Locator: 51933TECH.
These two developments were perhaps the biggest tech stories today.
AMD: link here.
Shay Boloor: AMD CEO Lisa Su says CPU demand could “grow at approximately 50% CAGR” to over $200B by 2030 after raising her forecast three times in nine months as AI agents create entirely new demand for server processors.
If AMD captures the 50%+ market share Su is targeting, the EPYC alone could become a $100B+ business by 2030 with TSM wafer capacity essentially determining how quickly it gets there.
Apple iPhone: link here.
According to Counterpoint Research, Apple saw its share of global smartphone shipments cross 20% for the first time in a third quarter, despite an industry-wide decline.
In a report released October 12, 2026, Counterpoint Research says memory constraints and rising prices have pushed global smartphone shipments to their lowest third-quarter level in 14 years, with a 20% year-over-year decline. The report doesn’t say what that translates to in absolute numbers.
According to Counterpoint Research, Apple shipped 22% of all smartphones during Q3 2026, up from 18% in the year-ago period. That helped it narrow the gap with Samsung, which remained in first place with a 23% share.
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Driving On Mars
From The New York Times, link here.
28 miles and counting: NASA's Perseverance rover sets a Mars driving record. Advances in self-driving technology have made it easier to traverse distant worlds. by Kenneth Chang.The article begins:
NASA’s Perseverance rover has now driven farther than any other vehicle in the solar system — except those on Earth, of course.
On Sunday, Perseverance’s odometer ticked past 28.06 miles, the distance it has traveled in and around Jezero Crater since it landed on Mars in February 2021. That surpasses the distance that Opportunity, one of NASA’s earlier, smaller Mars rovers, trundled from 2004 until it fell silent in 2018.
NASA’s Jet Propulsion Laboratory, which operates the rover, announced the news on Monday after confirming Perseverance’s location and new total driving distance: 28.1 miles.
Mission managers had thought Perseverance would pass the milestone back in August, but then it came upon intriguing, light-colored rocks that may be some of the oldest ever studied on Mars. And thus, it dawdled for two months.
“Science is the reason that rover is on the surface of Mars,” Katie Stack Morgan, the project scientist, said in an interview in early October. “We’re excited to get the record when we get it. But in the meantime, it’s the rocks that really drive the mission.”
Perseverance most likely still has many miles to go in the coming years.
The article then continues with highlights from its excursions so far.
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