This week, two semiconductor industry giants—$Taiwan Semiconductor(TSM.US) and $ASML(ASML.US)—will release their earnings reports. The market expects that TSMC may smoothly enter a capital expenditure expansion phase after price adjustments. Therefore, it’s crucial to focus on ASML’s quantitative or qualitative guidance for future performance, TSMC’s capital expenditure expectations, and whether their revenue guidance for the second half of the year and next year will be revised upward.