Cramer Pulls Trigger on Nvidia While SemiAnalysis Slaps a 2028 Sticker on Kyber 🚦

Nvidia pushed back on Monday against research firm SemiAnalysis, which alleged the chipmaker's next-generation Kyber NVL144 rack systems have been delayed by more than 12 months and pushed back to 2028. SemiAnalysis, publishing its findings on July 5, 2026, blamed persistent manufacturing problems with the system's complex PCB midplane and said Nvidia had scrapped its NVL72x2 back-to-back rack architecture after pushback from hyperscaler customers. Nvidia told media outlets its roadmap remains intact, a position reiterated in a post by X account @DeItaone: "$NVDA – *NVIDIA SAYS AI CHIP ROADMAP REMAINS INTACT *NVIDIA DISPUTES SEMIANALYSIS DELAY REPORT."

The supply chain reacted within hours of the SemiAnalysis report. Japan's Ibiden, which counts Nvidia as its largest client, fell as much as 10% on Monday, according to Bloomberg. Hong Kong-listed Kingboard Laminates dropped 18%, while Samsung Electro-Mechanics slid 11% in Seoul. Jim Cramer, speaking on CNBC, urged investors to buy Nvidia and characterized chip stocks as staging a "revenge trade" after last week's "misguided selling." He wrote on X: "Nvidia says its roadmap intact. That, to me, means buy."

The broader semiconductor sector enters the dispute from a position of strength. The Philadelphia Semiconductor Index gained 87.8% in the second quarter, its best quarter since records began in 1994, Axios reported. Nvidia largely missed that rally, trading near $196.58 at this writing, up almost 2% over the previous 24 hours. The stock faced pressure last week after Michael Burry's bubble warning dragged AI chip names lower, while memory stocks fell sharply on supply glut fears. Cramer disclosed his five AI stock picks earlier this month, favoring chip suppliers over Big Tech. Nvidia is set to report its next quarterly earnings, with results expected to clarify whether demand for its AI accelerators is holding firm.