VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Thursday, January 1, 2026
Stock Comparison
Taiwan Semiconductor Manufacturing Company Limited vs Nintendo 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
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 analysisNintendo Co., Ltd.
7974.JP · 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 Nintendo Co., Ltd.'s moat claims, evidence, and risks.
View 7974.JP analysisComparison highlights
- Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 76 / 100 for Nintendo Co., Ltd.).
- Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); Nintendo Co., Ltd. has 3 segments (90.2% in Nintendo Switch platform ecosystem).
- Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
- Moat breadth: Taiwan Semiconductor Manufacturing Company Limited has 7 moat types across 4 domains; Nintendo Co., Ltd. has 5 across 3.
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%
Nintendo Co., Ltd.
Nintendo Switch platform ecosystem
Dedicated console gaming platform ecosystem (hardware + software + digital storefront + online services)
Global
Consumers
Platform owner / first-party publisher
90.2%
Side-by-side metrics
Moat coverage
Shared moat types
Taiwan Semiconductor Manufacturing Company Limited strengths
Nintendo Co., Ltd. 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
Nintendo Co., Ltd. segments
Full profile >Nintendo Switch platform ecosystem
Oligopoly
Mobile and IP-related income
Competitive
Other products and legacy platforms
Competitive
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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.