Which companies discussed Semiconductors in Industrials in earnings calls?
261 companies mentioned semiconductors across 555 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Rockwell Automation, Inc. (10 calls), EMCOR Group, Inc. (9 calls), Honeywell International Inc. (8 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 | 109 |
| 2025Q1 | 121 |
| 2025Q2 | 83 |
| 2025Q3 | 96 |
| 2025Q4 | 114 |
| 2026Q1 | 146 |
| 2026Q2 | 131 |
| 2026Q3 | 158 |
| 2026Q4 | 7 |
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…
…good night sleep to be well rested to continue what can only be described as an ultra high intensity week triggered a semiconductor ramp that undergoes an unprecedented growth phase. After my introductory remarks, we will start the usual Q&A session. . The feedback we are receiving from…
…want. We have a backlog there and we want to get back on track there because we see that the semiconductor equipment companies that they have as customers are growing very rapidly, and we want to get back on track with the deliveries there. And we believe…
…sales growth of 16.7% reflects broad-based strength across our end markets. Sales related to construction grew 15.5%, driven by manufacturing projects, including semiconductor and large data centers. while industrial sales increased by 39.6% on strong utility scale power demand, Infrastructure sales grew 7.2%, supported by electrical…
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 September 16, 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: 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.