![Telegram profile photo for [한투 테크팀] 남채민/황준태/김정찬/김연준](https://cdn.tgregister.com/av/30/300900b65c2c81aeeecf4842480f60fadfb4dad820deea0ab266b7b488c93ce8.jpg)
Channel
@KISemicon
On this record: Topic · Growth · Engagement · What this channel posts · Posts · Citations · Telegram's recommendations · Cite this entry
15,625subscribers
+990 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| Telegram ID | -1001281344016 |
|---|---|
| Type | Channel |
| Username | @KISemicon |
| Created | 12 February 2018 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 11 November 2026 |
| Measurements held | 62 |
| Confirmed unchanged | 1 time, most recently 11 November 2026 |
| On Telegram | t.me/KISemicon |
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 10 September 2026 and assigned it the closest of 31 fixed categories, at 90% 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.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 11 Nov 2026, 20:56 | 15,625 | +44 |
| 9 Nov 2026, 22:41 | 15,581 | +58 |
| 8 Nov 2026, 11:48 | 15,523 | -1 |
| 7 Nov 2026, 08:49 | 15,524 | +1 |
| 6 Nov 2026, 10:07 | 15,523 | +7 |
| 5 Nov 2026, 09:45 | 15,516 | +6 |
| 4 Nov 2026, 12:10 | 15,510 | +12 |
| 3 Nov 2026, 14:19 | 15,498 | +13 |
| 2 Nov 2026, 15:09 | 15,485 | +2 |
| 1 Nov 2026, 16:19 | 15,483 | -1 |
| 31 Oct 2026, 16:05 | 15,484 | +8 |
| 30 Oct 2026, 18:00 | 15,476 | +14 |
| 29 Oct 2026, 17:28 | 15,462 | +9 |
| 28 Oct 2026, 14:55 | 15,453 | +6 |
| 27 Oct 2026, 13:39 | 15,447 | -2 |
| 26 Oct 2026, 10:05 | 15,449 | +9 |
| 25 Oct 2026, 06:50 | 15,440 | -4 |
| 23 Oct 2026, 02:59 | 15,444 | -5 |
| 20 Oct 2026, 17:58 | 15,449 | -3 |
| 19 Oct 2026, 21:00 | 15,452 | first reading |
106 posts held, back to 30 July 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 72 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.
| Window | Rolling 30 days · latest post in window 12 November 2026 |
|---|---|
| Posts held | 106 (30 July 2026 – 12 November 2026) |
| Views total | 182,832 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 12 Nov 2026, 06:49 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 12 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.
Telegram’s own ‘edited’ marker: 5 of 37 posts held from the last 30 days (13.5%) 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).
2026.11.12 14:19:47 기업명: 케이엔제이(시가총액: 1,910억) A272110 보고서명: 분기보고서 (2026.09) 잠정실적 : N 매출액 : 391억(예상치 : 394억, -0.8%) 영업익 : 100억(예상치 : 79억, +26.0%) 순이익 : 56억(예상치 : 76억, -26.0%) **최근 실적 추이** (기간/ 매출/ 영업익/ 순익) 2026.3Q 391억/ 100억/ 56억 2026.2Q 344억/ 63억/ 4억 2026.1Q 349억/ 75억/ 63억 2025.4Q 233억/ 59억/ 99억 2025.3Q 219억/ 56억/ 75억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261112000315
