Which companies discussed Semiconductors in Industrials in earnings calls?
284 companies mentioned semiconductors across 498 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Rockwell Automation, Inc. (10 calls), EMCOR Group, Inc. (10 calls), Expeditors International of Washington, Inc. (10 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 | 101 |
| 2024Q4 | 108 |
| 2025Q1 | 117 |
| 2025Q2 | 82 |
| 2025Q3 | 96 |
| 2025Q4 | 114 |
| 2026Q1 | 146 |
| 2026Q2 | 131 |
| 2026Q3 | 11 |
Companies ranked by mentions
Representative quotes
…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…
…next 12 to 18 months in capacity enhancements and new CapEx, okay? And majority of them are going into industries like metals, semiconductors, manufacturing and even renewable. So if all of that comes through, I think majority of these will translate into very strong demand for cable…
…quite happy to report a record order intake coming from several market segments, I would say. Of course, the highlight is the semiconductor, definitely a very nice growth. But not only, I think we saw our industrial compressor, this is developing well. Our industrial vacuum, scientific vacuum…
…that we are getting now permits to sell in especially the Korean market for, what do you call it? Matthew Cusick (Executives): Semiconductors. Sven Kristensson (Executives): Semiconductors market, which is an add-on to our existing. So that's the reason we have this disappointing low margin…
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 Industrials in the past year?
Rockwell Automation, Inc. (ROK) led with 10 calls referencing semiconductors, most recently on June 11, 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.