Alan, Mike and Guy Currier, CTO for the Visible Impact arm of The Futurum Group, discuss how geopolitics involving the Trump administration, TSMC and Intel is roiling the semiconductor industry.

Then, the gang turns its attention to a request from the British government that would require Apple to decrypt data stored on its devices. Lastly, they discuss the reasons why a $21.9 billion HoloLens contract from the U.S. Army for virtual reality headsets is now being fulfilled by Anduril Industries rather than Microsoft.