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Channel

키움 반도체,이차전지 PRIME☀️

@kiwoom_semibat

On this record: Topic · Growth · Engagement · What this channel posts · Reactions · Posts · Posts recorded as deleted · Citations · Telegram's recommendations · Cite this entry

12,731subscribers

+545 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-1001479969572
TypeChannel
Username@kiwoom_semibat
Description키움증권 반도체 박유악, 이차전지 권준수 연구원 채널입니다. 산업 관련 내용에 대한 공유 채널이며, 종목에 대한 투자 의견은 발간 완료된 보고서만을 통해서 제공하고 있습니다.
Created9 June 2020 — measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live7 November 2026
Measurements held59
Confirmed unchanged1 time, most recently 7 November 2026
On Telegramt.me/kiwoom_semibat

Topic

Crypto & trading — 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 81% 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.

Growth

12,18612,73112,458.56 August 2026 — 12,186 subscribers7 August 2026 — 12,192 subscribers8 August 2026 — 12,197 subscribers9 August 2026 — 12,205 subscribers11 August 2026 — 12,265 subscribers12 August 2026 — 12,299 subscribers13 August 2026 — 12,324 subscribers14 August 2026 — 12,332 subscribers16 August 2026 — 12,334 subscribers17 August 2026 — 12,337 subscribers18 August 2026 — 12,340 subscribers19 August 2026 — 12,345 subscribers20 August 2026 — 12,343 subscribers21 August 2026 — 12,348 subscribers23 August 2026 — 12,351 subscribers25 August 2026 — 12,358 subscribers25 August 2026 — 12,359 subscribers26 August 2026 — 12,361 subscribers27 August 2026 — 12,359 subscribers28 August 2026 — 12,357 subscribers29 August 2026 — 12,361 subscribers30 August 2026 — 12,362 subscribers31 August 2026 — 12,360 subscribers1 September 2026 — 12,362 subscribers2 September 2026 — 12,363 subscribers3 September 2026 — 12,368 subscribers6 September 2026 — 12,374 subscribers9 September 2026 — 12,371 subscribers12 September 2026 — 12,372 subscribers13 September 2026 — 12,365 subscribers15 September 2026 — 12,367 subscribers17 September 2026 — 12,433 subscribers26 September 2026 — 12,452 subscribers4 October 2026 — 12,495 subscribers9 October 2026 — 12,513 subscribers13 October 2026 — 12,518 subscribers14 October 2026 — 12,516 subscribers15 October 2026 — 12,528 subscribers17 October 2026 — 12,529 subscribers18 October 2026 — 12,534 subscribers19 October 2026 — 12,551 subscribers20 October 2026 — 12,546 subscribers22 October 2026 — 12,556 subscribers23 October 2026 — 12,544 subscribers24 October 2026 — 12,543 subscribers25 October 2026 — 12,541 subscribers26 October 2026 — 12,543 subscribers27 October 2026 — 12,539 subscribers28 October 2026 — 12,543 subscribers29 October 2026 — 12,545 subscribers30 October 2026 — 12,541 subscribers31 October 2026 — 12,543 subscribers1 November 2026 — 12,545 subscribers2 November 2026 — 12,549 subscribers3 November 2026 — 12,553 subscribers4 November 2026 — 12,550 subscribers5 November 2026 — 12,566 subscribers6 November 2026 — 12,719 subscribers7 November 2026 — 12,731 subscribers6 August 20267 November 2026
59 measurements spanning 93 days, net +545. 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 12,104–12,813 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 59
Measured (UTC)SubscribersChange
7 Nov 2026, 12:0912,731+12
6 Nov 2026, 12:1512,719+153
5 Nov 2026, 14:2412,566+16
4 Nov 2026, 14:1012,550-3
3 Nov 2026, 13:2712,553+4
2 Nov 2026, 16:3612,549+4
1 Nov 2026, 19:0012,545+2
31 Oct 2026, 16:5612,543+2
30 Oct 2026, 18:1912,541-4
29 Oct 2026, 15:1612,545+2
28 Oct 2026, 15:0712,543+4
27 Oct 2026, 17:5912,539-4
26 Oct 2026, 17:3612,543+2
25 Oct 2026, 21:0712,541-2
24 Oct 2026, 19:5812,543-1
23 Oct 2026, 18:5012,544-12
22 Oct 2026, 22:0412,556+10
20 Oct 2026, 18:1912,546-5
19 Oct 2026, 18:1812,551+17
18 Oct 2026, 17:0512,534first reading

Engagement

312 posts held, back to 5 August 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 59 pages of Telegram’s post history, 20 posts per page.

