VOL. XCIV, NO. 247

★ WIDE MOAT STOCKS COMPARISON ★

NO ADVICE

Wednesday, January 14, 2026

Stock Comparison

Microchip Technology Incorporated vs TE Connectivity plc

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

Microchip Technology Incorporated

MCHP · NASDAQ

Market cap (USD)$40.5B
Gross margin (TTM)50.1%
Operating margin (TTM)1.4%
Net margin (TTM)-4.4%
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

TE Connectivity plc

TEL · New York Stock Exchange

Market cap (USD)
Gross margin (TTM)
Operating margin (TTM)
Net margin (TTM)
SectorTechnology
Industry
CountryIE
Data as of2026-01-11
Moat score
62/ 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 TE Connectivity plc's moat claims, evidence, and risks.

View TEL analysis

Comparison highlights

  • Moat score gap: Microchip Technology Incorporated leads (71 / 100 vs 62 / 100 for TE Connectivity plc).
  • Segment focus: Microchip Technology Incorporated has 3 segments (51.1% in Mixed-signal Microcontrollers); TE Connectivity plc has 2 segments (54.4% in Transportation Solutions).
  • Primary market structure: Oligopoly vs Oligopoly. Pricing power: Moderate vs Weak.
  • Moat breadth: Microchip Technology Incorporated has 6 moat types across 3 domains; TE Connectivity plc has 4 across 2.

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%

TE Connectivity plc

Transportation Solutions

Market

Transportation connectivity and sensor components (automotive, commercial transportation, sensors)

Geography

Global

Customer

Automotive & commercial vehicle OEMs and Tier-1 suppliers; industrial/OEM customers for sensors

Role

Component supplier / design partner

Revenue share

54.4%

Side-by-side metrics

Microchip Technology Incorporated
TE Connectivity plc
Ticker / Exchange
MCHP - NASDAQ
TEL - New York Stock Exchange
Market cap (USD)
$40.5B
n/a
Gross margin (TTM)
50.1%
n/a
Operating margin (TTM)
1.4%
n/a
Net margin (TTM)
-4.4%
n/a
Sector
Technology
Technology
Industry
Semiconductors
n/a
HQ country
US
IE
Primary segment
Mixed-signal Microcontrollers
Transportation Solutions
Market structure
Oligopoly
Oligopoly
Market share
6%-12% (implied)
n/a
HHI estimate
n/a
n/a
Pricing power
Moderate
Weak
Moat score
71 / 100
62 / 100
Moat domains
Demand, Supply, Legal
Demand, Supply
Last update
2025-12-29
2026-01-11

Moat coverage

Shared moat types

Operational ExcellenceScope EconomiesDesign In Qualification

Microchip Technology Incorporated strengths

Training Org Change CostsSwitching Costs GeneralIP Choke Point

TE Connectivity plc strengths

Capex Knowhow Scale

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%

TE Connectivity plc segments

Full profile >

Transportation Solutions

Oligopoly

54.4%

Industrial Solutions

Oligopoly

45.6%

Want the full wide moat stocks list?

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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.