Intel Foundry

Fortinet will use Intel’s manufacturing capabilities for its next-generation SP6 security chip, leveraging Intel 4 process technology. This partnership marks a significant win for Intel’s foundry ambitions, demonstrating its growing appeal beyond internal use and defense projects. The deal underscores Intel’s strategy to diversify revenue and establish itself as a key player in the competitive foundry market, particularly in the growing cybersecurity sector.

Intel’s foundry business shows significant promise, a key element of CEO Lip-Bu Tan’s turnaround strategy. Tan highlights its importance as a national asset, aiming to serve external clients and bolster U.S. chip production. Advancements in the 18A manufacturing process and improved yields are attracting customer interest, with commitments anticipated later this year. This progress, coupled with future 14A technology, could position Intel competitively against industry leaders like TSMC.