[SK증권 반도체 한동희, 손 건] 1. 메모리 3사 12MF P/E 업데이트 (08/31) 삼성전자 4.4X SK하이닉스 4.1X * SK증권 추정치 기준 마이크론 6.5X CXMT 23.4X * Bloomberg consensus 기준 2. SK하이닉스 본주 & ADR 간 괴리율: 33.4% SK증권 리서치 IT팀 채널 : https://t.me/skitteam
❤7😢3👍2
Signed 손 건
![Telegram profile photo for [ IT는 SK ]](https://cdn.tgregister.com/av/f2/f2380ccebfb3563d06895a705e8844d6a343ced40114d5b4937018097fe3ea1c.jpg)
Channel
@skitteam
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
17,981subscribers
+421 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| Telegram ID | -1001879996318 |
|---|---|
| Type | Channel |
| Username | @skitteam |
| Description | 최도연, 박형우, 한동희, 이동주, 박제민 (SK증권) |
| Created | Between 1 October 2022 and 30 September 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 31 August 2026 |
| Measurements held | 24 |
| Confirmed unchanged | 1 time, most recently 31 August 2026 |
| On Telegram | t.me/skitteam |
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 31 Aug 2026, 09:12 | 17,981 | +15 |
| 30 Aug 2026, 08:08 | 17,966 | +7 |
| 29 Aug 2026, 09:02 | 17,959 | +7 |
| 28 Aug 2026, 07:04 | 17,952 | -1 |
| 27 Aug 2026, 10:05 | 17,953 | +18 |
| 26 Aug 2026, 07:53 | 17,935 | -4 |
| 25 Aug 2026, 11:07 | 17,939 | +21 |
| 24 Aug 2026, 07:53 | 17,918 | +3 |
| 22 Aug 2026, 15:44 | 17,915 | +27 |
| 21 Aug 2026, 05:06 | 17,888 | +56 |
| 20 Aug 2026, 01:57 | 17,832 | +38 |
| 18 Aug 2026, 23:17 | 17,794 | +28 |
| 17 Aug 2026, 20:27 | 17,766 | +5 |
| 16 Aug 2026, 18:12 | 17,761 | -4 |
| 15 Aug 2026, 03:22 | 17,765 | +9 |
| 13 Aug 2026, 23:15 | 17,756 | +67 |
| 12 Aug 2026, 20:13 | 17,689 | +16 |
| 11 Aug 2026, 17:31 | 17,673 | +11 |
| 10 Aug 2026, 18:04 | 17,662 | +41 |
| 9 Aug 2026, 17:22 | 17,621 | first reading |
145 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 51 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. It is computed over the 133 of 144 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 31 August 2026 |
|---|---|
| Posts held | 145 (4 August 2026 – 31 August 2026) |
| Views total | 1,285,950 |
| Reactions total | 2,110 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 31 Aug 2026, 13:07 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 31 August 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.
1,899 reactions across 117 posts, in 7 distinct kinds. The most used accounts for 52.1% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 989 | 52.1% | |
| 👍 | 236 | 12.4% | |
| 😱 | 203 | 10.7% | |
| 😢 | 202 | 10.6% | |
| 🤔 | 148 | 7.79% | |
| 🔥 | 69 | 3.63% | |
| 👏 | 52 | 2.74% |
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 133 of the 145 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 2,110 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 145 most recent posts we hold, published 4 August 2026 to 31 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.
