Which companies discussed Semiconductors in Consumer Discretionary in earnings calls?
77 companies mentioned semiconductors across 137 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Aptiv PLC (7 calls), Honda Motor Co., Ltd. (5 calls), Samvardhana Motherson International Limited (4 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 | 24 |
| 2025Q1 | 25 |
| 2025Q2 | 24 |
| 2025Q3 | 18 |
| 2025Q4 | 41 |
| 2026Q1 | 36 |
| 2026Q2 | 35 |
| 2026Q3 | 19 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Aptiv PLC | APTV | Consumer Discretionary | 7 | Aug 4, 2026 |
| Honda Motor Co., Ltd. | 7267 | Consumer Discretionary | 5 | Aug 5, 2026 |
| Samvardhana Motherson International Limited | 517334 | Consumer Discretionary | 4 | Aug 6, 2026 |
| Panasonic Holdings Corporation | 6752 | Consumer Discretionary | 4 | Jul 30, 2026 |
| Visteon Corporation | VC | Consumer Discretionary | 4 | Jul 23, 2026 |
| General Motors Company | GM | Consumer Discretionary | 4 | Jul 21, 2026 |
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 4 | Jun 3, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 4 | Apr 29, 2026 |
| ECARX Holdings Inc. | ECX | Consumer Discretionary | 3 | Aug 12, 2026 |
| Sony Group Corporation | 6758 | Consumer Discretionary | 3 | Jul 31, 2026 |
| Tesla, Inc. | TSLA | Consumer Discretionary | 3 | Jul 22, 2026 |
| Aumovio SE | AMV0 | Consumer Discretionary | 3 | Jul 6, 2026 |
| Sansera Engineering Limited | SANSERA | Consumer Discretionary | 3 | May 21, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 3 | May 6, 2026 |
| Mahindra & Mahindra Limited | MM | Consumer Discretionary | 3 | May 5, 2026 |
| BorgWarner Inc. | BWA | Consumer Discretionary | 3 | Mar 18, 2026 |
| QuantumScape Corporation | QS | Consumer Discretionary | 2 | Aug 12, 2026 |
| HELLA GmbH & Co. KGaA | HLE | Consumer Discretionary | 2 | Jul 30, 2026 |
| Bosch Limited | 500530 | Consumer Discretionary | 2 | May 21, 2026 |
| Pricol Limited | PRICOLLTD | Consumer Discretionary | 2 | May 15, 2026 |
| Yamaha Motor Co., Ltd. | 7272 | Consumer Discretionary | 2 | May 15, 2026 |
| Compass Group PLC | CPG | Consumer Discretionary | 2 | May 11, 2026 |
| Toyota Motor Corporation | 7203 | Consumer Discretionary | 2 | May 8, 2026 |
| Ford Motor Company | F | Consumer Discretionary | 2 | Apr 29, 2026 |
| LG Electronics Inc. | A066570 | Consumer Discretionary | 2 | Apr 29, 2026 |
| Forvia SE | FRVIA | Consumer Discretionary | 2 | Apr 24, 2026 |
| Kia Corporation | A000270 | Consumer Discretionary | 2 | Apr 24, 2026 |
| Schaeffler AG | SHA0 | Consumer Discretionary | 2 | Mar 3, 2026 |
| Alicon Castalloy Limited | 531147 | Consumer Discretionary | 2 | Feb 16, 2026 |
| Nissan Motor Co., Ltd. | 7201 | Consumer Discretionary | 2 | Feb 12, 2026 |
| Leggett & Platt, Incorporated | LEG | Consumer Discretionary | 2 | Feb 12, 2026 |
| D2L Inc. | DTOL | Consumer Discretionary | 2 | Dec 11, 2025 |
| Arvind Limited | 500101 | Consumer Discretionary | 1 | Aug 13, 2026 |
| Bharat Forge Limited | 500493 | Consumer Discretionary | 1 | Aug 10, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 1 | Aug 7, 2026 |
| Tofas Türk Otomobil Fabrikasi Anonim Sirketi | TOASO | Consumer Discretionary | 1 | Jul 30, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 1 | Jul 30, 2026 |
| Renault SA | RNO | Consumer Discretionary | 1 | Jul 30, 2026 |
| Mobileye Global Inc. | MBLY | Consumer Discretionary | 1 | Jul 23, 2026 |
| Genius Group Limited | GNS | Consumer Discretionary | 1 | Jun 4, 2026 |
| Fiem Industries Limited | FIEMIND | Consumer Discretionary | 1 | Jun 1, 2026 |
| NIO Inc. | NIO | Consumer Discretionary | 1 | May 21, 2026 |
| Alibaba Group Holding Limited | BABA | Consumer Discretionary | 1 | May 13, 2026 |
| Dixon Technologies (India) Limited | DIXON | Consumer Discretionary | 1 | May 12, 2026 |
| Stoneridge, Inc. | SRI | Consumer Discretionary | 1 | May 7, 2026 |
| Bright Horizons Family Solutions Inc. | BFAM | Consumer Discretionary | 1 | May 5, 2026 |
| Sonos, Inc. | SONO | Consumer Discretionary | 1 | May 4, 2026 |
| Sona BLW Precision Forgings Limited | SONACOMS | Consumer Discretionary | 1 | Apr 30, 2026 |
| Bang & Olufsen A/S | BO | Consumer Discretionary | 1 | Apr 16, 2026 |
| Magna International Inc. | MG | Consumer Discretionary | 1 | Mar 18, 2026 |
Representative quotes
…another one on the composites. I was probably reading somewhere that there seems to be some application of glass-based composite material in semiconductors and wafers. So is that an opportunity that we are participating in or do we have the capability of? Punit Lalbhai (Executives…
…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…
…customers and for investors and a meaningful source of cash flow for us. William Peterson (Analysts): I think I'm familiar with the semiconductor industry, and we think of companies that used to have their own fabs and they outsource a lot of IP. How do you think…
…some new sectors. So the sectors that we are targeting from this are the large engine sector, the power gen market, the semiconductor components market and aerospace and a few others such as including an investment in an energetic plant in Andre Pradesh where we will be able…
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 Consumer Discretionary in the past year?
Aptiv PLC (APTV) led with 7 calls referencing semiconductors, most recently on August 4, 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.