Telegram RegisterThe public register of Telegram

Channel

DS Tech 이수림

@dssemicon

On this record: Topic · Observations · Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry

4,967subscribers

+48 since we began measuring on 6 August 2026

Risers and fallers across the register · movement among entries of 3,162–10,000.

Register entry

Telegram ID-1002070105818
TypeChannel
Username@dssemicon
DescriptionDS투자증권 반도체 Analyst 이수림입니다.
CreatedBetween 1 November 2023 and 31 May 2024— estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live11 August 2026
Measurements held5
Confirmed unchanged1 time, most recently 11 August 2026
On Telegramt.me/dssemicon

Topic

Crypto & trading — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-UD-Q6_K_XL, prompt version 1) read this channel’s own recent posts on 11 August 2026 and assigned it the closest of 31 fixed categories, at 91% 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 why it has no browse page of its own yet.

Observations

These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.

Views per post sit far above this size band

12,800 average views per post against 4,967 subscribers — an engagement rate of 257.1%. Across the 424 registered channels in the same cohort — 3,166–9,992 subscribers, posting mainly in Korean — the middle half sit between 8.81% and 30.4%, with a median of 16.4%.

What this was computed from
Window30 days (13 July 2026 12 August 2026)
Posts measured26 of 26 published in the window (1 exact, 25 rounded by Telegram)
Views totalled332,075
Mature posts only275.3% over 24 posts read at least 24h after publication
Subscribers4,967 measured 11 August 2026
Cohortb3162:kor · 424 channels · p10 4.58% · p25 8.81% · p50 16.4% · p75 30.4% · p90 55.0%
Position in cohort99.054th percentile · 15.7× the cohort median
Uncertainty±0.064% of the figure, from Telegram’s rounding
Post languageKorean · 100.0%of the window’s posts

When this is recorded. A channel is listed here only when its engagement rate sits at or above the 99th percentile of its cohort and is at least 3× away from that cohort’s median — above it — on both the all-readings figure and the mature-only figure. The percentile alone would be circular: a percentile cut puts the same share of every cohort in the tail whatever the data looks like. The distance from the median is what makes it a statement about this channel.

This is not a verdict, and the direction is not a quality signal.A low rate has many innocent causes — audiences that read in the Telegram app without opening the channel, a subscriber base built long before the current output, an audience in a different timezone from our reading. A high rate has innocent causes too: a post that travelled far beyond the channel’s own subscribers will do it. We publish the measurement and the distribution it sits in. The full cohort baselines are downloadable, so this comparison can be reproduced rather than trusted.

Recorded under the key err_high, last confirmed 12 August 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.

Growth

4,9194,9674,9436 August 2026 — 4,919 subscribers6 August 2026 — 4,919 subscribers6 August 2026 — 4,921 subscribers8 August 2026 — 4,934 subscribers11 August 2026 — 4,967 subscribers6 August 202611 August 2026
5 measurements spanning 6 days, net +48. 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 4,912–4,974 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
11 Aug 2026, 16:424,967+33
8 Aug 2026, 22:054,934+13
6 Aug 2026, 04:304,921+2
6 Aug 2026, 03:494,919no change
6 Aug 2026, 02:314,919first reading

Engagement

26 posts held, back to 29 July 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 8 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
257.1%
avg views ÷ 4,967 subscribers
Avg views / post
12,800
26 posts measured
Reaction rate
0.152%
reactions ÷ views · ER floor
Posts in window
26
of 26 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.

What these figures were computed from
WindowRolling 30 days · latest post in window 11 August 2026
Posts held26 (29 July 202611 August 2026)
Views total332,075
Reactions total505
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken12 Aug 2026, 05:02 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
491
Links
1,060

Lifetime counters from Telegram’s own channel header, read 12 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.

Reaction mix

490 reactions across 24 posts, in 24 distinct kinds. The most used accounts for 36.9% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
18136.9%
👎10321.0%
👍7214.7%
🍓357.14%
🤬244.90%
👏132.65%
🙏112.24%
😱102.04%
🤔51.02%
🤣51.02%
🤯40.816%
🤷‍♂40.816%
🥰40.816%
👻30.612%
😡30.612%
👌20.408%
🔥20.408%
😁20.408%
🤪20.408%
🍾10.204%
4 further kinds40.816%

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 26 of the 26 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 505reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 26 most recent posts we hold, published 29 July 2026 to 11 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.

