Which companies discussed Semiconductors in Information Technology in earnings calls?

359 companies mentioned semiconductors across 1,110 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Intel Corporation (14 calls), Applied Materials, Inc. (12 calls), Sandisk 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

Companies ranked by mentions

Representative quotes

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?

Intel Corporation (INTC) led with 14 calls referencing semiconductors, most recently on August 26, 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 →

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Last updated: August 31, 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.