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Channel

ํŒŒ์ด์–ด๐Ÿ”ฅ

@FireStockStudy

On this record: Growth ยท Engagement ยท Reactions ยท Posts ยท Citations ยท Cite this entry

2,402subscribers

-8 since we began measuring on 7 August 2026

Risers and fallers across the register ยท movement among entries of 1,000โ€“3,162.

Register entry

Telegram ID-1002600997657
TypeChannel
Username@FireStockStudy
CreatedBetween 1 March 2025 and 31 July 2025โ€” estimated from Telegramโ€™s id allocation, not measured. How this range is calculated.
First recorded7 August 2026
Last confirmed live11 August 2026
Measurements held4
Confirmed unchanged1 time, most recently 11 August 2026
On Telegramt.me/FireStockStudy

Growth

2,4022,4102,4067 August 2026 โ€” 2,410 subscribers7 August 2026 โ€” 2,410 subscribers7 August 2026 โ€” 2,409 subscribers11 August 2026 โ€” 2,402 subscribers7 August 202611 August 2026
4 measurements spanning 3 days, net -8. Dots are measurements; the straight line between them is drawn to join them, not to claim we know the path taken in between โ€” snapshots are recorded only when a count changes, so gaps mean โ€œno change observedโ€, never โ€œinterpolatedโ€. The vertical axis spans 2,401โ€“2,411 and does not start at zero.
Measurement log โ€” every subscribers count we have recorded
Measured (UTC)SubscribersChange
11 Aug 2026, 03:522,402-7
7 Aug 2026, 20:382,409-1
7 Aug 2026, 16:322,410no change
7 Aug 2026, 16:202,410first reading

Engagement

20 posts held, back to 17 November 2025 โ€” the reader has not yet reached the start of this channelโ€™s public history, so older posts may sit further back, unread. Read across 1 pageof Telegramโ€™s post history, 20 posts per page.

Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute โ€” we hold 20 posts for this entry, the most recent from 19 March 2026. An engagement rate over an empty window would be a number about nothing.

Reaction mix

165 reactions across 19 posts, in 6 distinct kinds. The most used accounts for 64.2% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
โค10664.2%
๐Ÿ‘3118.8%
๐Ÿ”ฅ1911.5%
๐Ÿ‘53.03%
๐Ÿ‘Ž31.82%
๐Ÿฅฐ10.606%

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 โ€” ๐Ÿ™ is thanks in one channel and mourning in another โ€” 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 โ€” 4.34K, 1.2M โ€” 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 19 of the 20 sampled posts in this sample. Summed by Telegramโ€™s own count on each post โ€” not by adding up the per-emoji breakdown above โ€” those same posts carry 165reactions in total: the kind of figure the paragraph above means by โ€œa reaction total printed elsewhere on the pageโ€.

Measured over the 20 most recent posts we hold, published 17 November 2025 to 19 March 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

19 Mar 2026, 22:43 UTCโ‰ˆ3,080 views7 reactionsread 7 August 2026

๐ŸŒŸ ๋„ค์˜ค์…ˆ ์Šคํ„ฐ๋”” ๋ฐœํ‘œ์ผ: 26.03.01 โœ”๏ธ ์š”์•ฝ - ๋„ค์˜ค์…ˆ์€ ๋‹จ์ˆœ SSD ํ…Œ์Šคํ„ฐ ์—…์ฒด๊ฐ€ ์•„๋‹ˆ๋ผ, eSSD Gen5/Gen6 ์„ธ๋Œ€๊ต์ฒด, CXL 3.1 ํ…Œ์Šคํ„ฐ, ์„œ๋ฒ„ DIMM ์ž๋™ํ™” ์žฅ๋น„(์ œ๋ฏธ๋‚˜์ด), HBF ํ…Œ์Šคํ„ฐ๊นŒ์ง€ ์ฐจ์„ธ๋Œ€ AI ์„œ๋ฒ„ ์ธํ”„๋ผ ์ „๋ฐ˜์— ๋ฐœ์„ ๊ฑธ์น˜๊ณ  ์žˆ๋Š” ๋ฐ˜๋„์ฒด ํ…Œ์ŠคํŠธยท์ž๋™ํ™” ์žฅ๋น„ ์—…์ฒด - ํ˜„์žฌ ํˆฌ์žํฌ์ธํŠธ๋Š” ํฌ๊ฒŒ 1) eSSD Gen4โ†’Gen5โ†’Gen6 ์ „ํ™˜์— ๋”ฐ๋ฅธ ๋ณธ์—… ์„ฑ์žฅ, 2) CXL 3.1ยทHBF ๋“ฑ ์‹ ๊ทœ ํ…Œ๋งˆ ์„ ์ , 3) ์ƒŒ๋””์Šคํฌยท๋งˆ์ดํฌ๋ก  ์ค‘์‹ฌ ๊ณ ๊ฐ ํ™•์žฅ, 4) ์ž๋™ํ™” ์žฅ๋น„์˜ ์ค‘์žฅ๊ธฐ ์‹ค์  ๊ธฐ์—ฌ ๊ฐ€๋Šฅ์„ฑ - ํŠนํžˆ ์‹œ์žฅ์ด ๋„ค์˜ค์…ˆ์„ ๊ธฐ์กด SSD ํ…Œ์Šคํ„ฐ ์—…์ฒด๊ฐ€ ์•„๋‹ˆ๋ผ AI ์„œ๋ฒ„ ๋ฉ”๋ชจ๋ฆฌ/์Šคํ† ๋ฆฌ์ง€ ๊ตฌ์กฐ ๋ณ€ํ™”(ICMS, KV Cache, HBF, CXL) ์ˆ˜ํ˜œ์ฃผ๋กœ ์žฌํ‰๊ฐ€ํ•  ๊ฒฝ์šฐ ๋ฉ€ํ‹ฐํ”Œ ํ™•์žฅ ์—ฌ์ง€๊ฐ€ ์กด์žฌ โ†’ ์‹ค์ ์€ ์•„์ง eSSD๊ฐ€ ํ•ตโ€ฆ

