Which companies discussed Semiconductors in earnings calls?
995 companies mentioned semiconductors across 2,398 earnings calls over the past year, spanning 11 sectors. The most active were Applied Materials, Inc. (14 calls), Cognex Corporation (14 calls), GLOBALFOUNDRIES Inc. (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 |
|---|---|
| 2024Q4 | 517 |
| 2025Q1 | 510 |
| 2025Q2 | 428 |
| 2025Q3 | 425 |
| 2025Q4 | 520 |
| 2026Q1 | 588 |
| 2026Q2 | 614 |
| 2026Q3 | 654 |
| 2026Q4 | 37 |
Companies ranked by mentions
Representative quotes
TPUs that are now housing our massive data centers around the world. We have a third program in early stages for additional semiconductor isotopes and medical isotopes. And hopefully, we can bring some more information and news on that project as we move forward over the next…
…also conducted research on photonics and communication at AT&T Bell laboratory in my early days. My industrial experience spans over communication semiconductor and data center. I've been moving around quite a bit, but that background really prepared me I feel like for this job at Semtech…
…demand varies by market, but remains a source of strength for CMC. Activity related to areas like data centers, power generation utility infrastructure, semiconductor manufacturing and institutional markets is solid. And the Dodge Momentum Index remains near record levels, suggesting a robust and extensive project pipeline. Many…
…large AI build-out that was happening. Now that AI buildout doesn't happen anymore and the cost of memory and semiconductor goes down, it is possible that clients will be spending less on hardware, and so therefore, they will have more to spend on services or more…
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 14 calls referencing semiconductors, most recently on October 13, 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 (63)
- Health Care (37)
- Materials (17)
- Consumer Discretionary (7)
Related technology themes
Last updated: October 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 (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.