Fortinet becomes Intel's first Intel 4 foundry customer

Intel will design, package, and fabricate Fortinet's sixth-generation Security Processor (SP6) on its Intel 4 process node, making Fortinet the first outside customer for that node.

Why it matters: This is a concrete, if modest, proof point for Intel's foundry ambitions under CEO Lip-Bu Tan, though landing on a mature node rather than a leading-edge one shows Intel still needs to build credibility before competing for cutting-edge AI chip business against TSMC. Every external foundry win matters for Intel's case that it can be a viable second-source manufacturer.