โค6๐Ÿ‘1

8 Mar 2026, 22:44 UTCโ‰ˆ19,100 views7 reactionsread 7 August 2026

๐ŸŒŸ ์—‘์‹œ์ฝ˜ ์Šคํ„ฐ๋”” ๋ฐœํ‘œ์ผ: 26.03.01 โœ”๏ธ ์š”์•ฝ - ์—‘์‹œ์ฝ˜์€ ๋‹จ์ˆœ SSD ํ…Œ์Šคํ„ฐ ์—…์ฒด๊ฐ€ ์•„๋‹ˆ๋ผ, ์‚ผ์„ฑ DRAM ํ…Œ์ŠคํŠธ ํ•ต์‹ฌ์ธ CLT(Chamber Type Low-Frequency Tester) ๋ฅผ ๊ณต๊ธ‰ํ•˜๋Š” ๋ฐ˜๋„์ฒด ํ…Œ์ŠคํŠธ ์žฅ๋น„ ์—…์ฒด - ํ˜„์žฌ ํˆฌ์žํฌ์ธํŠธ๋Š” ํฌ๊ฒŒ 1) ์‚ผ์„ฑํ–ฅ CLT ํ™•์‚ฐ, 2) SSD Gen6 ์„ธ๋Œ€๊ต์ฒด, 3) ํ–ฅํ›„ HBMยทCXL๋กœ์˜ ํ™•์žฅ ๊ฐ€๋Šฅ์„ฑ - ํŠนํžˆ CLT๋Š” ๊ธฐ์กด ์–ด๋“œ๋ฐ˜ํ…Œ์ŠคํŠธ ์žฅ๋น„ ๋Œ€์ฒด ์ˆ˜์š”๋ฅผ ๊ฒจ๋ƒฅํ•œ ์žฅ๋น„๋กœ, ํšŒ์‚ฌ๋Š” ์‚ผ์„ฑ ๋‚ด ์ตœ์ข… ์Šน์ธ ๋ฐ ์‚ฌ์‹ค์ƒ ๋…์  ์ง€์œ„๋ฅผ ๊ฐ•์กฐํ•˜๊ณ  ์žˆ์Œ โ†’ ์‹œ์žฅ์ด ์—‘์‹œ์ฝ˜์„ ๊ธฐ์กด SSD ํ…Œ์Šคํ„ฐ ์—…์ฒด๊ฐ€ ์•„๋‹ˆ๋ผ ์‚ผ์„ฑ ๋ฉ”๋ชจ๋ฆฌ ํ…Œ์ŠคํŠธ ๊ณ ๋„ํ™” ์ˆ˜ํ˜œ์ฃผ๋กœ ์žฌํ‰๊ฐ€ํ•  ๊ฒฝ์šฐ ๋ฆฌ๋ ˆ์ดํŒ… ์—ฌ์ง€ ์กด์žฌ ๐Ÿ’ก ๊ฐœ์š” - ์‹œ๊ฐ€์ด์•ก: 4000์–ต - ์‚ฌ์—…๋‚ด์šฉ: ๋ฐ˜๋„์ฒด ์„ฑ๋Šฅยท์‹ ๋ขฐ์„ฑ ๊ฒ€์‚ฌ ์žฅ๋น„ ์‚ฌ์—… ์˜์œ„ 1) ๋ฉ”๋ชจ๋ฆฌ ํ…Œ์Šคํ„ฐ DRAM ๊ฒ€โ€ฆ

