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[@SemiconAlpha](/creator/twitter/SemiconAlpha)
"Resumption of H20 sales to China not yet baked into forecast an army of ex Intel employees coming on the job market & potential US$/NT$ Fx trend reversal all possible tailwinds in the coming quarters"  
![@SemiconAlpha Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::2802935588.png) [@SemiconAlpha](/creator/x/SemiconAlpha) on [X](/post/tweet/1946131811480018988) 2025-07-18 08:55:55 UTC XXX followers, XX engagements