Which companies discussed Semiconductors in earnings calls?
979 companies mentioned semiconductors across 2,345 earnings calls over the past year, spanning 11 sectors. The most active were Applied Materials, Inc. (13 calls), Intel Corporation (13 calls), Sandisk Corporation (12 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
| Quarter | Calls mentioning Semiconductors |
|---|---|
| 2024Q3 | 35 |
| 2024Q4 | 535 |
| 2025Q1 | 510 |
| 2025Q2 | 428 |
| 2025Q3 | 425 |
| 2025Q4 | 520 |
| 2026Q1 | 588 |
| 2026Q2 | 614 |
| 2026Q3 | 589 |
Companies ranked by mentions
Representative quotes
James Schneider (Analysts): Good morning, everybody. Welcome to the Goldman Sachs Communacopia Technology Conference. I'm Jim Schneider, the semiconductor analyst at Goldman Sachs. It's my pleasure to welcome KLA Corporation to the stage today. With us from the company, we have CFO, Bren Higgins; and President…
Mark Delaney (Analysts): Okay. Very helpful. Maybe let's talk on the last business segment, the EISG portfolio. There's general electronics, industrial, semiconductor fabs, there's auto business in there. So a lot of different pieces. You've been seeing some growth there. Is this, sort…
…relatively new to our story. In particular, in the IR calendar, you will see that Sean will be presenting at an AI and semiconductor's conference on the 22nd of September in Sydney, along with 3 other listed companies that our investors are welcome to dial…
…requirements can be because of militarily sensitive goods or dual-use goods or because of scarce valuable resources in our manufacturing process like semiconductors and ships. Our export compliance solutions, particularly in our OCR solutions have seen heightened demand as enforcement of these rules has increased…
Frequently asked questions
What is Semiconductors and why are companies discussing it?
Chip supply, demand and capacity commentary — the backbone of AI, autos and industrial electronics.
Which company mentioned semiconductors most in the past year?
Applied Materials, Inc. (AMAT) led with 13 calls referencing semiconductors, most recently on September 9, 2026.
How can I track semiconductors 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 →
Semiconductors by sector
- Information Technology (313)
- Industrials (56)
- Health Care (34)
- Materials (17)
- Consumer Discretionary (7)
Related technology themes
Last updated: September 12, 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 (semiconductor, semiconductor, semiconductors, chips). 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.