WS #12543

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Intel lands Fortinet as first named foundry customer under CEO Lip-Bu Tan for security chip SP6 on Intel 4 process, boosting Intel's foundry credibility. Bessent says US could sanction China over AI model 'theft'; US and China to hold AI discussions in September; reports of 50% tariff escalation. Semiconductor ETFs SOXX and SOXL attracted over $2.1B in one day; memory names and optical networking stocks up 4%+ premarket; US stock futures advance on chip rebound.

Intel-Fortinet Foundry Win

Intel lands Fortinet as first named foundry customer under CEO Lip-Bu Tan for security chip SP6 on Intel 4 process, boosting Intel's foundry credibility.

Bessent says US could sanction China over AI model 'theft'; US and China to hold AI discussions in September; reports of 50% tariff escalation.

Semiconductor ETFs SOXX and SOXL attracted over $2.1B in one day; memory names and optical networking stocks up 4%+ premarket; US stock futures advance on chip rebound.

Full world state #12543