VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 7, 2026

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Judges Scientific plc

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)$44.2T
Gross margin (TTM)59%
Operating margin (TTM)49.5%
Net margin (TTM)43.7%
SectorTechnology
IndustrySemiconductors
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

Judges Scientific plc

JDG · London Stock Exchange - AIM

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryGB
Data as of2026-01-06
Moat score
63/ 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 Judges Scientific plc's moat claims, evidence, and risks.

View JDG analysis

Comparison highlights

  • Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 63 / 100 for Judges Scientific plc).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); Judges Scientific plc has 2 segments (51.7% in Vacuum).
  • Primary market structure: Quasi-Monopoly vs Competitive. Pricing power: Strong vs Moderate.
  • Moat breadth: Taiwan Semiconductor Manufacturing Company Limited has 7 moat types across 4 domains; Judges Scientific plc has 3 across 1.

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%

Judges Scientific plc

Vacuum

Market

Vacuum and surface-science related instrumentation (e.g., UHV/vacuum components and systems, thin-film/surface engineering adjacent tools)

Geography

Global

Customer

Research labs and high-tech manufacturing

Role

Equipment manufacturer

Revenue share

51.7%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Judges Scientific plc
Ticker / Exchange
2330 - Taiwan Stock Exchange
JDG - London Stock Exchange - AIM
Market cap (USD)
$44.2T
n/a
Gross margin (TTM)
59%
n/a
Operating margin (TTM)
49.5%
n/a
Net margin (TTM)
43.7%
n/a
Sector
Technology
Technology
Industry
Semiconductors
n/a
HQ country
TW
GB
Primary segment
Leading-edge Foundry (7nm and below)
Vacuum
Market structure
Quasi-Monopoly
Competitive
Market share
70%-72% (reported)
n/a
HHI estimate
5,165
n/a
Pricing power
Strong
Moderate
Moat score
92 / 100
63 / 100
Moat domains
Supply, Network, Demand, Financial
Demand
Last update
2025-12-28
2026-01-06

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

Judges Scientific plc strengths

Brand TrustSwitching Costs GeneralBuy-and-build acquisition engine

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

Judges Scientific plc segments

Full profile >

Materials Sciences

Competitive

48.4%

Vacuum

Competitive

51.7%

Want the full wide moat stocks list?

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

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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.