Intel, the world’s largest semiconductor company, announced on March 23, so that the semiconductor industry was surprised. Intel announced a new business model “IDM 2.0”, which developed the company’s existing business model “IDM” (integrated equipment manufacturer vertically integrated semiconductor manufacturing). Most importantly, the United States Intel announced that the Rule Status of the Integrated Semiconductor Company (IDM) will be in the US Intel announced that they will enter the foundry semiconductor production market.
The new direction of global semiconductor supply is increasingly serious and caused vehicle production and suspension of production, Intel’s new direction is a payable change. Let us summarize the goals and directions pursued by Intel IDM 2.0.
Three operation modes of the semiconductor chip industry
The semiconductor ecosystem consists of three types of companies. One is an IDM (Integrated Device Manufacture) mode. The chip design, chip manufacturing, chip packaging and testing have multiple industrial chain links; the models used in the early most integrated circuit enterprises; only very few companies can maintain.
The second is the Fabless mode. Only the circuit design and sales of the chip; outsourcing production, test, packaging, etc.
The third is the Foundry mode. One of the one of the manufacturing, packaged or testing; it is not responsible for chip design; it is possible to serve a number of design companies, but is subject to the company’s competitive relationship.
Intel since its establishment is an IDM company, which will be designed, manufactured, and distributed vertically. This is Intel’s strength. But this also needs to be put into huge sums, but the benefits are also the largest. Therefore, Intel has been proud of high profits for a long time, and its gross profit margin exceeds 60%.
Intel’s “ten years lost”
However, the glory of Intel has been greatly shaken. According to January 2021In fiscal 20020, Intel’s profit margin was 56%, down 2.1% from 58.1% in 2019. 56% of the profit margin is still an amazing number for manufacturers, but if this trend will continue from the long run, Intel will face the crisis. 
The biggest factor in this situation is that in 2010, it has become Intel’s “lost for decades” in technology.
Intel can maintain greater strength than other semiconductor manufacturers, and Intel’s production facilities and technology are better than other companies. However, since the mid-2010, it has gradually been pursued by competitors, and other companies have produced through substitutes, rather than finding Intel production. Therefore, in the current situation, Intel is in two difficulties and cannot determine its future development direction.
Intel appointed the new CEO
But after the new CEO of Pat Gelsinger, January 2021, Intel There was a change in the earth.
CEO Pet Gelsinger joined Intel 18 years old, working in the company, and obtained a bachelor’s degree in Santa Clara University. After that, he received a master’s degree in Stanford University and participated in the “Intel 386” developer, the processor became the footstone of Intel growth in the 1980s. Later, he was enhanced as the Vice President of Intel and was nominated as the next CEO in the late 2000s.
In 2012, it became the CEO of Intel Software Supplier VMware, which provides the company with opportunities for development. During Intel, he is known for the executive of masteric technology. Pet Gelsinger returns to Intel, starting to develop new strategies for Intel. 
The world’s largest semiconductor factory is concentrated in South Korea, Taiwan and China
Currently, 80% of the most advanced semiconductor factories Concentrated in Asia. Semiconductor producers and Samsung, as well as Taiwan’s Union and China’s SME International, most of the factories in South Korea, Taiwan and mainland China.
Industry insiders know that the factory in South Korea and Taiwan cannot respond to shortages of shortage of automotive industry chips.
The semiconductor production takes approximately 6 months to one year before signing with the foundry and starting actual production. Therefore, the reality is that it is difficult to respond quickly when the demand is increased.
Looking at the main wafer generators, Samsung and Taiwan Thai Electricity ranked first and second, China’s SMIC is expected to catch up with them. However, as the US Department of Commerce is included in China’s SME International in blacklist, the United States and Europe have become difficult to use. In addition, TSMC and Samsung are also facing geopolitical risks such as China and North Korea.
Semiconductor shortage may be inevitable due to the centrally-Asia facing the semiconductor manufacturing.
Intel and semiconductor manufacturers are in strategic turning points
Intel announced that two new semiconductor production plants will be established in Arizona, USA. . In addition, CEO PET Gelsinger explained: “By redesign and simplifying 7-nanometer-based process flow, we increase the use of extreme ultraviolet lines by more than 100%.” Intel plans to produce 7 nano-process central processors in 2023.
Intel’s “lost ten years” and new CEO only two months, Intel attracted the attention of industry in the industry through new strategies and goals. This is not just in the semiconductor industry, and it is also concerned in the automotive industry.
At the same time, Intel’s move was also seen as competing with Asia Samsung and TSMC.