Recent posts

11 Aug 2026, 06:16 UTC≈2,520 views7 reactionsread 12 August 2026

2027년 DRAM 공급 부족 지속… NVIDIA, Rubin Ultra의 HBM 사양 하향 검토 (TrendForce) - 2027년 전반적인 DRAM 공급 부족 지속으로 NVIDIA는 기존 Rubin Ultra의 메모리 구성을 12-Hi HBM4e에서 8-Hi HBM4e등으로 확대해 다양한 옵션을 평가중 - CSP 역시 자체 개발 중인 차세대 AI ASIC에 대해 HBM 용량을 낮춘 구성을 함께 검토 - 이는 DRAM 공급 부족으로 인해 메모리를 더 효율적으로 배분하려는 전략적 조정 - Rubin Ultra 세대에서 NVIDIA의 가장 중요한 목표는 GPU 출하량 확대보다 I/O 속도 향상이기 때문에 DRAM Stack 수를 줄이는 방식을 사용할 것 - Stack 수를 줄이면 GPU당 메모리는 감소하지만 더 많은 GPU를 생산할 수 있

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11 Aug 2026, 06:06 UTC≈1,340 views4 reactionsread 12 August 2026

아이폰 18 Pro BOM 원가 약 40% 급등 전망, 애플은 출하량 유지를 위해 마진을 희생할 것 (TrendForce) - 아이폰 18 Pro 256GB 모델 기준으로 BOM 원가는 2025년 모델 대비 약 38% 증가할 것으로 추정 - 애플은 최근 맥북 출시 때와 유사하게 마진 일부를 희생해 가격 인상 폭을 줄이는 전략을 사용할 것으로 보임 - (아이폰 Pro 256GB 기준) 메모리가 전체 BOM에서 차지하는 비중은 1년 전 약 10%에서 2026년 3분기 약 34%까지 상승, 2027년 상반기에는 40%를 넘어설 것으로 예상 - 2026년 하반기부터 2027년까지 글로벌 스마트폰 생산량이 지속적으로 압박을 받을 것 - 보급형·중저가 스마트폰 시장의 타격이 가장 클 것으로 예상 https://www.trendforce.com/p

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10 Aug 2026, 05:57 UTC≈2,650 views14 reactionsread 12 August 2026

정밀가공 부문 CAPA 증설로 확인이 됩니다. 이미 현재 주요 품목 기준 풀가동 상태로 돌아가고 있는데, 고객사 중장기 수요 가이드가 지속 증가하고 있는 것으로 보입니다. 부지는 기존 보유하고 있던 곳(면적 약 4천평) 활용할 예정이며 실질적으로 신공장이 가동되는 시점은 28년 3분기 정도로 파악됩니다. 완공 후 풀 램프업 시 현재 대비 2배 수준으로 CAPA는 증가할 예정입니다.

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10 Aug 2026, 05:54 UTC635 views1 reactionsread 12 August 2026
Forwarded from @darthacking

2026.08.10 14:09:38 기업명: 한솔아이원스(시가총액: 2,826억) A114810 보고서명: 신규시설투자등 *투자구분 및 목적 - 신규시설투자 - 반도체 시장 수요 증대 대응을 위한 안성 신공장 생산능력 확충 투자금액 : 910억 자본대비 : 43.28% 투자시작 : 2026-08-15 투자종료 : 2027-10-31 투자기간 : 1.2년 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260810900235 회사정보: https://finance.naver.com/item/main.nhn?code=114810

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7 Aug 2026, 07:27 UTC≈4,170 views13 reactionsread 12 August 2026

