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Channel

[대신증권 류형근/김진형] 반도체

@hyungkeunryu

On this record: Topic · Growth · Engagement · Reactions · Posts · Citations · Cite this entry

8,702subscribers

+386 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 3,162–10,000.

Register entry

Telegram ID-1001998501519
TypeChannel
Username@hyungkeunryu
Created10 November 2023measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live19 September 2026
Measurements held13
Confirmed unchanged1 time, most recently 19 September 2026
On Telegramt.me/hyungkeunryu

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 11 September 2026 and assigned it the closest of 31 fixed categories, at 89% 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

8,3168,7028,5096 August 2026 — 8,316 subscribers7 August 2026 — 8,318 subscribers10 August 2026 — 8,325 subscribers13 August 2026 — 8,351 subscribers16 August 2026 — 8,364 subscribers19 August 2026 — 8,366 subscribers23 August 2026 — 8,432 subscribers26 August 2026 — 8,467 subscribers1 September 2026 — 8,485 subscribers6 September 2026 — 8,516 subscribers11 September 2026 — 8,538 subscribers14 September 2026 — 8,615 subscribers19 September 2026 — 8,702 subscribers6 August 202619 September 2026
13 measurements spanning 44 days, net +386. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between — snapshots are recorded only when a count changes, so gaps mean “no change observed”, never “interpolated”. The vertical axis spans 8,258–8,760 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
19 Sept 2026, 16:428,702+87
14 Sept 2026, 18:178,615+77
11 Sept 2026, 11:188,538+22
6 Sept 2026, 07:008,516+31
1 Sept 2026, 14:578,485+18
26 Aug 2026, 05:128,467+35
23 Aug 2026, 11:478,432+66
19 Aug 2026, 16:588,366+2
16 Aug 2026, 21:458,364+13
13 Aug 2026, 07:548,351+26
10 Aug 2026, 00:318,325+7
7 Aug 2026, 07:178,318+2
6 Aug 2026, 14:178,316first reading

Engagement

43 posts held, back to 27 July 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 23 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
15.6%
avg views ÷ 8,702 subscribers
Avg views / post
1,360
3 posts measured
Reaction rate
0.147%
reactions ÷ views · ER floor
Posts in window
3
of 43 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.

What these figures were computed from
WindowRolling 30 days · latest post in window 27 August 2026
Posts held43 (27 July 202627 August 2026)
Views total4,070
Reactions total6
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken28 Aug 2026, 17:17 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.

Reaction mix

237 reactions across 33 posts, in 13 distinct kinds. The most used accounts for 43.9% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
10443.9%
💩4519.0%
👍3213.5%
👎145.91%
😁72.95%
🙏72.95%
🥰72.95%
🔥62.53%
🤣41.69%
🤮41.69%
👏31.27%
😭20.844%
🤯20.844%

No sentiment is inferred, and none should be read in. This table is ordered by count and by nothing else. Emoji do not carry stable meaning across languages or communities — 🙏 is thanks in one channel and mourning in another — so we publish which ones were pressed and how often, and pass no judgement on what an audience meant by them.

Precision. Telegram publishes reaction counts per emoji and short-forms each one — 4.34K, 1.2M — so any single kind at or above 1,000 reaches us at three significant figures, and only counts below 1,000 are exact. The shares above are ratios of those figures and carry the same error. This is also why the total here can differ slightly from a reaction total printed elsewhere on the page: both are sums of the same rounded parts, taken over samples with different edges.

Coverage. Reactions were read on 34 of the 43 sampled posts in this sample. Summed by Telegram’s own count on each post — not by adding up the per-emoji breakdown above — those same posts carry 237 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 43 most recent posts we hold, published 27 July 2026 to 27 August 2026, using the newest reading held for each. Telegram Stars are excluded: they are a payment, not a reaction, and they have their own section.

Recent posts

27 Aug 2026, 21:51 UTC≈1,120 views4 reactionsread 28 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.28) 2026.08.28 주요뉴스 - 엔비디아, ‘AI 모델 허브’ 허깅페이스 18조원에 인수 엔비디아가 인공지능(AI) 모델 공유 플랫폼 허깅페이스(HuggingFace)를 약18조원에 인수하며, 오픈소스AI모델의 대표적인 유통 플랫폼까지 확보. https://buly.kr/APxhZvq - 엔비디아, AI 맞춤형 메모리 'NVHBM' 공개 엔비디아가 GPU, 네트워킹 등 AI데이터센터 주요 기술에 이어 자체 설계한 고대역폭메모리(HBM) 기술 'NVHBM'을 공개. https://buly.kr/G3FwyDB - SK하이닉스, 美 인디애나서 차세대 HBM 첫 삽… 2029년 하반기 양산 목표 SK하이닉스가 27일(현지 시각)

