[한투증권 Tech Team] Tech Daily (Sep 3 2026) ● Daily News Clipping ▶️ 최태원 SK 회장 "日 키옥시아와 공동생산도 선택지" (디일렉) < https://vo.la/cZxwOx8 > ▶️ 삼성전자, 브로드컴과 292조원 AI 반도체 동맹…HBM부터 2나노까지 (테크월드뉴스) < https://vo.la/AVnhH2z > ▶️ DRAM 3사, 데이터 전송 속도와 발열, 전력 소모 등의 한계를 해결하기 위해 3D DRAM과 수직 적층 기술을 해결책으로 제시 (Digitimes) < https://vo.la/fEu5O3w > ▶️ TSMC, HBM 패키징 당분간 '마이크로범프'…협력사에 5μm 숙제 (전자신문) < https://vo.la/Om6R666 > ▶️ 브로드컴, 컨센서스에 부합하는…
![Telegram profile photo for [한투 테크팀] 남채민/황준태/김정찬/김연준](https://cdn.tgregister.com/av/30/300900b65c2c81aeeecf4842480f60fadfb4dad820deea0ab266b7b488c93ce8.jpg)
Channel
[한투 테크팀] 남채민/황준태/김정찬/김연준
@KISemicon
On this record: Topic · Growth · Engagement · Posts · Citations · Telegram's recommendations · Cite this entry
15,155subscribers
+520 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
Register entry
| Telegram ID | -1001281344016 |
|---|---|
| Type | Channel |
| Username | @KISemicon |
| Created | 12 February 2018 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 17 September 2026 |
| Measurements held | 33 |
| Confirmed unchanged | 1 time, most recently 17 September 2026 |
| On Telegram | t.me/KISemicon |
Topic
Technology — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 10 September 2026 and assigned it the closest of 31 fixed categories, at 90% confidence. This is a model’s judgement about what the channel is likely to be about, not a fact this register measured the way a subscriber count or a view count is measured — it can be revised on a later pass, and it carries no weight anywhere else on this page. How this classification works, and why it has no browse page of its own yet.
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 17 Sept 2026, 12:57 | 15,155 | +22 |
| 15 Sept 2026, 10:18 | 15,133 | +52 |
| 13 Sept 2026, 18:20 | 15,081 | +12 |
| 12 Sept 2026, 01:56 | 15,069 | +55 |
| 9 Sept 2026, 15:38 | 15,014 | +47 |
| 6 Sept 2026, 06:57 | 14,967 | -7 |
| 3 Sept 2026, 23:17 | 14,974 | +8 |
| 2 Sept 2026, 15:04 | 14,966 | +5 |
| 1 Sept 2026, 13:25 | 14,961 | +3 |
| 31 Aug 2026, 12:33 | 14,958 | +18 |
| 30 Aug 2026, 09:13 | 14,940 | +2 |
| 29 Aug 2026, 08:12 | 14,938 | +1 |
| 28 Aug 2026, 11:14 | 14,937 | +4 |
| 27 Aug 2026, 14:16 | 14,933 | +8 |
| 26 Aug 2026, 16:12 | 14,925 | +7 |
| 25 Aug 2026, 14:33 | 14,918 | +6 |
| 24 Aug 2026, 15:05 | 14,912 | +42 |
| 22 Aug 2026, 21:06 | 14,870 | +55 |
| 21 Aug 2026, 11:23 | 14,815 | -1 |
| 20 Aug 2026, 14:07 | 14,816 | first reading |
Engagement
69 posts held, back to 30 July 2026 — the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 53 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 31.9%
- avg views ÷ 15,155 subscribers
- Avg views / post
- 4,840
- 16 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 16
- of 69 held
ERR is average views per post over the last 30 days divided by subscribers, the definition TGStat uses, so this figure is comparable with the one you will see elsewhere. It falls structurally as a channel grows: a high ERR on a small channel and a low one on a large channel describe reach mathematics, not quality. We publish the figure and the sample it came from and pass no verdict on it.
ER is defined industry-wide as (forwards + reactions + comments) ÷ views — note the denominator is views, not subscribers. Telegram’s public web preview carries views and reactions but not forward or comment counts, so the reaction rate above is the reactions term only and is therefore a floor: the true ER for this channel is higher by an amount we have not measured and will not estimate.
| Window | Rolling 30 days · latest post in window 2 September 2026 |
|---|---|
| Posts held | 69 (30 July 2026 – 2 September 2026) |
| Views total | 77,360 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 3 Sept 2026, 11:01 UTC |
Views are a single reading per post, taken at the time above. A post published in the last day or two is still accumulating views, which pulls the 30-day average down slightly. That is a property of the standard definition rather than a fault in it, so we keep the definition rather than “correcting” the number into something nobody can reproduce.
