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[대신증권 류형근/김진형] 반도체

@hyungkeunryu

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

8,351subscribers

+35 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-1001998501519
TypeChannel
Username@hyungkeunryu
Created10 November 2023measured — cross-checked against a third-party dataset (ext.tg_channel)
First recorded6 August 2026
Last confirmed live13 August 2026
Measurements held4
Confirmed unchanged1 time, most recently 13 August 2026
On Telegramt.me/hyungkeunryu

Growth

8,3168,3518,333.56 August 2026 — 8,316 subscribers7 August 2026 — 8,318 subscribers10 August 2026 — 8,325 subscribers13 August 2026 — 8,351 subscribers6 August 202613 August 2026
4 measurements spanning 7 days, net +35. 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 8,311–8,356 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
13 Aug 2026, 07:548,351+26
10 Aug 2026, 00:318,325+7
7 Aug 2026, 07:178,318+2
6 Aug 2026, 14:178,316first reading

Engagement

25 posts held, back to 27 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 11 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
45.7%
avg views ÷ 8,351 subscribers
Avg views / post
3,820
25 posts measured
Reaction rate
0.229%
reactions ÷ views · ER floor
Posts in window
25
of 25 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 17 of 25 measured posts that carry a reaction reading, and over those same posts' views.

What these figures were computed from
WindowRolling 30 days · latest post in window 11 August 2026
Posts held25 (27 July 202611 August 2026)
Views total95,380
Reactions total159
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken12 Aug 2026, 16:31 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.

Reaction mix

159 reactions across 17 posts, in 11 distinct kinds. The most used accounts for 35.2% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
5635.2%
💩4528.3%
👍148.81%
👎148.81%
🙏74.40%
🥰74.40%
😁42.52%
🤣42.52%
🤮42.52%
😭21.26%
🤯21.26%

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 17 of the 25 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 159reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 25 most recent posts we hold, published 27 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, 21:59 UTC≈1,210 views5 reactionsread 12 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.12) 2026.08.12 주요뉴스 - 엔비디아·월가 ’5000억달러 금융 동맹‘… AI 투자 지원 엔비디아가 월가 대형 금융회사들과 손잡고 5000억달러(약700조원) 규모의 AI인프라 자금 조달망을 구축. https://buly.kr/7FTy7lC - 엔비디아, '1조 파라미터' 네모트론4 AI 모델 개발 엔비디아가 1조개 안팎의 매개변수(파라미터)를 갖춘 차세대 인공지능(AI) 모델 '네모트론4(Nemotron4)'를 개발. https://buly.kr/4mfMOMN - SK하이닉스 투자 SPC, 키옥시아 최대주주로 SK하이닉스가 투자한 베인캐피털 산하 특수목적법인(SPC)이 일본 낸드플래시 업체 키옥시아홀딩스의 최대주주로

5

10 Aug 2026, 21:39 UTC≈1,520 views6 reactionsread 12 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.11) 2026.08.11 주요뉴스 - 인텔, 최대 24조원 유상증자…AI·파운드리 투자 실탄 확보 인텔이 최대172억5000만달러(약24조원) 규모의 유상증자에 착수. 파운드리와 첨단 패키징 등에 투입할 대규모 자금을 확보 목적. https://buly.kr/3CQXC8L - TSMC, 타오위안 1.4나노 공장 재추진…대만 메모리값 40%↑ 전망 반도체 위탁생산(파운드리) 업체 대만TSMC가 주민 반발로 무산됐던 타오위안1.4나노(1나노는10억분의1m) 공장 건설을 재추진. https://buly.kr/FhQKq9M - 소니·TSMC, 1조엔 승부수…'피지컬 AI의 눈' 이미지센서 잡는다 세계 이미지센서 1위 일본 소니그룹이 세계