4

26 Aug 2026, 22:03 UTC≈1,390 views1 reactionsread 28 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.27) 2026.08.27 주요뉴스 - 엔비디아, 분기 매출 133조원 ‘13분기 연속 최대’… 영업익 88조원 ‘신기록’ 세계 시가총액 1위 기업 엔비디아가 인공지능(AI) 반도체 수요 확대에 힘입어 분기 매출과 영업이익 모두 역대 최대치를 기록. https://buly.kr/GvpjVlX - 삼성, 온디바이스 겨냥 '연산하는 메모리' 공개 삼성전자가 온디바이스 인공지능(AI) 시장을 겨냥해 메모리 내부에서 일부 연산 기능을 수행하는 기술을 세계 최초로 공개. https://buly.kr/5q9ziQe - “내년 전 세계 AI 투자 1900조원 중 1300조원이 메모리” 내년 글로벌 빅테크가 인공지능(AI) 인프라 구축에 투입하

1

25 Aug 2026, 21:35 UTC≈1,560 views1 reactionsread 28 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.26) 2026.08.26 주요뉴스 - 삼성전자·SK하이닉스, AI 호황 올라타나…메모리 매출 280% 급증 전망 가트너에 따르면 올해 전 세계 반도체 매출은 약2159조원,. 지난해8보다 92% 증가한 규모로 전망. https://buly.kr/3u5eYV6 - GPU 위에 HBM 올린다…제조사들이 메모리 올리는데 사활 건 이유 삼성과 SK하이닉스의 미래 고대역폭 메모리(HBM) 로드맵에서 HBM메모리를 그래픽처리장치(GPU) 같은 프로세서 위에 올리는 기술 제시. https://buly.kr/BeMziU1 - "더 깎아줄 필요 없다"… 삼성 파운드리 4나노 인상 속내는 삼성전자 파운드리 사업부가 4나노미터(nm)를 중심으로 최

1

24 Aug 2026, 23:56 UTC≈1,950 views5 reactionsread 28 August 2026

하나머티리얼즈: 너무 싸다 [대신증권 반도체/류형근] ■ 과도한 저평가 - 반도체 업황을 둘러싼 불확실성과 기업 단의 개별 이슈 (파업, 실리콘 음극재 신사업에 대한 우려) 속, 최근 주가는 부진합니다. - 목표주가는 괴리율을 반영하여 90,000원으로 하향하나, 과도한 저평가라는 의견에는 변함이 없습니다. - 실리콘 음극재 신사업에 대한 시장의 우려는 과도하며, 현 주가는 반도체 사업의 성장 가치를 과소평가하고 있습니다. - 신사업에 대한 오해 해소, 반도체 사업의 강력한 이익 성장 등이 반등의 매개체로 작용할 것이라 생각합니다. ■ 실리콘 음극재 신사업: 무리한 사업 확장이 아니다 - 지난날, 시장은 2차전지 관련 사업 부진을 다수 목격한 바 있습니다. 이에, 신사업에 대한 초기 반응은 부정적입니다. - 당사는 금번 신사업

👍32

24 Aug 2026, 21:08 UTC≈1,740 views2 reactionsread 28 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.25) 2026.08.25 주요뉴스 - 엔비디아, 그록 랙 본격 양산…저지연 AI 추론 기술 상용화 엔비디아는 그록 랙이 네오클라우드업체 네비우스의 데이터센터에서 올해 말 가동 예정이라고 언급. https://buly.kr/ET172cE - DDR5 이어 DDR4도 오른다...PC 시장 메모리 값 급등 PC시장에서 최신 규격인DDR5메모리에 이어 한 세대 전 규격인DDR4메모리 가격까지 오를 전망. https://buly.kr/BeMzLeh - 삼성·SK, 中낸드 생산거점 강화…내년까지 설비투자 집행 삼성전자는 올해와 내년 현지 최첨단 낸드 전환투자 계획을 구체화, SK하이닉스도 올 하반기부터 내년까지 월 3만장 규모 생산능력을

