VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Stock Comparison

Axcelis Technologies, Inc. vs TE Connectivity plc

Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.

Axcelis Technologies, Inc.

ACLS · Nasdaq Global Select Market

Market cap (USD)$4.4B
Gross margin (TTM)44.9%
Operating margin (TTM)14.2%
Net margin (TTM)14.3%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-04-25
Moat score
64/ 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 Axcelis Technologies, Inc.'s moat claims, evidence, and risks.

View ACLS analysis

TE Connectivity plc

TEL · New York Stock Exchange

Market cap (USD)$63.9B
Gross margin (TTM)35.4%
Operating margin (TTM)19.3%
Net margin (TTM)15.7%
SectorTechnology
IndustryHardware, Equipment & Parts
CountryIE
Data as of2026-01-11
Moat score
62/ 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 TE Connectivity plc's moat claims, evidence, and risks.

View TEL analysis

Comparison highlights

  • Moat score gap: Axcelis Technologies, Inc. leads (64 / 100 vs 62 / 100 for TE Connectivity plc).
  • Segment focus: Axcelis Technologies, Inc. has 2 segments (68.1% in Ion implantation systems); TE Connectivity plc has 2 segments (54.4% in Transportation Solutions).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Axcelis Technologies, Inc. has 7 moat types across 2 domains; TE Connectivity plc has 4 across 2.

Primary market context

Axcelis Technologies, Inc.

Ion implantation systems

Market

Global semiconductor ion implantation equipment for wafer fabrication

Geography

Global, concentrated in Asia-Pacific semiconductor fabs

Customer

Semiconductor manufacturers, foundries, IDMs, power-device makers, memory producers and logic fabs

Role

OEM supplier of high current, medium current and high energy ion implantation systems

Revenue share

68.1%

TE Connectivity plc

Transportation Solutions

Market

Transportation connectivity and sensor components (automotive, commercial transportation, sensors)

Geography

Global

Customer

Automotive & commercial vehicle OEMs and Tier-1 suppliers; industrial/OEM customers for sensors

Role

Component supplier / design partner

Revenue share

54.4%

Side-by-side metrics

Axcelis Technologies, Inc.
TE Connectivity plc
Ticker / Exchange
ACLS - Nasdaq Global Select Market
TEL - New York Stock Exchange
Market cap (USD)
$4.4B
$63.9B
Gross margin (TTM)
44.9%
35.4%
Operating margin (TTM)
14.2%
19.3%
Net margin (TTM)
14.3%
15.7%
Sector
Technology
Technology
Industry
Semiconductors
Hardware, Equipment & Parts
HQ country
US
IE
Primary segment
Ion implantation systems
Transportation Solutions
Market structure
Oligopoly
Oligopoly
Market share
19%-21% (estimated)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
64 / 100
62 / 100
Moat domains
Demand, Supply
Demand, Supply
Last update
2026-04-25
2026-01-11

Moat coverage

Shared moat types

Design In QualificationCapex Knowhow Scale

Axcelis Technologies, Inc. strengths

Learning Curve YieldBrand TrustInstalled Base ConsumablesService Field NetworkProcurement Inertia

TE Connectivity plc strengths

Scope EconomiesOperational Excellence

Segment mix

Axcelis Technologies, Inc. segments

Full profile >

Ion implantation systems

Oligopoly

68.1%

Customer Solutions & Innovation aftermarket

Competitive

31.9%

TE Connectivity plc segments

Full profile >

Transportation Solutions

Oligopoly

54.4%

Industrial Solutions

Oligopoly

45.6%

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Proven models entering the expansion stage with unit economics that work.

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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.