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Mac OS Ken

What TSMC Numbers DON'T Say About iPhone - MOSK: 10.20.2023

Mac OS Ken

Ken Ray

Technology

4.7996 Ratings

🗓️ 20 October 2023

⏱️ 16 minutes

🧾️ Download transcript

Summary

- 3nm Shines in Dark TSMC Quarter - iOS 17.1 Should Fix Screen Time Syncing Issues - iOS 17.1 Should Fix Significant Locations Bug - Report: Apple Considers Ad Sales for More of Its Own Podcasts - Apple Podcasts Now Play Through Amazon Alexa in 40+ Countries - NYT: Apple TV+ and Jon Stewart Part Ways - Sponsored by SimpliSafe - Save 40% on any new system with a Fast Protect Plan at SimpliSafe.com/macosken - Chat with us in Patreon for as little as $1 a month. Support the show at Patreon.com/macosken - Send me an email: info@macosken.com or call (716)780-4080!

Transcript

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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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