VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Compagnie Financiere Richemont SA

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

Compagnie Financiere Richemont SA

CFR · SIX Swiss Exchange

Market cap (USD)
SectorConsumer
CountryCH
Data as of2025-12-30
Moat score
84/ 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 Compagnie Financiere Richemont SA's moat claims, evidence, and risks.

View CFR analysis

Comparison highlights

  • Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 84 / 100 for Compagnie Financiere Richemont SA).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); Compagnie Financiere Richemont SA has 3 segments (71.6% in Jewellery Maisons).
  • 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; Compagnie Financiere Richemont SA has 4 across 2.

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%

Compagnie Financiere Richemont SA

Jewellery Maisons

Market

Luxury jewellery (branded fine jewellery & high jewellery)

Geography

Global

Customer

Affluent and high-net-worth consumers

Role

Brand owner, manufacturer and direct-to-client retailer

Revenue share

71.6%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Compagnie Financiere Richemont SA
Ticker / Exchange
2330 - Taiwan Stock Exchange
CFR - SIX Swiss Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Consumer
HQ country
TW
CH
Primary segment
Leading-edge Foundry (7nm and below)
Jewellery Maisons
Market structure
Quasi-Monopoly
Oligopoly
Market share
70%-72% (reported)
30%-55% (implied)
HHI estimate
5,165
n/a
Pricing power
Strong
Strong
Moat score
92 / 100
84 / 100
Moat domains
Supply, Network, Demand, Financial
Demand, Supply
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

Capex Knowhow Scale

Taiwan Semiconductor Manufacturing Company Limited strengths

Ecosystem ComplementsDesign In QualificationBenchmark Pricing PowerScope EconomiesOperational ExcellenceKeystone Component

Compagnie Financiere Richemont SA strengths

Brand TrustDistribution ControlReputation Reviews

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

Compagnie Financiere Richemont SA segments

Full profile >

Jewellery Maisons

Oligopoly

71.6%

Specialist Watchmakers

Oligopoly

15.3%

Other (Fashion & Accessories, Watchfinder, ancillary)

Competitive

13%

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.