โค4๐Ÿ‘2๐Ÿ”ฅ1

26 Feb 2026, 00:30 UTCโ‰ˆ4,820 views8 reactionsread 7 August 2026

๐ŸŒŸ ๋Œ€ํ•œํ•ญ๊ณต ์Šคํ„ฐ๋”” ๋ฐœํ‘œ์ผ: 26.02.01 โœ”๏ธ ์š”์•ฝ - ๋Œ€ํ•œํ•ญ๊ณต์€ ๋‹จ์ˆœ ํ•ญ๊ณต์šด์†ก ํšŒ์‚ฌ๊ฐ€ ์•„๋‹ˆ๋ผ ํ•ญ๊ณต์šฐ์ฃผยท๋ฌด์ธ๊ธฐยท๊ตฐ์šฉ๊ธฐ MRO๋ฅผ ์ˆ˜ํ–‰ํ•˜๋Š” ๋ฐฉ์‚ฐ ๊ธฐ์—… - ์•ˆ๋‘๋ฆด๊ณผ ํ˜‘๋ ฅ MOU ์ฒด๊ฒฐ, ์•„์‹œ์•„ ๋ฌด์ธ๊ธฐ ์ƒ์‚ฐ๊ธฐ์ง€ ํ•œ๊ตญ ๊ตฌ์ถ• ๊ฒ€ํ†  - ๋“œ๋ก /๋ฌด์ธ๊ธฐ = ํ”ผ์ง€์ปฌ AI 3๋Œ€ ํผํŒฉํ„ฐ ์ค‘ ํ•˜๋‚˜ โ†’ AI ๋‚ด๋Ÿฌํ‹ฐ๋ธŒ ํ™•์žฅ ๊ฐ€๋Šฅ์„ฑ โ†’ ์‹œ์žฅ์ด ๋Œ€ํ•œํ•ญ๊ณต์„ ๋‹จ์ˆœ ํ•ญ๊ณต์ฃผ๊ฐ€ ์•„๋‹ˆ๋ผ ๋“œ๋ก ยท๋ฐฉ์‚ฐ ํ”Œ๋žซํผ ๊ธฐ์—…์œผ๋กœ ์žฌํ•ด์„ํ•  ๊ฒฝ์šฐ ๋ฆฌ๋ ˆ์ดํŒ… ์—ฌ์ง€ ๐Ÿ’ก ๊ฐœ์š” - ์‹œ๊ฐ€์ด์•ก: 8์กฐ 5948์–ต - ์‚ฌ์—…๋‚ด์šฉ: ๋Œ€ํ•œํ•ญ๊ณต์€ 4๊ฐœ ์‚ฌ์—…๋ถ€๋กœ ์šด์˜ 1) ํ•ญ๊ณต ์šด์†ก ์‚ฌ์—… ์—ฌ๊ฐ ๋ฐ ํ™”๋ฌผ ๊ตญ์ œยท๊ตญ๋‚ด ๋…ธ์„  ์šด์˜ ํ•ญ๊ณต๊ธฐ ์šด์˜ 2) ํ•ญ๊ณต์šฐ์ฃผ ์‚ฌ์—… ํ•ญ๊ณต๊ธฐ ์„ค๊ณ„ ๋ฐ ์ œ์กฐ ๋ฏผ๊ฐ„ยท๊ตฐ์šฉ ํ•ญ๊ณต๊ธฐ ์œ ์ง€๋ณด์ˆ˜(MRO) ์œ„์„ฑ ๋ฐ R&D 3) ํ˜ธํ…” ์‚ฌ์—… 4) ๊ธฐํƒ€(๊ธฐ๋‚ด์‹ยท๋ฉด์„ธยทIT ์„œ๋น„์Šค โšก๏ธ ํˆฌ์žํฌ์ธํŠธ โ€ฆ

๐Ÿ‘8

22 Feb 2026, 22:44 UTCโ‰ˆ5,790 views16 reactionsread 7 August 2026

๐ŸŒŸ ํฌ์Šค์ฝ”์ธํ„ฐ๋‚ด์…”๋„ ์Šคํ„ฐ๋”” ๋ฐœํ‘œ์ผ: 26.02.01 โœ”๏ธ ์š”์•ฝ - ์ฒด์งˆ ๋ณ€ํ™”: ๋‹จ์ˆœ ํŠธ๋ ˆ์ด๋”ฉ ์ค‘์‹ฌ ์ข…ํ•ฉ์ƒ์‚ฌ โ†’ LNGยทํŒœยท์šฐ๋ผ๋Š„ยทํฌํ† ๋ฅ˜๊นŒ์ง€ ์•„์šฐ๋ฅด๋Š” ์—๋„ˆ์ง€ยท์ž์› ํ”Œ๋žซํผ ๊ธฐ์—…์œผ๋กœ ์ง„ํ™” - 2026๋…„ ์ฆ์ต ์‚ฌ์ดํด ๋ณธ๊ฒฉ ์ง„์ž…: Senex ์ฆ์‚ฐ + ์ธ๋‹ˆ ํŒœ ์ธ์ˆ˜ ํšจ๊ณผ - ์ฃผ์ฃผํ™˜์› 50% ์ •์ฑ… + ๋ฐฐ๋‹น ํ™•๋Œ€, ์ผ๋ณธ ์ƒ์‚ฌ ๋Œ€๋น„ ํ• ์ธ ์ถ•์†Œ ๊ธฐ๋Œ€ ๐Ÿ’ก ๊ฐœ์š” - ์‹œ๊ฐ€์ด์•ก: 10์กฐ 9776์–ต - ์‚ฌ์—…๋‚ด์šฉ ์†Œ์žฌ(๋งค์ถœ ๋น„์ค‘ 90% ์ด์ƒ) โ€“ ์ฒ ๊ฐ•ยทํŠธ๋ ˆ์ด๋”ฉยท๋ชจํ„ฐ์ฝ”์–ดยทํŒœ ๋“ฑ ์—๋„ˆ์ง€(์˜์—…์ด์ต ๋น„์ค‘ ์•ฝ 55%) โ€“ ๊ฐ€์Šค์ „(E&P), LNG ํ„ฐ๋ฏธ๋„, ๋ฐœ์ „ - ๊ตฌ์กฐ์  ํŠน์ง•: ์†Œ์žฌ = ์ €๋งˆ์ง„ยท๋Œ€๊ทœ๋ชจ ๋งค์ถœ ์—๋„ˆ์ง€ = ๊ณ ๋งˆ์ง„ยท์ด์ต ๊ธฐ์—ฌ ํ•ต์‹ฌ โ†’ ๋งค์ถœ์€ ์ƒ์‚ฌ, ์ด์ต์€ ์—๋„ˆ์ง€๊ฐ€ ๋งŒ๋“œ๋Š” ๊ตฌ์กฐ. โšก๏ธ ํˆฌ์žํฌ์ธํŠธ 1. 2026๋…„ ์ฆ์ต ์‚ฌ์ดํด ์‹œ์ž‘ - 2023~2025๋…„ โ€ฆ

