Core Viewpoint - The high turnover rate at Dingdao Zhixin, a subsidiary of Lenovo focused on chip development, reflects significant changes within the company, particularly following the departure of its general manager, Shi Gongzheng [2][3][4]. Group 1: Company Changes - Shi Gongzheng, who previously worked at Huawei and served as the chief SoC architect at Zheku, has left Dingdao Zhixin, which was established in January 2022 with a registered capital of 300 million yuan and aimed at developing edge-side chips [2][3]. - The company had nearly 500 employees at its peak, but has seen a significant reduction in staff, with reports indicating that the employee turnover rate has reached double digits [3][4]. - The adjustments within Dingdao Zhixin began in 2024, with personnel optimization starting last year, and many departures attributed to the expiration of three-year contracts rather than layoffs [4][5]. Group 2: Strategic Decisions - Dingdao Zhixin reportedly sought acquisition last year but was unable to finalize a deal, suggesting potential strategic misalignments or challenges within the company [6]. - The leadership changes and ongoing adjustments are believed to be directly related to decisions made by Lenovo's upper management, indicating a possible shift in focus or strategy for the chip development team [6].

Core Viewpoint - The article discusses the emergence of AMD's new Arm-based Sound Wave APU, which is expected to compete in the Windows on Arm market alongside major players like Qualcomm, Intel, and NVIDIA, driven by the success of Apple's M-series chips [1][6]. Summary by Sections AMD's Sound Wave APU - AMD's upcoming Sound Wave APU will be based on Arm architecture, featuring 2 performance cores and 4 efficiency cores, with a total of 6 cores and 4MB of L3 cache [3][4]. - The APU is designed for low power consumption, targeting a TDP of 5-10W, and will include 4 RDNA 3.5 GPU cores optimized for AI workloads [3][5]. - The chip will also feature a 16MB MALL cache, which is uncommon for APU in this power range, indicating a focus on AI performance rather than gaming [4][5]. AMD's Market Position - AMD has shown strong growth in the x86 CPU market, particularly in the consumer and server segments, with a projected increase in revenue share to 24.6% by the end of 2024, up 4.5% year-over-year [8][11]. - In the desktop processor market, AMD's shipment share has risen to 27.1%, reflecting a 7.4% year-over-year increase, driven by the popularity of its Ryzen 9000 series CPUs [9][10]. - AMD's server market share has also reached a historic high of 25.1%, with revenue share increasing to 35.5%, indicating a strong foothold in high-performance server markets [11]. Rise of Arm PCs - The success of Apple's M-series chips has sparked interest in Arm-based PCs, prompting companies like Qualcomm and NVIDIA to develop their own Arm chips [14][16]. - Current market share for x86/Arm in the laptop segment is approximately 82/18, with predictions that Arm's share could reach over 40% by 2029 [14][16]. - The transition to Arm PCs faces challenges, particularly in software compatibility and ecosystem development, which are critical for widespread adoption [17][18]. Challenges Ahead - The article highlights that while Arm architecture has potential benefits, the success of Windows on Arm is contingent on resolving software compatibility issues and building a robust ecosystem [17][18]. - AMD's previous attempts in the Arm space have faced delays and challenges, but the current momentum suggests a more favorable outlook for its entry into the Arm PC market [19][20].