2026.11.12 11:56:21 기업명: SFA반도체(시가총액: 1조 4,094억) A036540 보고서명: 분기보고서 (2026.09) 잠정실적 : N 매출액 : 1,482억(예상치 : 1,493억, -0.8%) 영업익 : -66억(예상치 : -32억, -105.5%) 순이익 : -95억(예상치 : -43억, -121.4%) **최근 실적 추이** (기간/ 매출/ 영업익/ 순익) 2026.3Q 1,482억/ -66억/ -95억 2026.2Q 1,263억/ -62억/ -54억 2026.1Q 1,073억/ -62억/ 12억 2025.4Q 1,196억/ -6억/ -12억 2025.3Q 965억/ -63억/ -50억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20261112000221
[한투 테크팀 고영민, 남채민, 황준태, 김연준] US Data Center Moratorium Daily (Nov 12 2026) 🔥주정부 ▶️ Mississippi » 11/10) Mississippi Environmental Quality Permit Board, SpaceXAI 자회사 MZX Tech의 Southaven 가스발전소 대기허가 이의신청 기각 - 11/9·10 이틀간 증거청문 후 Southern Environmental Law Center의 이의신청을 증거 불충분으로 기각 - 3월 승인된 영구 가스터빈 41기 대기허가(Colossus 2 데이터센터 전력 공급) 원안 유지 - 임시 가스터빈과 관련된 NAACP의 연방 청정대기법 소송은 별도 진행 중 📑 https://vo.la/TP59zRS ☁️지방정부 ▶️ City of…
[한투증권 Tech Team] Tech Daily (Nov 12 2026) ● Daily News Clipping ▶️ 메모리 호황 뒤 기지개… 삼성 파운드리 '美 빅테크 수주 발판' (디지털데일리) < https://vo.la/qk6Z7kl > ▶️ TSMC, 앤트로픽과 오픈AI에 각각 최대 5억 달러 지분 투자와 최대 5억 달러 규모 반도체 전략투자 회사 설립 승인 (Digitimes) < https://vo.la/UB98sZz > ▶️ 엔비디아, 3GB GDDR7 모듈 조달 비용 급등으로 RTX 5080 24GB 출시를 취소하고 16GB 모델 생산 지속 (WCCF Tech) < https://vo.la/zUp7vb4 > ▶️ AMD, 6세대 에픽 '베니스' 공식 출시..."엔비디아 대비 성능 3.7배" (디일렉) < https:…
[한국투자증권 반도체/소부장 고영민, 김연준] 반도체 - [코어위브 FY3Q26] 두 가지 우려 해소 ☑️ 시장 우려에 정면으로 해소할 수 있는 내용 ☑️ 적어도 돈과 규제로 인한 AI 투자 축소는 제한적 ☑️ 연초 랠리를 감안, 11월 반전의 시작점 ▶️ Coreweave 실적발표 주요 시사점 - 컨센서스와 가이던스 모두 상회하는 호실적 - 주요 데이터포인트(매출액, 영업이익, CapEx, 연말 ARR, 계약전력 규모 등) 상향 제시 ① AI 투자 지속 우려? → 뉴노말로 가는 중 - 27년 매진, 28년까지 시장에 내놓은 물량 전량 판매(강한 수요) - 강한 수요에 맞게 선수금 기반 조달(선수금 조건 가격 인하) 등을 기반으로 채권을 통한 조달 필요성은 낮다는 점 언급 → 한투 의견) 자금조달 관련 우려는 앞으로도 지속될 가능성. …
[한투증권 Tech Team] Tech Daily (Nov 11 2026) ● Daily News Clipping ▶️ 엔비디아가 젠슨 황 관련 논란으로 칩 주문량을 줄일 가능성이 있으며, 이로 인해 발생하는 TSMC의 여유 Capa를 AMD, 브로드컴, 미디어텍 등이 활용할 가능성이 제기됨 (Trendforce) < https://vo.la/eCdOtOz > ▶️ 삼성 EUV 블랭크마스크 조달 비상…日호야 "더 못 늘린다" (디일렉) < https://vo.la/XHyyCRF > ▶️ 삼성전자, 첨단 패키징 '3D 큐브-H' 내년 초 개발완료 목표 (Zdnet) < https://vo.la/jlFyMYA > ▶️ TSMC, AI 반도체 호황에 10월 매출 5869억대만달러…월간 기준 사상 최대치 (전자신문) < https://vo.…
[한국투자증권 반도체/소부장 고영민, 김연준] #CoreWeave FY3Q26 실적 발표 (현지기준 11/10) ▶️ 실적 내용 ($mil, $ / Non-GAAP) » 실적 공시 - 매출액: 3,661 - 영업이익 (OPM): 379 (10%) - EPS: -1.27 (GAAP) → 컨센서스 및 직전 가이던스 상단 상회 - CapEx ($Bil): 14.51 → 가이던스 대비 확대 » 컨센서스 - 매출액: 3,555 - 영업이익 (OPM): 246 (6.9%) - EPS: -1.21 » 직전 가이던스 - 매출액: 3,450~3,600 - 영업이익: 200~260 - CapEx ($Bil): 11.5~13.5 » 백로그 ($Bil) - 3Q25 55.6 → 2Q26 104.2 → 3Q26 132.5(증가) ▶️ 가이던스 ($mil …
[한투 테크팀 고영민, 남채민, 황준태, 김연준] US Data Center Moratorium Daily (Nov 10 2026) 🔥주정부 ▶️ Texas » 11/9) 주의회 2027년 정기회기 법안 사전 접수 개시, 데이터센터 규제 법안 잇따라 제출 - 상원 Joan Huffman, 데이터센터 판매·사용세 면제 폐지 법안 제출, 다수의 상원 의원 공동발의 - 하원 Trey Martinez Fischer, 데이터센터 관련 부동산 판매세 면제 폐지안 제출 - 상원 Judith Zaffirini, 대형 데이터센터의 용수 사용량을 Texas Water Development Board에 보고하도록 의무화하는 법안과 지방 세제 인센티브 신규 체결·갱신 금지 법안 제출 📑 https://www.fox26houston.com/news/texas-…
