Shares of semiconductor specialist Qorvo (NASDAQ: QRVO) have shot up roughly 35% this year, perhaps in part because of predictions that its place in the next iPhone could substantially boost its revenue. Investors seem to have forgotten that the chipmaker in February issued terrible guidance for the quarter that ended in March (its fourth quarter), possibly due to market share losses to Skyworks Solutions (NASDAQ: SWKS) that led to a revenue slowdown.