VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Advanced Micro Devices, Inc. vs Monolithic Power Systems, Inc.

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

Monolithic Power Systems, Inc.

MPWR · NASDAQ Global Select Market

Market cap (USD)$79.7B
Gross margin (TTM)55.2%
Operating margin (TTM)27.1%
Net margin (TTM)22.8%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-25
Moat score
67/ 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 Monolithic Power Systems, Inc.'s moat claims, evidence, and risks.

View MPWR analysis

Comparison highlights

  • Moat score gap: Advanced Micro Devices, Inc. leads (74 / 100 vs 67 / 100 for Monolithic Power Systems, Inc.).
  • Segment focus: Advanced Micro Devices, Inc. has 4 segments (48% in Data Center); Monolithic Power Systems, Inc. has 6 segments (32.5% in Enterprise Data).
  • Moat breadth: Advanced Micro Devices, Inc. has 6 moat types across 3 domains; Monolithic Power Systems, Inc. has 4 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%

Monolithic Power Systems, Inc.

Enterprise Data

Market

Power management ICs and power modules for enterprise/data center servers (CPU/GPU/AI accelerators) and cloud/on-prem compute platforms

Geography

Global

Customer

OEMs/ODMs and cloud platform designers

Role

Fabless component supplier (power semiconductors)

Revenue share

32.5%

Side-by-side metrics

Advanced Micro Devices, Inc.
Monolithic Power Systems, Inc.
Ticker / Exchange
AMD - The Nasdaq Stock Market LLC
MPWR - NASDAQ Global Select Market
Market cap (USD)
$810.1B
$79.7B
Gross margin (TTM)
50.3%
55.2%
Operating margin (TTM)
11.7%
27.1%
Net margin (TTM)
13.4%
22.8%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
US
Primary segment
Data Center
Enterprise Data
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
67 / 100
Moat domains
Demand, Supply, Network
Demand, Supply, Legal
Last update
2026-05-01
2025-12-25

Moat coverage

Shared moat types

Design In QualificationBrand Trust

Advanced Micro Devices, Inc. strengths

Keystone ComponentInteroperability HubDe Facto StandardEcosystem Complements

Monolithic Power Systems, Inc. strengths

Operational ExcellenceIP Choke Point

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%

Monolithic Power Systems, Inc. segments

Full profile >

Enterprise Data

Oligopoly

32.5%

Storage and Computing

Competitive

22.7%

Automotive

Oligopoly

18.8%

Communications

Oligopoly

10.2%

Consumer

Competitive

9.1%

Industrial

Oligopoly

6.7%

Want the full wide moat stocks list?

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Looking for expansion-stage stocks?

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.