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.