Which companies discussed Semiconductors in earnings calls?
1,099 companies mentioned semiconductors across 2,270 earnings calls over the past year, spanning 11 sectors. The most active were Cognex Corporation (13 calls), GLOBALFOUNDRIES Inc. (13 calls), Intel Corporation (13 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 | 172 |
| 2024Q4 | 535 |
| 2025Q1 | 510 |
| 2025Q2 | 428 |
| 2025Q3 | 425 |
| 2025Q4 | 519 |
| 2026Q1 | 588 |
| 2026Q2 | 614 |
| 2026Q3 | 370 |
Companies ranked by mentions
Representative quotes
…this actually quite positive. Unknown Analyst (Analysts): Maybe switching over to another end market that's been showing some solid growth. Semiconductors is about 10% of your portfolio today, right? It seems the market is finally seeing a reacceleration in orders. And obviously, supply chain tightness has kind…
…escaped And joined -- went to the corporate side to run corp dev and IR functions across a couple of companies in the semiconductor industry for about a decade, maybe a little less than joined fastly about 5 years ago and have seen it go through…
…products are going to be at our customers. And now we have -- I would argue, even longer-term visibility than most in the semiconductor industry have across the different semiconductor markets. And we have these deep engagements and we have become because of our leading technology…
…total order intake. Another existing market emerging as a meaningful growth opportunity for Camtek is photonics, including silicon photonics and compound semiconductor. We have already received multisystem orders from several customers in this market, and we expect Photonics to become an incredibly important contributor to our growth…
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?
Cognex Corporation (CGNX) led with 13 calls referencing semiconductors, most recently on August 10, 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 (297)
- Industrials (61)
- Health Care (33)
- Materials (22)
- Consumer Discretionary (8)
Related technology themes
Last updated: August 10, 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.