TSMC, 엔비디아 요청으로 3D D램 생산 검토 더 인포메이션(The Information)에 따르면, AI로 인한 메모리 공급 부족으로 칩 설계 업체들이 추가 공급처를 모색함에 따라 TSMC가 첨단 3D D램 칩 생산 계획을 수립하기 시작한 것으로 알려졌습니다. 기존 D램과 달리 3D D램은 메모리 셀을 수직으로 적층해 집적도를 높입니다. 이번 행보로 TSMC는 삼성전자, SK하이닉스, 마이크론과 직접 경쟁하게 될 수 있습니다. 구체적인 양산 일정은 아직 정해지지 않았습니다. TSMC는 신규 팹(공장) 건설이나 기존 시설 전환을 검토하고 있으나, 주력인 핵심 로직 파운드리 사업에 계속 집중한다는 입장입니다.

Channel
投資, 아레테
@mstaryun
On this record: Topic · Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Telegram's recommendations · Cite this entry
18,797subscribers
+732 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 | -1001308463830 |
|---|---|
| Type | Channel |
| Username | @mstaryun |
| Description | 본 채널에서 소개하는 모든 종목은 보유 중일 수 있으며, 언제든지 매도할 수 있다는 점을 사전에 고지드립니다. |
| Created | 3 August 2022 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 6 November 2026 |
| Measurements held | 57 |
| Confirmed unchanged | 1 time, most recently 6 November 2026 |
| On Telegram | t.me/mstaryun |
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 10 September 2026 and assigned it the closest of 31 fixed categories, at 73% 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
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 6 Nov 2026, 00:47 | 18,797 | -3 |
| 4 Nov 2026, 21:26 | 18,800 | -6 |
| 3 Nov 2026, 17:51 | 18,806 | -9 |
| 2 Nov 2026, 14:34 | 18,815 | +4 |
| 1 Nov 2026, 17:14 | 18,811 | -1 |
| 30 Oct 2026, 17:30 | 18,812 | -8 |
| 29 Oct 2026, 15:44 | 18,820 | +1 |
| 28 Oct 2026, 18:28 | 18,819 | +1 |
| 26 Oct 2026, 19:15 | 18,818 | -6 |
| 25 Oct 2026, 16:19 | 18,824 | +5 |
| 24 Oct 2026, 19:20 | 18,819 | +5 |
| 22 Oct 2026, 13:58 | 18,814 | -7 |
| 21 Oct 2026, 09:10 | 18,821 | -8 |
| 20 Oct 2026, 07:26 | 18,829 | -8 |
| 19 Oct 2026, 04:26 | 18,837 | -4 |
| 18 Oct 2026, 04:08 | 18,841 | +6 |
| 17 Oct 2026, 05:36 | 18,835 | -3 |
| 16 Oct 2026, 03:10 | 18,838 | -1 |
| 15 Oct 2026, 01:50 | 18,839 | +6 |
| 13 Oct 2026, 18:49 | 18,833 | first reading |
Engagement
344 posts held, back to 4 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 63 pages of Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 9.99%
- avg views ÷ 18,797 subscribers
- Avg views / post
- 1,880
- 39 posts measured
- Reaction rate
- 0.341%
- reactions ÷ views · ER floor
- Posts in window
- 39
- of 344 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 11 of 39 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 6 November 2026 |
|---|---|
| Posts held | 344 (4 August 2026 – 6 November 2026) |
| Views total | 73,271 |
| Reactions total | 67 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 6 Nov 2026, 15:37 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
- ≈3,720
- Videos
- ≈15
- Links
- ≈3,410
Lifetime counters from Telegram’s own channel header, read 6 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.
Reaction mix
617 reactions across 112 posts, in 6 distinct kinds. The most used accounts for 68.2% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| 👍 | 421 | 68.2% | |
| ❤🔥 | 58 | 9.40% | |
| 💯 | 44 | 7.13% | |
| 😁 | 43 | 6.97% | |
| 🫡 | 36 | 5.83% | |
| ✍ | 15 | 2.43% |
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 114 of the 344 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 617 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 344 most recent posts we hold, published 4 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: 1 of 39 posts held from the last 30 days (2.56%) 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).