Precision. Telegram publishes view counts on its public widget in short form — 8.12K, 3.7M — so any reading at or above 1,000 reaches us rounded to three significant figures, and only counts below 1,000 are exact. Averages and rates derived from them are shown to the same precision rather than to the unit: a figure like 3,701,250 would assert digits nobody measured.
Reaction counts are published per emoji and rounded the same way, so a total below 1,000 is exact and a larger one is a sum that may carry a rounded component from each emoji above 1,000. Because it is a sum, it does not look rounded — read a large reaction total as three significant figures per contributing emoji rather than as the figure it prints.
Recent posts
[한투증권 Tech Team] Tech Daily (Sep 2 2026) ● Daily News Clipping ▶️ 삼성전자, 3D 적층 메모리 선점 나선다…'CUBE' 전략 공개 (Zdnet) < https://vo.la/lCKR1qp > ▶️ 삼성전자, 2027년 초 LPDDR5X 기반의 PIM 솔루션 양산 목표. PIM 솔루션은 기존 구성 대비 최대 3.8배의 토큰 출력을 기록 (Digitimes) < https://vo.la/UURwifs > ▶️ SK하이닉스, 베이스다이에 컴퓨팅 기능을 탑재한 커스텀 HBM을 통해 LLM 추론 성능을 최대 5.15배까지 향상시킬 수 있다고 밝힘 (Digitimes) < https://vo.la/Rv6CU8j > ▶️ 마이크론이 2024년 7월 AUO로부터 매입한 타이난 패키징/테스트 시설이…
[한투증권 남채민] 삼성전자, 베트남 반도체 후공정에 韓 신품 장비 1612대 투입 메모리 번인테스트(MBT) 챔버 DM1600이 712대로 가장 많고 MBT 분류기(Sorter) Eagle8800 136대, 테스터 T5833 332대, 핸들러 STH5800 332대다. 여기에 마킹 장비 ETM1000 26대, 자동외관검사(AVI) 장비 64대, 포장 장비 10대를 더해 총 1612대로 집계됐다. - DM1600: 디아이 - T5833: 어드반테스트 - Eagle8800: 제이티 - STH5800: 세메스 https://vo.la/3JffeR4
[한투증권 Tech Team] Tech Daily (Sep 1 2026) ● Daily News Clipping ▶️ 삼성전자, 2031년까지 메모리 생산량의 70%를 마이크로소프트, 엔비디아, 구글 등과의 LTA로 확보 (WCCF Tech) < https://vo.la/NwWSZU6 > ▶️ 최태원 회장 "SK하이닉스, 일본 반도체 공장 설립 검토"...그간 입장 반복 (Zdnet) < https://vo.la/zplrDb8 > ▶️ SK하이닉스, HBM4E 베이스 다이 생산의 일부를 인텔 파운드리에 위탁해 공급망 다변화를 추진할 전망 (Trendforce) < https://vo.la/POriCgh > ▶️ 엔비디아가 미디어텍 전환사채를 통해 35억 달러를 투자. 미디어텍은 고객사의 칩을 엔비디아 시스템에 연결시키는 NVLink …
[한투증권 Tech Team] Tech Daily (Aug 31 2026) ● Daily News Clipping ▶️ SK하이닉스, 美 인디애나 패키징팹 첫 삽..."2029년 HBM4E 양산" (Zdnet) < https://vo.la/5en100H > ▶️ 삼성, HBM4 이어 엔비디아 ‘NVHBM’ 선점 (서울경제) < https://vo.la/QMAUAsv > ▶️ 인텔 "1.4나노 '14A' 순항... 결함밀도 개선 속도 빨라" (Zdnet) < https://vo.la/iX3NnyJ > ▶️ 美 트럼프 행정부, 中 AI '원격 연산 우회' 차단 추진…태국·싱가포르 정조준 (Zdnet) < https://vo.la/lil2A0Z > ▶️ 트럼프 행정부가 PC, 서버 등 반도체 완제품을 대상으로 하는 보다 광범위한 관세 정…
