Which companies discussed Semiconductors in Information Technology in earnings calls?
403 companies mentioned semiconductors across 1,068 earnings calls in Information Technology over the past year, spanning 1 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 | 233 |
| 2024Q4 | 254 |
| 2025Q1 | 250 |
| 2025Q2 | 217 |
| 2025Q3 | 224 |
| 2025Q4 | 249 |
| 2026Q1 | 279 |
| 2026Q2 | 310 |
| 2026Q3 | 10 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 13 | May 27, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 12 | Jun 25, 2026 |
| Intel Corporation | INTC | Information Technology | 12 | Jun 2, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 11 | Jun 3, 2026 |
| Lam Research Corporation | LRCX | Information Technology | 11 | Jun 2, 2026 |
| Cognex Corporation | CGNX | Information Technology | 11 | May 27, 2026 |
| Sandisk Corporation | SNDK | Information Technology | 10 | Jun 9, 2026 |
| Zebra Technologies Corporation | ZBRA | Information Technology | 10 | Jun 4, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 10 | Jun 3, 2026 |
| Teradyne, Inc. | TER | Information Technology | 10 | Jun 2, 2026 |
| MKS Inc. | MKSI | Information Technology | 10 | May 18, 2026 |
| QUALCOMM Incorporated | QCOM | Information Technology | 9 | Jun 24, 2026 |
| KLA Corporation | KLAC | Information Technology | 9 | Jun 3, 2026 |
| Ralliant Corporation | RAL | Information Technology | 9 | May 28, 2026 |
| Texas Instruments Incorporated | TXN | Information Technology | 9 | May 28, 2026 |
| Synopsys, Inc. | SNPS | Information Technology | 8 | Jun 9, 2026 |
| Advanced Energy Industries, Inc. | AEIS | Information Technology | 8 | Jun 3, 2026 |
| Avnet, Inc. | AVT | Information Technology | 8 | Jun 2, 2026 |
| Ambarella, Inc. | AMBA | Information Technology | 8 | Jun 2, 2026 |
| NXP Semiconductors N.V. | NXPI | Information Technology | 8 | May 27, 2026 |
| Amkor Technology, Inc. | AMKR | Information Technology | 8 | May 21, 2026 |
| IonQ, Inc. | IONQ | Information Technology | 8 | May 18, 2026 |
| Micron Technology, Inc. | MU | Information Technology | 7 | Jun 24, 2026 |
| Cadence Design Systems, Inc. | CDNS | Information Technology | 7 | Jun 9, 2026 |
| Lumentum Holdings Inc. | LITE | Information Technology | 7 | Jun 9, 2026 |
| Advanced Micro Devices, Inc. | AMD | Information Technology | 7 | Jun 2, 2026 |
| Keysight Technologies, Inc. | KEYS | Information Technology | 7 | May 19, 2026 |
| Lattice Semiconductor Corporation | LSCC | Information Technology | 7 | May 19, 2026 |
| ASML Holding N.V. | ASML | Information Technology | 7 | Apr 15, 2026 |
| Infineon Technologies AG | IFNNY | Information Technology | 7 | Feb 4, 2026 |
| NVIDIA Corporation | NVDA | Information Technology | 6 | Jun 4, 2026 |
| Astera Labs, Inc. | ALAB | Information Technology | 6 | Jun 3, 2026 |
| Dell Technologies Inc. | DELL | Information Technology | 6 | Jun 2, 2026 |
| Arrow Electronics, Inc. | ARW | Information Technology | 6 | Jun 2, 2026 |
| Semtech Corporation | SMTC | Information Technology | 6 | May 26, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 6 | May 20, 2026 |
| Corning Incorporated | GLW | Information Technology | 6 | May 19, 2026 |
| SiTime Corporation | SITM | Information Technology | 6 | May 6, 2026 |
| BE Semiconductor Industries N.V. | BESI | Information Technology | 5 | Jun 18, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 5 | Jun 3, 2026 |
| Broadcom Inc. | AVGO | Information Technology | 5 | Jun 3, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 5 | Jun 3, 2026 |
| Pixelworks, Inc. | PXLW | Information Technology | 5 | May 14, 2026 |
| Littelfuse, Inc. | LFUS | Information Technology | 5 | May 14, 2026 |
| Corsair Gaming, Inc. | CRSR | Information Technology | 5 | May 7, 2026 |
| PDF Solutions, Inc. | PDFS | Information Technology | 5 | May 7, 2026 |
| Kulicke and Soffa Industries, Inc. | KLIC | Information Technology | 5 | May 7, 2026 |
| Coherent Corp. | COHR | Information Technology | 5 | May 6, 2026 |
| Navitas Semiconductor Corporation | NVTS | Information Technology | 5 | May 5, 2026 |
| Onto Innovation Inc. | ONTO | Information Technology | 5 | May 5, 2026 |
Representative quotes
Agentic AI market opportunities. Next, let me talk about TSMC's capacity expansion strategies. To address the structural increase in overall long-term semiconductor market demand profile, TSMC collaborates closely with our customers and our customers' customers to plan our capacity. Given the fundamental complexity of leading-edge…
…isolated adoption. It is standardization at scale. Leading OEMs like BMW, Volkswagen Group, Renault, Mercedes and Toyota, along with many Tier 1s and semiconductor players are converging on Codebeamer as their strategic ALM backbone. This consistent pattern across all of these decisions is clear. They are moving away…
…what you call it, component types that are most on challenge is PCBs, that means the [bare boards] and also the more complex semiconductors, especially on the memory side. What happens when these two segments are disrupted is that the lead time on those two segments are going…
…revenue diversification for Aehr. Record quarterly bookings, a very strong and record backlog and growing demand across AI processors, silicon photonics and power semiconductors for both our wafer-level and package-level burn-in solutions position us well for significant growth in '27 and moving forward, fiscal…
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 Information Technology 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 →
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.