TSMCTSM
Moat score
The only foundry that manufactures the leading edge at scale — and the most geopolitically exposed company on the index.
MOATE3.7Deep
3.7 Deep
| Dimension | MOATE | Community |
|---|---|---|
| Switching costsweight 15Chip designs are tied to a process node; moving a flagship product to another foundry takes years and a redesign. | 8 | — |
| Network effectsweight 15EDA tools, IP libraries, and packaging ecosystems optimize for TSMC nodes first, which pulls the next customer in. | 5 | — |
| Scale & cost advantageweight 12The definitional case: no one else runs leading-edge volume at TSMC’s yield and cost. | 10 | — |
| Brand & pricing powerweight 12Customers queue and accept price increases; capacity is allocated, not sold. | 8 | — |
| Cornered resourceweight 12Process know-how at N3 and N2 that Intel and Samsung have not matched at scale. | 10 | — |
| Distribution controlweight 12Sells directly to the largest chip designers in the world, who have nowhere else to go. | 7 | — |
| Disruption resilienceweight 12Rival foundries remain years behind; the threat is political, not technical. | 8 | — |
| Independenceweight 10Taiwan, US industrial policy, export controls, and ASML upstream — the lowest independence on the index. | 2 | — |
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