Before considering which semiconductor stocks to buy on the dip, it’s important to understand why chip stocks have been falling since the beginning of July. Consider three intertwined reasons. First, recession concerns are back. The latest job numbers show a tightening labor market, and the July reading on inflation is due the week of August 12. Global markets are starting to believe that the U.S. Federal Reserve won’t be able to cut interest rates quickly enough to prevent a recession. Geopolitical concern ...