โค13๐Ÿ‘3

4 Feb 2026, 07:09 UTCโ‰ˆ5,770 views4 reactionsread 7 August 2026

๐ŸŒŸ ํ•œ์Šค๋ฐ”์ด์˜ค๋ฉ”๋“œ ์Šคํ„ฐ๋”” ๋ฐœํ‘œ์ผ: 26.01.04 โœ”๏ธ ์š”์•ฝ - ์ฒด์งˆ ๋ณ€ํ™”: ์ธ์ฒด์กฐ์ง ์ด์‹์žฌ ํšŒ์‚ฌ โ†’ ECM ์Šคํ‚จ๋ถ€์Šคํ„ฐ ํšŒ์‚ฌ๋กœ ๋ณ€์‹  - 2025๋…„๊นŒ์ง€ ๋ฐœ๋ชฉ ์žก๋˜ ๋ฒจ๋ผ์ ค ์†Œ์†ก ์ถฉ๋‹น๊ธˆ(215์–ต) ๋ฐ˜์˜์œผ๋กœ ์ ์ž์˜€์ง€๋งŒ, ์•…์žฌ ๋Œ€๋ถ€๋ถ„ ๋งˆ๋ฌด๋ฆฌ ๊ตญ๋ฉด - ์…€๋ฅด๋””์— (CellREDM) = ECM ๊ธฐ๋ฐ˜ ์Šคํ‚จ๋ถ€์Šคํ„ฐ ์‹ ์ œํ’ˆ์ด ๊ณ ๋งˆ์ง„ ํ•ต์‹ฌ ์„ฑ์žฅ์ถ•์œผ๋กœ ๋ถ€์ƒ โ†’ ํ„ด์–ด๋ผ์šด๋“œ ๊ตฌ๊ฐ„ ์ง„์ž… ๐Ÿ’ก ๊ฐœ์š” - ์‹œ๊ฐ€์ด์•ก: ์•ฝ 3,780์–ต - ์‚ฌ์—…๋‚ด์šฉ ํ”ผ๋ถ€์ด์‹์žฌ 31.2% ๋ผˆ์ด์‹์žฌ 29.8% ์˜๋ฃŒ๊ธฐ๊ธฐ 31.6% ์‹ค๋ฆฌ์ฝ˜ํด๋ฆฌ๋จธ 0.5% ์ฝ”์Šค๋ฉ”๋””์ปฌ 2.3% ๊ธฐํƒ€ 4.6% - ๊ตญ๋‚ด 1ํ˜ธ ์ธ์ฒด์กฐ์ง์€ํ–‰ ๋ณด์œ  ๊ธฐ์—… โ†’ ์กฐ์ง ์ฑ„์ทจยท๊ฐ€๊ณตยท๋ณด๊ด€ยท๊ณต๊ธ‰๊นŒ์ง€ ์ง์ ‘ ์ˆ˜ํ–‰ ๊ฐ€๋Šฅ โšก๏ธ ํˆฌ์žํฌ์ธํŠธ 1. ์Šคํ‚จ๋ถ€์Šคํ„ฐ ๊ตฌ์กฐ์  ์„ฑ์žฅ + ์…€๋ฅด๋””์—  ๊ณ ๋งˆ์ง„ - ์…€๋ฅด๋””์— : ECM(Extra Cellular Matrix) ๊ธฐ๋ฐ˜ โ€ฆ

โค4

29 Jan 2026, 09:47 UTCโ‰ˆ3,760 views11 reactionsread 7 August 2026

๐ŸŒŸ ์”จ์— ํ‹ฐ์—‘์Šค ์Šคํ„ฐ๋”” ๋ฐœํ‘œ์ผ: 26.01.04 โœ”๏ธ ์š”์•ฝ - ์ฃผ๊ฐ€ ํ•˜๋ฝ์˜ 1์ฐจ ์›์ธ = ๋ฝ์—…(๋ณดํ˜ธ์˜ˆ์ˆ˜) ํ•ด์ œ ๋ฌผ๋Ÿ‰ ์˜ค๋ฒ„ํ–‰: 12/20 ~22%, 1/20 ~8%, 2/20 ~8%๋กœ ๋‹จ๊ธฐ๊ฐ„ ๋ˆ„์  ~38% ๋ฌผ๋Ÿ‰ ๋ถ€๋‹ด โ†’ ์ˆ˜๊ธ‰์ด ์ฃผ๊ฐ€๋ฅผ ๋ˆ„๋ฅด๋Š” ๊ตฌ๊ฐ„. - ์ด๋ฏธ ํ’€์บํŒŒ: ํ˜„์žฌ ๋””์ž์ธ ๊ธฐ์ค€ ํ’€์บํŒŒ ๋งค์ถœ ~2,000์–ต(26E) ์ˆ˜์ค€๊นŒ์ง€ ๊ฑฐ์˜ ๋„๋‹ฌ. - ์ฆ์„ค ์ดํ›„ ์‹ค์  ๋ ˆ๋ฒจ์—…: ์ฆ์„ค ํ’€๊ฐ€๋™ ์‹œ ๋ฐธ๋ฅ˜ ์žฌํ‰๊ฐ€ ์—ฌ์ง€. - ํ•ต์‹ฌ ๊ฒฝ์Ÿ๋ ฅ์€ ๊ณ ๋งˆ์ง„ ๊ตฌ์กฐ(์†Œ์žฌ ๋‚ด์žฌํ™”+์ž๋™ํ™”+์ˆ˜์œจ): ๊ณ ํŒ๊ฐ€/์„ ๋‹จ ๊ณ ๊ฐ ์ค‘์‹ฌ + ์ˆ˜์œจ์ด ์••๋„์  ๐Ÿ’ก ๊ฐœ์š” - ์‹œ๊ฐ€์ด์•ก: ์•ฝ 9650์–ต - ์‚ฌ์—…๋‚ด์šฉ ๋ฐ˜๋„์ฒด ์ „๊ณต์ • ์ค‘ ์‹๊ฐ, ์ฆ์ฐฉ ๊ณต์ •์— ์‚ฌ์šฉ๋˜๋Š” ๊ณ ๊ธฐ๋Šฅ ์ •๋ฐ€ ๋ถ€ํ’ˆ์„ ์ œ์กฐํ•˜๋Š” ์†Œ์žฌ ๋ฐ ๋ถ€ํ’ˆ ์ „๋ฌธ ๊ธฐ์—…. ์‹ค๋ฆฌ์ฝ˜ ์†Œ์žฌ ๊ธฐ๋ฐ˜ ๋ถ€ํ’ˆ์„ ์ค‘์‹ฌ์œผ๋กœ ๋ฐ˜๋„์ฒด ์ œ์กฐ์‚ฌ์— ์ง์ ‘ ๊ณต๊ธ‰ํ•˜๋Š” ์• ํ”„ํ„ฐ ๋งˆ์ผ“ ์ง„์ถœ. 20๋…„ ์„คโ€ฆ

