This article organizes autonomous driving-related stocks by listed companies in the US, Japanese and Chinese markets, and summarizes developments and updates from major companies. It also covers the latest changes in the list of stocks, including the addition of WeRide and Pony.ai.
This article provides a cross-market overview of leading autonomous driving-related companies listed in the US, stocks listed in Japan, and developments in Chinese stocks in recent years. Major US-listed names include Waymo, which is under Google/Alphabet, NVIDIA, Tesla and Uber, and the article also discusses how Intel has expanded its presence in autonomous driving by acquiring Mobileye.
In Japan, Toyota, Honda, Nissan, AISAN TECHNOLOGY, Sony and TIER IV are among the names associated with autonomous driving. The article introduces plans for demonstration cities and service rollouts, as well as the latest developments involving their partners. The companies' roles vary widely, including the integration of autonomous driving functions, trials of taxi services and the development of in-vehicle sensors.
The article's update history records the addition of WeRide and Pony.ai on 2 September 2026, the addition of Tesla and removal of Luminar on 24 June of the same year, and the addition of Uber and TIER IV on 29 July 2026. Developments involving these stocks are added periodically with a view to longer-term trends.
The autonomous driving sector is a broad market involving not only major automakers but also sensor companies producing LiDAR and other technologies, as well as emerging development companies. Readers may wish to focus on the movements of the leading stocks and where each company is placing emphasis in its autonomous driving strategy.