# If Hyundai Transys moves, who benefits? How far does the value-chain ripple reach?
Canonical: https://valuechain.wiki/hyundai-transys · Facet: ripple · Updated: 2026-11-01T17:23:00.426+00:00 · Source: ValueChain.wiki (cited money-flow graph)

**Citable summary**: Per the valuechain.wiki graph, Hyundai Transys is directly linked to 3 companies (3 supply, 3 revenue, 3 investment relationships) and reaches 12 companies within two hops; the links are backed by 10 dated sources, 3 of them primary filings (as of 2026-11-01).

Hyundai Transys is private, so it has no standalone stock return. Demand-side Hyundai Motor gained 49.1% in 2025 and was down 3.5% through 30 October 2026, while Hyundai Wia was down 33.8%. Transys grew FY2025 revenue 16.4% and operating profit to KRW 336.0bn, but its 86.6% affiliate-sales concentration keeps results tied to group production and price adjustments. The next tests are volume for its next-generation hybrid e²AT and conversion of the KRW 3tn Ceer EDS award into non-affiliate production. Lower group output or delayed external programs would weaken transmission through the chain.

## Demand chain (leading)
- T1 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T1 Kia (https://valuechain.wiki/kia.md)
- T2 Uber (https://valuechain.wiki/uber.md)
- T3 Yum! Brands (https://valuechain.wiki/yum-brands.md)
- T3 The Kroger Co. (https://valuechain.wiki/kroger.md)
- T1 Hyundai Wia (https://valuechain.wiki/hyundai-wia.md)
- T2 Hanwha Aerospace (https://valuechain.wiki/hanwha-aerospace.md)
- T3 RTX (https://valuechain.wiki/rtx.md)
- T2 Hyundai Rotem Company (https://valuechain.wiki/hyundai-rotem-company.md)

## Supply chain (benefiting)
- T1 Hyundai Motor Company (https://valuechain.wiki/hyundai-motor-company.md)
- T2 Kia (https://valuechain.wiki/kia.md)
- T3 Hyundai Mobis (https://valuechain.wiki/hyundai-mobis.md)
- T3 Hyundai Steel Company (https://valuechain.wiki/hyundai-steel-company.md)
- T3 Autodesk, Inc. (https://valuechain.wiki/autodesk.md)
- T3 Hyundai Wia (https://valuechain.wiki/hyundai-wia.md)
- T2 onsemi (https://valuechain.wiki/onsemi.md)
- T3 Applied Materials (https://valuechain.wiki/applied-materials.md)
- T2 SK Innovation (SK On) (https://valuechain.wiki/sk-innovation.md)
- T3 Enchem (https://valuechain.wiki/enchem.md)
- T3 Ronbay Technology (https://valuechain.wiki/ronbay.md)
- T3 SK IE Technology (https://valuechain.wiki/skiet.md)
- T3 L&F (https://valuechain.wiki/landf.md)
- T3 EcoPro BM (https://valuechain.wiki/ecopro-bm.md)
- T3 Daejoo Electronic Materials (https://valuechain.wiki/daejoo-electronic.md)
- T3 SKC (https://valuechain.wiki/skc.md)
- T3 PNT (People & Technology) (https://valuechain.wiki/pnt.md)
- T3 Advanced Nano Products (https://valuechain.wiki/advanced-nano-products.md)
- T3 POSCO Future M (https://valuechain.wiki/posco-future-m.md)
- T2 LG Energy Solution (https://valuechain.wiki/lg-energy-solution.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 Yunnan Energy New Material (SEMCORP) (https://valuechain.wiki/yunnan-energy.md)
- T3 Lotte Energy Materials (https://valuechain.wiki/lotte-energy-materials.md)
- T3 Ganfeng Lithium (https://valuechain.wiki/ganfeng.md)
- T3 Dai Nippon Printing (https://valuechain.wiki/dai-nippon-printing.md)
- T3 LG Chem (https://valuechain.wiki/lg-chem.md)
- T3 LS ELECTRIC (https://valuechain.wiki/ls-electric.md)
- T2 CATL (https://valuechain.wiki/catl.md)
- T3 BTR New Material Group Co., Ltd (https://valuechain.wiki/btr-new-material.md)
- T3 Tinci Materials (https://valuechain.wiki/tinci.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 TSMC (https://valuechain.wiki/tsmc.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 Synopsys (https://valuechain.wiki/synopsys.md)
- T3 Cadence Design Systems (https://valuechain.wiki/cadence.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 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 PPG Industries (https://valuechain.wiki/ppg-industries.md)
- T3 Mitsubishi Chemical Holdings (https://valuechain.wiki/mitsubishi-chemical-holdings.md)
- T2 Hyundai Rotem Company (https://valuechain.wiki/hyundai-rotem-company.md)

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Full node: https://valuechain.wiki/hyundai-transys.md · JSON: https://valuechain.wiki/hyundai-transys.json