ERR · 30 days
9.71%
avg views ÷ 12,731 subscribers
Avg views / post
1,240
36 posts measured
Reaction rate
0.096%
reactions ÷ views · ER floor
Posts in window
36
of 312 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. It is computed over the 5 of 36 measured posts that carry a reaction reading, and over those same posts' views.

What these figures were computed from
WindowRolling 30 days · latest post in window 6 November 2026
Posts held312 (5 August 2026 – 6 November 2026)
Views total44,484
Reactions total5
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken8 Nov 2026, 07:16 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.

What this channel posts

Photos
405
Links
752

Lifetime counters from Telegram’s own channel header, read 8 November 2026 — not the date at the top of this page, which is when the subscriber count was last read. Below Telegram’s rounding threshold, so these counts are exact.

Reaction mix

127 reactions across 92 posts, in 8 distinct kinds. The most used accounts for 83.5% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
👍10683.5%
🔥118.66%
🤯32.36%
😭21.57%
😱21.57%
👌10.787%
👏10.787%
💯10.787%

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 97 of the 312 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 132 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 312 most recent posts we hold, published 5 August 2026 to 6 November 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

Telegram’s own ‘edited’ marker: 2 of 36 posts held from the last 30 days (5.56%) 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).

6 Nov 2026, 07:12 UTC≈1,050 views1 reactionsread 8 November 2026

[11월 6일, 대만 반도체 밸류 체인 주가] ☀️채널: https://t.me/kiwoom_semibat ♠ 메모리: Nanya -5%, Winbond -5%, Macronix -5% ♠ 비메모리: Mediatek -2%, Novatek -3%, Realtek -2% ◆ 파운드리: TSMC -5%, UMC -7%, VIS -5% ◆ 후공정: ASE -8%, Chipbond -10%, PTI -8%, ChipMOS -8%, KYEC -10% ♥ 반도체 유통: Adata 0%, Transcend -3%, Phison -4% ♥ Apple Vendor: Hon Hai -4%, Pegatron -4%, Largan -1%, Genius -2%, Catcher -2% ♣ 서버: Aspeed -10%, Nuvoton -9%, Quanta…

😭1

6 Nov 2026, 04:00 UTC≈1,390 viewsread 8 November 2026
Photo

키움 반도체 박유악입니다. ♠ 채널: https://t.me/kiwoom_semibat ♠ 오늘 오전 DRAM 스팟 시장에선 일부 제품이 가격 하락세를 보임. 주요 제품 중 고용량 제품인 DDR4 16G (1Gx16) 3200은 -0.37%, DDR5 16G (2Gx8) 4800/5600은 -0.82% ♠ 출처: DRAMeXchange [박유악 키움 반도체]

5 Nov 2026, 22:51 UTC≈1,580 views1 reactionsread 8 November 2026

안녕하세요 키움 이차전지 권준수입니다. 채널: https://t.me/battery_kwon ♠ 롯데에너지머티리얼즈 (TP 5.4만원) P와 Q 상승으로 2027년 실적 개선 기대 ♠ 투자 포인트 1) 롯데에너지머티리얼즈의 3Q26 실적은 매출액 2,897억원(+49%QoQ, +102%YoY), 영업이익 -213억원(적자지속 QoQ, 적자지속 YoY)으로, 시장 컨센서스(영업이익 -200억원)에 부합 주요 고객사의 북미 ESS용 전지박과 BBU, 전동공구 등 고출력 소형전지용 제품의 판매 확대 및 북미 OEM향 공급 개시로 매출은 전분기 대비 큰 폭으로 증가 그러나 수익성의 경우 말레이시아 5공장 신규 가동에 따른 초기 비용 발생으로 전분기 대비 적자폭 확대 2) 4Q26 실적은 매출액 3,031억원(+5%QoQ, +7…

