VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Saturday, January 3, 2026
Stock Comparison
Taiwan Semiconductor Manufacturing Company Limited vs Honeywell International 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
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 analysisHoneywell International Inc.
HON · The Nasdaq Stock Market LLC
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Honeywell International Inc.'s moat claims, evidence, and risks.
View HON analysisComparison highlights
- Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 58 / 100 for Honeywell International Inc.).
- Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); Honeywell International Inc. has 4 segments (40.2% in Aerospace Technologies).
- 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; Honeywell International Inc. has 9 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%
Honeywell International Inc.
Aerospace Technologies
Aerospace systems, avionics, propulsion & aftermarket MRO services
Global
Aircraft OEMs, airlines/operators, defense & space contractors
Tier-1 supplier + aftermarket service provider
40.2%
Side-by-side metrics
Moat coverage
Shared moat types
Taiwan Semiconductor Manufacturing Company Limited strengths
Honeywell International Inc. 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
Honeywell International Inc. segments
Full profile >Aerospace Technologies
Oligopoly
Industrial Automation
Competitive
Building Automation
Oligopoly
Energy and Sustainability Solutions
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.