[한투증권 Tech Team] Tech Daily (Nov 10 2026) ● Daily News Clipping ▶️ 삼성전자와 SK하이닉스가 EUV 장비 확보에 약 10~20조원을 투입할 전망 (Digitimes) < https://vo.la/1RkuFO2 > ▶️ 일론 머스크, 엔비디아 칩 기반의 우주 데이터센터가 2027년 3분기 궤도 진입을 시작해 2029년 대규모로 확장될 것으로 전망 (Digitimes) < https://vo.la/DDbKCjR > ▶️ TSMC, AI 에이전트로 반도체 설계 자율화…생산성 5배 높인다 (테크월드뉴스) < https://vo.la/vUYcR18 > ▶️ 구글, TPU 8i 두 개를 한 패키지에 담아 연산, SRAM, HBM 대역폭을 2배로 늘린 TPU 8i Max와 AMD 커스텀 EPYC…
안녕하세요, 한투 테크팀 고영민, 남채민, 황준태, 김연준 입니다. 최근 데이터센터 모라토리엄 관련 우려가 불거지는 상황인만큼, 당분간 데일리로 주요 내용들을 정리해 전달드리려고 합니다. *추가 사항이 없는 날은 패스 기본적인 저희 팀 의견은 시간이 지날수록 주정부 모라토리엄 명분 축소가 나타날 것이라는 점(11/6 발간)이며, 이를 확인할 수 있는 1) 기업 대응(지방사회와의 상생), 2) 주정부와 다른 지방정부 반발(DC 유치 찬성)을 주시합니다. US Data Center Moratorium Daily (Nov 9 2026) 🔥주정부 ▶️ 텍사스 » 11/5) 주지사 당선인(Gina Hinojosa) 모라토리엄 방침 재확인 - CNN 인터뷰, 주민 보호 입법 전까지 데이터센터 신규 승인 중단 방침 - 지역사회의 입지·방식 결정권…
[한투증권 Tech Team] Tech Daily (Nov 9 2026) ● Daily News Clipping ▶️ TSMC, 3D D램 진출설에 "핵심 파운드리 사업 집중" 부인 (Zdnet) < https://vo.la/8O60IwZ > ▶️ SK하이닉스 양산 노하우 담은 트리니티팹…내년 10월 문 연다 (디일렉) < https://vo.la/yHgSAof > ▶️ 美 '블루 쓰나미' AI 투자 제동 우려에도…삼성·SK는 "반도체 없어서 못 판다" (서울경제) < https://vo.la/xBXpPRc > ▶️ 중국 정부의 대규모 수입 승인 보류로 엔비디아 H200 약 60만 개가 홍콩에 대기 중. 중국은 자국산 AI 칩 전환 가속화 (Digitimes) < https://vo.la/H6mGjvb > ▶️ DRAM 고가 지속으…
[한국투자증권 반도체/소부장 고영민, 김연준] 반도체 - 험난한 8부 능선 ☑️ 험난하지만 8부 능선, 거의 다 왔다 ☑️ 주정부 모라토리엄 명분 축소 ☑️ 깨지지 않을 지지선, 삼성전자 17.5만원, SK하이닉스 100만원 ▶️ 데이터센터 모라토리엄? 민주당도 미국이다 - 현재의 산업 구조 하에서 데이터센터는 국가 경쟁력과 연결되는 전략 자원 - 민주당도 미국 → 중국의 AI 추격을 용인하는 정책의 실질 연결 가능성은 낮다고 판단 ▶️ 결국 정치에서 시작된 심리 문제, 회복의 실마리 2가지 - 금번 이슈는 심리 문제이며, 시작도 정치 & 해결시켜줄 실마리도 정치에서 ① 주정부와 지방정부의 동상이몽 - 지방정부의 데이터센터 유치를 선호한 배경은 고용창출, 세수 확대 등 - 그러나 주정부의 모라토리엄으로 수익 저하, 재정적 손실 등 발…
Showing the 12 most recent of 106 posts we hold for @KISemicon. 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.
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Republishes
Channels on the register whose posts this channel has forwarded.
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 11 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.
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.
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.
This channel appears in 2 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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 11 November 2026 — this entry's latest reading, not the date you are reading this.
“[한투 테크팀] 남채민/황준태/김정찬/김연준” (@KISemicon), 15,625 subscribers as measured 11 November 2026. Telegram Register, tgregister.com/channel/KISemicon.
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.