Cramer Backs Six AI Stocks as Taiwan Supply Chain Rebounds

AI hardware shares came under pressure as crowded positions and leveraged funds unwound, even though demand for data-center computing remained firm. CNBC’s Jim Cramer highlighted Micron Technology, Applied Materials, Intel, AMD, Super Micro Computer and Nvidia, arguing that fundamentals could drive a rebound once forced selling faded. The call matters for Taiwan’s server manufacturers and component suppliers, which sit at the center of the global AI infrastructure buildout.

On Aug. 11, Super Micro reported fiscal fourth-quarter revenue of $11.12 billion, up 93% from a year earlier, and forecast fiscal 2027 sales of $65 billion to $72 billion. Intel the same day upsized a new-share offering to $20 billion. Nvidia on Aug. 10 partnered with Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs and KKR on platforms targeting more than $500 billion in third-party capital for AI infrastructure, helping Taiwan-linked server shares rebound first.