4👍1🤣1

9 Aug 2026, 21:35 UTC≈1,730 views4 reactionsread 12 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.10) 2026.08.10 주요뉴스 - SK하이닉스, 중국 충칭 낸드플래시 패키징 공장 지분 매각하나 블룸버그통신은 최근 SK하이닉스가 충칭 반도체 패키징·테스트 공장에 외부 투자자를 유치하거나, 보유 지분을 매각하는 방안을 검토하고 있다고 보도. https://buly.kr/1RGwu1D - 용인·청주에 반도체 공장 추가 건설… 하이닉스, 54조 투자 확정 SK하이닉스는 7일 이사회를 열고 용인 반도체 클러스터의 두 번째 팹(Fab·반도체 생산공장)인 ‘Y2’에 35조2000억원, 청주 ‘M17’에 19조1000억원을 각각 투자하기로 결정. https://buly.kr/D3gxdzR - ‘메모리+파운드리+패키징’ 원팀 위력…HBM

4

7 Aug 2026, 07:04 UTC≈2,400 views44 reactionsread 12 August 2026

당사는 주주가치 제고를 위해 추가 주주환원 방안을 적극 검토 중이며, 구체적인 사항은 3분기 중 확정하여 발표 예정임

💩26👎6🙏6🤮4👍2

7 Aug 2026, 07:04 UTC≈2,400 views29 reactionsread 12 August 2026
Photo

Photo, posted without a caption

💩19👎8🤯2

6 Aug 2026, 21:50 UTC≈2,480 views5 reactionsread 12 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.07) 2026.08.07 주요뉴스 - “TSMC, AI 수요에 3나노 월 18만장으로 확대 전망… 2나노도 10만장” 대만 현지 언론 보도를 종합하면 TSMC의 대만 내 3나노 공장 월 생산 능력은 올해 말 18만장에 이를 것으로 예상. https://buly.kr/5fF7TvC - 메타, 첫 AI 코딩 에이전트 ‘뮤즈코드’ 공개…“가격 경쟁력으로 승부” 메타가 5일(현지 시각) 첫 인공지능(AI) 코딩 에이전트 ‘뮤즈코드’(Muse Code)를 공개, 경쟁 제품보다 낮은 가격을 뮤즈코드의 핵심 차별점으로 언급. https://buly.kr/6teQLew - AI 서버 공급, 납기 지연·가격 상승 '이중고' 서버를 구성하는 CP

3👍2

5 Aug 2026, 21:50 UTC≈2,320 views2 reactionsread 12 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.06) 2026.08.06 주요뉴스 - 삼성 파운드리, 4나노 풀캐파에 5나노 주문 늘어…AI·서버로 영역 확대 삼성전자 파운드리(반도체 위탁생산) 4nm 가동률이 최대치에 도달, 5nm 영업을 강화. https://buly.kr/BTS7UOQ - 삼성전자, 넷리스트와 특허분쟁 합의 종결 넷리스트는 "삼성전자와 특허 크로스 라이선스와 메모리 제품 공급, 기술 협력 등과 관련한 5년 계약을 체결했다" 공시. https://buly.kr/8IyTpaO - SK하이닉스 "솔리다임 프리IPO 미확정"…9월 재공시 SK하이닉스가 미국 낸드플래시 자회사 솔리다임의 프리IPO(상장 전 투자유치) 추진 풍문에 대한 부인 및 재공시 예고. ht

2

4 Aug 2026, 22:00 UTC≈1,860 views7 reactionsread 12 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.05) 2026.08.05 주요뉴스 - AI 병목 넘는 '3D 메모리' 꺼낸 삼성…"HBM도 GPU 위에 쌓는다" 삼성전자가 수평 연결의 한계를 깬 수직 적층형 고대역폭메모리(HBM) 'zHBM'과 D램급 대역폭을 더 낮은 비용으로 구현하는 낸드 아키텍처 'zNAND-O(z낸드O)'를 공개. https://buly.kr/EzlGkGp - HP·에이수스 등 PC 제조업체, 中 CXMT 칩 소량 사용 시작 중국 메모리 업체 창신메모리테크놀로지(CXMT)가 생산한 D램이 글로벌 PC 제조사의 일부 보급형 노트북 제품에 처음 적용. https://buly.kr/8TtES8p - SK하이닉스, HBF 표준규격 제안… 막 오른 차세대 메모리

