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北京时间·🕒 发布 21:00:00(美东 09:00)·⟳ 抓取 21:02:59 +2m59s·⚡ 决策 07-21 21:04:12 +1m13s·97.8 天前

英特尔与 Fortinet 宣布合作开发新一代安全处理器 SP6

本次公告确认英特尔将为 Fortinet SP6 提供设计、封装和制造能力支持,但未披露订单金额、量产时间、收入分成或采购承诺。

📄 原文Intel IR Press Releases↗ 原文
Intel and Fortinet Collaborate to Advance Cybersecurity Innovation and Strengthen Global Supply Chain Resilience SANTA…
不做 英特尔(INTC.US)
超大市值主标的仅为战略合作和技术路线公告,未披露订单金额、量产节奏或相对市值足够大的收入增量,且临近财报,当前不做。
不做 Fortinet(FTNT.US)
事件方向偏正面但属于长期 ASIC 路线合作,缺少可量化商业化节奏和业绩弹性,不能形成短线正期望交易。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)

研究档案

🔎 新鲜度:最早出现 2026-07-21 · 扩散 low · price-in 风险 medium ↗

关键理由

  • 本次公告确认英特尔将为 Fortinet SP6 提供设计、封装和制造能力支持,但未披露订单金额、量产时间、收入分成或采购承诺。
  • 对英特尔而言属于先进封装/代工能力的客户合作展示,相对其收入与市值缺乏短线可量化增量。
  • 对 Fortinet 而言有助于长期 ASIC 路线图和供应链韧性,但属于产品路线合作而非即期业绩催化。

主要风险

  • 若后续披露 Intel Foundry 获得明确大额量产订单或 Fortinet SP6 商业化时间表,需按新信息重新评估。
  • Intel 三天后临近财报,当前市场更可能围绕财报指引交易,而非该无金额合作公告。

原文全文

展开原文 · 4,522 字
Intel and Fortinet Collaborate to Advance Cybersecurity Innovation and Strengthen Global Supply Chain Resilience
SANTA CLARA, Calif. & SUNNYVALE, Calif.--(BUSINESS WIRE)-- Intel Corporation (NASDAQ: INTC) and Fortinet (NASDAQ: FTNT), today announced a strategic collaboration to develop Fortinet Security Processor 6 (SP6). Expanding a long-standing relationship between the two companies, this collaboration combines Fortinet’s proprietary, purpose-built security processor expertise with Intel’s advanced design, packaging, and manufacturing capabilities to accelerate and strengthen SP6 development. This work will also help to improve the resilience and diversity of Fortinet’s global supply chain.
This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20260721378476/en/
“As organizations face a rapidly evolving threat landscape, security infrastructure must deliver both performance and innovation at scale,” said Lip-Bu Tan, CEO of Intel. “This collaboration demonstrates how Intel’s semiconductor leadership and advanced design, packaging, and manufacturing capabilities can help cybersecurity leaders like Fortinet accelerate the development of critical security technologies while building a more resilient and diversified global supply chain.”
“Fortinet’s purpose-built ASICs have been a key differentiator for more than two decades, enabling us to deliver the security effectiveness, performance, and efficiency our customers demand,” said Ken Xie, Founder, Chairman, and CEO of Fortinet. “This expanded relationship with Intel will leverage its unique combination of advanced semiconductor technology, manufacturing expertise, and global supply chain capabilities, helping Fortinet accelerate and strengthen our ASIC strategy, while also better supporting organizations all over the world.”
In addition to bringing together Fortinet’s leadership in purpose-built security processors with Intel’s broad portfolio of ecosystem IP, proven expertise in disaggregated semiconductor design, and advanced packaging solutions tailored for both AI-enabled and cost-sensitive applications, this collaboration aims to deliver a highly integrated security processor capable of supporting increasingly sophisticated security services and the demanding performance requirements of today’s organizations.
The companies will explore additional opportunities to further deepen collaboration across semiconductor technology, manufacturing, and the infrastructure underpinning future cybersecurity innovation. This work is expected to advance Fortinet’s long-term ASIC roadmap, support greater performance and service richness, and strengthen supply chain assurance for customers worldwide.
About Intel
Intel (Nasdaq: INTC) designs and manufactures advanced semiconductors that connect and power the modern world. Every day, our engineers create new technologies that enhance and shape the future of computing to enable new possibilities for every customer we serve. Learn more at intel.com.
© Intel Corporation. Intel, the Intel logo, and other Intel marks are trademarks of Intel Corporation or its subsidiaries. Other names and brands may be claimed as the property of others.
About Fortinet
Fortinet (NASDAQ: FTNT) is a driving force in the evolution of cybersecurity and the convergence of networking and security. Our mission is to secure people, devices, and data everywhere, and today we deliver cybersecurity everywhere our customers need it with the largest integrated portfolio of over 50 enterprise-grade products. Well over half a million customers trust Fortinet's solutions, which are among the most deployed, most patented, and most validated in the industry. The Fortinet Training Institute, one of the largest and broadest training programs in the industry, is dedicated to making cybersecurity training and new career opportunities available to everyone. Collaboration with esteemed organizations from both the public and private sectors, including Computer Emergency Response Teams (“CERTS”), government entities, and academia, is a fundamental aspect of Fortinet’s commitment to enhance cyber resilience globally. FortiGuard Labs, Fortinet’s elite threat intelligence and research organization, develops and utilizes leading-edge machine learning and AI technologies to provide customers with timely and consistently top-rated protection and actionable threat intelligence. Learn more at https://www.fortinet.com, the Fortinet Blog, and FortiGuard Labs.

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