1👍1

23 Aug 2026, 21:10 UTC≈1,870 views9 reactionsread 28 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.24) 2026.08.24 주요뉴스 - 내년 엔비디아 AI 서버 가격 15% 인상… 삼전닉스 실적도 뛴다 블룸버그통신은 마이크로소프트와 구글, 오라클 등에 서버를 공급하는 제조업체들이 최근 고객사에 가격 인상 계획을 전달했다고 보도. https://buly.kr/614jawx - 삼전닉스 추격 中낸드 제조사 YMTC, ‘6.8조 실탄’ IPO 시동 중국 메모리 반도체 기업 양쯔메모리테크놀로지(YMTC)가 ‘중국판 나스닥’으로 불리는 상하이 커촹반(科創板) 상장에 본격 시동. https://buly.kr/Ga0CRwH - 삼성전자 최대 110조 주주환원… 기업가치 재평가 ‘전환점’ SK하이닉스가40조원 규모 자사주 취득·소각을 발표

6👍3

20 Aug 2026, 22:06 UTC≈2,580 views1 reactionsread 28 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.21) 2026.08.21 주요뉴스 - 카운터포인트 “AI 서버용 GPU·ASIC, 5년간 1억3000만개 출하… 패키징이 병목” 시장조사업체 카운터포인트리서치는 향후 5년간 AI서버용 GPU와 ASIC 출하량이 1억3000만개를 웃돌 것으로 전망. https://buly.kr/D3h1l4M - “대만 TSMC, 1.6나노칩 개발 성공… 올해 4분기 양산” 대만 TSMC가1.6나노미터(㎚·10억분의1m)급 반도체 공정인 ‘A16’개발과 검증을 마치고 올해 4분기 양산. https://buly.kr/Cri9Zn - 구글, 마벨과 ‘맞춤형 AI칩 동맹’…최대 17조원 신주인수권 확보 구글이 미국 반도체 설계회사 마벨테크놀로지와 맞춤형

1

20 Aug 2026, 05:40 UTC≈2,360 views3 reactionsread 28 August 2026

https://n.news.naver.com/article/001/0016261274?sid=102

👍3

19 Aug 2026, 21:27 UTC≈2,390 views4 reactionsread 28 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.20) 2026.08.20 주요뉴스 - TSMC 빈자리 파고든 삼성…파운드리 가격 최대 15% 올렸다 로이터통신에 따르면 삼성전자는 지난달 신규 주문을 대상으로 일부 첨단 파운드리 공정 가격을 최대15% 인상. https://buly.kr/BTSCYcF - 삼성전자 “DX, 당분간 적자 이어질 것”…시장점유율 확대로 정면돌파 삼성전자는 메모리 반도체 가격 상승으로 인한 DX(디바이스경험) 부문 수익성 악화 지속, 시장점유율 확대와 체질개선 등으로 대응하겠다 언급. https://buly.kr/4Fv8LB9 - 삼성전자, 온양캠퍼스 HBM 신규팹 다음달 착공…6조원 규모 삼성전자가 다음달 충청남도 온양캠퍼스 내 고대역폭메모리(HBM

2👍1😁1

19 Aug 2026, 06:50 UTC≈1,990 views9 reactionsread 28 August 2026
Photo

Photo, posted without a caption

👍62😁1

19 Aug 2026, 06:50 UTC≈1,920 views8 reactionsread 28 August 2026
Photo

Photo, posted without a caption

🔥4👏3😁1

18 Aug 2026, 21:46 UTC≈1,960 views5 reactionsread 28 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.19) 2026.08.19 주요뉴스 - AI 훈풍에 낸드 상위 5개사 매출 77% 급증… 마이크론 3위로 시장조사업체 트렌드포스에 따르면 올해 2분기 글로벌 낸드플래시 상위 5개 업체의 합산 매출은688억7000만달러로 전 분기보다77% 증가. https://buly.kr/EI6JtXn - 엔비디아, 오픈AI 데이터센터에 149조원 보증… ‘순환금융’ 논란 재점화 엔비디아가 오픈AI의 초대형 데이터센터 구축 사업에 최대1050억달러(약149조원) 규모의 금융 보증을 제공. https://buly.kr/6MuDku2 - D램 소매가격 상승 더 가팔라진다 수급 여건 고려시 D램 물량 부족에 따른 소매 가격 인상은 당분간 계속될 것으로

3🔥2

Showing the 12 most recent of 43 posts we hold for @hyungkeunryu. 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

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 1 registered channel — 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.

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 19 September 2026 — this entry's latest reading, not the date you are reading this.

“[대신증권 류형근/김진형] 반도체” (@hyungkeunryu), 8,702 subscribers as measured 19 September 2026. Telegram Register, tgregister.com/channel/hyungkeunryu.

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.