‘MANGO:’ Bank of America thinks these chip stocks can do well despite investor concerns

Visitors crowd around the Nvidia booth at the 2016 China Digital Entertainment Expo, known as ChinaJoy, in Shanghai.
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Semiconductor stocks have struggled broadly this year, as investors grow increasingly concerned about rising inflation and ongoing supply chain bottlenecks. However, Bank of America thinks there are some names in the space that can do well despite these concerns.