[한투증권 남채민] 하나마이크론 주주간담회 코멘트 ▶ 8월 27일 하나마이크론은 주주간담회를 통해 기업의 사업 현황 및 중장기 성장 방향 제시 ▶ (브라질) 공급부족 지속되고 있으며, DRAM 쇼티지에 따라 물량 확보가 관건이 되고 있음. 삼성전자, SK하이닉스로부터 웨이퍼를 조달받는 것이 최우선이 된 상황. 8월로 기확보한 웨이퍼가 소진될 예정으로, 9월부터는 물량 확보 여부가 실적을 좌우할 것 ▶ (베트남) 베트남 Vina 공장은 추가 부지 매입 없이 설비 투자 통한 Capa 확대 이뤄질 것. 2028년 이후 물량에 대해서는 아직 논의된 바는 없음. 다만 향후 추가 확장 필요할 경우, 베트남뿐만 아니라 그 외 지역으로의 확장 가능성도 검토될 수 있음 ▶ OSAT 산업 내에서 LTA와 같은 계약 구조상의 변화는 없음. 고객이 제시하는…
[한투증권 채민숙/김연준] Tech Daily (Aug 28 2026) ● Daily News Clipping ▶️ 엔비디아 "AI 인프라 호황에 내년 매출 70% 이상 성장 전망" (Zdnet) < https://vo.la/RZjyokN > ▶️ 엔비디아, 오픈소스 AI 모델 및 데이터셋 플랫폼 허깅페이스를 129억 달러에 인수하기로 합의 (Digitimes) < https://vo.la/40368ks > ▶️ 메모리 가격 폭등 직격탄…엔비디아 실적 전망도 낮췄다 (디일렉) < https://vo.la/KL54Bgt > ▶️ 퀄컴 "삼성·SK하이닉스 HBC에 적극적...HBM과 병행 개발" (디일렉) < https://vo.la/WYCw3Th > ▶️ 日 키옥시아, 이와테현에 1조엔 규모 공장 신설 (전자신문) < https://…
하나마이크론 주주간담회 IR 자료 입니다.
[한투증권 남채민] 와이씨 단일판매공급계약 공시 * 계약금액: 1,622억원 * 계약상대: 삼성전자 * 계약기간: 2027년 6월 30일까지
[한투증권 채민숙/김연준] Tech Daily (Aug 27 2026) ● Daily News Clipping ▶️ 엔비디아, 컨센서스를 상회하는 FY2Q27 실적과 FY3Q27 매출액 가이던스를 제시. 주가는 시간 외 거래에서 상승 중 (Reuters) < https://vo.la/sq1KK00 > ▶️ 삼성·SK, HBM4 8단 출하 비중 늘린다…엔비디아 공급망 변화 예고 (Zdnet) < https://vo.la/oltGBvm > ▶️ 삼성 '가이아'에 LPDDR5X-PIM 탑재…AI PC서 PIM 첫 상용화 (Zdnet) < https://vo.la/5MkcPOL > ▶️ AMD의 CoWoS 사용량이 늘어나며 엔비디아의 비중이 줄고, CoWoS Capa 할당에 변화가 생길 가능성이 제기됨 (Digitimes) < https:/…
[한투증권 채민숙/김연준] 엔비디아(NVDA US) FY2Q27 실적 요약 ▶️ FY2Q27 실적 (Non-GAAP 기준) ※ 매출: 962.2억 달러 (+17.9% QoQ / +105.9% YoY) [vs. 컨센서스 922.9억달러] ※ 영업이익: 639.6억 달러 (+18.9% QoQ / +112.0% YoY) [vs. 컨센서스 611.9억달러] ※ EPS: 2.22달러 (+18.7% QoQ / +111.4% YoY) [vs. 컨센서스 2.09달러] ▶️ 사업부별 분기 실적 ※ Data Center: 890.2억 달러 (+18.3% QoQ / +116.6% YoY) [vs. 컨센서스 858.3억달러] ※ Hyperscaler: 487.1억 달러 (+28.6% QoQ / +104.0% YoY) [vs. 컨센서스 435.5억달러] …
[한투증권 채민숙/김연준] Tech Daily (Aug 26 2026) ● Daily News Clipping ▶️ SK하이닉스 노조, '자사주 60% 성과급' 잠정합의안 부결…재협상 수순 (Zdnet) < https://vo.la/mtCEqFI > ▶️ 엔비디아, 스페이스XAI에 베라 CPU 등 공급 (디일렉) < https://vo.la/p3XIJ3Q > ▶️ 마이크론, Hot Chips 2026을 통해 메모리 병목 현상의 심화에 대해 경고. 메타의 Llama3 학습 중단의 17%가 HBM의 오류 발생에 의한 것이라 밝힘 (Trendforce) < https://vo.la/SLAd4in > ▶️ 오픈AI가 자체 ASIC '할라피뇨'의 샘플 성능 테스트 결과를 공개. 할라피뇨는 15.4TB/s의 HBM 대역폭을 제공하며, 와트당 워…
Showing the 12 most recent of 69 posts we hold for @KISemicon. View and reaction counts are the latest single reading for each post, not a live figure, and a recent post is still accumulating both. A view count marked ≈ was rounded by Telegram before we ever saw it — t.me prints views in full below 1,000 and to three significant figures above, so ≈1,200,000 means somewhere between 1,150,000 and 1,249,999. Unmarked counts are exact. Text is reproduced from the public post preview and truncated for length.
