VOL. XCIV, NO. 247

* WIDE MOAT STOCKS COMPARISON *

NO ADVICE

Sunday, December 28, 2025

Stock Comparison

Taiwan Semiconductor Manufacturing Company Limited vs United Parcel Service, 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 >

United Parcel Service, Inc.

UPS · New York Stock Exchange

Market cap (USD)$86.5B
SectorIndustrials
CountryUS
Data as of2025-12-22
Moat score
72/ 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
United Parcel Service, Inc.
Ticker / Exchange
2330 - Taiwan Stock Exchange
UPS - New York Stock Exchange
Market cap (USD)
n/a
$86.5B
Sector
Technology
Industrials
HQ country
TW
US
Primary segment
Leading-edge Foundry (7nm and below)
U.S. Domestic Package
Market structure
Quasi-Monopoly
Oligopoly
Market share
70%-72% (reported)
34.3% (reported)
HHI estimate
5,165
2,639
Pricing power
Strong
Moderate
Moat score
92 / 100
72 / 100
Moat domains
Supply, Network, Demand, Financial
Supply, Financial, Demand
Last update
2025-12-28
2025-12-22

Moat coverage

Shared moat types

Benchmark Pricing PowerScope EconomiesOperational Excellence

Taiwan Semiconductor Manufacturing Company Limited strengths

Capex Knowhow ScaleEcosystem ComplementsDesign In QualificationKeystone Component

United Parcel Service, Inc. strengths

Physical Network DensityScale Economies Unit CostData Workflow LockinBrand TrustService 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

United Parcel Service, Inc. segments

Full profile >

U.S. Domestic Package

Oligopoly

66.3%

International Package

Oligopoly

19.7%

Supply Chain Solutions

Competitive

14%

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.