Jim Cramer isn't giving up on semiconductor stocks despite the sell off. Here's why
- ID
- 35098
- Status
- summarized
- Published
- 14 Oct 2026, 6:19 AM
- Fetched
- 14 Oct 2026, 7:14 AM
- Provider
- CNBC Technology
- Category
- technology
- Original URL
- https://www.cnbc.com/2026/10/13/jim-cramer-semiconductor-stocks-sell-off.html
- Source URL
- https://www.cnbc.com/id/19854910/device/rss/rss.html
Summary
- Score
- 2.0
- Created
- 14 Oct 2026, 7:15 AM
- Tags
- Audience
- developerssaas_founders
What happened
CNBC's Jim Cramer argued investors should not abandon semiconductor stocks after the VanEck Semiconductor ETF dropped 7.2% across six consecutive sessions. He pointed to Micron's long-term customer agreements and expanding use of Intel and AMD CPUs as evidence demand fundamentals remain intact, while warning that rising oil prices and interest rates could extend the sell-off. He also said chip stocks are increasingly trading together regardless of individual fundamentals, and described an Apple showroom visit showing more personalized Siri and smart home features as evidence consumer devices need more compute and memory.
Why it matters
There is nothing actionable here for builders: no chip pricing, no lead times, no product or roadmap changes, no policy, no funding. The only concrete number is the 7.2% six-session drop in the VanEck Semiconductor ETF, which is a market-movement datapoint, not a signal about hardware costs or supply you could plan against. If you are sizing GPU or memory spend, this article gives you no basis to change a decision.
Discussion angle
Is a broad semiconductor ETF move a useful input for anyone planning hardware or cloud budgets, or is it noise that only looks like a signal because the whole sector now trades as one block?