'The power of shrink' — tour the little-known $25B company that chipmakers can't live without

Not sure which semiconductor stocks to buy to take advantage of the artificial intelligence boom? With so many popular names in the headlines, how about investing in a company that chipmakers can hardly live without? We're talking about Qnity . The company, which spun off from DuPont nearly a year ago, makes many of the specialized chemicals and materials essential to manufacturing semiconductors. While shares have retreated from their year-to-date highs, the Club holding is still up 47% in 2026. Since becoming an independent company, Qnity has been working to establish itself as a critical link in the semiconductor supply chain and an underappreciated way for investors to capitalize on the AI boom. Jim Cramer is certainly excited to have this kind of AI exposure in the Club's portfolio. "I need the exposure to that segment after we sold Corning ," Jim said during last Thursday's Morning Meeting . In the same way that he works to highlight the AI exposure of other traditionally industrial-focused Club names, like data center power plays GE Vernova and Eaton , Jim wants investors to recognize Qnity's importance to the chip industry. Wall Street is beginning to take notice. Just this week, two firms initiated coverage of Qnity with buy ratings and price targets with room to run. Jim is pleased that more and more analysts are starting to cover it. We have a buy-equivalent 1 rating on the stock and a $180 price target. Looking at its businesses, what exactly makes Qnity so essential to the chipmaking process? And why should investors pay attention to a company that rarely makes headlines? To find out, we traveled to Qnity's research and development facility outside of Boston, where we got a firsthand look inside the cleanrooms used to test the chemicals and materials that eventually make their way to semiconductor manufacturers. While there, we sat down with CEO Jon Kemp, who explained the company's role in the chipmaking process. "Our products are used to enable the manufacturing process and the technology roadmap of our customers," Kemp said. He added that the secret to Qnity's success has been the "power of shrink," and now increasingly the "power of shrink and stack." Qnity's leading scientists also walked us through the technology behind its products, the growing complexity of chipmaking and the process of getting these specialized materials ready for manufacturing, which offered a rare glimpse into why this little-known company is such an important player in the AI boom. Watch the video above for the full tour or click here for a link to the video . (Jim Cramer's Charitable Trust is long Q, GEV, and ETN. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB. NO SPECIFIC OUTCOME OR PROFIT IS GUARANTEED.