VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Monday, December 29, 2025

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Kongsberg Gruppen ASA

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

Kongsberg Gruppen ASA

KOG · Euronext Oslo Bors

Market cap (USD)$22.8B
SectorIndustrials
CountryNO
Data as of2025-12-28
Moat score
81/ 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 Kongsberg Gruppen ASA's moat claims, evidence, and risks.

View KOG analysis

Comparison highlights

  • Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 81 / 100 for Kongsberg Gruppen ASA).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); Kongsberg Gruppen ASA has 4 segments (49.5% in Kongsberg Maritime).
  • Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
  • Moat breadth: Taiwan Semiconductor Manufacturing Company Limited has 7 moat types across 4 domains; Kongsberg Gruppen ASA has 9 across 4.

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%

Kongsberg Gruppen ASA

Kongsberg Maritime

Market

Maritime technology & integrated ship systems (propulsion, automation, bridge, energy efficiency, service)

Geography

Global

Customer

Shipyards, shipowners, offshore operators, naval customers

Role

OEM and systems integrator; aftermarket service provider

Revenue share

49.5%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Kongsberg Gruppen ASA
Ticker / Exchange
2330 - Taiwan Stock Exchange
KOG - Euronext Oslo Bors
Market cap (USD)
n/a
$22.8B
Sector
Technology
Industrials
HQ country
TW
NO
Primary segment
Leading-edge Foundry (7nm and below)
Kongsberg Maritime
Market structure
Quasi-Monopoly
Oligopoly
Market share
70%-72% (reported)
30%-35% (reported)
HHI estimate
5,165
n/a
Pricing power
Strong
Moderate
Moat score
92 / 100
81 / 100
Moat domains
Supply, Network, Demand, Financial
Demand, Supply, Legal, Network
Last update
2025-12-28
2025-12-28

Moat coverage

Shared moat types

Capex Knowhow ScaleEcosystem ComplementsDesign In Qualification

Taiwan Semiconductor Manufacturing Company Limited strengths

Benchmark Pricing PowerScope EconomiesOperational ExcellenceKeystone Component

Kongsberg Gruppen ASA strengths

Installed Base ConsumablesService Field NetworkCompliance AdvantageGovernment Contracting RelationshipsLong Term ContractsData Workflow Lockin

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

Kongsberg Gruppen ASA segments

Full profile >

Kongsberg Maritime

Oligopoly

49.5%

Kongsberg Defence & Aerospace

Oligopoly

38.2%

Kongsberg Discovery

Competitive

8.8%

Kongsberg Digital

Competitive

3.5%

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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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.