Which companies discussed Semiconductors in Materials in earnings calls?
115 companies mentioned semiconductors across 256 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 | 9 |
| 2024Q4 | 58 |
| 2025Q1 | 49 |
| 2025Q2 | 43 |
| 2025Q3 | 45 |
| 2025Q4 | 65 |
| 2026Q1 | 51 |
| 2026Q2 | 67 |
| 2026Q3 | 60 |
Companies ranked by mentions
Representative quotes
…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…
…cable ecosystem. The rapid emergence of India's digital economy is creating an additional layer of structural demand. Investments in data centers, semiconductor ecosystems, renewable energy infrastructure, industrial corridors and advanced manufacturing are steadily increasing the need for high-performance, reliable and specialized cable solutions. This is driving…
…link from the rock in the ground to the finished magnet and beyond across 3 continents. These materials sit inside the motors, servos, semiconductors, aircraft, robotics, medical devices and defense systems, a modern economy runs on. For a generation, the capability to produce them has been consolidated almost…
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 13, 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.