NuAxiSemiconductor trade intelligence
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 node
What happened
Intel and Fortinet announced the fabrication of Fortinet's sixth-generation Security Processor (SP6) on the Intel 4 node, marking the first named external foundry customer for the process. This agreement signals progress for Intel Foundry Services (IFS) in securing external capacity despite delays compared to the planned Intel 3 node. Bullish for Intel Foundry capacity utilization.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
Security ProcessorNetworking ASIC
FortinetIntel
foundrycapacityIntelFortinet
Source and time
Source: Tom's Hardware · 7/22/2026 · View original source
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