Which companies discussed Semiconductors in Health Care in earnings calls?
37 companies mentioned semiconductors across 94 earnings calls in Health Care over the past year, spanning 1 sectors. The most active were Butterfly Network, Inc. (10 calls), Agilent Technologies, Inc. (9 calls), Bruker Corporation (7 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 | 8 |
| 2024Q4 | 29 |
| 2025Q1 | 21 |
| 2025Q2 | 20 |
| 2025Q3 | 19 |
| 2025Q4 | 13 |
| 2026Q1 | 30 |
| 2026Q2 | 25 |
| 2026Q3 | 16 |
Companies ranked by mentions
Representative quotes
…upon semis and everything. So just remind us. Jeffrey Hawkins (Executives): Yes, so if you look at Platinum, the consumable is based on semiconductor chip so you're sort of square in the foundry world of producing chips. When you look at Proteus, that consumable is essentially…
…rising prices due to the situation in the Middle East and the increasing risk of price hikes and supply chain disruptions for semiconductor-related products such as servers and PCs. Additionally, current exchange rates show that the yen has appreciated due to currency interventions. Compared to the forecasted…
…invest in the capacity required to scale our manufacturing and R&D in electronics, delivering precise, reliable and scalable solutions across the semiconductor value chain. In June, we opened a new metrology and inspection site near Ko, France. This EUR 20 million investment will expand our capacity…
China were up strongly. However, U.S. academic orders still remained weak in Q2. We saw notable Q2 order strength in our deep tech semiconductor tools and energy research technologies with both at over 50% organic order growth year-over-year. In semicon metrology, we sell robust and innovative…
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 Health Care in the past year?
Butterfly Network, Inc. (BFLY) led with 10 calls referencing semiconductors, most recently on July 30, 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 14, 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.