What TSMC Numbers DON'T Say About iPhone - MOSK: 10.20.2023
Mac OS Ken
Ken Ray
4.7 • 996 Ratings
🗓️ 20 October 2023
⏱️ 16 minutes
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| 0:00.0 | This is Mac OSKIN. |
| 0:05.0 | Digging into T.S.M.C. and iPhone fixes in next week's iOS updates and getting shut of the problem. |
| 0:18.8 | This Friday, the 20th of October, 2023, I'm Ken Ray and this is news from Maco West Ken brought to you by |
| 0:28.6 | yours truly and sponsored by Simply Safe save 40% on any new system with a fast protect plan |
| 0:36.0 | at simplysafe.com slash MacoS Ken. |
| 0:42.0 | This show is also supported by people like you, patrons through |
| 0:47.6 | Patreon. Find out more and add your support at Patreon.com slash Mac-O-Sken. |
| 0:58.6 | According to a headline from 9 to 5 Mac, T.S.M.C. earnings back reports of relatively weak iPhone 15 demand. |
| 1:07.0 | Not sure where they're getting that. |
| 1:10.0 | The Apple insider headline, iPhone 15 fails to save T.S.M.C. from lowest profits in five years |
| 1:17.1 | as closer to the truth, I think, though, to expect it to do so, would be expecting quite a bit. |
| 1:25.0 | T.S.M.C. makes lots of chips for lots of... |
| 1:28.0 | Wait, let's back up. |
| 1:30.0 | Apple processor partner Taiwan Semiconductor Manufacturing Company or T-SMC |
| 1:36.0 | reported numbers for the September quarter on Thursday. |
| 1:39.6 | The company had guided for third quarter revenue between $16.7 billion US and $17.5 billion. |
| 1:48.0 | Revenue came in at $17.28 billion, relatively close to the high end of their guidance. It also beat analyst expectations |
| 1:58.5 | of about 16.7 billion dollars U.S. Now, TSMZ makes lots of chips for lots of companies, including Apple. |
| 2:10.1 | All of those companies, including Apple, are being hit by a slowdown in consumer spending. |
| 2:17.0 | Companies that make things for consumers aren't going through as many processors these days |
| 2:21.0 | because not as many customers are buying stuff. |
| 2:25.0 | If there is one product that bucks that trend, |
... |
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