VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Advanced Micro Devices, Inc. vs ASML Holding N.V.

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

Advanced Micro Devices, Inc.

AMD · The Nasdaq Stock Market LLC

Market cap (USD)$810.1B
Gross margin (TTM)50.3%
Operating margin (TTM)11.7%
Net margin (TTM)13.4%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-05-01
Moat score
74/ 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 Advanced Micro Devices, Inc.'s moat claims, evidence, and risks.

View AMD analysis

ASML Holding N.V.

ASML · Euronext Amsterdam

Market cap (USD)$617B
Gross margin (TTM)52.6%
Operating margin (TTM)34.8%
Net margin (TTM)29.7%
SectorTechnology
IndustrySemiconductors
CountryNL
Data as of2026-05-26
Moat score
75/ 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 ASML Holding N.V.'s moat claims, evidence, and risks.

View ASML analysis

Comparison highlights

  • Moat score gap: ASML Holding N.V. leads (75 / 100 vs 74 / 100 for Advanced Micro Devices, Inc.).
  • Segment focus: Advanced Micro Devices, Inc. has 4 segments (48% in Data Center); ASML Holding N.V. has 4 segments (36.7% in DUV lithography systems).
  • Moat breadth: Advanced Micro Devices, Inc. has 6 moat types across 3 domains; ASML Holding N.V. has 7 across 3.

Primary market context

Advanced Micro Devices, Inc.

Data Center

Market

Global data-center compute semiconductors, centered on x86 server CPUs and merchant AI accelerators

Geography

Global

Customer

Hyperscalers, cloud providers, OEMs/ODMs, enterprises, and supercomputing centers

Role

Fabless processor, accelerator, networking, and adaptive-compute silicon designer

Revenue share

48%

ASML Holding N.V.

DUV lithography systems

Market

Deep ultraviolet (DUV) lithography systems

Geography

Global

Customer

Logic, memory, and specialty semiconductor fabs

Role

Wafer fab equipment (WFE) supplier

Revenue share

36.7%

Side-by-side metrics

Advanced Micro Devices, Inc.
ASML Holding N.V.
Ticker / Exchange
AMD - The Nasdaq Stock Market LLC
ASML - Euronext Amsterdam
Market cap (USD)
$810.1B
$617B
Gross margin (TTM)
50.3%
52.6%
Operating margin (TTM)
11.7%
34.8%
Net margin (TTM)
13.4%
29.7%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
NL
Primary segment
Data Center
DUV lithography systems
Market structure
Oligopoly
Oligopoly
Market share
28.8%-41.3% (estimated)
n/a
HHI estimate
5,899
n/a
Pricing power
Moderate
Moderate
Moat score
74 / 100
75 / 100
Moat domains
Demand, Supply, Network
Supply, Demand, Network
Last update
2026-05-01
2026-05-26

Moat coverage

Shared moat types

Brand TrustEcosystem Complements

Advanced Micro Devices, Inc. strengths

Design In QualificationKeystone ComponentInteroperability HubDe Facto Standard

ASML Holding N.V. strengths

Supply Chain ControlCapex Knowhow ScaleSwitching Costs GeneralService Field NetworkInstalled Base Consumables

Segment mix

Advanced Micro Devices, Inc. segments

Full profile >

Data Center

Oligopoly

48%

Client CPUs

Duopoly

30.7%

Gaming

Oligopoly

11.3%

Embedded

Oligopoly

10%

ASML Holding N.V. segments

Full profile >

EUV lithography systems (incl. High-NA)

Monopoly

35.5%

DUV lithography systems

Oligopoly

36.7%

Applications, metrology and inspection

Oligopoly

2.5%

Installed Base Management (service, upgrades, field options)

Quasi-Monopoly

25.1%

Want the full wide moat stocks list?

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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.