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Channel
@KISemicon
On this record: Topic · Growth · Engagement · What this channel posts · Posts · Citations · Telegram's recommendations · Cite this entry
15,510subscribers
+875 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| 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 | 4 November 2026 |
| Measurements held | 56 |
| Confirmed unchanged | 1 time, most recently 4 November 2026 |
| On Telegram | t.me/KISemicon |
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 the other topics.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 4 Nov 2026, 12:10 | 15,510 | +12 |
| 3 Nov 2026, 14:19 | 15,498 | +13 |
| 2 Nov 2026, 15:09 | 15,485 | +2 |
| 1 Nov 2026, 16:19 | 15,483 | -1 |
| 31 Oct 2026, 16:05 | 15,484 | +8 |
| 30 Oct 2026, 18:00 | 15,476 | +14 |
| 29 Oct 2026, 17:28 | 15,462 | +9 |
| 28 Oct 2026, 14:55 | 15,453 | +6 |
| 27 Oct 2026, 13:39 | 15,447 | -2 |
| 26 Oct 2026, 10:05 | 15,449 | +9 |
| 25 Oct 2026, 06:50 | 15,440 | -4 |
| 23 Oct 2026, 02:59 | 15,444 | -5 |
| 20 Oct 2026, 17:58 | 15,449 | -3 |
| 19 Oct 2026, 21:00 | 15,452 | -7 |
| 18 Oct 2026, 21:14 | 15,459 | +4 |
| 17 Oct 2026, 18:00 | 15,455 | -3 |
| 16 Oct 2026, 14:48 | 15,458 | -4 |
| 15 Oct 2026, 16:01 | 15,462 | +6 |
| 14 Oct 2026, 19:18 | 15,456 | +4 |
| 13 Oct 2026, 08:20 | 15,452 | first reading |
92 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 57 pages of Telegram’s post history, 20 posts per page.
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 3 November 2026 |
|---|---|
| Posts held | 92 (30 July 2026 – 3 November 2026) |
| Views total | 82,454 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 4 Nov 2026, 16:32 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.
Lifetime counters from Telegram’s own channel header, read 4 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. A count marked ≈ was rounded by Telegram before we ever saw it — t.me prints these counters in full below 1,000 and to three significant figures above, so ≈142,000 means somewhere between 141,500 and 142,499.
Telegram’s own ‘edited’ marker: 3 of 23 posts held from the last 30 days (13.0%) carried it when this register last read them. The marker says a post was changed after publishing, not what it said before — this register holds the earlier wording only where an edit fell between two of its own reads (see the edit ledger and how it is measured).
[한투증권 전기전자/반도체 소재부품 황준태] 심텍 3Q26 Review: 높아진 기대도 넘어서는 실적 ● SoCAMM 등 고부가 제품 비중 확대로 컨센 상회 - 3분기 연결 매출액은 5,359억원(+4.1% QoQ, +43.7% YoY), 영업이익은 1,018억원(+61.9% QoQ, OPM 19.0%)으로, 영업이익이 컨센서스를 19.6% 상회 - SoCAMM 관련 제품과 시스템 IC향 제품의 합산 매출 비중이 30%까지 확대되며 수익성이 개선 - 모듈 PCB 매출 내 SoCAMM 모듈 PCB 비중은 1분기 11.8%에서 3분기 28.6%로 상승했으며, 4분기에는 30% 중반을 넘어 40%에 근접할 것으로 추정 - 패키지 기판 사업부에서도 상대적으로 수익성이 낮은 Tenting 제품의 매출 비중이 지속적으로 축소 - 3분기 Tenting …
