VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Advanced Micro Devices, Inc. vs Intel Corporation

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

Intel Corporation

INTC · Nasdaq Global Select Market

Market cap (USD)$607B
Gross margin (TTM)35.4%
Operating margin (TTM)-9.5%
Net margin (TTM)-5.9%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-05-26
Moat score
78/ 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 Intel Corporation's moat claims, evidence, and risks.

View INTC analysis

Comparison highlights

  • Moat score gap: Intel Corporation leads (78 / 100 vs 74 / 100 for Advanced Micro Devices, Inc.).
  • Segment focus: Advanced Micro Devices, Inc. has 4 segments (48% in Data Center); Intel Corporation has 4 segments (56.9% in Client Computing Group).
  • Primary market structure: Oligopoly vs Duopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Advanced Micro Devices, Inc. has 6 moat types across 3 domains; Intel Corporation has 9 across 4.

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%

Intel Corporation

Client Computing Group

Market

Global client CPU, APU and PC platform processors, primarily x86 desktops, notebooks, AI PCs and edge PCs

Geography

Global

Customer

PC OEMs, ODMs, distributors, enterprises, governments, education buyers and consumers

Role

Processor platform designer, brand owner and internal-foundry anchor customer

Revenue share

56.9%

Side-by-side metrics

Advanced Micro Devices, Inc.
Intel Corporation
Ticker / Exchange
AMD - The Nasdaq Stock Market LLC
INTC - Nasdaq Global Select Market
Market cap (USD)
$810.1B
$607B
Gross margin (TTM)
50.3%
35.4%
Operating margin (TTM)
11.7%
-9.5%
Net margin (TTM)
13.4%
-5.9%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
US
Primary segment
Data Center
Client Computing Group
Market structure
Oligopoly
Duopoly
Market share
28.8%-41.3% (estimated)
68.6%-70.4% (estimated)
HHI estimate
5,899
5,832
Pricing power
Moderate
Moderate
Moat score
74 / 100
78 / 100
Moat domains
Demand, Supply, Network
Network, Demand, Supply, Legal
Last update
2026-05-01
2026-05-26

Moat coverage

Shared moat types

Design In QualificationInteroperability HubDe Facto StandardBrand Trust

Advanced Micro Devices, Inc. strengths

Keystone ComponentEcosystem Complements

Intel Corporation strengths

Procurement InertiaCapex Knowhow ScaleSupply Chain ControlGovernment Contracting RelationshipsData Network Effects

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%

Intel Corporation segments

Full profile >

Client Computing Group

Duopoly

56.9%

Data Center and AI

Oligopoly

37.2%

Intel Foundry

Oligopoly

1.3%

Mobileye and Other

Oligopoly

4.6%

Want the full wide moat stocks list?

Browse the full ranking of wide moat stocks, updated with moat scores and segment context.

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Looking for expansion-stage stocks?

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

View expansion-stage stocks

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.