AT&T, Super Micro y TSMC: Qué Analizar Detrás de los Titulares

En el episodio de hoy Juan Manuel de los Reyes y Valentina Orduz hablaron del reporte corporativo de AT&T. Luego revisaron el caso de Super Micro, que anunció más de 60.000 millones de dólares en nuevos pedidos y una mejora notable de márgenes. Cerraron con TSMC, que anunció sus planes de expansión de fábricas en Estados Unidos analizando quién termina pagando el costo de relocalizar la cadena de suministro de los chips.

Episode metadata supplied by the publisher feed · Published Jul 22, 2026

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AT&T, Super Micro y TSMC: Qué Analizar Detrás de los Titulares

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