VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Monday, December 29, 2025

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs UiPath, 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

UiPath, Inc.

PATH · New York Stock Exchange

Market cap (USD)
SectorTechnology
CountryUS
Data as of2025-12-29
Moat score
70/ 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 UiPath, Inc.'s moat claims, evidence, and risks.

View PATH analysis

Comparison highlights

  • Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 70 / 100 for UiPath, Inc.).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); UiPath, Inc. has 2 segments (97.2% in Automation Platform).
  • 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; UiPath, Inc. has 3 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%

UiPath, Inc.

Automation Platform

Market

Enterprise automation software (RPA + agentic automation platform)

Geography

Global

Customer

Enterprises and public sector

Role

Software platform vendor

Revenue share

97.2%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
UiPath, Inc.
Ticker / Exchange
2330 - Taiwan Stock Exchange
PATH - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Technology
HQ country
TW
US
Primary segment
Leading-edge Foundry (7nm and below)
Automation Platform
Market structure
Quasi-Monopoly
Oligopoly
Market share
70%-72% (reported)
n/a
HHI estimate
5,165
n/a
Pricing power
Strong
Moderate
Moat score
92 / 100
70 / 100
Moat domains
Supply, Network, Demand, Financial
Demand, Network
Last update
2025-12-28
2025-12-29

Moat coverage

Shared moat types

Ecosystem Complements

Taiwan Semiconductor Manufacturing Company Limited strengths

Capex Knowhow ScaleDesign In QualificationBenchmark Pricing PowerScope EconomiesOperational ExcellenceKeystone Component

UiPath, Inc. strengths

Training Org Change CostsSuite Bundling

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

UiPath, Inc. segments

Full profile >

Automation Platform

Oligopoly

97.2%

Professional Services and Enablement

Competitive

2.8%

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.