삼양식품은 금번 컨콜에서 가격인상 가능성을 열어둔 점이 의미있었던 것 같습니다. 추가 증설 발표가 나오나 했는데, 아쉽게도 증설 발표는 따로 없었네요. 아직 사이트를 다각적으로 검토하고 있다고 하셨습니다. 공사 기간이 통상 3년 정도 걸리는데 이보다 빨리 지을 수 있는지도 검토 사항이라고 언급 주셨습니다. 관세 환입 제외하면 약 1,800억원 수준으로, 3분기에 유럽쪽 거래선 조정과 일부 출항 지연등 이슈가 있었던 점을 감안하면 매우 선방했습니다. 타 업체대비 환율로 인항 영업이익 영향은 상당히 선방했습니다. (기존 컨센 부합) 환율이 많이 빠졌는데요, 미국, 중국 중심 수량 성장으로 매출 QoQ 성장했습니다. ⚡️삼양식품 3Q26P Re 매출액 7,918억원 (YoY 25.3%, QoQ 2.8%) 영업익 1,962억원 (YoY 4…
📌 삼양식품(시가총액: 9조 1,903억) #A003230 📁 연결재무제표기준영업(잠정)실적(공정공시) 2026.11.06 15:38:28 (현재가 : 1,220,000원, -0.57%) 매출액 : 7,918억(예상치 : 8,052억/ -2%) 영업익 : 1,962억(예상치 : 1,829억/ +7%) 순이익 : 898억(예상치 : 1,382억/ -35%) **최근 실적 추이** 매출/영업익/순익/예상대비 OP 2026.3Q 7,918억/ 1,962억/ 898억/ +7% 2026.2Q 7,703억/ 1,762억/ 1,375억/ -1% 2026.1Q 7,144억/ 1,771억/ 1,445억/ +8% 2025.4Q 6,377억/ 1,392억/ 956억/ -3% 2025.3Q 6,320억/ 1,309억/ 1,100억/ +0% 공시링크: htt…
❤🔥5👍2😁2
줴줴이야~ 이럴때 쓰는거 맞나요
👍12
2026.11.06 15:30:08 기업명: 삼양식품(시가총액: 9조 1,300억) A003230 보고서명: 주식소각결정 소각할 주식수 - 보통주 : 2주 - 우선주 : 예정금액 : 0억 시총대비 : 0.0% 취득방법 : 기취득자기주식 예정일자 : 2026-11-20 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261106800567 종목공시 : https://www.awakeplus.co.kr/disclosure/003230
😁8
앤트로픽의 10월 연환산 매출(ARR), 800억 달러 돌파 앤트로픽(Anthropic)의 10월 ARR이 800억 달러를 넘어섰다고 월스트리트저널(WSJ)이 보도했습니다. 이는 TickerTrends가 추적한 데이터와 일치합니다. 당사가 추적한 앤트로픽의 10월 30일 기준 ARR은 823억 3,000만 달러($82.33B)로, 9월 24일 발표한 주간 데이터 대비 7.2% 증가했습니다.
22년에도 담보비율 의무 면제했음. 기억났따. 반대매매 금지가 아니라 담보비율이 120~130% 정도로 기존보다 소폭 완화해주는 정도임. https://www.ytn.co.kr/_ln/0102_202207011804447081
👍4
-매출 4,337억원(+35% YoY), 영업이익 629억원(+42% YoY), 2분기를 넘어서는 사상 최대 분기 매출, OPM 14.5%로 3Q기준으로는 최고 수익성 -스케일업 선케어와 스킨케어 브랜드들의 동반 호조. 글로벌 MNC 럭셔리 매출 순항하는 가운데 신제품 출하 개시 -선케어 32%, 스킨케어 48%, 메이크업 15%, 상위 Top10 고객 비중 57% -매출액 증가율 면에서 4Q가 연중 가장 강할 것으로 예상. 1H27 수요 증가에 대비한 CAPA 추가 확보에 집중
2026.11.06 09:13:36 기업명: 한국콜마(시가총액: 2조 7,547억) A161890 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 8,282억(예상치 : 8,445억/ -2%) 영업익 : 819억(예상치 : 925억/ -11%) 순이익 : 406억(예상치 : 677억/ -40%) **최근 실적 추이** 2026.3Q 8,282억/ 819억/ 406억 2026.2Q 8,613억/ 1,103억/ 706억 2026.1Q 7,280억/ 789억/ 600억 2025.4Q 6,555억/ 478억/ 609억 2025.3Q 6,830억/ 583억/ 424억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261106800151 종목공시 : https://www.awakeplu…
비중국 폴리실리콘 가격 2주 연속 상승 $16.97/kg → $17.06 → $17.10
❤🔥3
https://n.news.naver.com/mnews/article/015/0005350835
**중국 희토류 통제는 일본 포함 2027년에 더 심해질 가능성 상존 https://v.daum.net/v/20261105174813415
Showing the 12 most recent of 344 posts we hold for @mstaryun. 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.
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@desperatestudycafe · 18,5391 post하나증권 운송/모빌리티 안도현
@dha_t · 1,3861 post건설/조선/리츠 | 강경태 | 한국투자증권
@enc210406 · 9,4081 post하나증권/에너지화학/윤재성
@energy_youn · 11,0331 post재야의 고수들
@gaoshoukorea · 41,2241 post
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 2 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.
