kioxia.md)
- T3 ASE Technology (https://valuechain.wiki/ase.md)
- T3 Nan Ya PCB (https://valuechain.wiki/nanya-pcb.md)
- T3 Arm Holdings (https://valuechain.wiki/arm.md)
- T3 Unimicron (https://valuechain.wiki/unimicron.md)
- T3 Advantest (https://valuechain.wiki/advantest.md)
- T3 Teradyne (https://valuechain.wiki/teradyne.md)
- T3 LG Innotek (https://valuechain.wiki/lg-innotek.md)
- T3 OpenAI (https://valuechain.wiki/openai.md)
- T3 Lumentum (https://valuechain.wiki/lumentum.md)
- T3 Fabrinet (https://valuechain.wiki/fabrinet.md)
- T3 Eoptolink (https://valuechain.wiki/eoptolink.md)
- T3 Keysight Technologies (https://valuechain.wiki/keysight.md)
- T3 Amphenol (https://valuechain.wiki/amphenol.md)
- T3 Corning (https://valuechain.wiki/corning.md)
- T3 Nebius Group (https://valuechain.wiki/nebius.md)
- T3 ABB (https://valuechain.wiki/abb.md)
- T3 Murata Manufacturing (https://valuechain.wiki/murata.md)
- T3 Recursion Pharmaceuticals (https://valuechain.wiki/recursion.md)
- T3 onsemi (https://valuechain.wiki/onsemi.md)
- T3 BlackRock (https://valuechain.wiki/blackrock.md)
- T3 Analog Devices (https://valuechain.wiki/analog-devices.md)
- T3 MediaTek (https://valuechain.wiki/mediatek.md)
- T3 BYD Electronics (https://valuechain.wiki/byd-electronics.md)
- T3 Wistron (https://valuechain.wiki/wistron.md)
- T3 Pegatron (https://valuechain.wiki/pegatron.md)
- T3 Samsung Electro-Mechanics (https://valuechain.wiki/samsung-electro-mechanics.md)
- T3 Astera Labs (https://valuechain.wiki/astera-labs.md)
- T3 CoreWeave (https://valuechain.wiki/coreweave.md)
- T3 Ibiden (https://valuechain.wiki/ibiden.md)
- T3 Luxshare Precision (https://valuechain.wiki/luxshare.md)
- T3 King Yuan Electronics (KYEC) (https://valuechain.wiki/kyec.md)
- T3 InnoLight (https://valuechain.wiki/innolight.md)
- T3 Delta Electronics (https://valuechain.wiki/delta-electronics.md)
- T3 TE Connectivity (https://valuechain.wiki/te-connectivity.md)
- T3 Digital Realty (https://valuechain.wiki/digital-realty.md)
- T2 Sumitomo Metal Mining (https://valuechain.wiki/sumitomo-metal-mining.md)
- T3 Freeport-McMoRan Inc. (https://valuechain.wiki/freeport-mcmoran.md)
- T2 LG Energy Solution (https://valuechain.wiki/lg-energy-solution.md)
- T3 POSCO Future M (https://valuechain.wiki/posco-future-m.md)
- T3 L&F (https://valuechain.wiki/landf.md)
- T3 Umicore (https://valuechain.wiki/umicore.md)
- T3 Chunbo (https://valuechain.wiki/chunbo.md)
- T3 Sociedad Química y Minera de Chile S.A. (https://valuechain.wiki/sqm.md)
- T3 Albemarle (https://valuechain.wiki/albemarle.md)
- T3 Daejoo Electronic Materials (https://valuechain.wiki/daejoo-electronic.md)
- T3 Yunnan Energy New Material (SEMCORP) (https://valuechain.wiki/yunnan-energy.md)
- T3 Lotte Energy Materials (https://valuechain.wiki/lotte-energy-materials.md)
- T3 SKC (https://valuechain.wiki/skc.md)
- T3 Enchem (https://valuechain.wiki/enchem.md)
- T3 Ganfeng Lithium (https://valuechain.wiki/ganfeng.md)
- T3 PNT (People & Technology) (https://valuechain.wiki/pnt.md)
- T3 Dai Nippon Printing (https://valuechain.wiki/dai-nippon-printing.md)
- T3 Advanced Nano Products (https://valuechain.wiki/advanced-nano-products.md)
- T3 LG Chem (https://valuechain.wiki/lg-chem.md)
- T3 LS ELECTRIC (https://valuechain.wiki/ls-electric.md)
- T2 Denso (https://valuechain.wiki/denso.md)
- T2 AT&T Inc. (https://valuechain.wiki/at-t.md)
- T3 EchoStar Corporation (https://valuechain.wiki/echostar.md)
- T1 Panasonic Energy (https://valuechain.wiki/panasonic-energy.md)
- T2 BTR New Material Group Co., Ltd (https://valuechain.wiki/btr-new-material.md)

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Full node: https://valuechain.wiki/mazda-motor.md · JSON: https://valuechain.wiki/mazda-motor.json