Tech analyst Richard Kramer explains why he's bullish on chip makers right now

Filonmar | Getty Images

Tech analyst Richard Kramer remains bullish on the semiconductor sector, despite growing concerns of supply disruptions and rising component costs.

More In Pro Insight

CNBC ProJust how strong is the U.S. consumer? Here's what Wall Street has to say — and the stocks it likes
CNBC ProThematic investing is back in the spotlight. Citi and others share how to play it
watch now
CNBC ProBed Bath & Beyond, Broadcom, and Boeing are today's stocks: Pro Market Movers August 9