Which companies discussed Semiconductors in Health Care in earnings calls?
39 companies mentioned semiconductors across 87 earnings calls in Health Care over the past year, spanning 1 sectors. The most active were Butterfly Network, Inc. (10 calls), Agilent Technologies, Inc. (9 calls), Bruker Corporation (7 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 | 15 |
| 2024Q4 | 29 |
| 2025Q1 | 21 |
| 2025Q2 | 20 |
| 2025Q3 | 19 |
| 2025Q4 | 13 |
| 2026Q1 | 30 |
| 2026Q2 | 25 |
Companies ranked by mentions
Representative quotes
…appreciate that kind of shareholder rerate versus value rerate. I mean, we're not NVIDIA. We're not a semiconductor. We're not the Korean Stock Exchange, right? But we've had meaningful appreciation. The key, I think, value inflection point was August, when we came out with…
…well in that space, at least for the next few years for sure. Tycho Peterson (Analysts): Made it this far without asking about semiconductors, but I got to go there. So -- let's start, I guess, with what you saw in the quarter, you had the $40 million…
…conference. Thank you so much for having us here. So growth conference. So generalist investors in general, we've -- Butterfly is a semiconductor-based ultrasound company. Now, what does that mean? That means that in existing ultrasound. So everyone know what an ultrasound machine looks like…
…great quarter. Why don't we start there? A lot of momentum, LDG, AMG, both nicely ahead, strong growth for CAM, diagnostics, forensics, semiconductors, pharma? I mean, you're kind of humming along on all fronts, nice margin expansion too. So maybe with that in mind, just talk…
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 Health Care in the past year?
Butterfly Network, Inc. (BFLY) led with 10 calls referencing semiconductors, most recently on June 4, 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 →
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.