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

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

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

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

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

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

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…

SMIC’s third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advan

SemiAnalysis’ teardown indicates that SMIC’s N+3 fabrication process supports a minimum metal pitch of 32.5nm, which is nominally tighter than the approximately 36nm pitch used for many high-performance cells in Intel’s …

SMIC’s third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advan

SemiAnalysis’ teardown indicates that SMIC’s N+3 fabrication process supports a minimum metal pitch of 32.5nm, which is nominally tighter than the approximately 36nm pitch used for many high-performance cells in Intel’s …

SMIC’s third-gen 7nm node shows smaller metal pitch than Intel 18A, higher transistor density than TSMC N6 without EUV — analysis of N+3 shows significant advan

SemiAnalysis’ teardown indicates that SMIC’s N+3 fabrication process supports a minimum metal pitch of 32.5nm, which is nominally tighter than the approximately 36nm pitch used for many high-performance cells in Intel’s …

Intel layoffs to hit Data Center group — division focused on server CPUs, AI chips, and data center architecture to be hit by an unknown number of cuts

“As part of our broader strategy to become a more focused and efficient company, (the data center group) is aligning its organization to ensure it has the right roles and skills in place to position the business for long…