VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Saturday, January 3, 2026
Stock Comparison
Taiwan Semiconductor Manufacturing Company Limited vs Keyence 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
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 analysisKeyence Corporation
6861.T · Tokyo Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Keyence Corporation's moat claims, evidence, and risks.
View 6861.T analysisComparison highlights
- Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 73 / 100 for Keyence Corporation).
- Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); Keyence Corporation has 3 segments.
- Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Strong.
- Moat breadth: Taiwan Semiconductor Manufacturing Company Limited has 7 moat types across 4 domains; Keyence Corporation has 7 across 2.
Primary market context
Taiwan Semiconductor Manufacturing Company Limited
Leading-edge Foundry (7nm and below)
Leading-edge semiconductor foundry services (<=7nm logic process technologies)
Global
Fabless semiconductor companies, system companies, and IDMs
Dedicated foundry / contract manufacturer
74%
Keyence Corporation
Sensors & Safety/Static Control
Industrial sensors and safety/static control for factory automation
Global
Manufacturers (production/automation teams) and machine builders
Component OEM and application-solution provider
Side-by-side metrics
Moat coverage
Shared moat types
Taiwan Semiconductor Manufacturing Company Limited strengths
Keyence Corporation strengths
Segment mix
Taiwan Semiconductor Manufacturing Company Limited segments
Full profile >Leading-edge Foundry (7nm and below)
Quasi-Monopoly
Mature & Specialty Foundry (16nm and above + specialty processes)
Oligopoly
Advanced Packaging & 3DFabric (CoWoS, InFO, SoIC)
Oligopoly
Keyence Corporation segments
Full profile >Sensors & Safety/Static Control
Oligopoly
Machine Vision, Code Reading & Laser Marking
Oligopoly
Metrology & Microscopes
Oligopoly
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View the moat stocks listCuration & 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.