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Lip-Bu Tan across IJR

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coverage spread: L22/C67/R11

Intel Q2 Earnings Rise; Foundry Mixed

Intel’s rally hinges on a potential foundry turnaround, with investors eyeing whether external customer demand and stronger gross margins can materialize from its AI-driven growth and new partnerships, including Fortinet and Google Cloud. As it nears its Q2 results, the market seeks concrete evidence that foundry revenue, margins, and real customer traction can sustain a higher multiple beyond price increases.

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Photo: Coolcaesar / Wikimedia Commons (CC BY-SA 4.0)

Intel foundry lands first named external customer Fortinet

Intel secures Fortinet as its first named external silicon customer for a security-focused ASIC, the Fortinet Security Processor 6 (SP6), to be manufactured on the Intel 4 process, highlighting a strategic shift toward external foundry work and potential chiplet-based design for security workloads. Details on production timelines and specifications remain forthcoming, underscoring a broader push to justify capital-expenditure in domestic fabs and expand collaboration with cybersecurity partners.

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Key facts

Occupation: businessperson
Citizenship: United States
Born: 1960

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