Fortinet does bring real volume, though, if not marquee volume. IDC ranked Fortinet first in firewall appliances shipped as of early 2023, with a 48% unit share. The company ships its own ASICs across its entry-level and high-end FortiGate ranges, and SP6 extends a silicon program now in its sixth generation.
Neither company committed to work beyond SP6, though the release described the agreement as a starting point, with further collaboration on chip technology and manufacturing under discussion.
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thestryker Intel 4, the EUV process the company has so far used only for its own products The first volume product on Intel 4 was a processor for Ericsson so this certainly isn't the first external customer. This processor was at least partially designed by Intel which could also explain the use of Intel 4 here with Fortinet. It's still somewhat surprising, but I imagine Intel is still going to be making MTL for a bit which may explain why it's not Intel 3. Reply
Key considerations
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Reference reading
- https://www.tomshardware.com/tech-industry/semiconductors/SPONSORED_LINK_URL
- https://www.tomshardware.com/tech-industry/semiconductors/intel-to-co-develop-and-manufacture-fortinets-next-gen-firewall-asic#main
- https://www.tomshardware.com/subscription
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Informational only. No financial advice. Do your own research.