Jim Cramer Calls NXP Semiconductors “Cyclical”

1 week ago 4

Syeda Seirut Javed

Wed, January 28, 2026 astatine 6:23 AM CST 2 min read

NXP Semiconductors N.V. (NASDAQ:NXPI) is 1 of the stocks Jim Cramer discussed, on with marketplace shortages. When a caller called chips and related stocks cyclical, Cramer commented:

They are not cyclical. There are peculiar ones. NXPI is cyclical. On Semi’s cyclical. Texas Instruments is cyclical. Most of the others are not cyclical. Most of them are secular. Those large 3 are the 3 that I would accidental you can’t perchance bargain due to the fact that you person to bargain them and past merchantability them, and I don’t similar that.

NXP Semiconductors piqsels.com-id-jvmef

NXP Semiconductors N.V. (NASDAQ:NXPI) produces microcontrollers, processors, and wireless connectivity tools, successful summation to immoderate biology and inertial sensors. Parnassus Investments stated the pursuing regarding NXP Semiconductors N.V. (NASDAQ:NXPI) successful its 3rd 4th 2025 capitalist letter:

We added NXP Semiconductors N.V. (NASDAQ:NXPI), a person successful analog and embedded semiconductors with much than fractional of its gross tied to autos and a beardown presumption successful concern extremity markets. We judge NXP is good positioned to payment from rising semiconductor contented per conveyance and the maturation of concern automation, supported by its robust plan pipeline and lawsuit relationships. NXP Semiconductors is an innovative planetary person successful security, processing and sensing technologies for automotive, industrial, mobile and internet-connected products. Its moat is supported by switching costs created by agelong plan cycles and heavy lawsuit integration. The company’s precocious level of customization has enabled it to grow its margins.

While we admit the imaginable of NXPI arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you're looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the champion short-term AI stock.

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Disclosure: None. This nonfiction is primitively published astatine Insider Monkey.


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