โค9๐Ÿ”ฅ2

23 Jan 2026, 02:29 UTCโ‰ˆ3,300 views9 reactionsread 7 August 2026

๐ŸŒŸ RF๋จธํŠธ๋ฆฌ์–ผ์ฆˆ ์Šคํ„ฐ๋”” ๋ฐœํ‘œ์ผ: 26.01.04 โœ”๏ธ ์š”์•ฝ - ๊ธ€๋กœ๋ฒŒ ๋ฐ์ดํ„ฐ์„ผํ„ฐ ์ฆ์„ค๋กœ ์ „๋ฐฉ ๊ณ ๊ฐ(๋ฃจ๋ฉ˜ํ…€) ์ˆ˜์š”๊ฐ€ ๊ธ‰์ฆํ•˜๋Š” ๊ฐ€์šด๋ฐ, ํ™”ํ•ฉ๋ฌผ ๋ฐ˜๋„์ฒด์šฉ ๋ฐ€ํํ˜• ํŒจํ‚ค์ง€๋ฅผ ๊ธฐ๋ฐ˜์œผ๋กœ ํ„ด์–ด๋ผ์šด๋“œ ๊ตฌ๊ฐ„์— ์ง„์ž… - ์ œํ’ˆ ๋ฏน์Šค(ํ†ต์‹ /๋ฐฉ์‚ฐ/์šฐ์ฃผ) + CAPA ์ฆ์„ค ๋…ผ๋ฆฌ๋กœ ์‹ค์ /๋ฐธ๋ฅ˜ ๋ฆฌ๋ ˆ์ดํŒ… ์—ฌ์ง€ ๐Ÿ’ก ๊ฐœ์š” - ์‹œ์ด 1,927์–ต์› - ์‚ฌ์—…๋‚ด์šฉ 2007๋…„ ์„ค๋ฆฝ, ํ™”ํ•ฉ๋ฌผ ๋ฐ˜๋„์ฒด ํŒจํ‚ค์ง€ ์ „๋ฌธ. ๊ด‘ํ†ต์‹ ยทRFํ†ต์‹ ยท๋ ˆ์ด์ €ยท๊ตญ๋ฐฉยท์˜๋ฃŒ ๋“ฑ ๊ณ ์‹ ๋ขฐ์„ฑ ์‚ฐ์—… ๋Œ€์ƒ์œผ๋กœ, ์†Œ์ž๋ฅผ ์•ˆ์ •์ ์œผ๋กœ ์‹ค์žฅํ•˜๋Š” ๋ฐ€ํํ˜•(Hermetic) ํŒจํ‚ค์ง€๋ฅผ ๊ฐœ๋ฐœยท์ œ์กฐยท๊ณต๊ธ‰ - ๋งค์ถœ ๊ตฌ์„ฑ ๋ ˆ์ด์ €์šฉ ํŒจํ‚ค์ง€ ์•ฝ 0.7% ๊ตฐ์ˆ˜์šฉ ํŒจํ‚ค์ง€ ์•ฝ 4% ๊ตฐ์ˆ˜์šฉ ์žฅ๋น„๋ถ€ํ’ˆ ์•ฝ 49%(์žํšŒ์‚ฌ RF์‹œ์Šคํ…œ์ฆˆ ํ†ตํ•ด ๊ตฌ์กฐ๋ฌผ/ํ†ต์‹ ์žฅ๋น„ ๋ถ€ํ’ˆ) โšก๏ธ ํˆฌ์žํฌ์ธํŠธ 1. AI ์ธํ”„๋ผ ํ™•์žฅ ์ˆ˜ํ˜œ: ๊ด‘ ํŒจํ‚ค์ง€ ์ˆ˜์š” ์žฅ๊ธฐ ์šฐ์ƒํ–ฅ - ํ•˜โ€ฆ

