Fortinet has become Intel Foundry's first named customer for its Intel 4 process technology, following a deal to fabricate the company's next-generation firewall ASIC. This move marks a significant step for Intel's foundry ambitions, as it aims to leverage its manufacturing capabilities for external clients. While Intel has previously stated that Intel 3 would be its first foundry offering, the Intel 4 node is now being utilized for custom networking ASICs, with Ericsson also having used the node for its processors. AI
IMPACT This deal signifies Intel Foundry's progress in securing external clients for its advanced manufacturing processes, potentially impacting the supply chain for AI and other specialized chips.
RANK_REASON Intel Foundry secures its first named customer for the Intel 4 process node, a significant development for Intel's foundry business strategy. [lever_c_demoted from significant: ic=1 ai=0.7]
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