On July 21, 2026, Intel announced that Fortinet will use its Intel 4 node to fabricate the sixth-generation Security...
On July 21, 2026, Intel announced that Fortinet will use its Intel 4 node to fabricate the sixth-generation Security Processor (SP6), marking the first named external foundry customer for Intel 4.
confidence score
Strong evidence: 8 independent source classes support this read.
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signal brief
On July 21, 2026, Intel announced that Fortinet will use its Intel 4 node to fabricate the sixth-generation Security Processor (SP6), marking the first named external foundry customer for Intel 4. The deal moves Fortinet's next flagship security processor out of a TSMC-linked flow into Intel's, as the current SP5 is manufactured by Renesas and Toshiba America using foundries in Taiwan and Japan, likely TSMC. Intel described the agreement as reflecting 'the strategy Intel outlined for Intel 4 several years ago,' including support for custom networking ASIC workloads. This win is significant for Intel's foundry aspirations, as it demonstrates customer adoption on a mature node with stable yields, helping to fill Fab 34 capacity as Meteor Lake ramps down. The Tom's Hardware article provides a detailed analysis of the deal, noting that while Intel 4 was initially scoped only for internal products, this customer win validates its foundry program. The financial impact will take time to materialize, but it builds momentum for CEO Lip-Bu Tan's turnaround plan.
What the sources said:
- Tom's Hardware: '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.' (source)
- Intel statement via Tom's Hardware: 'the agreement reflects "the strategy Intel outlined for Intel 4 several years ago," including support for custom networking ASIC workloads.'
- Tom's Hardware also notes: 'Intel 4 entered high-volume manufacturing at Fab 34 in Ireland in September 2023, and a multi-generation firewall ASIC program is a reasonable answer to fill capacity.'
source data used
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“For Fiscal Year Ending Dec 27, 2025 For the Quarter Ending Mar 28, 2026 (In Billions) As of Mar 28, 2026 • Q1 2026 For complete information regarding our financials, see our [periodic filings](/filings-reports/all-sec-filings) Intel Corporation”
“assets: 211429000000 (10-Q filed 2026-04-24) common_stock_capital: 65185000000 (10-Q filed 2026-04-24) net_income: -821000000 (10-Q filed 2026-04-24) revenue: 12667000000 (10-Q filed 2026-04-24)”
“Manifold consensus on 'Will Intel manufacture NVIDIA chips by the end of 2026?': YES=27.00%”
“Manifold consensus on 'Tesla announces formal Intel partnership for AI chip fab by June 30, 2026': YES=96.54%”
“Manifold consensus on 'Will there be a joint venture chip foundry between TSMC and Intel? 🇺🇸🦾🤖💻': YES=48.73%”
“Manifold consensus on 'Will Intel's lithography catch up with TSMC by 2028?': YES=14.03%”
“<table> <tr><td> <a href="https://www.reddit.com/r/hardware/comments/1v3euxb/computerbasede_rumours_of_a_megadeal_intel_and_sk/"> <img alt="Computerbase.de: Rumours of a mega-deal - Intel and SK Hynix deny takeover of Intel's Ohio-fabs [DE]" src="https://external-preview.redd.it/FDEKHkHfzXZG9f02EcE4”
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“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 Intel says the firewall chip deal fulfills plans it laid...”
“The Scoop Intel is looking for a partner to help it run its Ohio fab project, the massive chip-making operation for US memory production that has been mired in years-long delays and setbacks. South Korean memory...”
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