Skyworks Solutions, a semiconductor maker, is seeing weaker-than-expected demand for tablets and phones. The company, which makes networking components with industrial, defense and mobile-device applications, says with 2Q results that end-market demand in mobile, which includes smartphones, tablets and smartwatches, was below normal seasonal trends. Skyworks expects another sequential drop in mobile as inventory clears. The commentary may be an early sign that a broader recovery in the smartphone market is stumbling. Shares fall 9.5% to $96.51 after-hours.