Intel (INTC) Lands Fortinet As First Named Cybersecurity Customer For Its Foundry
Bailey Pemberton
Tue, July 21, 2026 at 11:44 PM GMT+5:30
4 min read
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Intel (NasdaqGS:INTC) has partnered with Fortinet to manufacture the next-generation Security Processor 6
The chip will be produced using Intel’s advanced semiconductor process within its Intel Foundry business
Fortinet is the first publicly named cybersecurity chip customer for Intel Foundry
For investors tracking Intel, this agreement with Fortinet highlights how the company is using its manufacturing capacity to serve external customers through Intel Foundry. Fortinet brings deep experience in security-focused chip design, while Intel contributes process technology and scale in semiconductor production
The deal arrives as chipmakers and security companies focus on hardware that can handle heavier security workloads and more complex threat environments. For Intel, attracting a publicly recognized cybersecurity client may influence how investors view the foundry unit’s potential role in specialized chips and future partnership pipelines
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📰 Beyond the headline: 3 risks and 1 thing going right for Intel that every investor should see
For Intel, bringing Fortinet’s next generation Security Processor 6 onto its Intel 4 manufacturing process is another data point that it is serious about winning external foundry work, not just supplying its own product lines. Fortinet gains a leading edge security focused chip for its firewalls and security appliances, while Intel adds a publicly visible cybersecurity customer to sit alongside other AI and edge partnerships such as Ultralytics’ OpenVINO optimized YOLO models. For you as an investor, this kind of deal is less about one product’s revenue and more about whether Intel Foundry can become a credible option next to Taiwan Semiconductor Manufacturing Company and Samsung for complex, security centric designs.
How This Fits Into The Intel Narrative
The agreement supports the narrative that Intel is trying to rebuild customer trust in its foundry services by using advanced process technology and packaging for external clients, aligning with its focus on AI and high performance workloads
It also tests the narrative’s execution risk, because adding security processors for Fortinet on top of other partnerships increases the operational complexity that management needs to handle while still targeting flatter structures and lower costs
The narrative centers on AI, CPUs and general foundry recovery, and may not fully reflect the specific role that security processors and broader cybersecurity silicon could play in Intel’s mix if more customers follow Fortinet’s lead