โค8๐Ÿฅฐ1

18 Jan 2026, 23:30 UTCโ‰ˆ3,150 views11 reactionsread 7 August 2026

๐ŸŒŸ LIG๋„ฅ์Šค์› ์Šคํ„ฐ๋”” ๋ฐœํ‘œ์ผ: 26.01.04 โœ”๏ธ ์š”์•ฝ - ์ฆ์„ค ๊ณต์‹œ๊ฐ€ ์‹œ์‚ฌํ•˜๋Š” ๋ฐ”๋Š” ๋‹จ์ˆœํžˆ โ€œ๊ธฐ์ˆ˜์ฃผ ์†Œํ™”โ€๊ฐ€ ์•„๋‹ˆ๋ผ, ์‚ฌ์šฐ๋”” ์ฒœ๊ถ-II 2์ฐจ + ์ค‘๋™ํ–ฅ L-SAM ๋“ฑ ์ถ”๊ฐ€ ์ˆ˜์ฃผ ํŒŒ์ดํ”„๋ผ์ธ์„ ์ „์ œ๋กœ ํ•œ ์„ ์ œ ๋Œ€์‘ ๊ฐ€๋Šฅ์„ฑ - ์ˆ˜์ฃผ์ž”๊ณ ๊ฐ€ 2031๋…„๊นŒ์ง€ ์ด์–ด์ง€๋Š” ์žฅ๊ธฐ ๊ณ„์•ฝ์ด๋ฉฐ, ํšŒ์‚ฌ๋Š” โ€œ๊ทธ ์ด์ƒ์˜ ๋’ท๊ทธ๋ฆผโ€์„ ๋ณด๊ณ  ์žˆ์Œ. - ๋ฐธ๋ฅ˜ ์ธก๋ฉด์—์„œ ๋” ์„ฑ์žฅํ•˜๋Š” ๋ฐฉํ–ฅ์œผ๋กœ ํŒ๋‹จ ๐Ÿ’ก ๊ฐœ์š” - ์‹œ๊ฐ€์ด์•ก: ์•ฝ 9์กฐ 7420์–ต - ์‚ฌ์—…๋‚ด์šฉ ์ฒœ๊ถ-II(M-SAM): ๋™์‚ฌ์˜ ํ•ต์‹ฌ ํŽ€๋”๋ฉ˜ํƒˆ์ด ๋˜๋Š” ๋ฉ”์ธ ์•„์ดํ…œ. 2019๋…„ 12์›”๋ถ€ํ„ฐ ํ•œ๊ตญ ๊ณต๊ตฐ ๋ฐฐ์น˜ ์‹œ์ž‘, ์š”๊ฒฉ ๊ณ ๋„ 15~30km ๋ฏธ์‚ฌ์ผ 1๋ฐœ๋‹น ๊ฐ€๊ฒฉ: ์ฒœ๊ถ-II 15์–ต~17์–ต ์› / PAC-3 40์–ต ์› / ์‚ฌ๋“œ 150์–ต ์› L-SAM: ์ฒœ๊ถ-II๋ณด๋‹ค ๊ณ ๊ณ ๋„ ์š”๊ฒฉ, 2026๋…„๋ถ€ํ„ฐ ๊ตญ๋‚ด ์–‘์‚ฐ ๋Œ์ž…, ์š”๊ฒฉ ๊ณ ๋„ 4โ€ฆ

๐Ÿ”ฅ6โค2๐Ÿ‘2๐Ÿ‘Ž1

16 Jan 2026, 02:25 UTCโ‰ˆ15,200 views10 reactionsread 7 August 2026

๐ŸŒŸ ๋‘์‚ฐ ์Šคํ„ฐ๋”” ๋ฐœํ‘œ์ผ: 26.01.04 โœ”๏ธ ์š”์•ฝ - AI ๊ฐ€์†๊ธฐํ–ฅ ํ•˜์ด์—”๋“œ CCL(๋‘์‚ฐ์ „์žBG)์˜ ๊ตฌ์กฐ์  ์„ฑ์žฅ + NVIDIA Blackwell(GB200/GB300) ์ปดํ“จํŒ… ๋ณด๋“œ/ํŠธ๋ ˆ์ด ๋‹จ๋… ๊ณต๊ธ‰ ๋ ˆํผ๋Ÿฐ์Šค ๊ธฐ๋ฐ˜์œผ๋กœ, ์ „์žBG๋งŒ์œผ๋กœ๋„ ๋ฐธ๋ฅ˜ ์„ค๋ช…๋ ฅ์ด ์ปค์ง€๋Š” ๊ตฌ๊ฐ„ - CAPA ํ™•์žฅ(๋„คํŠธ์›Œํฌ์šฉ CCL CAPA 27๋…„๊นŒ์ง€ +50%) ๋ฐ ์ €๋ถ€๊ฐ€ โ†’ ๊ณ ๋ถ€๊ฐ€ ๋ผ์ธ ์ „ํ™˜์œผ๋กœ ๋งˆ์ง„ ๋ ˆ๋ฒจ์—… ๊ธฐ๋Œ€ - ์ง€์ฃผ์‚ฌ ๋””์Šค์นด์šดํŠธ ์™„ํ™” ๋ชจ๋ฉ˜ํ…€: ์ƒ๋ฒ• ๊ฐœ์ • ๋ชจ๋ฉ˜ํ…€ + 27๋…„๊นŒ์ง€ ์ž์‚ฌ์ฃผ ์†Œ๊ฐ ๊ณ„ํš - SK์‹คํŠธ๋ก  ์ธ์ˆ˜๋กœ ๋‹จ๊ธฐ ์šฐ๋ ค๊ฐ€ ์žˆ์—ˆ์œผ๋‚˜, ์‹œ์žฅ ์ถ”์ • ์ธ์ˆ˜๋Œ€๊ธˆ 1.5~2์กฐ, ๋™์‚ฌ ํ˜„๊ธˆ์—ฌ๋ ฅ(ํ˜„๊ธˆ์„ฑ์ž์‚ฐ 1.2์กฐ ์–ธ๊ธ‰) ๋ฐ ์—ฐ 3,000์–ต ์ˆ˜์ค€ ์ˆœ์ด์ต ์ฐฝ์ถœ ์บ์‹œ์นด์šฐ ๊ด€์ ์—์„œ ๊ณผ๋„ํ•œ ๋ถ€๋‹ด ์•„๋‹˜. ๐Ÿ’ก ๊ฐœ์š” - ์‹œ๊ฐ€์ด์•ก: ์•ฝ 15์กฐ - ์‚ฌ์—…๋‚ด์šฉ ์ง€์ฃผํšŒ์‚ฌ ์ฒด์ œ ํ•˜ ๋ณตํ•ฉ ์‚ฐ์—… ๊ทธ๋ฃน์œผ๋กœโ€ฆ

