Jim Cramer's top semiconductor picks: Micron, AMAT, Intel, and AMD

In a post on X, Jim Cramer singled out Micron (MU), Applied Materials (AMAT), Intel (INTC), and AMD as his preferred names within this part of the semiconductor supply chain. The phrasing — 'if you have to' — suggests a degree of caution, but Cramer still ranked these four above their peers for near-term appeal.

The picks span different corners of the chip ecosystem: Micron on the memory side, Applied Materials in semiconductor equipment, and Intel and AMD competing in processors. That spread implies Cramer sees potential across multiple links of the chip production chain rather than concentrating on a single segment.

The post drew 93 replies and 168 likes, indicating it caught meaningful attention from followers looking for direction in a sector that has seen considerable volatility. Investors watching the chip cycle will want to track how these names perform relative to the broader semiconductor group in the sessions ahead.