VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Intel 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

Intel Corporation

INTC · Nasdaq Global Select Market

Market cap (USD)$607B
Gross margin (TTM)35.4%
Operating margin (TTM)-9.5%
Net margin (TTM)-5.9%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-05-26
Moat score
78/ 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 Intel Corporation's moat claims, evidence, and risks.

View INTC analysis

Comparison highlights

  • Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (100 / 100 vs 78 / 100 for Intel Corporation).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 1 segment (100% in Semiconductor foundry services); Intel Corporation has 4 segments (56.9% in Client Computing Group).
  • Primary market structure: Quasi-Monopoly vs Duopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Taiwan Semiconductor Manufacturing Company Limited has 5 moat types across 3 domains; Intel Corporation has 9 across 4.

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%

Intel Corporation

Client Computing Group

Market

Global client CPU, APU and PC platform processors, primarily x86 desktops, notebooks, AI PCs and edge PCs

Geography

Global

Customer

PC OEMs, ODMs, distributors, enterprises, governments, education buyers and consumers

Role

Processor platform designer, brand owner and internal-foundry anchor customer

Revenue share

56.9%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Intel Corporation
Ticker / Exchange
2330 - Taiwan Stock Exchange
INTC - Nasdaq Global Select Market
Market cap (USD)
$1.9T
$607B
Gross margin (TTM)
61.9%
35.4%
Operating margin (TTM)
53.3%
-9.5%
Net margin (TTM)
47%
-5.9%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
TW
US
Primary segment
Semiconductor foundry services
Client Computing Group
Market structure
Quasi-Monopoly
Duopoly
Market share
69.9%-70.4% (reported)
68.6%-70.4% (estimated)
HHI estimate
5,010
5,832
Pricing power
Strong
Moderate
Moat score
100 / 100
78 / 100
Moat domains
Supply, Demand, Network
Network, Demand, Supply, Legal
Last update
2026-05-26
2026-05-26

Moat coverage

Shared moat types

Capex Knowhow ScaleDesign In Qualification

Taiwan Semiconductor Manufacturing Company Limited strengths

Learning Curve YieldEcosystem ComplementsCapacity Moat

Intel Corporation strengths

De Facto StandardProcurement InertiaBrand TrustInteroperability HubSupply Chain ControlGovernment Contracting RelationshipsData Network Effects

Segment mix

Taiwan Semiconductor Manufacturing Company Limited segments

Full profile >

Semiconductor foundry services

Quasi-Monopoly

100%

Intel Corporation segments

Full profile >

Client Computing Group

Duopoly

56.9%

Data Center and AI

Oligopoly

37.2%

Intel Foundry

Oligopoly

1.3%

Mobileye and Other

Oligopoly

4.6%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

View the moat stocks list

Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.