★ WIDE MOAT STOCKS COMPARISON ★

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Stock Comparison

Broadcom Inc. vs Microchip Technology Incorporated

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

Broadcom Inc.

AVGO · The Nasdaq Global Select Market

Market cap (USD)$1.8T
Gross margin (TTM)67%
Operating margin (TTM)43.7%
Net margin (TTM)38.9%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-08-23
Moat score
82/ 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 Broadcom Inc.'s moat claims, evidence, and risks.

View AVGO analysis

Microchip Technology Incorporated

MCHP · NASDAQ

Market cap (USD)$41.3B
Gross margin (TTM)60.2%
Operating margin (TTM)15.5%
Net margin (TTM)8.8%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2026-08-23
Moat score
70/ 100

Partial score covering 78% of segment weight.

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 analysis

Comparison highlights

  • Segment focus: Broadcom Inc. has 2 segments (67.6% in Semiconductor Solutions); Microchip Technology Incorporated has 3 segments (49.8% in Mixed-signal Microcontrollers).
  • Moat breadth: Broadcom Inc. has 5 moat types across 2 domains; Microchip Technology Incorporated has 2 across 2.

Primary market context

Broadcom Inc.

Semiconductor Solutions

Market

Fabless semiconductor solutions (data center and AI networking/custom silicon, connectivity, broadband, storage, industrial) plus semiconductor IP licensing

Geography

Global

Customer

Hyperscalers, OEMs, and contract manufacturers; sold via direct sales and distributors

Role

Fabless chip designer and IP licensor; outsources most wafer manufacturing and assembly/test

Revenue share

67.6%

Microchip Technology Incorporated

Mixed-signal Microcontrollers

Market

Embedded microcontrollers & microprocessors for embedded control

Geography

Global

Customer

OEMs and distributors (embedded system designers)

Role

IDM / hybrid manufacturing semiconductor supplier

Revenue share

49.8%

Side-by-side metrics

Broadcom Inc.
Microchip Technology Incorporated
Ticker / Exchange
AVGO - The Nasdaq Global Select Market
MCHP - NASDAQ
Market cap (USD)
$1.8T
$41.3B
Gross margin (TTM)
67%
60.2%
Operating margin (TTM)
43.7%
15.5%
Net margin (TTM)
38.9%
8.8%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
US
Primary segment
Semiconductor Solutions
Mixed-signal Microcontrollers
Market structure
Oligopoly
Oligopoly
Market share
n/a
6%-12% (implied)
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
82 / 100
70 / 100 (partial, 78% coverage)
Moat domains
Demand, Supply
Demand, Supply
Last update
2026-08-23
2026-08-23

Moat coverage

Shared moat types

No overlap yet.

Broadcom Inc. strengths

Design In QualificationKeystone ComponentSwitching Costs GeneralSuite BundlingLong Term Contracts

Microchip Technology Incorporated strengths

Training Org Change CostsScope Economies

Segment mix

Broadcom Inc. segments

Full profile >

Semiconductor Solutions

Oligopoly

67.6%

Infrastructure Software

Oligopoly

32.4%

Microchip Technology Incorporated segments

Full profile >

Mixed-signal Microcontrollers

Oligopoly

49.8%

Analog

Oligopoly

27.7%

Other (FPGA, memory, timing systems, manufacturing services, SuperFlash licensing)

Oligopoly

22.5%

Act on this comparison

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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.