Fortinet has become Intel Foundry's first named customer for its Intel 4 process node, agreeing to have its next-generation Security Processor (SP6) designed, packaged, and fabricated by Intel. This deal marks a significant step for Intel's foundry ambitions, though the Intel 4 node is considered mature and was initially intended for internal products rather than external foundry services. While Ericsson previously used Intel 4 for its processors, this agreement with Fortinet is the first formal foundry deal for the node, signaling a potential win for Intel CEO Lip-Bu Tan's strategy to secure external foundry business. AI
IMPACT This deal signifies Intel's progress in securing external foundry business, potentially impacting the supply chain for specialized chips used in AI and cybersecurity applications.
RANK_REASON This is a significant deal for Intel Foundry Services, marking their first external customer for the Intel 4 process node, which is a key step in their strategy to compete in the foundry market.
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- Ericsson
- Fab 34
- Fortinet
- Granite Rapids
- Intel
- Intel Foundry
- Lip-Bu Tan
- Meteor Lake
- Security Processor (SP6)
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