Which companies discussed Semiconductors in earnings calls?
1,063 companies mentioned semiconductors across 2,169 earnings calls over the past year, spanning 11 sectors. The most active were GLOBALFOUNDRIES Inc. (13 calls), Applied Materials, Inc. (12 calls), Intel 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 | 491 |
| 2024Q4 | 535 |
| 2025Q1 | 510 |
| 2025Q2 | 428 |
| 2025Q3 | 425 |
| 2025Q4 | 519 |
| 2026Q1 | 588 |
| 2026Q2 | 614 |
| 2026Q3 | 29 |
Companies ranked by mentions
Representative quotes
…sure driving growth. Second is broadly advanced manufacturing, whether it's data center construction support, whether it's defense, whether it's the semiconductor space, that's a growth driver. And then Dan touched on supply chain reconfiguration. Companies are just getting more comfortable investing in their supply…
…really have this exposure -- direct exposure to the weak areas of that. But overall, we see aerospace is good semiconductors continue to delivering very well. We have oil and gas, LNG, delivering good. We see also some uptick in this, what we call, industrial automating, robotics and stuff…
…investment banks. The trading volumes were phenomenal in this quarter and a lot of it had to do with the hyperscalers and the semiconductor stocks. So have you guys been able to -- or have you started to look at what kind of presence is this new industry having…
…group of few global manufacturers serving this high-growth market. CNT is a next-generation material with application spanning across lithium-ion batteries, semiconductors, electronics, sensors, polymers, coatings, aerospace, et cetera. With demand accelerating across these industries, we believe CNT represents a significant long-term growth opportunity…
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?
GLOBALFOUNDRIES Inc. (GFS) led with 13 calls referencing semiconductors, most recently on May 27, 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 (53)
- Health Care (32)
- Materials (16)
- Consumer Discretionary (7)
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 (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.