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Intel's Moat Is Coming Into Play in the Mobile Processor Opportunity

We think the firm can gain some momentum in smartphones and tablets with its upcoming "Silvermont" Atom processor.

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While many investors remain focused on  Intel's (INTC) core PC and server processor businesses, the firm has been generating more buzz lately around its opportunities in the smartphone and tablet chip market.

Intel continues to chase after incumbent  ARM Holdings (ARMH) in mobile processors, but is making progress on that front. The firm's upcoming "Silvermont" Atom chips will feature a new architecture and will be manufactured at the cutting-edge 22-nm chip fabrication technology, which we think will increase Intel's competitiveness in the smartphone and tablet space.

Andy Ng does not own (actual or beneficial) shares in any of the securities mentioned above. Find out about Morningstar’s editorial policies.