Intel has secured its first publicly named foundry customer under CEO Lip-Bu Tan by taking on production of Fortinet’s next-generation SP6 security chip.
CNBC reported on Monday that the SP6 will be produced on Intel 4.
The contract is a disclosed customer case since Tan became CEO in March 2025. Intel 4 has been used to make relatively simple chips such as network ASICs.
Intel said in an April filing that it is still seeking "important" customers for its most advanced manufacturing technology.
So far, Intel Foundry’s largest confirmed customer volume is its own. The U.S. government also uses Intel processes to produce chips for defense use. Under former CEO Pat Gelsinger, Microsoft announced cooperation in 2024 to produce an undisclosed processor, and Amazon said the same year it would use Intel to make a custom artificial intelligence chip. Both contracts, however, involved relatively small-volume chips.
Intel said in April it supports Google’s ASIC designs that it calls an "infrastructure processing unit", and it is also supporting Tesla and SpaceX in building a "terafab" chip plant. U.S. President Donald Trump said in June that Apple would use Intel for chip production in the United States, but neither company has officially confirmed it.
Fortinet is not as well known as Apple or Tesla or major cloud companies, but it is benefiting as demand rises for advanced security amid the spread of artificial intelligence. Fortinet shares have risen more than twofold so far this year, and the company said at its May earnings release that it would continue investing in ASIC technology.