코오롱인더 2Q26 C/C Key Takeaways [실적 리뷰 및 전망] -매출액 호조 원인 화학부문 스프레드 확대 지속, 패션부문 준성수기효과 -영업이익 호조 원인 산업자재부문 수익성개선, 화학부분 실적호조 3분기 유가 내려오면서 래깅효과가 조금 줄어들기는 하겠지만 환율 효과 기대 [사업부별 실적] 1) 산업자재 매출액 5812억/영업이익 227억 아라미드 풀가동 및 판매확대로 인한 적자축소. 손익분기점 달성 기대했으나 전쟁으로 인한 원가상승. 다만 전방수요 꾸준한 성장세 지속 타이어코드 내년부터 본격적 베트남설비 가동 해외생산능력 확대와 원가경쟁력 기반 아라미드 2분기 풀가동 진입. 지정학적 리스크로 황산 등 원재료 가격 상승. Ebitda 기준으로는 흑자 달성. 광케이블, 전기차 타이어 등 수요가 지속되고 있어 하반기

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7 Aug 2026, 06:41 UTC≈1,020 views6 reactionsread 12 August 2026
Forwarded from @darthacking

2026.08.07 15:27:47 기업명: 코오롱인더(시가총액: 1조 7,069억) A120110 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 13,565억(예상치 : 13,840억/ -2%) 영업익 : 987억(예상치 : 777억/ +27%) 순이익 : 649억(예상치 : 718억/ -10%) **최근 실적 추이** 2026.2Q 13,565억/ 987억/ 649억 2026.1Q 12,374억/ 619억/ 797억 2025.4Q 12,027억/ 98억/ -75억 2025.3Q 11,806억/ 269억/ 102억 2025.2Q 12,585억/ 453억/ 291억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260807800484 회사정보: https://finance.

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5 Aug 2026, 22:34 UTC≈28,700 views10 reactionsread 12 August 2026

샌디스크 CY2Q26 실적 및 어닝콜 핵심 정리 [실적 요약] - 매출 $8.97B (컨센 상회, QoQ +51%, YoY +372%) - 조정 EPS $39.25 (컨센 상회, QoQ +68%) - 조정 GPM 84.6% (컨센 상회) - 조정 영업이익 $7.10B (QoQ +68%) - 사상 최대 매출·총마진·EPS 기록 [FY1Q27 가이던스] - 매출 $10.3~10.8B (컨센 하회) - 조정 EPS $44~46 (컨센과 유사) - GPM 83~85% 유지 전망 → 실적은 매우 강했지만 매출 가이던스가 시장 기대치를 소폭 밑돌면서 애프터에서는 -5~6% 수준 하락. 이미 주가가 올해 5배 가까이 상승한 만큼 기대치가 높았던 영향 [주요 포인트] 1) 데이터센터가 완전히 주력 사업으로 전환 - 데이터센터 매출 $2.98B (+

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5 Aug 2026, 10:47 UTC≈5,620 views110 reactionsread 12 August 2026

최근 주주환원에 대한 기대감이 높아진 시점에서 솔리다임 Pre-IPO 관련 내용이 먼저 노출된 점에 대해 시장의 우려가 큰 것으로 보입니다. 투자자분들의 이러한 우려와 아쉬움은 충분히 이해합니다. 다만 앞서 제가 올린 코멘트는 상장을 찬성하거나 반대하는 의견이 아니라, 애널리스트로서 이번 이슈가 SK하이닉스 자체의 펀더멘탈에 어떤 영향을 미칠 수 있는지를 구분하기 위한 목적이었습니다. 아직 상장은 확정된 사안이 아니며, 향후 IPO가 실제 추진될 경우에도 구주/신주 비중, 매각 지분율, 자금 활용 방식 등 구체적인 구조가 확인되어야 주주가치 및 기업가치에 대한 영향 역시 명확하게 판단할 수 있을 것으로 생각합니다. 추가적인 내용이 확인되는 대로 업데이트 드리겠습니다. 어려운 시장이지만 투자에 도움을 드릴 수 있도록 노력하겠습니다. 감사합

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5 Aug 2026, 07:44 UTC≈25,400 views105 reactionsread 12 August 2026

