VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Wednesday, December 31, 2025
Stock Comparison
Tokyo Electron Limited vs Broadcom Inc.
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 analysisBroadcom Inc.
AVGO · NASDAQ Global Select Market
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Broadcom Inc.'s moat claims, evidence, and risks.
View AVGO analysisComparison highlights
- Moat score gap: Tokyo Electron Limited leads (86 / 100 vs 66 / 100 for Broadcom Inc.).
- Segment focus: Tokyo Electron Limited has 3 segments; Broadcom Inc. has 2 segments (57.7% in Semiconductor Solutions).
- Primary market structure: Quasi-Monopoly vs Oligopoly. Pricing power: Strong vs Moderate.
- Moat breadth: Tokyo Electron Limited has 5 moat types across 2 domains; Broadcom Inc. has 8 across 4.
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)
Broadcom Inc.
Semiconductor Solutions
Fabless semiconductor solutions (data center and AI networking/custom silicon, connectivity, broadband, storage, industrial) plus semiconductor IP licensing
Global
Hyperscalers, OEMs, and contract manufacturers; sold via direct sales and distributors
Fabless chip designer and IP licensor; outsources most wafer manufacturing and assembly/test
57.7%
Side-by-side metrics
Moat coverage
Shared moat types
Tokyo Electron Limited strengths
Broadcom Inc. 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
Broadcom Inc. segments
Full profile >Semiconductor Solutions
Oligopoly
Infrastructure Software
Oligopoly
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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.