금일 반도체 관세와 관련된 새로운 내용은 없었습니다. ☀️채널:https://t.me/kiwoom_semibat [키움 반도체 박유악]

Channel
키움 반도체,이차전지 PRIME☀️
@kiwoom_semibat
On this record: Growth · Engagement · What this channel posts · Reactions · Posts · Citations · Cite this entry
12,332subscribers
+146 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
Register entry
| Telegram ID | -1001479969572 |
|---|---|
| Type | Channel |
| Username | @kiwoom_semibat |
| Description | 키움증권 반도체 박유악, 이차전지 권준수 연구원 채널입니다. 산업 관련 내용에 대한 공유 채널이며, 종목에 대한 투자 의견은 발간 완료된 보고서만을 통해서 제공하고 있습니다. |
| Created | 9 June 2020 — measured — cross-checked against a third-party dataset (ext.tg_channel) |
| First recorded | 6 August 2026 |
| Last confirmed live | 14 August 2026 |
| Measurements held | 8 |
| Confirmed unchanged | 1 time, most recently 14 August 2026 |
| On Telegram | t.me/kiwoom_semibat |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 14 Aug 2026, 15:45 | 12,332 | +8 |
| 13 Aug 2026, 09:08 | 12,324 | +25 |
| 12 Aug 2026, 05:35 | 12,299 | +34 |
| 11 Aug 2026, 02:44 | 12,265 | +60 |
| 9 Aug 2026, 05:01 | 12,205 | +8 |
| 8 Aug 2026, 03:38 | 12,197 | +5 |
| 7 Aug 2026, 01:22 | 12,192 | +6 |
| 6 Aug 2026, 03:21 | 12,186 | first reading |
Engagement
100 posts held, back to 5 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 19 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 7.30%
- avg views ÷ 12,332 subscribers
- Avg views / post
- 900
- 99 posts measured
- Reaction rate
- 0.153%
- reactions ÷ views · ER floor
- Posts in window
- 100
- of 100 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 28 of 99 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 14 August 2026 |
|---|---|
| Posts held | 100 (5 August 2026 – 14 August 2026) |
| Views total | 89,132 |
| Reactions total | 42 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 15 Aug 2026, 13:01 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
- 447
- Links
- 997
Lifetime counters from Telegram’s own channel header, read 15 August 2026 — not the date at the top of this page, which is when the subscriber count was last read. Below Telegram’s rounding threshold, so these counts are exact.
Reaction mix
37 reactions across 24 posts, in 6 distinct kinds. The most used accounts for 83.8% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| 👍 | 31 | 83.8% | |
| 😱 | 2 | 5.41% | |
| 👌 | 1 | 2.70% | |
| 🔥 | 1 | 2.70% | |
| 😭 | 1 | 2.70% | |
| 🤯 | 1 | 2.70% |
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 28 of the 100 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 42reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 100 most recent posts we hold, published 5 August 2026 to 14 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
[8월 14일, 대만 반도체 밸류 체인 주가] ☀️채널: https://t.me/kiwoom_semibat ♠ 메모리: Nanya 0%, Winbond +4%, Macronix 0% ♠ 비메모리: Mediatek 0%, Novatek -5%, Realtek -5% ◆ 파운드리: TSMC -2%, UMC -3%, VIS -2% ◆ 후공정: ASE -2%, Chipbond -4%, PTI -2%, ChipMOS -1%, KYEC -3% ♥ 반도체 유통: Adata -2%, Transcend -3%, Phison -9% ♥ Apple Vendor: Hon Hai -1%, Pegatron 0%, Largan -1%, Genius -2%, Catcher +1% ♣ 서버: Aspeed +1%, Nuvoton -3%, Quanta +1%, …
Quanta, AI 서버 주문량이 2028년까지 증가할 것으로 예상. 향후 2년 간의 수주 전망에 대해 매우 고무적이라고 밝힘. 또한 올해 CapEx를 당초 NT$30B에서 NT$40B로 33% 이상 증액. 고객 수요를 충족하기 위해 생산 능력 확장에 대규모 투자를 진행 뉴스: https://money.udn.com/money/story/5612/9690411?from=edn_maintab_cate ☀️채널: https://t.me/kiwoom_semibat .
CoreWeave가 NVIDIA의 A100 GPU에 대한 렌탈 프로그램을 2029년까지 연장하여 제공하기로 함. 이에 따라 Ampere 아키텍처의 수명이 9년으로 연장. CUDA 업그레이드를 통해 구형 플랫폼의 내구성을 장기간 유지할 수 있음을 확인 뉴스: https://wccftech.com/nvidia-a100-defies-deprecation-as-coreweave-rents-it-through-2029/ ☀️채널: https://t.me/kiwoom_semibat .
👍1
SMIC, AI 수요 급증에 따라 가격 인상. 1분기 고객과의 협상 끝에 가격을 인상했으며, 3분기에는 공정에 대해 더 높은 가격을 책정할 것이라고 밝힘 뉴스: https://www.reuters.com/world/china/chinese-chipmaker-smic-increases-prices-strong-ai-demand-2026-08-14/ ☀️채널: https://t.me/kiwoom_semibat .
👍1
YMTC, 중국 반도체 제조업체인 SOI Micro에 지분 투자. 해당 업체는 EUV 리소그래피 장비의 대안 제조 방식인 FD-SOI 기술을 개발하고 있음. FD-SOI 기술은 주로 28nm급 로직 공정에 초점을 맞춰 FinFET 공정의 보완적 경로로 부상 뉴스: https://www.scmp.com/tech/article/3363797/fund-backed-china-memory-giant-ymtc-invests-push-alternative-chipmaking-route?module=top_story&pgtype=section ☀️채널: https://t.me/kiwoom_semibat .