@kmj_retailcosmetics · 9,8396 posts다올 의료기기/화장품 박종현
@alexppark · 8,5972 postsBRILLER
@BRILLER_Research · 17,9832 posts[미래에셋 배터리/디스플레이 김철중] 디배저
@cjdbj · 16,4212 posts미국 주식 인사이더 🇺🇸 (US Stocks Insider)
@insidertracking · 73,8192 posts[삼성 이영진] 글로벌 AI/SW
@Samsung_Global_AI_SW · 12,7202 postsTNBfolio
@TNBfolio · 25,1292 postscontact for buy this username
@creatoriq · 41 postFund Easy 잡담모드
@fundeasy_choi · 10,8321 post💻반도체 소부장💻[그로쓰리서치]
@growth_semi · 8,6581 postDAOL 조선/기계/방산 | 최광식
@HI_GS · 17,0811 post실시간 역외 첩보망 PRO
@hyperspect · 4,7121 post한투증권 중견중소
@kis_midsmall · 3,5391 postMarket News Feed
@marketfeed · 39,6701 post피카츄 아저씨⚡️
@pikachu_aje · 24,9521 postThe Kobeissi Letter
@thekobeissiletter · 11,1531 postWave Research
@Wave_Research · 1,9681 post
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.
@maddingStock · 20,764
Telegram ranks this channel #4 of 87 here — alongside 86 others — read 27 September 2026
@jeilstock · 26,265
Telegram ranks this channel #4 of 93 here — alongside 92 others — read 12 September 2026
@pharmbiohana · 29,781
Telegram ranks this channel #4 of 89 here — alongside 88 others — read 7 September 2026
@desperatestudycafe · 18,539
Telegram ranks this channel #5 of 83 here — alongside 82 others — read 5 October 2026
@sunstudy1111 · 55,125
Telegram ranks this channel #5 of 89 here — alongside 88 others — read 2 September 2026
@kimcharger · 25,226
Telegram ranks this channel #6 of 88 here — alongside 87 others — read 15 September 2026
@awake_realtimeCheck · 22,881
Telegram ranks this channel #9 of 92 here — alongside 91 others — read 20 September 2026
@darthacking · 65,596
Telegram ranks this channel #11 of 91 here — alongside 90 others — read 2 September 2026
@gaoshoukorea · 41,224
Telegram ranks this channel #14 of 90 here — alongside 89 others — read 2 September 2026
@cahier_de_market · 23,067
Telegram ranks this channel #15 of 85 here — alongside 84 others — read 20 September 2026
@corevalue · 67,128
Telegram ranks this channel #16 of 93 here — alongside 92 others — read 2 September 2026
@tazastock · 40,946
Telegram ranks this channel #18 of 89 here — alongside 88 others — read 2 September 2026
@Jstockclass · 26,524
Telegram ranks this channel #19 of 90 here — alongside 89 others — read 13 September 2026
@Yeouido_Lab · 43,469
Telegram ranks this channel #19 of 90 here — alongside 89 others — read 2 September 2026
@GoUpstock · 21,090
Telegram ranks this channel #20 of 83 here — alongside 82 others — read 25 September 2026
@stock_messenger · 25,253
Telegram ranks this channel #23 of 90 here — alongside 89 others — read 14 September 2026
@pikachu_aje · 24,952
Telegram ranks this channel #24 of 91 here — alongside 90 others — read 14 September 2026
@FastStockNews · 128,885
Telegram ranks this channel #32 of 92 here — alongside 91 others — read 2 September 2026
@SmallCap · 23,020
Telegram ranks this channel #40 of 96 here — alongside 95 others — read 19 September 2026
@HS_academy · 36,135
Telegram ranks this channel #48 of 90 here — alongside 89 others — read 8 September 2026
@huhpharm · 24,266
Telegram ranks this channel #49 of 93 here — alongside 92 others — read 16 September 2026
@ym_research · 39,858
Telegram ranks this channel #50 of 89 here — alongside 88 others — read 2 September 2026
@hermitcrab41_1 · 21,483
Telegram ranks this channel #52 of 81 here — alongside 80 others — read 28 September 2026
@rafikiresearch · 20,674
Telegram ranks this channel #52 of 88 here — alongside 87 others — read 26 September 2026
This channel appears in 48 seed channels' Telegram-generated recommendation lists in total, of which the 24 where it ranks highest are shown above. 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 6 November 2026 — this entry's latest reading, not the date you are reading this.
“投資, 아레테” (@mstaryun), 18,797 subscribers as measured 6 November 2026. Telegram Register, tgregister.com/channel/mstaryun.
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.