Which companies discussed Semiconductors in Materials in earnings calls?
119 companies mentioned semiconductors across 262 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Element Solutions Inc (9 calls), Reliance, Inc. (8 calls), USA Rare Earth, Inc. (6 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 | 56 |
| 2025Q1 | 50 |
| 2025Q2 | 43 |
| 2025Q3 | 45 |
| 2025Q4 | 65 |
| 2026Q1 | 51 |
| 2026Q2 | 67 |
| 2026Q3 | 77 |
| 2026Q4 | 4 |
Companies ranked by mentions
Representative quotes
…demand varies by market, but remains a source of strength for CMC. Activity related to areas like data centers, power generation utility infrastructure, semiconductor manufacturing and institutional markets is solid. And the Dodge Momentum Index remains near record levels, suggesting a robust and extensive project pipeline. Many…
…that [ CTEP ] program that he's got, the China and Transformational Export Program, give them more flexibility and also add things such as semiconductors and medical supplies, which we also need to make sure that we have secure supply lines here in the United States. This…
…boric market has 2 primary global producers. Boron is irreplaceable in glass, fertilizers as a micronutrient, insulation and critical to nuclear energy, semiconductors, defense and permanent magnets. An independent, supply and demand study recently completed in August, projects that demand will continue to exceed supply through 2032 with…
…utilized to translate these macro shifts into long-term customer solutions. Digitalization and AI infrastructure, the massive expansion of computing power demands unprecedented semiconductor manufacturing capacity and will generate significant growth in construction, electrical equipment and metals. Aging population and urbanization create sustained defensive demand across health care…
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 Materials in the past year?
Element Solutions Inc (ESI) led with 9 calls referencing semiconductors, most recently on July 28, 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.