Jim Cramer wrote about the rally in semiconductors in his morning column over on Real Money

When stocks such as Micron (MU - Get Report) , Skyworks (SWKS - Get Report) , Broadcom (AVGO - Get Report) are all doing better, "what that says is maybe it's a brighter future," Cramer said. 

"I think [Monday] was a very significant day because what it says was don't you bet against commerce...What it's say is that it creates a rosy scenario that allows you to buy a lot more stocks than just the semi's, including--of course--Apple (AAPL - Get Report) ," he continued.

The semiconductor "stocks have changed the market's perception to the positive, and I believe the weakness we will get will be used to buy the dip -- and not run from the group, as was the case just a very short time ago," Cramer wrote in his morning Real Money piece.

Related. Nvidia's Mellanox Deal, and Apple Upgrade, Have Lifted the Semis

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