5👍2

3 Aug 2026, 21:41 UTC≈1,920 views6 reactionsread 12 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.04) 2026.08.04 주요뉴스 - 엔비디아 '지포스 RTX 50' 그래픽카드, 이달부터 최대 30% 가격 인상 국내 유통되는 데스크톱 PC용 엔비디아 지포스 RTX 50 시리즈 그래픽카드 가격이 이달부터 최대 30% 상승. https://buly.kr/4bkYIlm - 美 빅테크 4사, 올해 설비투자 최대 1077조원… “메모리 수퍼사이클 장기화 재확인” 알파벳·아마존·메타·마이크로소프트(MS) 제시 올해 자본지출(CapEx) 합산 전망은 약 1,041조원~1,077조원으로, 기존 전망치 대비 증가. https://buly.kr/B7cab35 - 7월 D램·낸드 가격 역대 최고…"3분기 PC용 D램값 최대 20%↑" 시장조사

5🤣1

2 Aug 2026, 21:51 UTC≈2,180 views5 reactionsread 12 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.08.03) 2026.08.03 주요뉴스 - 오픈AI 월간 사용자 10억명 돌파…기업 고객 200만곳 오픈AI의 월간 활성 사용자가 10억명을 넘어서고 기업 고객도 200만곳을 돌파. https://buly.kr/8pijgc8 - 中문샷AI, ‘키미 K3’에 엔비디아 칩 활용…외신 "알리바바와 2만장 사용계약" 최근 고성능 인공지능(AI) 모델 '키미 K3'를 공개한 중국 스타트업 문샷AI가 알리바바와 엔비디아 칩 2만장가량을 사용할 수 있는 계약 진행 중. https://buly.kr/Aln4Tcl - 키옥시아 1분기 영업익 1조 2700억엔, 시장 예상 7% 밑돌아 일본 낸드플래시 업체 키옥시아가 분기 영업이익 1조엔을 돌파. 매출

5

30 Jul 2026, 23:39 UTC≈3,080 views5 reactionsread 12 August 2026

삼성전자, SK하이닉스 보고서 재공유드립니다. 1. 삼성전자 http://money2.daishin.com/PDF/Out/intranet_data/product/researchcenter/report/2026/07/58373_sec_results_comment_260731_ff.pdf 2. SK하이닉스 http://money2.daishin.com/PDF/Out/intranet_data/product/researchcenter/report/2026/07/58338_skhynix_2q26_results_comment.pdf

4🙏1

30 Jul 2026, 21:50 UTC≈3,050 views5 reactionsread 12 August 2026

대신증권 류형근(반도체), 임동기 입니다. 🧑‍💻 Tech Daily News (2026.07.31) 2026.07.31 주요뉴스 - “그럼에도 투자는 계속된다”… 구글 이어 MS·메타도 AI CapEx 지출 확대 구글 모회사 알파벳에 이어 마이크로소프트(MS)와 메타플랫폼스(메타)까지 인공지능(AI) 인프라 투자를 한층 확대하며 데이터센터와 AI 반도체 확보 경쟁 재점화. https://buly.kr/1RGtP1i - 최태원 회장, SK하이닉스 지분 3620주 매수…기업가치 제고 의지 최태원 SK그룹 회장이 SK하이닉스 주식을 처음으로 직접 매입, 규모는 약 48억원 수준 https://buly.kr/3NLEBy8 - 메모리값 상승에 퀄컴 실적 부진...가격 인상 예고 스마트폰 프로세서 강자 퀄컴이 메모리 반도체 가격 급

5

Showing the 12 most recent of 25 posts we hold for @hyungkeunryu. 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 — 108,864 of 1,481,243entries 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

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

“[대신증권 류형근/김진형] 반도체” (@hyungkeunryu), 8,351 subscribers as measured 13 August 2026. Telegram Register, tgregister.com/channel/hyungkeunryu.

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.