VOL. XCIV, NO. 247
★ WIDE MOAT STOCKS COMPARISON ★
NO ADVICE
Tuesday, December 30, 2025
Stock Comparison
Applied Materials, Inc. vs Microchip Technology Incorporated
Compare moat strength, market structure, and segment coverage to understand how each company defends its edge.
Applied Materials, Inc.
AMAT · The Nasdaq Stock Market LLC
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Applied Materials, Inc.'s moat claims, evidence, and risks.
View AMAT analysisMicrochip Technology Incorporated
MCHP · NASDAQ
Weighted average of segment moat scores, combining moat strength, durability, confidence, market structure, pricing power, and market share.
Full stock profile
Dive deeper into Microchip Technology Incorporated's moat claims, evidence, and risks.
View MCHP analysisComparison highlights
- Moat score gap: Applied Materials, Inc. leads (76 / 100 vs 71 / 100 for Microchip Technology Incorporated).
- Segment focus: Applied Materials, Inc. has 2 segments (73.3% in Semiconductor Systems); Microchip Technology Incorporated has 3 segments (51.1% in Mixed-signal Microcontrollers).
- Moat breadth: Applied Materials, Inc. has 7 moat types across 3 domains; Microchip Technology Incorporated has 6 across 3.
Primary market context
Applied Materials, Inc.
Semiconductor Systems
Wafer fabrication equipment (WFE) and adjacent front-end process equipment (deposition, etch, CMP, metrology/inspection) plus advanced packaging tools
Global
Semiconductor manufacturers (foundry, logic, memory) and advanced packaging providers
OEM equipment supplier
73.3%
Microchip Technology Incorporated
Mixed-signal Microcontrollers
Embedded microcontrollers & microprocessors for embedded control
Global
OEMs and distributors (embedded system designers)
IDM / hybrid manufacturing semiconductor supplier
51.1%
Side-by-side metrics
Moat coverage
Shared moat types
Applied Materials, Inc. strengths
Microchip Technology Incorporated strengths
Segment mix
Applied Materials, Inc. segments
Full profile >Semiconductor Systems
Oligopoly
Applied Global Services (AGS)
Competitive
Microchip Technology Incorporated segments
Full profile >Mixed-signal Microcontrollers
Oligopoly
Analog
Oligopoly
Other (FPGA, memory, timing systems, manufacturing services, SuperFlash licensing)
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.