Intel announced a strategic collaboration with Fortinet to co-develop and manufacture the Fortinet Security Processor 6...
Intel announced a strategic collaboration with Fortinet to co-develop and manufacture the Fortinet Security Processor 6 (SP6) on the Intel 4 node, marking the first named external customer for Intel's foundry business under CEO Lip-Bu Tan.
confidence score
Strong evidence: 12 independent source classes support this read.
INTC has already moved up +42% over the recent 30-90 day window.
signal brief
Intel announced a strategic collaboration with Fortinet to co-develop and manufacture the Fortinet Security Processor 6 (SP6) on the Intel 4 node, marking the first named external customer for Intel's foundry business under CEO Lip-Bu Tan. The agreement covers chip design, advanced packaging, and manufacturing, making Fortinet the first cybersecurity vendor named as an Intel silicon customer (Tom's Hardware, 2026-07-21: https://www.tomshardware.com/tech-industry/semiconductors/intel-to-co-develop-and-manufacture-fortinets-next-gen-firewall-asic). CNBC reported that Intel 4 is an older EUV process used for simpler networking ASICs, but the win demonstrates progress in attracting external clients (CNBC, 2026-07-21: https://www.cnbc.com/2026/07/21/intel-foundry-lands-fortinet-as-first-customer-for-security-chips.html). ServeTheHome noted that Fortinet's previous SP5 was a TSMC 7nm chip, so Intel is gaining a TSMC customer (ServeTheHome, 2026-07-21: https://www.servethehome.com/intel-foundry-nabs-a-custom-asic-win-with-fortinet-fortisp6-sp6/). Concurrently, Intel announced further layoffs in its Data Center Group, but the stock rallied on the foundry news (Bloomberg, 2026-07-21: https://www.bloomberg.com/news/articles/2026-07-21/intel-rallies-after-saying-it-ll-make-more-headcount-reductions). The Fortinet win provides tangible evidence that Intel's foundry strategy is gaining traction, potentially opening the door for larger customers.
What the sources said:
- "Intel to co-develop and manufacture Fortinet's next-gen firewall ASIC on Intel 4 — node gets its first named external customer" (Tom's Hardware, https://www.tomshardware.com/tech-industry/semiconductors/intel-to-co-develop-and-manufacture-fortinets-next-gen-firewall-asic).
- "Fortinet will use Intel's foundry to produce its next-generation security chip... marking a win for Intel CEO Lip-Bu Tan" (CNBC, https://www.cnbc.com/2026/07/21/intel-foundry-lands-fortinet-as-first-customer-for-security-chips.html).
- "I believe the FortiSP5 was a TSMC 7nm processor, so Intel is gaining a customer that was previously TSMC’s" (ServeTheHome, https://www.servethehome.com/intel-foundry-nabs-a-custom-asic-win-with-fortinet-fortisp6-sp6/).
source data used
“(0:00) Former Intel CEO Pat Gelsinger joins Jason! (1:41) What Went Wrong at Intel (15:19) Why a Taiwan Blockade Would Cripple the US Economy (25:00) Lovable's Anton Osika: One Million New Apps a Week (33:38) How...”
“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)”
“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”
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“Intel to co-develop and manufacture Fortinet's next-gen firewall ASIC on Intel 4 — node gets its first named external customer The agreement makes Fortinet the first cybersecurity vendor on Intel's manufacturing customer list. Intel and Fortinet...”
“Intel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center architecture to be hit by an unknown number of cuts The layoffs continue. Intel just announced another round...”
“Intel and Fortinet today made a big announcement for a future ASIC. The companies announced that they would be working together on the Fortinet Security Processor 6 (SP6). Just to be clear, this is Intel’s Fortinet...”
- https://www.bloomberg.com/news/articles/2026-07-21/intel-rallies-after-saying-it-ll-make-more-headcount-reductions
“While Intel continues to pursue a marquee customer for its foundry services, the chipmaker has landed a notable client from the cybersecurity space. Fortinet will use Intel's foundry to produce its next-generation security chip, the two...”
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- https://www.datacenterdynamics.com/en/news/intel-planning-job-cuts-to-its-data-center-group-report/
“<table> <tr><td> <a href="https://www.reddit.com/r/hardware/comments/1v2iyhz/intels_foundry_lands_first_named_customer_under/"> <img alt="Intel's foundry lands first named customer under CEO Lip-Bu Tan, as Fortinet signs on for security chips" src="https://external-preview.redd.it/apku4c2DX1M5pjZvuo”
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“Manifold consensus on 'Will Intel manufacture NVIDIA chips by the end of 2026?': YES=27.00%”
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“Manifold consensus on 'Will Intel's lithography catch up with TSMC by 2028?': YES=14.03%”
spillover entities
Decision support, not stock advice. This signal is research with cited evidence — not a recommendation to buy, sell, or hold any security.