Intel has announced a strategic collaboration with Fortinet to co-develop and manufacture Fortinet's next-generation firewall ASIC, the SP6. This partnership marks Fortinet as the first cybersecurity vendor and the first external customer for Intel's advanced Intel 4 manufacturing node. The collaboration will leverage Intel's expertise in chip design, advanced packaging, and manufacturing, potentially utilizing a chiplet-based design for AI-enabled and cost-sensitive applications. AI
IMPACT This deal signifies Intel's progress in attracting external foundry customers to its advanced manufacturing nodes, potentially impacting the supply chain for AI-enabled hardware.
RANK_REASON Intel secures its first named external customer for its Intel 4 manufacturing node through a strategic partnership with Fortinet. [lever_c_demoted from significant: ic=1 ai=0.7]
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