Forward network
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
@quantum_ALGO · 7,5522 postsBK Tech Insight - 바바리안 리서치
@Barbarian_Global_Tech · 9,0611 post주식플러스✨️
@ISTockPlus · 6391 postYeouido Lab_여의도 톺아보기
@Yeouido_Lab · 43,3091 post강해령의 반도체탐구생활
@bandocheEXPgo · 5,9551 post뺀지뤼의 SKLab.(스크랩)
@bbanjil · 10,7511 post루팡
@bornlupin · 48,0161 post차분남(차트분석하는남자)
@chavoonnam · 21,3351 post글로벌 테크/기업
@chinaitev · 5,0531 post투자콤
@comvestment · 6,8391 post가치투자클럽
@corevalue · 67,5641 post빠르고 정확한 주식정보방
@fastest_info1 · 13,2101 postIT의 신 이형수
@hslpartners · 17,6611 post조금 느려도 괜찮아
@hyunhee82 · 21 post[한투증권 로보틱스 | 최건]
@kis_robotics · 3,7741 post[한투증권 김명주] 유통/화장품/생활소비재
@kmj_retailcosmetics · 9,7251 post投資, 아레테
@mstaryun · 18,6611 postMZ세대로 살아남기(네모선장)
@mzinvestkr · 6031 postMZ타뇽 긴축모드 ON
@mztanyong · 5,9801 postsage park 투자공부방
@pdh568 · 1,8711 post해달의 투자 정보 공유
@seaotterbtc · 30,1551 post🗽엄브렐라(Umbrella Research) 리서치+ 네프콘 옆집부자형 since 2020
@umbrellaresearch · 12,8521 post독립리서치 밸류파인더
@valuefinder · 12,3331 post기록 하기 위한
@yongtaecenter · 31 post
Republishes
Channels on the register whose posts this channel has forwarded.
Built only from forwarded posts we have actually read, on both sides. Coverage is early and deliberately incomplete: a missing link means we have not read the post that would prove it, never that the relationship does not exist. Counts are distinct forwarded posts observed, so they only ever go up as we read more.
Mentions
Named by 6 registered channels — every channel on the register whose own posts have named this one, by its current username or any other username it currently holds, merged from two separately captured readings of the same fact so a namer caught by only one of them is not missed and a namer both caught is not counted twice. A username this channel has since dropped is not matched — that handle may belong to someone else now, and crediting today’s namer to yesterday’s owner would misattribute it.
Named by
Channels on the register whose posts name this channel's handle.
A mention is a weaker signal than a forward and is counted separately for that reason — naming a channel is not republishing it, and a handle in a post body is easy to place deliberately. The post counts beside each row below are distinct posts in which the handle appeared, from posts we have read on both sides — the “Named by N registered channels” figure above is a different count, of distinct NAMING CHANNELS rather than posts, and is not the sum of the rows under it.
Appears in Telegram’s recommendations for other channels
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
@merITz_tech · 24,008
Telegram ranks this channel #18 of 92 here — alongside 91 others — read 17 September 2026
@kwusa · 36,528
Telegram ranks this channel #52 of 92 here — alongside 91 others — read 2 September 2026
This channel appears in 2 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
Cite this entry
A live page changes as we take new readings, so a citation should name the measurement it is based on, not just the URL. The line below cites the subscriber count as measured 17 September 2026 — this entry's latest reading, not the date you are reading this.
“[한투 테크팀] 남채민/황준태/김정찬/김연준” (@KISemicon), 15,155 subscribers as measured 17 September 2026. Telegram Register, tgregister.com/channel/KISemicon.
Full measurement history, CC BY 4.0. Every reading this register holds for this entry, not just the latest one, as a dated, downloadable record: CSV · JSON. Free to use with attribution to tgregister.com. Each file carries its own generation timestamp, which is the figure to cite for exactly when the data was retrieved.