FTNT · News · 20260809N

Supply Chain Diversification

Fortinet, Inc. · 2026-08-09 · Importance 31 · Surprise 42 · In source text

Intel’s foundry business secured a deal to manufacture Fortinet’s next-generation Security Processor 6. The arrangement diversifies Fortinet’s semiconductor manufacturing beyond TSMC and gives Intel an entry point into cybersecurity-chip production. The partnership may also support Intel’s efforts to attract additional foundry customers.

Key facts

Intel's foundry business has secured a significant deal with Fortinet to manufacture its next-generation Security Processor 6. source
The Intel deal to manufacture Security Processor 6 for Fortinet reduces Fortinet's reliance on TSMC. source

Impact estimates

metric	direction	stage	expected	basis
operating_income	unclear	contingent	—	Intel's foundry business has secured a significant deal with Fortinet to manufacture its next-generation Security Processor 6.