不确定该买哪只半导体股票来抓住人工智能热潮？头条新闻里有这么多热门名字，不如投资一家芯片制造商几乎离不开的公司？我们说的是Qnity。这家公司在近一年前从杜邦分拆出来，生产许多制造半导体所必需的专用化学品和材料。虽然股价已从今年迄今的高点回落，但俱乐部持仓在2026年仍上涨了47%。自成为独立公司以来，Qnity一直致力于将自己打造成半导体供应链中的关键环节，以及投资者抓住人工智能热潮的一个被低估的途径。
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.
吉姆·克莱默当然很高兴能在俱乐部投资组合中拥有这种人工智能敞口。“在我们卖掉康宁之后，我需要敞口进入那个板块，”吉姆在上周四的早间会议上说。就像他努力凸显其他传统工业聚焦的俱乐部名称（如数据中心能源玩家GE Vernova和伊顿）的人工智能敞口一样，吉姆希望投资者认识到Qnity对芯片行业的重要性。
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.
华尔街开始注意到这一点。就在本周，两家公司对Qnity启动了覆盖，给出买入评级和有上升空间的目标价。吉姆很高兴越来越多的分析师开始关注它。我们对该股票给出买入相当的1级评级，目标价为180美元。看看它的业务，究竟是什么让Qnity对芯片制造过程如此关键？以及为什么投资者应该关注一家很少登上头条新闻的公司？
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?
为了找出答案，我们前往波士顿郊外的Qnity研发设施，亲眼目睹了用于测试最终将运往半导体制造商的化学品和材料的洁净室。在那里，我们坐下与CEO Jon Kemp交谈，他解释了公司在芯片制造过程中的作用。
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.
“我们的产品被用于支持客户的制造流程和技术发展路线图，”肯普说道。他补充说，Qnity成功的秘诀在于其“材料收缩技术”（即通过特殊工艺使材料体积减小的技术）；如今，这一技术的优势正与“材料堆叠技术”（即将多种材料层叠在一起使用的技术）相结合，共同推动公司的进一步发展。Qnity的顶尖科学家们还向我们详细介绍了其产品背后的技术原理、芯片制造工艺的日益复杂性，以及如何将这些专用材料准备好用于生产的过程。
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.
这些信息让我们得以深入了解：为何这家鲜为人知的公司在人工智能领域能成为如此重要的参与者。请观看上面的视频以获取完整内容，或点击此处获取视频链接。（吉姆·克莱默的慈善信托基金长期持有Qnity、GEV和ETN的股票。）
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. )