👍1
Sandisk, 첫 HBF 제품 테스트 완료. 2027년 샘플 출시 및 2028년 생산 목표 설정. 이미 첫 번째 HBF 제품의 테이프아웃을 완료했으며, 초기 샘플은 2027년에, 양산은 2028년에 시작될 예정. 최초 사양은 8단 및 16단 NAND 스택 구성을 사용해 최대 512GB 용량 지원 뉴스: https://www.trendforce.com/news/2026/08/14/news-sandisk-reportedly-tapes-out-first-hbf-product-targets-2027-samples-and-2028-production/ ☀️채널: https://t.me/kiwoom_semibat .
키움 반도체 박유악입니다. ♠ 채널: https://t.me/kiwoom_semibat ♠ 오늘 오전 DRAM 스팟 시장에선 일부 제품이 가격 상승세를 보임. 주요 제품 중 고용량 제품인 DDR4 16G (1Gx16) 3200은 +0.54%, DDR5 16G (2Gx8) 4800/5600은 flat ♠ 출처: DRAMeXchange [박유악 키움 반도체]
[키움 이차전지 권준수] Global EV sales rise in July as Europe offsets weakness in China and North America Benchmark Mineral Intelligence에 따르면 7월 글로벌 BEV·PHEV 판매가 전년 대비 9% 증가한 185만대로 5개월 연속 증가했으며, 1~7월 누적 판매는 1,150만대를 기록. 유럽 판매는 45만대로 33% 증가했으며 프랑스·독일·영국은 각각 81%, 46%, 43% 증가 중국 판매는 전년 대비 5% 감소한 98만대, 북미는 27% 감소한 14만대를 기록. 기타 지역은 97% 증가한 28만대였으며, 유럽에서는 보조금 제도가 수요를 견인한 반면 북미에서는 미국 연방 EV 세액공제 종료가 판매량 감소에 영향을 준 것으로 추정 뉴스: http…
[키움 이차전지 권준수] Automakers' share of China NEV exports in July: BYD leads with 32.2%, Tesla rises to No. 3 with 12.3% BYD의 7월 중국산 승용 NEV 수출이 17만3,721대로 전년 대비 121.7% 증가해 32.2% 점유율로 1위를 유지. Chery는 8만2,768대로 15.3%, Tesla China는 6만6,330대로 전년 대비 143.2% 증가하며 12.3%의 수출 점유율로 3위에 올랐음 Geely는 6만584대로 전년 대비 591.8% 증가했고 Leapmotor는 1만7,569대로 281.5% 증가. 1~7월 누적 NEV 수출은 BYD 94만3,051대, Geely 33만6,001대, Tesla China 29만5,324대를 기록 뉴스:…
[키움 이차전지 권준수] Ford’s EV pickup is almost here, promising much more than an affordable price tag Ford의 Fathom 전기 픽업이 2027년 1분기 Louisville Assembly Plant에서 생산을 시작하고 2027년 초 판매에 들어갈 예정이며 시작가격은 $28,350. 관련 Universal EV Platform 제조·배터리 투자 규모는 약 $5B이며 Louisville과 BlueOval Battery Park Michigan에서 4,000개의 일자리가 창출될 예정 새로운 생산방식은 차체를 전면·후면·배터리 데크의 세 부분으로 나누고 대형 알루미늄 일체형 주조를 사용. Ford는 이를 통해 기존 공정 대비 Fathom 조립시간을 40% 단축할 수 있다고…
☀️채널: https://t.me/kiwoom_semibat
Showing the 12 most recent of 100 posts we hold for @kiwoom_semibat. 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 — 213,121 of 1,480,944entries 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
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
@KiwoomResearch · 19,5556 postsInvest Atelier~투자공방
@atelierrrr · 161 post배터리맨 일렉허니
@battermanyo · 2,8861 post가치투자클럽
@corevalue · 67,7251 post반붐온? 방붐온?
@cpshelter · 5,3261 post급등일보 미국주식🇺🇸 속보·매크로·리서치
@FastStockNewsUSA · 40,3321 post프리라이프
@free_life59 · 12,5371 post공피고아의 주식 채널
@gongpigoa · 351 postLattice Research
@latticeresearch · 1,3851 post묻따방 🐕
@mootda · 19,6151 post퀀텀 알고리즘
@quantum_ALGO · 7,4781 postW리서치
@Wave_Research · 1,5301 post기록 하기 위한
@yongtaecenter · 31 post
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 14 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.
@KiwoomResearch · 19,55510 posts프리라이프
@free_life59 · 12,5372 postsInvest Atelier~투자공방
@atelierrrr · 161 post배터리맨 일렉허니
@battermanyo · 2,8861 post가치투자클럽
@corevalue · 67,7251 post반붐온? 방붐온?
@cpshelter · 5,3261 post급등일보 미국주식🇺🇸 속보·매크로·리서치
@FastStockNewsUSA · 40,3321 post공피고아의 주식 채널
@gongpigoa · 351 postLattice Research
@latticeresearch · 1,3851 post묻따방 🐕
@mootda · 19,6151 post밋업 총사령관 Meetup Chief Commander
@nicetomeetup · 8291 post퀀텀 알고리즘
@quantum_ALGO · 7,4781 postW리서치
@Wave_Research · 1,5301 post기록 하기 위한
@yongtaecenter · 31 post
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 14 August 2026 — this entry's latest reading, not the date you are reading this.
“키움 반도체,이차전지 PRIME☀️” (@kiwoom_semibat), 12,332 subscribers as measured 14 August 2026. Telegram Register, tgregister.com/channel/kiwoom_semibat.
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.