[한투증권 남채민] 한화비전(489790) NDR 후기: Vision and beyond ● 양 사업부가 모두 좋아 만들어낸 호실적 - 3분기 매출액과 영업이익은 각각 5,734억원(+35.6% YoY, +5.7% QoQ), 1,026억원(+229.3% YoY, +56.5% QoQ, OPM 17.9%)을 기록 - 시큐리티 부문 매출액은 4,036억원(+28.5% YoY, +2.3% QoQ), 영업이익은 653억원(+108.0% YoY, +26.6% QoQ, OPM 16.2%). 계절적 비수기에 들어섰지만 견조한 고객 수요를 바탕으로 전분기 대비 성장을 이어갔다는 점이 유의미 - 세미텍의 3분기 매출액과 영업이익은 각각 1,698억원(+56.2% YoY, +15.0% QoQ), 373억원(흑자전환 YoY, +166.8% QoQ, OPM 22…
[한투증권 Tech Team] Tech Daily (Nov 4 2026) ● Daily News Clipping ▶️ 솔리다임, 美에 130조 낸드팹 2기 구축 (서울경제) < https://vo.la/VzPd8NK > ▶️ 퀄컴, LPDDR 다이를 AI 가속기 베이스 다이 위에 웨이퍼 본딩으로 적층한 1세대 HBC 칩 검증 완료. LPDDR5X 대비 유효 대역폭 약 18배, 와트당 대역폭은 HBM4 예상 사양의 5배 이상 (WCCF Tech) < https://vo.la/WaYN3P1 > ▶️ 번스타인, 8단 HBF 스택 원가를 GB당 0.64달러로 8단 HBM4의 약 10분의 1 수준으로 추정. 다만 TLC 낸드 대비 웨이퍼를 6.5배 소모해 상용화 시 낸드 공급 부족 심화 전망 (WCCF Tech) < https://vo.la/0…
2026.11.03 17:24:44 기업명: 심텍(시가총액: 4조 6,002억) A222800 보고서명: 신규시설투자등 *투자구분 및 목적 - 신규시설투자 - 반도체 시장수요 증가에 대응하기 위한신규 생산,물류 시설 및 사무공간 확충 투자금액 : 1,054억 자본대비 : 18.3% 투자시작 : 2026-11-03 투자종료 : 2028-08-31 투자기간 : 1.8년 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261103900663 종목공시 : https://www.awakeplus.co.kr/disclosure/222800
2026.11.03 16:00:27 기업명: 심텍(시가총액: 4조 3,817억) A222800 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 5,359억(예상치 : 5,614억/ -5%) 영업익 : 1,018억(예상치 : 857억/ +19%) 순이익 : 253억(예상치 : 523억/ -52%) **최근 실적 추이** 2026.3Q 5,359억/ 1,018억/ 253억 2026.2Q 5,146억/ 629억/ 449억 2026.1Q 4,224억/ 137억/ 144억 2025.4Q 3,934억/ 103억/ -1,168억 2025.3Q 3,728억/ 124억/ 67억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261103900445 종목공시 : https://www.awakep…
안녕하세요, 한투 반도체 담당 고영민 입니다. 금일 27년 연간전망을 시작으로 반도체 업종 커버리지를 재개합니다. 27년을 앞두고 최근 저희 업종은 그 어느 때보다 업황과 주가의 괴리가 크게 나타나고 있습니다. 모두가 인지할 수 있는 좋은 업황과 반대로 주가는 계속해서 낮은 수준에 머물러 있는데, 이에 대한 배경에는 과거에 형성된 관성적 접근 2가지가 자리합니다. 그러나 저희는 27년, 그 관성적 접근이 해소될 수 있는 시점이라고 판단하며 근거를 제시합니다. 관성 탈피① 증가율 고점이 확인되면 주가도 고점? 아직이다! - 결국 주가 고점은 증가율 둔화 시점보다 마이너스 전환 시점 근처에서 형성됩니다. 그런 의미에서 아무리 빨라도 주가 고점은 3Q27~4Q27이 유력합니다 - 더불어 NVIDIA에서 얻을 수 있는 함의점이 있습니다. NVI…
[한투증권 Tech Team] Tech Daily (Nov 3 2026) ● Daily News Clipping ▶️ 삼성전자, 2030년 8인치 파운드리 완전 철수 (디일렉) < https://vo.la/5lt6vhw > ▶️ TSMC, 美 제2거점 '텍사스 셔먼'으로 가닥…삼성전자 안방서 격돌 (전자신문) < https://vo.la/1Z5sKKv > ▶️ 머스크, 테라팹의 운영을 TSMC에 맡기고 공동 투자하는 방안 검토. 첨단 패키징 협력도 재협상 대상에 포함 (WCCF Tech) < https://vo.la/t62MbX5 > ▶️ CXMT, 3분기 매출총이익률 89.53%로 마이크론 및 삼성전자 상회. 4F² 기반 6세대 D램 엔지니어링 샘플 검증을 마쳤고 연말 서버용 DDR5 RDIMM 샘플 공급 목표 (Trendforce…
