

NB517: TSMC Pledges $165 Billion for US Chip Manufacturing; Will the CHIPS Act Get Axed?
Mar 10, 2025
Guests Tom Hollingsworth, an analyst at The Futurum Group, and Leo Vasileau, Director of Product Marketing at Catchpoint, dive into the current semiconductor landscape. They discuss TSMC's massive $165 billion investment in U.S. chip manufacturing and its geopolitical implications. The conversation also covers the urgent vulnerabilities reported by Broadcom and Cisco, emphasizing network security. Additionally, they explore the growing importance of Internet Performance Monitoring, focusing on Catchpoint's innovative solutions to enhance digital service reliability.
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Patch VMware Now
- Broadcom's VMware has updates for ESXi, Workstation, and Fusion to fix critical vulnerabilities.
- Update immediately; there's an active exploit for one.
Restart WebEx
- Cisco warns that WebEx for Broadworks can expose credentials to attackers.
- Restart WebEx to apply the configuration change that fixes the flaw.
SolarWinds & Incident Response
- SolarWinds acquired Squadcast to combine monitoring with incident response.
- This streamlines troubleshooting and speeds up meantime to repair.