Which companies discussed Semiconductors in Consumer Discretionary in earnings calls?
88 companies mentioned semiconductors across 130 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were
Aptiv PLC (7 calls), Rivian Automotive, Inc. (4 calls), Volvo Car AB (publ.) (4 calls).
The table below ranks every company by how often the theme came up, with direct links to each transcript.
…important part of products across the automotive industry, and therefore, naturally also for AUMOVIO. We are one of the key purchasers of semiconductors in our industry, and therefore, also of memory chips. At the same time, given our portfolio profile, we are not over-indexed in memory content…
…derisking supply continuity in key components such as semiconductors and displays. This will impact 2026 cash flow and continue into 2027, but this does not change underlying cash generation of the business. As you know, the semiconductor memory industry is going through a significant structural change with suppliers…
China local OEMs. So our solutions tend to have -- be based on China SoCs. So we have a very strong partnership with a semiconductor company called O-Cera, local-based. We partner from a vision standpoint and with a company called Maxieye, who we actually have an investment…
…they're talking about is making these 5 different markets basically expand at an exponential rate right now. You've obviously got the semiconductors and the compute itself, which is what we're seeing as the listing is now taking place with the large LLM models, the frontier…
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 Consumer Discretionary in the past year?
Aptiv PLC (APTV) led with 7 calls referencing semiconductors, most recently on June 10, 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 →
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.
Heads up — we use cookies for analytics to improve the API.
Privacy Notice