intel

Fortinet becomes Intel 4’s first foundry customer, following firewall ASIC deal — CEO Lip-Bu Tan’s promised foundry wins begin to surface, but on a mature node

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Meteor Lake is aging out of Intel’s lineup as 18A-based Panther Lake ramps through 2026, which leaves open the question of what fills Intel 4 capacity next. A multi-generation firewall ASIC program is a reasonable answer…

Intel and AMD sign long-term server CPU deals with Chinese customers as prices jump over 40%, report claims — agreements purportedly guarantee purchase volumes

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Some customers have discussed commitments running two years or longer, one of the people told Reuters , with the deals covering unit volumes only, which leaves Chinese cloud providers and internet companies fully exposed…

Intel and AMD sign long-term server CPU deals with Chinese customers as prices jump over 40%, report claims — agreements purportedly guarantee purchase volumes

by

Some customers have discussed commitments running two years or longer, one of the people told Reuters , with the deals covering unit volumes only, which leaves Chinese cloud providers and internet companies fully exposed…

Fortinet becomes Intel 4’s first foundry customer, following firewall ASIC deal — CEO Lip-Bu Tan’s promised foundry wins begin to surface, but on a mature node

by

Meteor Lake is aging out of Intel’s lineup as 18A-based Panther Lake ramps through 2026, which leaves open the question of what fills Intel 4 capacity next. A multi-generation firewall ASIC program is a reasonable answer…

Intel and AMD sign long-term server CPU deals with Chinese customers as prices jump over 40%, report claims — agreements purportedly guarantee purchase volumes

by

Some customers have discussed commitments running two years or longer, one of the people told Reuters , with the deals covering unit volumes only, which leaves Chinese cloud providers and internet companies fully exposed…

Fortinet becomes Intel 4’s first foundry customer, following firewall ASIC deal — CEO Lip-Bu Tan’s promised foundry wins begin to surface, but on a mature node

by

Meteor Lake is aging out of Intel’s lineup as 18A-based Panther Lake ramps through 2026, which leaves open the question of what fills Intel 4 capacity next. A multi-generation firewall ASIC program is a reasonable answer…

Intel to co-develop and manufacture Fortinet’s next-gen firewall ASIC on Intel 4 — node gets its first named external customer

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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…

Intel to co-develop and manufacture Fortinet’s next-gen firewall ASIC on Intel 4 — node gets its first named external customer

by

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…

Fortinet becomes Intel 4’s first foundry customer, following firewall ASIC deal — CEO Lip-Bu Tan’s promised foundry wins begin to surface, but on a mature node

by

Meteor Lake is aging out of Intel’s lineup as 18A-based Panther Lake ramps through 2026, which leaves open the question of what fills Intel 4 capacity next. A multi-generation firewall ASIC program is a reasonable answer…