Which companies discussed Semiconductors in Materials in earnings calls?
128 companies mentioned semiconductors across 230 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. (5 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 | 46 |
| 2024Q4 | 58 |
| 2025Q1 | 49 |
| 2025Q2 | 43 |
| 2025Q3 | 45 |
| 2025Q4 | 65 |
| 2026Q1 | 51 |
| 2026Q2 | 67 |
| 2026Q3 | 2 |
Companies ranked by mentions
Representative quotes
…group of few global manufacturers serving this high-growth market. CNT is a next-generation material with application spanning across lithium-ion batteries, semiconductors, electronics, sensors, polymers, coatings, aerospace, et cetera. With demand accelerating across these industries, we believe CNT represents a significant long-term growth opportunity…
…patents and pending applications. Second, we believe this combination creates an unmatched electronic materials platform. The portfolios are highly complementary across semiconductor fabrication, packaging, assembly and thermal management. Together, we will be able to deliver broader solutions, greater performance and deeper co-innovation with customers. Third, this combination…
…single-family. For non-residential markets, demand is increasingly being driven by a growing pipeline of large-scale megaprojects. Investments across data center, semiconductor capacity, and energy networks are driving a multi-year pipeline of construction activity with a significant concentration of these projects in our Sunbelt…
…germanium production is actually controlled by China. Germanium is used in everything from night vision defense applications through to infrared uptakes, semiconductors and also fiber optics. So it is absolutely critical, not only for the semis industry for the AI boom, but also for the defense space. germanium…
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 6, 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.