Which companies discussed Semiconductors in Materials in earnings calls?
137 companies mentioned semiconductors across 254 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Element Solutions Inc (9 calls), Reliance, Inc. (7 calls), Solstice Advanced Materials, 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 | 56 |
Companies ranked by mentions
Representative quotes
…others. So we believe there would be a demand like the company expect strong demand across several high sector data center, power, semiconductor, CNG station infrastructure and also going forward, nuclear energy. So in addition to this, if you see the domestic opportunity, the company continue…
Patel (Analysts): Sir, my first question is on ceramics. You have mentioned 3 key elements for our future ceramics business, the components for semiconductor wafer fabrication equipment, aerospace and defense applications and electronic substrates. Could you give some color on how FY '27 and FY '28 would look…
…region of our footprint. Advanced manufacturing and onshoring is also driving growth. In Arizona, we are supplying building materials to a large-scale semiconductor manufacturing plant now under construction. In Louisiana, we are delivering materials to multiple LNG facilities as energy infrastructure builds. Alongside these, we are supporting…
…chemicals sector has been under a lot of pressure by the capital markets. A lot of investors are looking into artificial intelligence and semiconductor defense, et cetera, et cetera. So chemicals is not all vogue. But clearly, we, as a management team, think, okay, that's a situation…
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 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.