VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Tuesday, December 30, 2025

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Nabtesco Corporation

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

Nabtesco Corporation

6268 · Tokyo Stock Exchange

Market cap (USD)
SectorIndustrials
CountryJP
Data as of2025-12-30
Moat score
91/ 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 Nabtesco Corporation's moat claims, evidence, and risks.

View 6268 analysis

Comparison highlights

  • Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 91 / 100 for Nabtesco Corporation).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); Nabtesco Corporation has 4 segments (34.2% in Component Solutions Business).
  • Moat breadth: Taiwan Semiconductor Manufacturing Company Limited has 7 moat types across 4 domains; Nabtesco Corporation has 5 across 3.

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%

Nabtesco Corporation

Component Solutions Business

Market

Precision reduction gears (RV reducers) for industrial robot joints

Geography

Global

Customer

Industrial robot manufacturers (OEMs)

Role

Precision motion-control component supplier

Revenue share

34.2%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Nabtesco Corporation
Ticker / Exchange
2330 - Taiwan Stock Exchange
6268 - Tokyo Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Industrials
HQ country
TW
JP
Primary segment
Leading-edge Foundry (7nm and below)
Component Solutions Business
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
70%-72% (reported)
55%-65% (reported)
HHI estimate
5,165
n/a
Pricing power
Strong
Strong
Moat score
92 / 100
91 / 100
Moat domains
Supply, Network, Demand, Financial
Supply, Demand, Legal
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Design In Qualification

Taiwan Semiconductor Manufacturing Company Limited strengths

Capex Knowhow ScaleEcosystem ComplementsBenchmark Pricing PowerScope EconomiesOperational ExcellenceKeystone Component

Nabtesco Corporation strengths

Learning Curve YieldCompliance AdvantageService Field NetworkBrand Trust

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

Nabtesco Corporation segments

Full profile >

Component Solutions Business

Quasi-Monopoly

34.2%

Transport Solutions Business

Oligopoly

27.4%

Accessibility Solutions Business

Quasi-Monopoly

33%

Other Businesses

Quasi-Monopoly

5.4%

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.