Custom silicon for external customers
Intel's only named purpose-built silicon win in Q2 2026 is Fortinet's security processor, made with Intel design, packaging and manufacturing.
The numbers
Named purpose-built silicon customerFortinet (Security Processor 6)Q2 2026 · source ↗
What it is
Intel formed a central engineering group under Srinivasan Iyengar that covers shared engineering functions and a custom-silicon business for external customers.
Why it matters to the stock. Custom chips for hyperscalers and enterprises are a possible new revenue line for Intel Foundry and DCAI. Few contracts have been disclosed.
News
Intel and Google expand multiyear Xeon CPU and custom IPU collaboration
Intel and Google announced a multiyear collaboration covering Xeon CPUs and custom infrastructure processing units (IPUs).
Deal