[SK증권 반도체 한동희, 손 건] 1. 메모리 3사 12MF P/E 업데이트 (08/31) 삼성전자 4.4X SK하이닉스 4.1X * SK증권 추정치 기준 마이크론 6.5X CXMT 23.4X * Bloomberg consensus 기준 2. SK하이닉스 본주 & ADR 간 괴리율: 33.4% SK증권 리서치 IT팀 채널 : https://t.me/skitteam
❤7😢3👍2
Signed 손 건
[SK증권 반도체 한동희, 손 건] TrendForce, 2026년 8월 DRAM 고정가 업데이트 ▶️ 8월 가격 동향 핵심 요약 - 3Q26 PC DRAM 고정가 QoQ +18~23%로 상향 확정 — 7월 시점 전망치 +15~20% 대비 소폭 상향 - 8GB DDR4 모듈 $142.0(MoM +0~5%, QoQ +15~20%), 16GB DDR5 모듈 $247.0(MoM +0~5%, QoQ +18~23%) - DDR5의 DDR4 대비 디스카운트 6% 유지 — 2Q26 수준과 동일 - 9월 거래가 8월 대비 소폭 추가 상승 예상 ▶️ 8월 DRAM 고정가 (Jul → Aug, ASP 기준) - DDR5 16GB SO/U-DIMM: $238.0 → $247.0 (+3.78%) - DDR5 8GB SO/U-DIMM: $130.0 → $133…
❤12
Signed 손 건
[SK증권 반도체 한동희, 손 건/해외주식 박제민] SK하이닉스, 차세대 HBM '베이스 다이' 인텔에도 맡긴다 ▶️ 베이스 다이 멀티벤더 전환 - SK하이닉스, 전량 TSMC 의존하던 베이스 다이 물량을 7세대 HBM4E부터 인텔 파운드리에도 맡기는 방안 검토 - TSMC 집중 공급망 분산 및 가격 협상력 제고 목적 - 베이스 다이: HBM 최하층 컨트롤러 칩(로직 다이), GPU·CPU와 HBM 간 고속 인터페이스 담당 ▶️ 배경: 베이스 다이 원가 부담 - HBM3E까지는 자체 생산, HBM4부터 TSMC 12나노급 공정 활용 시작 - TSMC 베이스 다이 원가, SK하이닉스 자체 생산 코어 다이 대비 3~4배 수준 - HBM4E부터 원가 부담 더 커질 전망, LTA 비중 높아 비용 전가도 어려운 구조 ▶️ 전략적 의미 - …
👏6👍3❤1
Signed 손 건
[SK증권 반도체 한동희, 손 건] 2026.08.31 주요 뉴스 SK하이닉스, 美 인디애나 착공 이어 국내외 추가 팹 투자 예고 용인 Y1은 내년 2월 첫 클린룸을 열고 청주 M17(내년 2월)·용인 Y2(내년 7월) 착공에 총 54조3000억원을 투입하며, 용인에는 Y3·Y4까지 총 4기가 순차 조성될 예정. 인디애나가 후공정 시설인 만큼 미국 전공정 팹 가능성과 일본 미야기현 후보지가 계속 거론되며, 회사는 "추가 생산기지 검토 중이나 확정된 바 없다"고 공시 https://buly.kr/9tDRjpP 키옥시아·샌디스크 5조 엔 증설, 하이퍼스케일러 상대 LTA 협상 레버리지 키옥시아 60%·샌디스크 40% 분담으로 1.8조 엔은 K3 신공장(FY2030 가동 목표), FY2030~2033 연간 투자는 1.25조 엔까지 확대하며 캐…
❤7
Signed 손 건
[SK증권 반도체 한동희, 손 건] 1. 메모리 3사 12MF P/E 업데이트 (08/28) 삼성전자 4.3X SK하이닉스 4.0X * SK증권 추정치 기준 마이크론 6.5X CXMT 24.1X * Bloomberg consensus 기준 2. SK하이닉스 본주 & ADR 간 괴리율: 32.6% SK증권 리서치 IT팀 채널 : https://t.me/skitteam
😢13🔥4❤3👍3🤔2
Signed 손 건
[SK증권 반도체 한동희, 손 건] 삼성전자, HBM4 이어 엔비디아 ‘NVHBM’ 선점 ▶️ HBM4E 8단 개발 배경 • 삼성전자, 엔비디아 요구에 맞춰 HBM4E(7세대) 8단 제품 개발 중 • 당초 준비한 12단·16단보다 적층 낮춤, 대신 속도는 17~18Gbps로 초기 샘플(14.4Gbps) 대비 약 20% 상향 • 전날 공개된 엔비디아 독자규격 ‘NV링크’에 최적화된 NVHBM용 ▶️ 8단 채택의 의미 • 기존 HBM 경쟁 공식(적층↑ → 용량↑)과 반대되는 전략 • 8단은 제조 부담 낮춰 공급량 확대에 유리, 엔비디아의 메모리 부족 대응 전략으로 해석 • 속도는 끌어올려 GPU당 메모리 용량 감소를 보완하는 구조 ▶️ 적용 예정 제품 • 내년 출시 예정 차세대 GPU ‘루빈 울트라’부터 적용 가능성 • 루빈 울트라,…
👍13❤2😢2😱1
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최근 배터리 알박(알루미늄박) 쇼티지 의견 관련해서는 아래 노트 참고 부탁드립니다. ------------------------------------ 배터리 (알루미늄박) - LFP·ESS 증산? 코팅알박이 부족 [ SK증권 박형우, 정영환 ] IT하드웨어, 배터리 ▶️ 결론 - 27년, 28년 한국산 알박 쇼티지 가능성 - 탄소코팅처리 알박, 탈중국 요구 - 하반기, 가동률 100%의 배터리 소재 ▶️ ESS 증산의 걸림돌, 알루미늄박 - 양극 집전체 활용 한국산 알박, 쇼티지 우려 - LFP용이 삼원계용보다 비싼 배터리 소재 (탄소코팅 후공정) ▶️ 2분기, 예상보다 빠른 출하량 반등 - 예상보다 빠른 가동률 상승 속도 - 부분적 풀캐파 가동 시작 - 하반기 100% 가동률 유력 (가동률이 가장 높은 배터리 소재) ▶️ 쇼티…
❤8👍1
