VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Meta Platforms, 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.

View full moat analysis >

Meta Platforms, Inc.

META · Nasdaq Global Select Market

Market cap (USD)$1.8T
SectorCommunication Services
CountryUS
Data as of2025-12-26
Moat score
94/ 100

Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.

View full moat analysis >

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Meta Platforms, Inc.
Ticker / Exchange
2330 - Taiwan Stock Exchange
META - Nasdaq Global Select Market
Market cap (USD)
n/a
$1.8T
Sector
Technology
Communication Services
HQ country
TW
US
Primary segment
Leading-edge Foundry (7nm and below)
Family of Apps (FoA)
Market structure
Quasi-Monopoly
Oligopoly
Market share
70%-72% (reported)
55%-65% (estimated)
HHI estimate
5,165
n/a
Pricing power
Strong
Moderate
Moat score
92 / 100
94 / 100
Moat domains
Supply, Network, Demand, Financial
Network, Supply
Last update
2025-12-28
2025-12-26

Moat coverage

Shared moat types

Capex Knowhow ScaleEcosystem Complements

Taiwan Semiconductor Manufacturing Company Limited strengths

Design In QualificationBenchmark Pricing PowerScope EconomiesOperational ExcellenceKeystone Component

Meta Platforms, Inc. strengths

Two Sided NetworkDirect Network EffectsData Network EffectsLearning Curve Yield

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

Meta Platforms, Inc. segments

Full profile >

Family of Apps (FoA)

Oligopoly

98.7%

Reality Labs (RL)

Quasi-Monopoly

1.3%

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.