VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Fair Isaac 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)$1.9T
Gross margin (TTM)61.9%
Operating margin (TTM)53.3%
Net margin (TTM)47%
SectorTechnology
IndustrySemiconductors
CountryTW
Data as of2026-05-26
Moat score
100/ 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

Fair Isaac Corporation

FICO · New York Stock Exchange

Market cap (USD)$29.6B
Gross margin (TTM)84.2%
Operating margin (TTM)50.4%
Net margin (TTM)33.7%
SectorTechnology
IndustrySoftware - Application
CountryUS
Data as of2026-05-27
Moat score
83/ 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 Fair Isaac Corporation's moat claims, evidence, and risks.

View FICO analysis

Comparison highlights

  • Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (100 / 100 vs 83 / 100 for Fair Isaac Corporation).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 1 segment (100% in Semiconductor foundry services); Fair Isaac Corporation has 2 segments (64.8% in Scores).
  • Moat breadth: Taiwan Semiconductor Manufacturing Company Limited has 5 moat types across 3 domains; Fair Isaac Corporation has 5 across 2.

Primary market context

Taiwan Semiconductor Manufacturing Company Limited

Semiconductor foundry services

Market

Global outsourced semiconductor foundry services

Geography

Global, with 1Q26 customer-headquarters revenue 76% North America, 9% Asia Pacific, 7% China, 4% Japan and 4% EMEA

Customer

Fabless IC designers, system companies, integrated device manufacturers and platform OEMs

Role

Pure-play foundry, advanced packaging, mask-making, design-support and testing manufacturing partner

Revenue share

100%

Fair Isaac Corporation

Scores

Market

Consumer credit scoring and related predictive scores used in lending decisions

Geography

Primarily United States; also international

Customer

Lenders (mortgage, credit card, auto, etc.), consumer reporting agencies, and consumers (B2C)

Role

Score model developer/licensor; distribution via consumer reporting agencies and direct-to-consumer channels

Revenue share

64.8%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Fair Isaac Corporation
Ticker / Exchange
2330 - Taiwan Stock Exchange
FICO - New York Stock Exchange
Market cap (USD)
$1.9T
$29.6B
Gross margin (TTM)
61.9%
84.2%
Operating margin (TTM)
53.3%
50.4%
Net margin (TTM)
47%
33.7%
Sector
Technology
Technology
Industry
Semiconductors
Software - Application
HQ country
TW
US
Primary segment
Semiconductor foundry services
Scores
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
69.9%-70.4% (reported)
90% (reported)
HHI estimate
5,010
n/a
Pricing power
Strong
Strong
Moat score
100 / 100
83 / 100
Moat domains
Supply, Demand, Network
Network, Demand
Last update
2026-05-26
2026-05-27

Moat coverage

Shared moat types

No overlap yet.

Taiwan Semiconductor Manufacturing Company Limited strengths

Capex Knowhow ScaleLearning Curve YieldDesign In QualificationEcosystem ComplementsCapacity Moat

Fair Isaac Corporation strengths

De Facto StandardFormat Lock InBrand TrustData Workflow LockinSwitching Costs General

Segment mix

Taiwan Semiconductor Manufacturing Company Limited segments

Full profile >

Semiconductor foundry services

Quasi-Monopoly

100%

Fair Isaac Corporation segments

Full profile >

Scores

Quasi-Monopoly

64.8%

Software

Competitive

35.2%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

Proven models entering the expansion stage with unit economics that work.

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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.