VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Tuesday, December 30, 2025

Stock Comparison

Microchip Technology Incorporated vs NXP Semiconductors N.V.

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

Microchip Technology Incorporated

MCHP · NASDAQ

Market cap (USD)$34.9B
SectorTechnology
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

NXP Semiconductors N.V.

NXPI · The Nasdaq Global Select Market

Market cap (USD)$57.6B
SectorTechnology
CountryNL
Data as of2025-12-22
Moat score
64/ 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 NXP Semiconductors N.V.'s moat claims, evidence, and risks.

View NXPI analysis

Comparison highlights

  • Moat score gap: Microchip Technology Incorporated leads (71 / 100 vs 64 / 100 for NXP Semiconductors N.V.).
  • Segment focus: Microchip Technology Incorporated has 3 segments (51.1% in Mixed-signal Microcontrollers); NXP Semiconductors N.V. has 4 segments (56.7% in Automotive).
  • Moat breadth: Microchip Technology Incorporated has 6 moat types across 3 domains; NXP Semiconductors N.V. has 8 across 4.

Primary market context

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%

NXP Semiconductors N.V.

Automotive

Market

Automotive semiconductors (MCUs, in-vehicle networking, ADAS radar, secure car access, connectivity)

Geography

Global

Customer

Automotive OEMs and Tier-1 suppliers

Role

Semiconductor supplier

Revenue share

56.7%

Side-by-side metrics

Microchip Technology Incorporated
NXP Semiconductors N.V.
Ticker / Exchange
MCHP - NASDAQ
NXPI - The Nasdaq Global Select Market
Market cap (USD)
$34.9B
$57.6B
Sector
Technology
Technology
HQ country
US
NL
Primary segment
Mixed-signal Microcontrollers
Automotive
Market structure
Oligopoly
Oligopoly
Market share
6%-12% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Moderate
Moat score
71 / 100
64 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply, Network, Legal
Last update
2025-12-29
2025-12-22

Moat coverage

Shared moat types

Training Org Change CostsScope EconomiesDesign In Qualification

Microchip Technology Incorporated strengths

Operational ExcellenceSwitching Costs GeneralIP Choke Point

NXP Semiconductors N.V. strengths

Capacity MoatProcurement InertiaEcosystem ComplementsCapex Knowhow ScaleCompliance Advantage

Segment mix

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%

NXP Semiconductors N.V. segments

Full profile >

Automotive

Oligopoly

56.7%

Industrial & IoT

Competitive

18%

Mobile

Oligopoly

11.9%

Communication Infrastructure & Other

Oligopoly

13.5%

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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.