Which companies discussed Semiconductors in Information Technology in earnings calls?
364 companies mentioned semiconductors across 1,135 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were
Applied Materials, Inc. (14 calls), Cognex Corporation (14 calls), GLOBALFOUNDRIES Inc. (12 calls).
The table below ranks every company by how often the theme came up, with direct links to each transcript.
…also conducted research on photonics and communication at AT&T Bell laboratory in my early days. My industrial experience spans over communication semiconductor and data center. I've been moving around quite a bit, but that background really prepared me I feel like for this job at Semtech…
…large AI build-out that was happening. Now that AI buildout doesn't happen anymore and the cost of memory and semiconductor goes down, it is possible that clients will be spending less on hardware, and so therefore, they will have more to spend on services or more…
…expanding signed Cyient DLM's addressable market. The first tailwind is rising demand for AI and data center infrastructure. The second one is semiconductor capital equipment. And the third tailwind is robotics and the growing electronic content in all these 3 areas. Against this backdrop, we estimate…
…billion of dividends. Next, I will cover the outlook. Global uncertainty remains elevated, given the broad geopolitical and macroeconomic environment, including the global semiconductor situation. We are not immune. The industry is entering a period of higher input costs and the financial impact will continue to build…
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?
Applied Materials, Inc. (AMAT) led with 14 calls referencing semiconductors, most recently on October 13, 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 →
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.
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