โค5๐Ÿ‘5

13 Jan 2026, 10:54 UTCโ‰ˆ4,870 views8 reactionsread 7 August 2026

๐ŸŒŸ ์—์ด์น˜๋ธŒ์ด์—  ์Šคํ„ฐ๋”” ๋ฐœํ‘œ์ผ: 25.11.02 โœ”๏ธ ์š”์•ฝ - ๋‹ˆ์ผˆยทํ‹ฐํƒ€๋Š„ ๋“ฑ ์ฒจ๋‹จ๊ธˆ์† ์ˆ˜์š” ์ฆ๊ฐ€(์šฐ์ฃผ/ํ•ญ๊ณตยท๋ฐฉ์‚ฐ/๋ฐ˜๋„์ฒด/๋””์Šคํ”Œ๋ ˆ์ด) ํ๋ฆ„์— ๋งž์ถฐ, ๊ณ ์ฒญ์ • ์ง„๊ณต์šฉํ•ด ๊ธฐ๋ฐ˜ ์ฒจ๋‹จ๊ธˆ์†์„ ๊ฐœ๋ฐœยท๋‚ฉํ’ˆํ•˜๋Š” ์—…์ฒด - ๊ตญ๋‚ด ์œ ์ผ โ€˜๊ณ ์ฒญ์ • ์ง„๊ณต์šฉํ•ด ์ „ ๊ณต์ •โ€™ ๋ณด์œ (VIM/VAR/ESR/EBCHMยทPACHM) + Ni ์ดˆํ•ฉ๊ธˆ & Ti ํ•ฉ๊ธˆ ๋™์‹œ ์•ˆ์ • ์ƒ์‚ฐ ๊ฐ€๋Šฅํ•œ ํฌ์†Œ์„ฑ - ์„œ์‚ฐ 2๊ณต์žฅ CAPA 7๋ฐฐ ์ฆ์„ค๋กœ ๊ตฌ์กฐ์  ์„ฑ์žฅ ๊ตฌ๊ฐ„ ์ง„์ž…(ํ’€ CAPA ์‹œ ๋งค์ถœ ์ž ์žฌ๋ ฅ 3,500์–ต) ๐Ÿ’ก ๊ฐœ์š” - ์‹œ๊ฐ€์ด์•ก: 2,690์–ต - ์‚ฌ์—…/๊ณ ๊ฐ: ์šฐ์ฃผยท๋ฐฉ์‚ฐํ•ญ๊ณตยท๋ฐ˜๋„์ฒดยท๋””์Šคํ”Œ๋ ˆ์ด ๋Œ€์ƒ ์ฒจ๋‹จ๊ธˆ์†/์ œํ’ˆ ๊ฐœ๋ฐœยท๋‚ฉํ’ˆ, ๊ณ ๊ฐ์‚ฌ๋กœ SpaceX / SCOPE / ์‚ผ์„ฑ์ „์žยทSKํ•˜์ด๋‹‰์Šค ๋“ฑ - ๋งค์ถœ ๊ตฌ์กฐ(2024๋…„ ๊ธฐ์ค€) ์ œํ’ˆ๋ณ„: Fe๊ณ„ 43% / Ni๊ณ„ 32%(๋งˆ์ง„ 25%๋กœ ๋†’์Œ) / Cu๊ณ„ ๋ฐ โ€ฆ

