Jim Cramer Highlights Applied Materials and the Shortage of Semiconductor Equipment

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Syeda Seirut Javed

Wed, May 13, 2026 astatine 9:28 AM CDT 2 min read

Applied Materials, Inc. (NASDAQ:AMAT) was among Jim Cramer’s banal calls connected Mad Money arsenic helium discussed however semiconductor and AI infrastructure stocks are driving the marketplace higher. Cramer mentioned the banal during the episode, arsenic helium commented:

Now, 1 crushed we’ve seen specified unthinkable runs successful the… semiconductor stocks is that determination simply aren’t capable machines retired determination to assistance boost production. Don’t recognize the concept? It’s precise easy. Go to the Applied Materials league telephone connected Thursday afternoon, on with their deck, for a refresher.

They’ll archer you that they simply can’t boost capable semiconductor superior instrumentality to marque the semis. Competitors Lam Research and KLA are successful the aforesaid position. This confluence of lackluster proviso and insatiable request makes maine consciousness similar you tin inactive bargain those stocks, too.

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Photo by Joshua Mayo connected Unsplash

Applied Materials, Inc. (NASDAQ:AMAT) provides equipment, software, and services that assistance manufacturers nutrient semiconductors and different physics devices. When a caller asked if the banal is simply a “good buy” connected April 20, Cramer remarked:

No, it’s not a bully buy, it’s a large buy. Applied Materials, Lam Research, KLA, of those, I’m going to bid them, Lam, AMAT, and KLA. They’re each bully due to the fact that they are, this the lone mode we tin get the, alleviate the shortages that we’re seeing successful semiconductors. Those guys are it. And they person the intelligence property. They are the beardown ones. Glad you came to maine with Applied Materials.

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