Which companies discussed Electric Vehicles in Information Technology in earnings calls?

186 companies mentioned electric vehicles across 291 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were ON Semiconductor Corporation (8 calls), Littelfuse, Inc. (6 calls), Infineon Technologies AG (6 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.

Mentions over time

Data table
QuarterCalls mentioning Electric Vehicles
2024Q388
2024Q4110
2025Q193
2025Q270
2025Q363
2025Q475
2026Q174
2026Q279
2026Q32

Companies ranked by mentions

Company Ticker Sector Calls Last mention
ON Semiconductor Corporation ON Information Technology 8 Jun 3, 2026
Littelfuse, Inc. LFUS Information Technology 6 May 14, 2026
Infineon Technologies AG IFNNY Information Technology 6 Feb 4, 2026
Keysight Technologies, Inc. KEYS Information Technology 5 May 19, 2026
Aehr Test Systems, Inc. AEHR Information Technology 4 Jul 14, 2026
Analog Devices, Inc. ADI Information Technology 4 Jun 2, 2026
NXP Semiconductors N.V. NXPI Information Technology 4 May 27, 2026
indie Semiconductor, Inc. INDI Information Technology 4 May 7, 2026
Axcelis Technologies, Inc. ACLS Information Technology 4 May 7, 2026
Allegro MicroSystems, Inc. ALGM Information Technology 4 Feb 18, 2026
Samsara Inc. IOT Information Technology 3 Jun 4, 2026
TE Connectivity plc TEL Information Technology 3 May 28, 2026
Ideal Power Inc. IPWR Information Technology 3 May 14, 2026
Vishay Intertechnology, Inc. VSH Information Technology 3 May 13, 2026
Power Integrations, Inc. POWI Information Technology 3 May 7, 2026
GLOBALFOUNDRIES Inc. GFS Information Technology 3 May 7, 2026
SoundHound AI, Inc. SOUN Information Technology 3 May 7, 2026
NVE Corporation NVEC Information Technology 3 May 6, 2026
X-FAB Silicon Foundries SE XFAB Information Technology 3 Apr 30, 2026
STMicroelectronics N.V. STMPA Information Technology 3 Apr 23, 2026
NVIDIA Corporation NVDA Information Technology 3 Mar 16, 2026
Ralliant Corporation RAL Information Technology 3 Feb 5, 2026
KPIT Technologies Limited KPITTECH.NS Information Technology 3 Jan 30, 2026
Cognex Corporation CGNX Information Technology 3 Dec 10, 2025
Kaynes Technology India Limited KAYNES.NS Information Technology 3 Dec 8, 2025
EROAD Limited ERD Information Technology 2 Jun 24, 2026
Arrow Electronics, Inc. ARW Information Technology 2 Jun 2, 2026
PagerDuty, Inc. PD Information Technology 2 May 28, 2026
Capgemini SE CAP Information Technology 2 May 27, 2026
TTM Technologies, Inc. TTMI Information Technology 2 May 27, 2026
Pony AI Inc. PONY Information Technology 2 May 26, 2026
Amkor Technology, Inc. AMKR Information Technology 2 May 21, 2026
Kaynes Technology India Limited KAYNES Information Technology 2 May 14, 2026
Integrated Micro-Electronics, Inc. IMI Information Technology 2 May 14, 2026
Enphase Energy, Inc. ENPH Information Technology 2 May 13, 2026
ams-OSRAM AG AMS Information Technology 2 May 7, 2026
Infineon Technologies AG IFX Information Technology 2 May 6, 2026
IPG Photonics Corporation IPGP Information Technology 2 May 5, 2026
Wolfspeed, Inc. WOLF Information Technology 2 May 5, 2026
CTS Corporation CTS Information Technology 2 Apr 29, 2026
ikeGPS Group Limited IKE Information Technology 2 Apr 23, 2026
Pureprofile Ltd PPL Information Technology 2 Apr 23, 2026
Innoviz Technologies Ltd. INVZ Information Technology 2 Mar 23, 2026
Methode Electronics, Inc. MEI Information Technology 2 Mar 6, 2026
SoundThinking, Inc. SSTI Information Technology 2 Mar 3, 2026
Elmos Semiconductor SE ELG Information Technology 2 Feb 24, 2026
Alarm.com Holdings, Inc. ALRM Information Technology 2 Feb 19, 2026
PDF Solutions, Inc. PDFS Information Technology 2 Feb 12, 2026
Melexis NV MELE.BR Information Technology 2 Feb 4, 2026
Kitron ASA KP5.F Information Technology 2 Dec 10, 2025

Representative quotes

…made in diversifying into additional high-growth markets, just 2 years ago, over 95% of our business was tied to silicon carbide for electric vehicles, whereas today, almost 95% of our fiscal year '26 revenue came from markets not electric vehicle silicon carbide. Reliability and production wafer-level…
Aehr Test Systems, Inc. (AEHR), July 14, 2026. Read the full transcript →
…responsible sourcing. So it fits very well into our strategy. And we are in the category of large companies together with Schneider Electric and Bosch to receive gold medal, which means that we are top 5% of all customers, all companies here. We are very proud of that…
HMS Networks AB (publ) (HMS), July 14, 2026. Read the full transcript →
…heat management. This is not a trivial problem as next-gen racks are on pace to consume over 1 megawatt of electricity each. That's enough electricity to power over 1,000 homes just for a single [ rack ]. Now Renesas's presence in this market is highlighted…
Renesas Electronics Corporation (6723), June 25, 2026. Read the full transcript →
…including our first generation of [ Coherent Light ]. By the end of this year, we will be in production with our second generation of electrical and optical solutions, deploying 224 gig solutions. These products are anchored with the lead hyperscaler win already. And then looking forward…
QUALCOMM Incorporated (QCOM), June 24, 2026. Read the full transcript →

Frequently asked questions

What is Electric Vehicles and why are companies discussing it?

EV demand, pricing and the legacy-auto transition — from battery costs to charging infrastructure.

Which company mentioned electric vehicles most in Information Technology in the past year?

ON Semiconductor Corporation (ON) led with 8 calls referencing electric vehicles, most recently on June 3, 2026.

How can I track electric vehicles mentions across earnings calls via API?

The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →

Related technology themes

Last updated: July 16, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (electric vehicle, electric vehicle, electric vehicles). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.