Which companies discussed Semiconductors in earnings calls?
977 companies mentioned semiconductors across 2,330 earnings calls over the past year, spanning 11 sectors. The most active were Intel Corporation (14 calls), Applied Materials, Inc. (12 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 | 109 |
| 2024Q4 | 535 |
| 2025Q1 | 510 |
| 2025Q2 | 428 |
| 2025Q3 | 425 |
| 2025Q4 | 520 |
| 2026Q1 | 588 |
| 2026Q2 | 614 |
| 2026Q3 | 504 |
Companies ranked by mentions
Representative quotes
…visibility they need to deploy AI agents with confidence at scale. Our investments are translating directly into competitive wins, a global 2,000 semiconductor company selected Elastic search services in a 7-figure new logo win to power a personalized AI-driven knowledge search experience for its customers…
…transition, we simultaneously welcome Dan Durn as our new CFO. Dan brings more than 3 decades of experience in senior finance roles across semiconductor and enterprise technology company. And having most recently served on Marvell's Board of Directors, Dan comes into the role with a deep understanding…
…have discussed, a lot of this is the fab. Your question talked about fab. We're part TSMC, part semiconductor design house. It's really a marriage of the fabrication facility and our design capability that makes all this possible. That's not like NVIDIA, Broadcom, the great…
Vickram Vathulya (Executives): Good day to everybody, and welcome to the Second Quarter 2026 earnings webcast with Sivers Semiconductors. My name is Vickram Vathulya, I'm the CEO. And I'm joined by Heine Thorsgaard, who's our CFO. The agenda is as follows: I start with…
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?
Intel Corporation (INTC) led with 14 calls referencing semiconductors, most recently on August 26, 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 (310)
- Industrials (57)
- Health Care (33)
- Materials (16)
- Consumer Discretionary (7)
Related technology themes
Last updated: August 31, 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.