[SK증권 반도체 한동희, 손 건] 2026.08.28 주요 뉴스 SK하이닉스, 美 인디애나 HBM 패키징 팹 기공…2029년 하반기 '메이드 인 USA' HBM 첫 양산 약 40억 달러를 투입해 2028년 10월 클린룸을 완공하고 연간 수십만 장 규모의 HBM을 후공정 생산할 계획이며, 미국 정부는 칩스법에 따라 보조금 4.5억 달러·대출 5억 달러를 지원. 퍼듀대 부지에 조성해 R&D MOU를 맺었고 가동 시 인력 1000명, 협력사 포함 직·간접 7000명 고용 창출이 기대 https://buly.kr/31VsOnj 키옥시아, 일본 기타카미에 1조 엔 이상 낸드 신공장 추진…2029년 이후 가동 이와테현 기타카미 3번째 동으로 AI 데이터센터용 최신 낸드를 생산하며 7월 10세대 제품 샘플 출하를 시작했고, 샌디스크와 함께 일본 정…
❤5👍5
Signed 손 건
File, posted without a caption
Signed 손 건
[SK증권 반도체 한동희, 손 건/해외주식 박제민] Marvell Technology FY2Q27 컨퍼런스콜 ▶️ 주요 코멘트 FY2Q27 매출 $2,739M(+13% QoQ, +37% YoY) — 사상 최대, 가이던스 중간값 상회: Non-GAAP EPS $0.94(+40% YoY)로 가이던스 중간값 $0.01 상회. Non-GAAP 총마진 58.9%, Non-GAAP OPM 36.6%(+180bp YoY, +160bp QoQ)로 영업레버리지 시현 데이터센터 매출 $2,170M(+18% QoQ, +46% YoY) — 전사 매출의 79%: 성장률이 1Q(+11% QoQ, +27% YoY) 대비 재차 가속. 3Q에는 +20% QoQ 이상, +75% YoY 수준으로 추가 가속 전망 FY27·FY28 전망 동시 상향 — FY27 약 $12…
👍7❤2
Signed 손 건
[SK증권 반도체 한동희, 손 건/해외주식 박제민] Marvell Technology FY2Q27 실적발표 (After: -2.89%) ▶️ FY2Q27 실적 (Non-GAAP) 매출액 $2.7B (+13% QoQ, +37% YoY): 컨센서스 +1% GPM 58.9% (+0%p QoQ, -1%p YoY): 컨센서스 +0.0%p EPS $0.94 (+18% QoQ, +40% YoY): 컨센서스 +8% ▶️ FY3Q27 가이던스 * 중단값 기준 매출액 $3.2B (+15% QoQ, +52% YoY): 컨센서스 +4% GPM 58.0% (-0.9%p QoQ, -2%p YoY): 컨센서스 -0.6%p EPS $1.10 (+17% QoQ, +45% YoY): 컨센서스 +3% ▶️ 주요 코멘트 FY2Q27 매출 $2,739M(+37% Yo…
❤8
Signed 손 건
[SK증권 반도체 한동희, 손 건] 1. 메모리 3사 12MF P/E 업데이트 (08/27) 삼성전자 4.5X SK하이닉스 4.2X * SK증권 추정치 기준 마이크론 6.5X CXMT 24.1X * Bloomberg consensus 기준 2. SK하이닉스 본주 & ADR 간 괴리율: 31.2% SK증권 리서치 IT팀 채널 : https://t.me/skitteam
❤13🤔3👍2
Signed 손 건
Showing the 12 most recent of 145 posts we hold for @skitteam. 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.
Citation-graph rank — 11,086 of 1,629,452 entries in the measured graph. A weighted position computed from the forward and mention edges below — republished posts weigh more than named mentions — and recomputed periodically, over the whole graph. Published only as this ordinal position, never as a score: a position is a fact, and a score printed beside one channel’s name would read as a verdict this register does not make. The two counts beneath stay separate for the same reason mentions are never summed with forwards anywhere else on this page — a named-by count costs nothing to manufacture. The top 100 by this measure, or how it is computed.
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
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 55 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. The 24 listed below are the most frequent namers; the rest are counted above but not each listed.
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.
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 31 August 2026 — this entry's latest reading, not the date you are reading this.
“[ IT는 SK ]” (@skitteam), 17,981 subscribers as measured 31 August 2026. Telegram Register, tgregister.com/channel/skitteam.
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.