Intel Foundry Secures Fortinet as First Named Customer for Intel 4 Node
Intel and Fortinet announced a strategic collaboration to co-develop and manufacture Fortinet’s next-generation Security Processor 6 (SP6) on Intel’s 4 EUV process node. This marks the first publicly named external foundry customer for Intel 4, a node originally intended for internal use. The chiplet-based SP6 will power FortiGate firewalls, moving Fortinet away from TSMC-linked supply chains. The deal, announced under CEO Lip-Bu Tan, provides significant volume potential for Intel’s foundry business, which reported $307 million in external revenue in 2025.
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Intel's Foundry Lands First Named Outside Customer Fortinet Under CEO Lip-Bu Tan; Stock Surges Over 8% Ahead of Earnings
Intel announced that cybersecurity firm Fortinet will use its foundry to manufacture the next-generation SP6 security chip on the Intel 4 process, marking the first named external customer since CEO Lip-Bu Tan took over in March 2025. The news drove Intel shares up more than 8% to $105.40, adding to a 300% gain over the past year. However, the deal is limited: Intel 4 is an older process, not the leading-edge 14A or 18A nodes critical to Intel's turnaround. External foundry revenue remains negligible at $174 million in Q1, compared to $5.4 billion in total foundry revenue. Intel reports Q2 earnings on July 23, 2026, with investors watching for further foundry progress and data center/AI segment growth, which rose 22% year-over-year in Q1.
Fortinet becomes Intel 4's first foundry customer, following firewall ASIC deal
Intel has secured Fortinet as the first named external foundry customer for its Intel 4 process node, announcing a deal to design, package, and fabricate Fortinet's sixth-generation Security Processor (SP6). The agreement, announced on July 21, marks a strategic win for Intel's foundry business under CEO Lip-Bu Tan, though Intel 4 was not originally slated for external customers. The node entered high-volume manufacturing at Fab 34 in Ireland in September 2023, initially producing chips for Intel's own Meteor Lake processors. Fortinet's SP6 will be a chiplet-based design, moving the company's flagship security processor away from TSMC-linked supply chains. The deal provides a potential long-term use for Intel 4 capacity as Meteor Lake ages out. Intel Foundry reported $307 million in external revenue for 2025, with Fortinet's substantial firewall market share (55%) offering significant volume potential.
Fortinet becomes Intel 4's first named foundry customer for firewall ASIC
Intel announced on July 21 that it will design, package, and fabricate Fortinet's sixth-generation Security Processor (SP6) on its Intel 4 node, making Fortinet the first named external foundry customer for that process node. The deal marks a strategic win for Intel Foundry under CEO Lip-Bu Tan, though Intel 4 was not originally marketed for foundry services. The SP6 is a chiplet-based design, a first for Fortinet's SP line, and moves the cybersecurity firm's flagship processor away from TSMC-linked supply chains in Taiwan and Japan toward Intel's Fab 34 in Ireland. Intel 4 entered high-volume manufacturing in September 2023, initially producing Meteor Lake compute tiles. Fortinet, which holds 55% of the firewall market with about six million FortiGates deployed, previously re-engineered products during chip shortages to diversify supply. Intel Foundry reported $307 million in external revenue for 2025 against a $10.3 billion operating loss.
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Fortinet Becomes First Named External Foundry Customer for Intel 4 Node
Intel announced on July 21 that it will design, package, and fabricate Fortinet's sixth-generation Security Processor (SP6) on its Intel 4 node, making Fortinet the first named external foundry customer for that process node. The deal, roughly three years after Intel 4 entered production, marks a strategic win for Intel Foundry under CEO Lip-Bu Tan. Intel 4 was originally scoped only for internal products (Meteor Lake and Granite Rapids), and Intel had previously stated Intel 3 would be its first foundry node. The article notes that Ericsson's RAN Compute processors were built on Intel 4 but through a bespoke collaboration, not a formal foundry agreement. Fortinet's SP6 will be a chiplet-based design, moving the company's flagship security processor away from TSMC-linked supply chains. The deal helps fill Intel 4 capacity at Fab 34 in Ireland as Meteor Lake ages out. Intel Foundry reported $307 million in external revenue for 2025 against a $10.3 billion operating loss.
Intel Foundry Lands Fortinet as First Named Customer Under CEO Lip-Bu Tan
Intel announced on Tuesday that cybersecurity firm Fortinet will use its foundry services to produce the next-generation SP6 security chip, marking the first publicly named corporate customer under CEO Lip-Bu Tan, who took over in March 2025. The chip will be manufactured on Intel's older 4 process, not its most advanced 14A or 18A nodes. Intel is still seeking a marquee customer for its leading-edge technology to justify massive factory investments. While Intel has previously announced partnerships with Microsoft, Amazon, Google, Tesla, and SpaceX, and an unconfirmed Apple deal, Fortinet represents a tangible win in the cybersecurity space. The U.S. government holds a 10% stake in Intel, and the company's stock has surged over 300% in the past year. Intel is set to report second-quarter results on Thursday.
Intel to Co-Develop and Manufacture Fortinet's Next-Gen Firewall ASIC on Intel 4 Node
Intel and Fortinet announced a strategic collaboration to develop the Fortinet Security Processor 6 (SP6), the next-generation custom silicon for FortiGate firewalls. Intel will contribute chip design, advanced packaging, and manufacturing on its Intel 4 EUV process node, making Fortinet the first named external customer for that node. SP6 is expected to be a chiplet-based design, a departure from the current monolithic SP5. The announcement comes amid Intel's broader foundry push, with CEO Lip-Bu Tan expecting foundry commitments in the second half of 2026. No production timeline was specified. Fortinet holds a 48% share of the firewall appliance market, providing significant volume potential. The deal is described as a starting point for further collaboration.
Intel to co-develop and manufacture Fortinet's next-gen firewall ASIC on Intel 4
Intel and Fortinet announced a strategic collaboration to develop the Fortinet Security Processor 6 (SP6), the next-generation custom silicon for FortiGate firewalls. Intel will contribute chip design, advanced packaging, and manufacturing on its Intel 4 EUV process node, making Fortinet the first named external customer for that node. SP6 is expected to be a chiplet-based design, a departure from the current monolithic SP5. No production timeline was given, but the announcement aligns with Intel's expected foundry commitments in late 2026. Fortinet, which holds a 48% share of firewall appliances shipped, brings significant volume to Intel's foundry business. The deal is described as a starting point for further collaboration.