Sean Alma
speaker
436 appearances
4 recordings
1 series
first heard May 2026
last heard 7 May
Sean Alma’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 4 in all, peaking in May 2026 with 4.
Appearances
So they should benefit from that.
However, there was a very big but in all of this.
He warned that JB's experiencing significant supplier component related cost increases and stock availability shortages.
Everyone blames the war.
It's got nothing to do with that.
It's all those bits and pieces needed to build a data centre.
they're being hogged by the data centres.
So all these other technology groups are actually struggling to find supplies.
I thought it was quite fascinating.
Just the second Asian firm behind TSM, Taiwan Semiconductor Manufacturing, to hit that mark.
Doesn't quite put it in the league of the MAG-7, but if it was listed on Wall Street, it would be about 10th or 11th alongside Walmart and Berkshire Hathaway.
So it is a serious size company now.
In the US, chipmaker Intel is having an incredible resurgence, up 160% in the past six weeks.
The latest jump, which was about 13% yesterday, comes on reports that Apple has had exploratory discussions about using Intel and Samsung to produce the main processors for its devices in the US.
Intel is now a $540 billion US company.
That makes it a top 20 stock on the S&P 500.
So both those companies have had quite the 2026.
That's right.
I have a chat to him all about Infrastructure Australia's priorities.
So we talk about things like freight and ports, energy, where data centres fits in.
Showing 201–220 of 436 · page 11 of 22
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