VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, December 31, 2025

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Gartner, 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.

Full stock profile

Dive deeper into Taiwan Semiconductor Manufacturing Company Limited's moat claims, evidence, and risks.

View 2330 analysis

Gartner, Inc.

IT · New York Stock Exchange

Market cap (USD)$18.4B
SectorTechnology
CountryUS
Data as of2025-12-30
Moat score
74/ 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 Gartner, Inc.'s moat claims, evidence, and risks.

View IT analysis

Comparison highlights

  • Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 74 / 100 for Gartner, Inc.).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); Gartner, Inc. has 3 segments (81.8% in Insights).
  • 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; Gartner, Inc. 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%

Gartner, Inc.

Insights

Market

IT research and executive advisory subscriptions (insights, benchmarks, and expert access)

Geography

Global

Customer

Enterprise executives and teams (technology leaders and business function leaders)

Role

Subscription-based analyst and advisory provider

Revenue share

81.8%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Gartner, Inc.
Ticker / Exchange
2330 - Taiwan Stock Exchange
IT - New York Stock Exchange
Market cap (USD)
n/a
$18.4B
Sector
Technology
Technology
HQ country
TW
US
Primary segment
Leading-edge Foundry (7nm and below)
Insights
Market structure
Quasi-Monopoly
Oligopoly
Market share
70%-72% (reported)
n/a
HHI estimate
5,165
n/a
Pricing power
Strong
Strong
Moat score
92 / 100
74 / 100
Moat domains
Supply, Network, Demand, Financial
Demand, Network
Last update
2025-12-28
2025-12-30

Moat coverage

Shared moat types

No overlap yet.

Taiwan Semiconductor Manufacturing Company Limited strengths

Capex Knowhow ScaleEcosystem ComplementsDesign In QualificationBenchmark Pricing PowerScope EconomiesOperational ExcellenceKeystone Component

Gartner, Inc. strengths

Switching Costs GeneralBrand TrustSuite BundlingTwo Sided Network

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

Gartner, Inc. segments

Full profile >

Insights

Oligopoly

81.8%

Conferences

Competitive

9.3%

Consulting

Competitive

8.9%

Want the full wide moat stocks list?

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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.