Benzingaยท2025-10-23 08:31Core Insights - Taiwan Semiconductor Manufacturing Co. Ltd. (TSMC) has experienced a significant decline in its Growth score, dropping from 89.4 to 20.17 within a week, indicating a slowdown in its growth momentum [4] - Despite a year-over-year sales growth of 31.4% in September, TSMC reported a month-over-month decline of 1.4% in sales compared to August, contributing to the drop in its Growth score [4][5] - TSMC's stock has increased by 227% over the past five years, largely driven by demand from major clients like NVIDIA and Apple, but this momentum is now beginning to fade [5] Company Performance - TSMC is a key manufacturing partner for NVIDIA, producing a large portion of the chipmaker's high-performance GPUs [3] - The company continues to perform well in terms of Momentum and Quality, but its Growth score has significantly decreased [5][6] - TSMC remains a global mega-cap company that reports its revenues monthly, providing timely insights into its financial performance [4]