โค8

9 Jan 2026, 07:24 UTCโ‰ˆ4,640 views6 reactionsread 7 August 2026

๐ŸŒŸ ๋””์•„์ดํ‹ฐ ์Šคํ„ฐ๋”” ๋ฐœํ‘œ์ผ: 26.01.04 โœ”๏ธ ์š”์•ฝ - DRAM ๋ฏธ์„ธํ™”, HBM ๊ณ ๋‹จํ™” โ†’ ๋ ˆ์ด์ € ์–ด๋‹๋ง ํ•„์ˆ˜ํ™”์˜ ๊ตฌ์กฐ์  ์ˆ˜ํ˜œ ๊ธฐ์—… - AOI ์ค‘์‹ฌ ํšŒ์‚ฌ์—์„œ ๋ ˆ์ด์ € ์–ด๋‹๋ง ์žฅ๋น„ ์—…์ฒด๋กœ ์ฒด์งˆ ์ „ํ™˜ ์™„๋ฃŒ - SKํ•˜์ด๋‹‰์Šค์˜ ์ด์–ด์ง€๋Š” ํˆฌ์ž๋กœ 26๋…„ 27๋…„ ์‹ค์  ๋ ˆ๋ฒจ์—… ๊ฐ€์‹œ์„ฑ ๋†’์Œ ๐Ÿ’ก ๊ฐœ์š” - ์‹œ๊ฐ€์ด์•ก: 3,130์–ต์› - ์‚ฌ์—… ํฌํŠธํด๋ฆฌ์˜ค: 1) Laser Solution (๊ณ ๋ถ€๊ฐ€) ๋ ˆ์ด์ € ์–ด๋‹๋ง ์žฅ๋น„ (์ฃผ๋ ฅ, ASP 50~70์–ต ์ถ”์ •) 2) AOI Solution (์ €๋ถ€๊ฐ€) ๋””์Šคํ”Œ๋ ˆ์ด/์ด์ฐจ์ „์ง€/์ž๋™์ฐจ ๊ฒ€์‚ฌ ์žฅ๋น„ 23๋…„ ์ดํ›„ ๋งค์ถœ ๋น„์ค‘ ๊ธ‰๊ฐ โ†’ AOI โ†’ Laser ์ค‘์‹ฌ์œผ๋กœ ๊ตฌ์กฐ์  ๋ฏน์Šค ๊ฐœ์„  ์ง„ํ–‰ ์ค‘ โšก๏ธ ํˆฌ์žํฌ์ธํŠธ 1. HBM ๊ณ ๋‹จํ™” โ†’ ๋ ˆ์ด์ € ์–ด๋‹๋ง์˜ ๊ตฌ์กฐ์  ํ•„์ˆ˜ ๊ณต์ •ํ™” - HBM3E(12๋‹จ) โ†’ HBM4๋กœ ๊ฐˆ์ˆ˜๋ก โ†’ ์›จ์ดํผ ๋ฐ•๋ง‰ํ™” + ๋’คโ€ฆ

โค6

2 Jan 2026, 13:23 UTCโ‰ˆ3,700 views8 reactionsread 7 August 2026

๐ŸŒŸ ๋Œ€๋•์ „์ž ์Šคํ„ฐ๋”” ๋ฐœํ‘œ์ผ: 25.12.07 โœ”๏ธ ์š”์•ฝ - ํŒจํ‚ค์ง€ ๊ธฐํŒ(๋ฉ”๋ชจ๋ฆฌ/๋น„๋ฉ”๋ชจ๋ฆฌ) + MLB(๊ณ ๋‹ค์ธต ๊ธฐํŒ) ๋™์‹œ ๋ชจ๋ฉ˜ํ…€: ๋ฉ”๋ชจ๋ฆฌ/๋น„๋ฉ”๋ชจ๋ฆฌ ํŒจํ‚ค์ง€ ๊ธฐํŒ๊ณผ MLB๋ฅผ ์ œ์กฐยท๊ณต๊ธ‰ํ•˜๋Š” ์—…์ฒด - ์ด๋ฒˆ ์‚ฌ์ดํด ํ•ต์‹ฌ์€ Mix ๊ฐœ์„  + ์ถ”๊ฐ€ ์ˆ˜์š” ํ™•๋ณด: FC-BGA ๋ณธ๊ฒฉ ์„ฑ์žฅ ๊ตฌ๊ฐ„ + AI MLB ์‹ ๊ทœ ์„ฑ์žฅ ๋™๋ ฅ ๋ณธ๊ฒฉํ™” ์‹œ๊ธฐ ๐Ÿ’ก ๊ฐœ์š” - ์‹œ๊ฐ€์ด์•ก: 2์กฐ 3,800์–ต์› - ์‚ฌ์—… ํฌํŠธํด๋ฆฌ์˜ค(25๋…„ 3Q ๋ˆ„์  ๋งค์ถœ ๋น„์ค‘): ๋ฉ”๋ชจ๋ฆฌ ํŒจํ‚ค์ง€ ๊ธฐํŒ ~52% (1) CSP - LPDDR (์Šค๋งˆํŠธํฐ, Socamm, CXL, Lpcamm) ๋ฐ NAND (์„œ๋ฒ„, SSD, PC) (2) BOC (Board on Chip), DDR5์šฉ ๊ธฐํŒ ๋น„๋ฉ”๋ชจ๋ฆฌ ํŒจํ‚ค์ง€ ๊ธฐํŒ ~32% (1) FC-BGA - Automotive (์ž์œจ์ฃผํ–‰, ์ธํฌํ…Œ์ธ๋จผํŠธ), ๋ฐ์ดํ„ฐ์„ผํ„ฐ, ์ปจํŠธ๋กค๋Ÿฌ (Cโ€ฆ

๐Ÿ‘6๐Ÿ‘Ž2

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์Šคํƒ์ด์ง€ - AI ํˆฌ์ž ์–ด์‹œ์Šคํ„ดํŠธ
@maddingStock ยท 20,2361 post

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โ€œํŒŒ์ด์–ด๐Ÿ”ฅโ€ (@FireStockStudy), 2,402 subscribers as measured 11 August 2026. Telegram Register, tgregister.com/channel/FireStockStudy.

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