Cowen analyst Karl Ackerman lowered his estimates on Qorvo (QRVO), Skyworks (SWKS), Silicon Motion (SIMO), and Semech (SMTC) to reflect his best view of current production plans across the smartphone supply chain. The analyst expects Micron (MU) and Western Digital (WDC) to see lower bit growth for the February and March quarters as mobile drags down demand. The analyst said despite the lowering of estimates, the near-term impact of the virus belies a very robust multi-year content story for memory.

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