[DS 반도체 이수림] SK하이닉스 솔리다임 Pre-IPO 관련 코멘트 결론) NAND 과잉 공급 시그널이나 중복 상장으로 인한 밸류 디스카운트 우려는 과하다는 판단입니다. 오히려 Pre-IPO 시 AI Co.의 자금 확보가 가능하다는 측면에서 SK그룹 AI 전략 강화의 일환으로 봐야 한다고 생각합니다. 1. 법적으로 충분히 가능한 구조 - 올해 1월 SK하이닉스는 이미 기존 솔리다임을 AI Co.로 전환하고, 기존 사업은 신설 자회사에 양도하였음 - 나스닥에 상장하는 것은 아래 사업회사(Solidigm)이고 AI Co.는 그대로 비상장 지주 역할 - Pre-IPO 자금은 아래 두 케이스에 따라 다르게 흘러감 Case 1) 신주발행 - (신)Solidigm이 돈을 확보 Case 2) 구주매출 - AI Co.가 돈을 확보 - 당사는 구주매

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4 Aug 2026, 23:40 UTC≈1,080 views8 reactionsread 12 August 2026
Forwarded from @darthacking

2026.08.05 08:39:06 기업명: DB하이텍(시가총액: 3조 6,979억) A000990 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 4,144억(예상치 : 3,942억+/ 5%) 영업익 : 1,052억(예상치 : 893억/ +18%) 순이익 : 1,080억(예상치 : 845억+/ 28%) **최근 실적 추이** 2026.2Q 4,144억/ 1,052억/ 1,080억 2026.1Q 3,746억/ 637억/ 869억 2025.4Q 3,878억/ 704억/ 559억 2025.3Q 3,746억/ 806억/ 907억 2025.2Q 3,374억/ 738억/ 600억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260805800063 회사정보: https://financ

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4 Aug 2026, 00:33 UTC≈5,150 views4 reactionsread 12 August 2026

(TrendForce) 2026년 AI 서버 출하량 증가율 전망을 약 31%로 상향 (기존 28%) - 글로벌 9대 CSP(Google, Amazon, Meta, Microsoft, Oracle, ByteDance, Tencent, Alibaba, Baidu)의 2026년 CapEx가 8,867억 달러(YoY+90%) 전망 - 이중 북미 5대 CSP가 전체의 90% 차지 - 중국 4대 CSP의 2026년 CapEx도 80% 이상 증가 전망, 특히 ByteDance의 투자 증가폭이 가장 클 것 - 2027년 글로벌 9대 CSP의 총 CapEx는 약 1.32조 달러에 달할 것(YoY+50%) - 최근 하이퍼스케일 CSP와 Tier-2 데이터센터 사업자들의 NVIDIA GB/VR 랙스케일 AI 서버 플랫폼 구매 수요가 크게 강화 - 동시에 구

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31 Jul 2026, 08:17 UTC≈19,800 views23 reactionsread 12 August 2026

Kioxia CY2Q26 Review 헤드라인만 보면 컨센서스 미스였지만 컨퍼런스콜 내용을 포함하면 내용은 예상보다 훨씬 강한 실적으로 평가됩니다. 시장도 초기 실적 미스보다 차분기 ASP 추가 상승 전망과 Capex 절제, 장기 공급계약 확대 가능성에 주목하며 주가는 실적 발표 후 애프터에서 14-17%까지 상승했습니다. 특히 NAND 가격 사이클이 아직 끝나지 않았다는 점을 회사가 직접 확인해준 것이 가장 큰 의미입니다. 1) 실적 - 매출: 1.767조엔 (컨센 -3.7%) - 영업이익: 1.270조엔 (컨센 -7.3%) - Non-GAAP 영업이익: 1.326조엔 (회사 가이던스 상회) *시장 컨센서스는 소폭 하회했지만 절대적인 실적은 사상 최대 수준 2) 3분기 가이던스 - 매출: 2.390조엔 (+35.2% QoQ) -

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Showing the 12 most recent of 26 posts we hold for @dssemicon. 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

Citation-graph rank — 160,783 of 1,151,006entries 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.

Forward network

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.

Mentions

Named by 1 registered channel — 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.

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.

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 11 August 2026 — this entry's latest reading, not the date you are reading this.

“DS Tech 이수림” (@dssemicon), 4,967 subscribers as measured 11 August 2026. Telegram Register, tgregister.com/channel/dssemicon.

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.