NuAxiSemiconductor trade intelligence

Intel to co-develop and manufacture Fortinet's next-gen firewall ASIC on Intel 4 — node gets its first named external customer

What happened

Intel and Fortinet announced a partnership to manufacture the SP6 firewall ASIC on Intel 4, marking the node's first external customer. The chiplet-based design departs from the current monolithic SP5 and is scheduled for Q3-Q4 2026 production. Bullish: Confirms Intel 4 node adoption and validates Intel Foundry Services' advanced packaging capabilities.

Impact and signal

Medium impactImpact score: 60/100

Affected components and suppliers

Firewall ASICSecurity Processor 6 (SP6)

IntelFortinet

SP6 Intel 4

foundryIntel 4ASIC

Source and time

Source: Tom's Hardware · 7/21/2026 · View original source

Open the NuAxi live feed →

Real-time pricing, supply signals and AI analysis for semiconductor traders

Intel fortifies Foundry with an actual customer: FortinetThe Register · 7/21/2026
Fortinet becomes Intel 4's first foundry customer, following firewall ASIC deal — CEO Lip-Bu Tan's promised foundry wins begin to surface, but on a mature nodeTom's Hardware · 7/22/2026
Intel Reports $13.6 Billion Q1 Revenue, Extends Earnings Beat Streak to Six QuartersThe Elec · 4/25/2026
[News] Intel Foundry Said to Boost Equipment Orders by 50%+ YoY; 14A May Draw Major Customers by Year-EndTrendForce · 4/19/2026
Intel Shifts Majority of "Nova Lake" Production In-House Amid Yield ImprovementsTechPowerUp · 7/14/2026
Intel Cites Chip Supply Constraints, Aligns With Musk on Terafab InitiativeThe Elec · 4/25/2026

Intel to co-develop and manufacture Fortinet's next-gen firewall ASIC on Intel 4 — node gets its first named external customer

What happened

Impact and signal

Affected components and suppliers

Source and time

Related briefings