VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Oriental Land Co., Ltd.

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Taiwan Semiconductor Manufacturing Company Limited

2330 · Taiwan Stock Exchange

Market cap (USD)
SectorTechnology
CountryTW
Data as of2025-12-28
Moat score
92/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Taiwan Semiconductor Manufacturing Company Limited's moat claims, evidence, and risks.

View 2330 analysis

Oriental Land Co., Ltd.

4661 · Tokyo Stock Exchange

Market cap (USD)
SectorConsumer
CountryJP
Data as of2025-12-30
Moat score
95/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

Full stock profile

Dive deeper into Oriental Land Co., Ltd.'s moat claims, evidence, and risks.

View 4661 analysis

Comparison highlights

  • Moat score gap: Oriental Land Co., Ltd. leads (95 / 100 vs 92 / 100 for Taiwan Semiconductor Manufacturing Company Limited).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); Oriental Land Co., Ltd. has 3 segments (81.3% in Theme Park Segment).
  • Primary market structure: Quasi-Monopoly vs Duopoly. Pricing power: Strong vs Strong.
  • Moat breadth: Taiwan Semiconductor Manufacturing Company Limited has 7 moat types across 4 domains; Oriental Land Co., Ltd. has 5 across 4.

Primary market context

Taiwan Semiconductor Manufacturing Company Limited

Leading-edge Foundry (7nm and below)

Market

Leading-edge semiconductor foundry services (<=7nm logic process technologies)

Geography

Global

Customer

Fabless semiconductor companies, system companies, and IDMs

Role

Dedicated foundry / contract manufacturer

Revenue share

74%

Oriental Land Co., Ltd.

Theme Park Segment

Market

Large-scale destination theme parks in Japan (Tokyo Disney Resort parks: Tokyo Disneyland and Tokyo DisneySea)

Geography

Japan (with inbound tourism)

Customer

Consumers (domestic residents and inbound tourists), plus group/agency channels

Role

Owner/operator of theme parks under licensed IP

Revenue share

81.3%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Oriental Land Co., Ltd.
Ticker / Exchange
2330 - Taiwan Stock Exchange
4661 - Tokyo Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Consumer
HQ country
TW
JP
Primary segment
Leading-edge Foundry (7nm and below)
Theme Park Segment
Market structure
Quasi-Monopoly
Duopoly
Market share
70%-72% (reported)
62%-65% (implied)
HHI estimate
5,165
5,349
Pricing power
Strong
Strong
Moat score
92 / 100
95 / 100
Moat domains
Supply, Network, Demand, Financial
Legal, Demand, Supply, Network
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Capex Knowhow ScaleEcosystem Complements

Taiwan Semiconductor Manufacturing Company Limited strengths

Design In QualificationBenchmark Pricing PowerScope EconomiesOperational ExcellenceKeystone Component

Oriental Land Co., Ltd. strengths

Content Rights CurrencyBrand TrustDistribution Control

Segment mix

Taiwan Semiconductor Manufacturing Company Limited segments

Full profile >

Leading-edge Foundry (7nm and below)

Quasi-Monopoly

74%

Mature & Specialty Foundry (16nm and above + specialty processes)

Oligopoly

26%

Advanced Packaging & 3DFabric (CoWoS, InFO, SoIC)

Oligopoly

n/a

Oriental Land Co., Ltd. segments

Full profile >

Theme Park Segment

Duopoly

81.3%

Hotel Business Segment

Oligopoly

16.2%

Other Business Segment

Competitive

2.5%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.