VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Monday, December 29, 2025
Stock Comparison
Tokyo Electron Limited vs ASML Holding N.V.
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Tokyo Electron Limited
8035 · Tokyo Stock Exchange
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Tokyo Electron Limited's moat claims, evidence, and risks.
View 8035 analysisASML Holding N.V.
ASML · Euronext Amsterdam
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into ASML Holding N.V.'s moat claims, evidence, and risks.
View ASML analysisComparison highlights
- Moat score gap: Tokyo Electron Limited leads (86 / 100 vs 76 / 100 for ASML Holding N.V.).
- Segment focus: Tokyo Electron Limited has 3 segments; ASML Holding N.V. has 3 segments (23% in Installed Base Management (service, upgrades, field options)).
- Moat breadth: Tokyo Electron Limited has 5 moat types across 2 domains; ASML Holding N.V. has 6 across 2.
Primary market context
Tokyo Electron Limited
Coater/Developer (Lithography Track) Systems
Coater/developer track systems for semiconductor lithography
Global
Semiconductor fabs
Equipment OEM (process tool)
ASML Holding N.V.
Installed Base Management (service, upgrades, field options)
Service, upgrades and field options for installed ASML lithography tools
Global
Owners/operators of ASML lithography systems
Aftermarket service provider
23%
Side-by-side metrics
Moat coverage
Shared moat types
Tokyo Electron Limited strengths
ASML Holding N.V. strengths
Segment mix
Tokyo Electron Limited segments
Full profile >Coater/Developer (Lithography Track) Systems
Quasi-Monopoly
Wafer Fab Process Tools (Etch/Cleaning/Deposition/Thermal/Bonding/Probing)
Oligopoly
Field Solutions (Spare Parts, Repairs, Upgrades, On-site Service, Used Tools)
Quasi-Monopoly
ASML Holding N.V. segments
Full profile >EUV lithography systems (incl. High-NA)
Monopoly
DUV lithography systems
Oligopoly
Installed Base Management (service, upgrades, field options)
Quasi-Monopoly
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View the moat stocks listCuration & 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.