[한투증권 전기전자/반도체 소재부품 황준태] 대덕전자 3Q26 Review: 높아진 수익성, 더 커질 성장의 폭 ● 높아진 수익성으로 컨센서스 상회 - 3분기 연결 매출액은 4,181억원(+4.3% QoQ, +46.1% YoY), 영업이익은 879억원(+25.0% QoQ, OPM 21.0%)을 기록 - 매출액은 컨센서스에 부합했으나, 영업이익은 13.2% 상회. 비메모리 기판 판가 인상이 순차적으로 반영되고 고수익 제품 중심으로 믹스가 개선되면서 환율 하락 영향을 상쇄 - 패키지 매출액은 3,463억원으로 전분기(3,436억원)와 유사했으나, 제품 믹스와 ASP 개선으로 수익성이 높아짐 - MLB 매출액은 717억원(+24.7% QoQ)으로 크게 증가. 증설 이후 생산량이 예상보다 빠르게 늘어나면서 수익성도 함께 개선 - 4분기 매출액은 4…
[한투증권 전기전자/반도체 소재부품 황준태] 티씨케이 3Q26 Review: 환율에 가려진 성장, 본업에 주목 ● 환율로 인해 컨센 하회했으나, 견조한 수요 재확인 - 3분기 매출액은 1,101억원(+16.1% QoQ, +38.9% YoY), 영업이익은 302억원(+12.5% QoQ, OPM 27.4%)을 기록 - 환율 하락에도 SiC Ring의 견조한 수요에 힘입어 매출액은 컨센서스를 상회 - 반면 영업이익은 환율 하락의 영향으로 컨센서스를 7.5% 하회 - 3분기 환율 하락에 따른 영업이익 감소분은 약 40억원으로 추정되며, 이를 제외하면 300억원 중반대의 실적을 달성했을 것으로 판단 - 4분기에도 원화 강세에 따른 수익성 압박이 이어져 영업이익률이 30%대로 회복되기는 어려울 전망 - 다만 수요는 여전히 강함. 현재 대응하지 못하고 …
[한투증권 남채민] 어드반테스트(6857 JP) SoC 테스터가 이끈 분기 최대 실적 ● SoC 테스터 호조로 분기 최대 실적 달성 - 어드반테스트의 FY26 2Q(7~9월) 매출액과 영업이익은 각각 4,777억엔(+81.7% YoY, +30.0% QoQ), 2,668억엔(+146.0% YoY, +40.4% QoQ, OPM 55.9%)으로 분기 최대 실적을 기록 - 장비 출하가 회사 예상을 웃돈 가운데 고수익 SoC 테스터 중심의 제품 믹스 개선과 엔화 약세(2Q 평균 161엔/달러, 가정 150엔)가 더해진 결과 - SoC 테스트 매출액은 3,533억엔(+103.4% YoY, +36.1% QoQ)으로 전분기 대비 매출 증가분의 85%를 차지. GPU향 매출이 높은 수준을 유지한 가운데 추론 AI 확산으로 ASIC 및 CPU향 매출 확대 …
[한투증권 Tech Team] Tech Daily (Nov 2 2026) ● Daily News Clipping ▶️ 인텔, PC 매출 감소로 4분기 매출액 가이던스를 150억~160억 달러로 제시해 컨센서스 하회. EMIB는 2개 분기 내 고객사 발표 예정이며 구글은 2027년 EMIB-T 채택 전망 (Trendforce) < https://vo.la/lRaTjwn > ▶️ 미디어텍, 비중국계 두 번째 AI ASIC 고객사 확보해 2028년 양산 예정. 첫 AI 가속기 ASIC은 9월 소량 출하 시작했고 2027년 AI ASIC 시장 점유율 약 20% 목표 (Trendforce) < https://vo.la/iiktPx8 > ▶️ 키옥시아, 메모리값 급등세 꺾이나…실적 전망 시장 기대 밑돌아 (서울경제) < https://vo.la/…
2026.10.30 15:31:17 기업명: 대덕전자(시가총액: 5조 9,004억) A353200 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 4,181억(예상치 : 4,205억/ -1%) 영업익 : 879억(예상치 : 779억/ +13%) 순이익 : 544억(예상치 : 666억/ -18%) **최근 실적 추이** 2026.3Q 4,181억/ 879억/ 544억 2026.2Q 4,010억/ 703억/ 577억 2026.1Q 3,463억/ 513억/ 455억 2025.4Q 3,179억/ 289억/ 256억 2025.3Q 2,862억/ 244억/ 233억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261030800778 종목공시 : https://www.awakeplus.…
Showing the 12 most recent of 92 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.
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
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.
Named by 11 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.
Names
Channels on the register whose handles appear in this channel's posts.
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.
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.
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.
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 4 November 2026 — this entry's latest reading, not the date you are reading this.
“[한투 테크팀] 남채민/황준태/김정찬/김연준” (@KISemicon), 15,510 subscribers as measured 4 November 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.