VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Wednesday, December 31, 2025

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs Republic Services, 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

Republic Services, Inc.

RSG · New York Stock Exchange

Market cap (USD)
SectorIndustrials
CountryUS
Data as of2025-12-31
Moat score
80/ 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 Republic Services, Inc.'s moat claims, evidence, and risks.

View RSG analysis

Comparison highlights

  • Moat score gap: Taiwan Semiconductor Manufacturing Company Limited leads (92 / 100 vs 80 / 100 for Republic Services, Inc.).
  • Segment focus: Taiwan Semiconductor Manufacturing Company Limited has 3 segments (74% in Leading-edge Foundry (7nm and below)); Republic Services, Inc. has 2 segments (88.5% in Recycling & Waste Services).
  • 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; Republic Services, Inc. has 7 across 3.

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%

Republic Services, Inc.

Recycling & Waste Services

Market

Integrated non-hazardous solid waste collection, transfer, landfill disposal & recycling services

Geography

United States and Canada

Customer

Municipal, commercial, industrial

Role

Integrated hauler and disposal operator

Revenue share

88.5%

Side-by-side metrics

Taiwan Semiconductor Manufacturing Company Limited
Republic Services, Inc.
Ticker / Exchange
2330 - Taiwan Stock Exchange
RSG - New York Stock Exchange
Market cap (USD)
n/a
n/a
Sector
Technology
Industrials
HQ country
TW
US
Primary segment
Leading-edge Foundry (7nm and below)
Recycling & Waste Services
Market structure
Quasi-Monopoly
Competitive
Market share
70%-72% (reported)
12%-15% (implied)
HHI estimate
5,165
n/a
Pricing power
Strong
Moderate
Moat score
92 / 100
80 / 100
Moat domains
Supply, Network, Demand, Financial
Legal, Supply, Demand
Last update
2025-12-28
2025-12-31

Moat coverage

Shared moat types

Scope Economies

Taiwan Semiconductor Manufacturing Company Limited strengths

Capex Knowhow ScaleEcosystem ComplementsDesign In QualificationBenchmark Pricing PowerOperational ExcellenceKeystone Component

Republic Services, Inc. strengths

Permits Rights Of WayCapacity MoatPhysical Network DensityLong Term ContractsCompliance AdvantageService Field 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

Republic Services, Inc. segments

Full profile >

Recycling & Waste Services

Competitive

88.5%

Environmental Solutions

Competitive

11.5%

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.