👍1

5 Nov 2026, 22:51 UTC≈1,120 viewsread 8 November 2026

안녕하세요 키움 이차전지 권준수입니다. 채널: https://t.me/battery_kwon ♠ 엘앤에프 (TP 16만원) 메탈 가격 변동으로 단기 실적 불확실성 확대 ♠ 투자 포인트 1) 엘앤에프의 3Q26 실적은 매출액 8,744억원(-1%QoQ, +34%YoY), 영업이익 -265억원(적자전환 QoQ, 적자전환 YoY)으로, 시장 컨센서스(영업이익 21억원) 하회 메탈 가격 래깅으로 인해 ASP가 상승했음에도 불구하고, 환율 영향과 판매량의 출하 시점이 일부 4분기로 이연됨에 따라 전분기 대비 매출이 소폭 감소 주목할 점은 금번 3분기부터 LFP 양극재 판매를 개시했으며(960톤 추정), 46파이 제품 출하량이 전체의 10% 수준까지 성장한 것. 수익성의 경우 환율 하락 관련 손실(220억원)과 리튬 등 주요 원재료 …

5 Nov 2026, 22:48 UTC≈2,610 viewsread 8 November 2026

[메모리 반도체 스팟 시장] ☀️채널: https://t.me/kiwoom_semibat ▶ DRAM Spot Market Today 1)시장 동향: DRAM 현물 시장은 수요 모멘텀은 정체 상태이며, 구매자들은 추가 하락을 예상하여 관망세를 유지하고 있음. 문의 또한 저조하며, 전반적인 칩 가격은 하락세를 이어가고 있음 2)주요 제품 가격 DDR4 16Gb $81.7(1D -0.3%, 2W -1.7%, 1M -2.3%) DDR5 16Gb $60.7(1D -1.1%, 2W -0.7%, 1M +4.3%) DDR4 Spot Premium +51%, 한달전 55% DDR5 Spot Premium +21%, 한달전 +16% ▶ NAND Spot Market Today 1)시장 동향: NAND 현물 시장의 수요는 확실히 정체되…

5 Nov 2026, 22:47 UTC678 viewsread 8 November 2026

[11월 5일, 필라델피아 반도체 주가] ☀️채널: https://t.me/kiwoom_semibat ♠ 필라델피아 반도체 지수 -12.3%, 9,011p 마감 다우 -3.4%, 나스닥 -5.5%, S&P -4.4% ♠ 필라델피아 반도체 지수는 -12.3% 하락. 전일 반도체 업종은 Qualcomm(-9.5%)과 Arm(-13.1%)의 부진한 가이던스와 민주당 압승에 따른 데이터센터 규제 우려 등 부정적인 이슈들이 한꺼번에 부각되며 급락 마감. Qualcomm(-9.5%)은 메모리 공급 부족에 따른 스마트폰 판매 부진으로 휴대폰 칩 매출이 줄고 이익 가이던스가 시장 예상을 밑돌며 급락했고, Arm(-13.1%)도 시장 기대에 비해 아쉬운 로열티 매출과 보수적인 가이던스에 동반 하락. 텍사스에서 신규 데이터센터 인허가 일시 중단을 내건 …

5 Nov 2026, 22:46 UTC≈1,010 viewsread 8 November 2026

[11월 5일, 전세계 반도체 밸류 체인 주가] ☀️채널: https://t.me/kiwoom_semibat ♠ 메모리: Micron -17%, CXMT -4%, Sandisk -22%, Kioxia -13%, Nanya -16%, Seagate -17%, WDC -10% ♠ 비메모리: Intel -10%, Nvidia -9%, AMD -17%, Broadcom -10%, Marvell -16%, Arm -13%, Qualcomm -9%, Mediatek -7%, Skyworks -2% TI -11%, ADI -11%, NXP -8%, STMicro -12%, Microchip -14%, On Semi -12%, Renesas -7%, Silicon Motion -14% ◆ 파운드리: TSMC -11%, SMIC +2%, UMC -…

5 Nov 2026, 07:37 UTC≈1,320 viewsread 8 November 2026

[11월 5일, 대만 반도체 밸류 체인 주가] ☀️채널: https://t.me/kiwoom_semibat ♠ 메모리: Nanya -10%, Winbond -10%, Macronix -9% ♠ 비메모리: Mediatek -7%, Novatek -4%, Realtek -4% ◆ 파운드리: TSMC -1%, UMC -7%, VIS -8% ◆ 후공정: ASE -9%, Chipbond -10%, PTI -9%, ChipMOS -10%, KYEC -8% ♥ 반도체 유통: Adata -6%, Transcend -3%, Phison -9% ♥ Apple Vendor: Hon Hai -2%, Pegatron -4%, Largan -10%, Genius -10%, Catcher 0% ♣ 서버: Aspeed -10%, Nuvoton -10%, Q…

