Which companies discussed Semiconductors in Materials in earnings calls?
114 companies mentioned semiconductors across 252 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Element Solutions Inc (9 calls), Reliance, Inc. (7 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 |
|---|---|
| 2024Q3 | 7 |
| 2024Q4 | 58 |
| 2025Q1 | 49 |
| 2025Q2 | 43 |
| 2025Q3 | 45 |
| 2025Q4 | 65 |
| 2026Q1 | 51 |
| 2026Q2 | 67 |
| 2026Q3 | 64 |
Companies ranked by mentions
Representative quotes
…some idea as to where they are used. So they are used in medical and medical implants, automotive, aerospace components, electrical and electronics, semiconductor, oil and gas, all these places, these polymers are used. There is another polymer which is used in 3D printing filaments. Another polymer, which…
…expands our capabilities in advanced and high-purity chemistries and provides a strong platform to participate in high-value markets such as semiconductors, automotive, EV, aviation and performance materials. With only a limited period of consolidation in FY '26, we now see FY '27 as the first full…
…portfolio, supported by improving volumes across fluoropolymers. The expansion of new age applications is creating attractive growth opportunities, particularly in areas such as semiconductors, data centers, electronics, automotive, green hydrogen and advanced industrial applications. We are also seeing a gradual improvement in product mix, supported by increasing contributions…
…strength reflects increasing emphasis on supply chain resilience and secure access to critical materials across end markets, including aerospace, industrial gas turbines, and semiconductors. Hafnium volumes increased almost 40% year-over-year, while pricing held at record levels. As Rahim highlighted earlier, the business has secured additional contracted…
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: 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.