Chip stocks set for worst quarter in a decade. Here's why some say now is the time to buy the dip

SMH, which tracks semiconductor stocks, outperformed the broader market last week after gaining more than 4 percent. But the ETF remains on pace for its worst quarter in a decade. Piper Jaffray's Craig Johnson says now is the time to buy, while BK Asset Management's Boris Schlossberg believes this trade is dead money.