Suddenly, the "soft landing" scenario is back on.Shares of semiconductor leaders Taiwan Semiconductor Manufacturing (TSM 2.67%), Intel (INTC 3.24%), and ASML Holdings (ASML 5.42%) were rallying today, up 2.5%, 4.2%, and 5.1%, respectively, as of 1:36 p.m. ET.There wasn't much company-specific news today. In fact, there was a slight negative for Intel and slight positive for TSMC. And yet, Intel rallied more than TSMC did today.So the reason behind the sectorwide rally was likely two big macroeconomic data p ...