tech

January 17, 2026

Here's why Jim Cramer thinks chip stocks can go higher

As shares of Micron headed higher on Friday, CNBC's Jim Cramer explained why he thinks chip stocks still have room to run.

Here's why Jim Cramer thinks chip stocks can go higher

TL;DR

  • Chip stocks, including Micron, are predicted to continue rising due to limited production capacity and rapidly increasing demand.
  • Micron is experiencing significant demand for its AI-focused memory and storage products.
  • Micron is investing $200 billion in domestic production capacity, starting with a new facility in upstate New York.
  • The construction of Micron's facility was facilitated by subsidies from the CHIPS Act.
  • The chip shortage, particularly for data center semiconductors, was difficult to predict, with Nvidia being a key company that anticipated high demand.
  • Nvidia partnered with Taiwan Semiconductor to produce necessary high-end chips without experiencing shortages compared to memory chips.

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