VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Alphabet Inc.

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.

View full moat analysis >

Alphabet Inc.

GOOGL · The Nasdaq Stock Market

Market cap (USD)$3.7T
SectorCommunication Services
CountryUS
Data as of2025-12-21
Moat score
86/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Alphabet Inc.
Ticker / Exchange
2330 - Taiwan Stock Exchange
GOOGL - The Nasdaq Stock Market
Market cap (USD)
n/a
$3.7T
Sector
Technology
Communication Services
HQ country
TW
US
Primary segment
Leading-edge Foundry (7nm and below)
Google Search & other (Advertising)
Market structure
Quasi-Monopoly
Quasi-Monopoly
Market share
70%-72% (reported)
88%-91% (reported)
HHI estimate
5,165
8,115
Pricing power
Strong
Strong
Moat score
92 / 100
86 / 100
Moat domains
Supply, Network, Demand, Financial
Network, Demand, Legal, Supply
Last update
2025-12-28
2025-12-21

Moat coverage

Shared moat types

Capex Knowhow ScaleEcosystem ComplementsOperational Excellence

Taiwan Semiconductor Manufacturing Company Limited strengths

Design In QualificationBenchmark Pricing PowerScope EconomiesKeystone Component

Alphabet Inc. strengths

Data Network EffectsHabit DefaultTwo Sided NetworkContent Rights CurrencyDefault OS GatewaySwitching Costs GeneralIncubation & patient capital

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

Alphabet Inc. segments

Full profile >

Google Search & other (Advertising)

Quasi-Monopoly

56.6%

YouTube (Advertising)

Oligopoly

10.3%

Google Network (Advertising)

Competitive

8.7%

Google Subscriptions, Platforms & Devices

Quasi-Monopoly

11.5%

Google Cloud

Oligopoly

12.4%

Other Bets

Competitive

0.5%

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.