5 Nov 2026, 03:54 UTC≈6,260 viewsread 8 November 2026
Photo

키움 반도체 박유악입니다. ♠ 채널: https://t.me/kiwoom_semibat ♠ 오늘 오전 DRAM 스팟 시장에선 일부 제품이 가격 하락세를 보임. 주요 제품 중 고용량 제품인 DDR4 16G (1Gx16) 3200은 flat, DDR5 16G (2Gx8) 4800/5600은 -1.09% ♠ 출처: DRAMeXchange [박유악 키움 반도체]

4 Nov 2026, 22:49 UTC≈1,180 views1 reactionsread 8 November 2026

[메모리 반도체 스팟 시장] ☀️채널: https://t.me/kiwoom_semibat ▶ DRAM Spot Market Today 1)시장 동향: DRAM 현물 시장은 문의 및 견적 건수가 매우 적어 정체된 상태임. 구매자와 판매자 모두 거래 의지가 부족하여 관망세를 이어가고 있으며, 전반적인 거래 여건은 좋지 않음 2)주요 제품 가격 DDR4 16Gb $81.9(1D -1.0%, 2W -1.4%, 1M -2.0%) DDR5 16Gb $61.3(1D -0.3%, 2W +0.8%, 1M +5.6%) DDR4 Spot Premium +52%, 한달전 55% DDR5 Spot Premium +23%, 한달전 +16% ▶ NAND Spot Market Today 1)시장 동향: NAND 현물 시장의 상승세는 여전히 미미함…

👍1

Showing the 12 most recent of 312 posts we hold for @kiwoom_semibat. 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.

Posts recorded as deleted after publishing

We recorded 1 post on @kiwoom_semibat as deleted — posts this register held that were missing from the channel’s public page on two separate reads, taken from different network addresses at least an hour apart.

A deletion is not wrongdoing. This register can see that a post it held is no longer on the channel’s public page, and when — not why. Expired ad placements, reposts, rotating links and corrections all look the same. This is a count of recorded detections, not an exact total: it misses deletions we could not see, because only a post we held and later re-read inside the page can be seen to go, and it may include a small number of wrong records. How this is measured.

First seen missing
12 August 2026
Most recent seen missing
12 August 2026
Median time before seen missing
14 hours
Seen missing in the last 30 days
0

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 21 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.

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.

[메리츠 Tech 김선우, 양승수, 김동관]
@merITz_tech · 24,699
Telegram ranks this channel #4 of 92 here — alongside 91 others — read 17 September 2026
키움증권 미국주식 톡톡
@kwusa · 36,246
Telegram ranks this channel #34 of 92 here — alongside 91 others — read 2 September 2026
하나 중국/신흥국 전략 김경환
@HANAchina · 35,278
Telegram ranks this channel #72 of 92 here — alongside 91 others — read 2 September 2026
신영증권 박소연
@sypark_strategy · 29,280
Telegram ranks this channel #78 of 91 here — alongside 90 others — read 8 September 2026
유진투자증권 코스닥벤처팀
@SmallCap · 23,008
Telegram ranks this channel #79 of 96 here — alongside 95 others — read 19 September 2026
허혜민의 제약/바이오 소식통
@huhpharm · 24,261
Telegram ranks this channel #80 of 93 here — alongside 92 others — read 16 September 2026
시장 이야기 by 제이슨
@bumgore · 35,375
Telegram ranks this channel #87 of 89 here — alongside 88 others — read 2 September 2026
그로쓰리서치(Growth Research) [독립리서치]
@growthresearch · 40,096
Telegram ranks this channel #90 of 90 here — alongside 89 others — read 2 September 2026
TNBfolio
@TNBfolio · 25,148
Telegram ranks this channel #91 of 93 here — alongside 92 others — read 15 September 2026
루팡
@bornlupin · 49,206
Telegram ranks this channel #91 of 91 here — alongside 90 others — read 2 September 2026

This channel appears in 10 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 7 November 2026 — this entry's latest reading, not the date you are reading this.

“키움 반도체,이차전지 PRIME☀️” (@kiwoom_semibat), 12,731 subscribers as measured 7 November 2026. Telegram Register, tgregister.com/channel/kiwoom_semibat.

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.