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Intel Fortifies Foundry with an Actual Customer: Fortinet

Fortinet said the SP6 will use Intel 4 process technology and American factory production, while key performance and launch details remain undisclosed.

  • On Tuesday, Fortinet and Intel announced a partnership to produce the SP6 security processor using Intel Foundry services, with manufacturing set on the Intel 4 process node.
  • Intel CEO Lip-Bu Tan, who took over in March 2025, is aggressively expanding foundry services to compete with TSMC, positioning American manufacturing as offering supply chain security difficult to find elsewhere.
  • Ken Xie, founder, chairman, and CEO of Fortinet, said the collaboration will "accelerate and strengthen our ASIC strategy," reflecting the company's two-decade preference for custom silicon over commodity hardware.
  • While the SP6 uses the older Intel 4 process rather than the 18A or 14A nodes, Intel continues seeking a "significant" customer for its most advanced manufacturing technology to justify capital expenditures.
  • Intel reports second-quarter results on Thursday, and ServeTheHome estimates this deal represents a slice of a roughly $2 billion hardware business rather than the larger anchor revenue Intel is actively pursuing.
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Fortinet is partnering with Intel to develop next-generation dedicated security semiconductors. On the 22nd, Fortinet announced that it is accelerating the development of the next-generation security processor, ‘Fortinet Security Processor 6 (SP6),’ with Intel. The goal is to develop a security processor that integrates various security and networking functions into a single chip. To develop SP6, the two companies will combine Fortinet’s custom …

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The Register broke the news in London, United Kingdom on Tuesday, July 21, 2026.
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