VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

Stock Comparison

Intel Corporation vs Microchip Technology Incorporated

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

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

Microchip Technology Incorporated

MCHP · NASDAQ

Market cap (USD)$52.3B
Gross margin (TTM)57.7%
Operating margin (TTM)10.4%
Net margin (TTM)4.3%
SectorTechnology
IndustrySemiconductors
CountryUS
Data as of2025-12-29
Moat score
71/ 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 Microchip Technology Incorporated's moat claims, evidence, and risks.

View MCHP analysis

Comparison highlights

  • Moat score gap: Intel Corporation leads (78 / 100 vs 71 / 100 for Microchip Technology Incorporated).
  • Segment focus: Intel Corporation has 4 segments (56.9% in Client Computing Group); Microchip Technology Incorporated has 3 segments (51.1% in Mixed-signal Microcontrollers).
  • Primary market structure: Duopoly vs Oligopoly. Pricing power: Moderate vs Moderate.
  • Moat breadth: Intel Corporation has 9 moat types across 4 domains; Microchip Technology Incorporated has 6 across 3.

Primary market context

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%

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

51.1%

Side-by-side metrics

Intel Corporation
Microchip Technology Incorporated
Ticker / Exchange
INTC - Nasdaq Global Select Market
MCHP - NASDAQ
Market cap (USD)
$607B
$52.3B
Gross margin (TTM)
35.4%
57.7%
Operating margin (TTM)
-9.5%
10.4%
Net margin (TTM)
-5.9%
4.3%
Sector
Technology
Technology
Industry
Semiconductors
Semiconductors
HQ country
US
US
Primary segment
Client Computing Group
Mixed-signal Microcontrollers
Market structure
Duopoly
Oligopoly
Market share
68.6%-70.4% (estimated)
6%-12% (implied)
HHI estimate
5,832
n/a
Pricing power
Moderate
Moderate
Moat score
78 / 100
71 / 100
Moat domains
Network, Demand, Supply, Legal
Demand, Supply, Legal
Last update
2026-05-26
2025-12-29

Moat coverage

Shared moat types

Design In Qualification

Intel Corporation strengths

De Facto StandardProcurement InertiaBrand TrustInteroperability HubCapex Knowhow ScaleSupply Chain ControlGovernment Contracting RelationshipsData Network Effects

Microchip Technology Incorporated strengths

Training Org Change CostsOperational ExcellenceSwitching Costs GeneralScope EconomiesIP Choke Point

Segment mix

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%

Microchip Technology Incorporated segments

Full profile >

Mixed-signal Microcontrollers

Oligopoly

51.1%

Analog

Oligopoly

26.3%

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

Oligopoly

22.6%

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.