Which companies discussed Semiconductors in earnings calls?
959 companies mentioned semiconductors across 2,300 earnings calls over the past year, spanning 11 sectors. The most active were Intel Corporation (13 calls), Cognex Corporation (12 calls), GLOBALFOUNDRIES Inc. (12 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 | 170 |
| 2024Q4 | 535 |
| 2025Q1 | 510 |
| 2025Q2 | 428 |
| 2025Q3 | 425 |
| 2025Q4 | 519 |
| 2026Q1 | 588 |
| 2026Q2 | 614 |
| 2026Q3 | 404 |
Companies ranked by mentions
Representative quotes
…play in those large, I think, LNG-related kind of like turbomachinery turbine type compression technology. We also don't play on the semiconductor side of vacuum, right? So I think in terms of where the portfolios match up and where kind of I'd say there…
…famous Chinese businessman? Ziyu Shen (Executives): Okay. So because he convinced me to build a company together because his vision is the semiconductor software is super important. So you need the right talent and team to build up. So that's the main reason. So we build…
…times right now. Martin Yang (Analysts): Yes, that's right. So we're seeing AI driving good demand across large portion of the semiconductor ecosystem. What impact, if any, do you think AI ultimately has on the OLED demand and innovation? Steven V. Abramson (Executives): AI affects…
Operator (Operator): Ladies and gentlemen, thank you for standing by, and welcome to Valens Semiconductor's Second Quarter 2026 Earnings Conference Call. [Operator Instructions] Thank you. I would now like to turn the conference over to Michal Ben Ari, Investor Relations Manager. Please go ahead. Michal…
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 the past year?
Intel Corporation (INTC) led with 13 calls referencing semiconductors, most recently on July 23, 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 →
Semiconductors by sector
- Information Technology (310)
- Industrials (57)
- Health Care (33)
- Materials (22)
- Consumer Discretionary (8)
Related technology themes
Last updated: August 12, 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.