[ASML Earnings Report to Be Released, Capacity Expansion Guidance Becomes Focus of Investor Attention] Odaily Planet Daily News - ASML (ASML.O)'s capacity expansion guidance has become a key focus on the day of its earnings release. As the semiconductor sector's rally weakens, investors are eager to find confidence boosters, making this capacity guidance even more critical. After a strong surge in the first half of the year, semiconductor stocks have recently cooled off. Following another decline in U.S. chip stocks, South Korean chipmakers' shares fell to a two-month low on Tuesday. Over the next 48 hours, investors will closely monitor the performance of ASML and its key client TSMC, hoping the two companies can restore market confidence. Ben Barringer, Head of Technology Research at Quilter Cheviot, stated: 'The market's primary focus right now is on capacity. In the absence of order data and with limited information on backlogs, it is crucial for the company to raise its capacity targets.' ASML previously stopped disclosing quarterly order data, citing significant order fluctuations, and instead began providing guidance on the number of devices it expects to produce this year and in the coming years. Investors are increasingly relying on this metric to gauge demand strength and ASML's ability to expand supply. (Jin10)