트렌드포스) 마이크론, "매우 높은" 가격에도 고객들의 메모리 확보 경쟁 속에 데이터센터 수요의 절반 미만만 충족 데이터센터 공급 난항 및 2027년 전망 최우선 병목 요소: 고객사들은 데이터센터 확장 시 전력, 부지, 로직 웨이퍼보다 DRAM 수급 부족을 가장 심각한 제약 요인으로 지목하고 있습니다. 수요 충족률 50% 미만: 가격이 매우 높게 형성되어 있음에도 고객들의 물량 확보 경쟁이 치열해, 마이크론은 데이터센터 수요의 절반 이하만 대응하고 있습니다. 2027년 수급 악화 전망: AI 트렌드로 인한 DRAM 용량 및 대역폭 수요 급증으로, 2027년 수급 불균형은 2026년보다 더욱 심화될 것으로 예상됩니다. 장기 공급 계약(SCA)과 가격 정책 장기 계약 확보: 매출의 약 절반을 차지하는 16개 장기 고객 계약(SCA)을 …

Channel
지식 책꽂이 (이대호 기자)
@knowledge_to_wealth
On this record: Growth · Engagement · What this channel posts · Posts · Citations · Cite this entry
14,099subscribers
-5 since we began measuring on 7 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
Register entry
| Telegram ID | -1001557746295 |
|---|---|
| Type | Channel |
| Username | @knowledge_to_wealth |
| Description | 이대호 와이스트릿 편집장이 개인적으로 운영하는 지식 자료 저장 공간♥️ 호흡이 긴 자료 위주로 ♡ |
| Created | Between 1 August 2021 and 31 January 2023— estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 7 August 2026 |
| Last confirmed live | 12 August 2026 |
| Measurements held | 6 |
| Confirmed unchanged | 1 time, most recently 12 August 2026 |
| On Telegram | t.me/knowledge_to_wealth |
Growth
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 12 Aug 2026, 12:39 | 14,099 | -2 |
| 11 Aug 2026, 12:12 | 14,101 | -1 |
| 10 Aug 2026, 12:11 | 14,102 | -2 |
| 9 Aug 2026, 09:51 | 14,104 | +4 |
| 8 Aug 2026, 06:13 | 14,100 | -4 |
| 7 Aug 2026, 10:02 | 14,104 | first reading |
Engagement
46 posts held, back to 4 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 17 pagesof Telegram’s post history, 20 posts per page.
- ERR · 30 days
- 18.9%
- avg views ÷ 14,099 subscribers
- Avg views / post
- 2,670
- 45 posts measured
- Reaction rate
- —
- this channel exposes no reaction counts
- Posts in window
- 46
- of 46 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.
| Window | Rolling 30 days · latest post in window 12 August 2026 |
|---|---|
| Posts held | 46 (4 August 2026 – 12 August 2026) |
| Views total | 120,048 |
| Reactions total | — |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 13 Aug 2026, 02:09 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
- ≈2,890
- Videos
- ≈210
- Links
- ≈4,680
Lifetime counters from Telegram’s own channel header, read 13 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.
- Video runtime
- 1m 34s
- Average length
- 1m 34s
Measured directly from 1 video with a duration reading, out of the posts we hold for this channel — not this channel’s whole posting history, only the sample this register has actually read. An exact reading to the second, taken from the post itself rather than from Telegram’s own rounded chrome, so it carries no ≈ mark.
Recent posts
https://www.g-enews.com/article/Global-Biz/2026/08/2026081123090855239a1f309431_1 中, 유럽 車 부품사 130곳 인수…공급망 깊숙이
英 하이닉스 3배 ETP 두달새 98% '뚝' 영국 런던증권거래소에 상장된 SK하이닉스 3배 레버리지 상장지수상품(ETP)이 등록 두 달 만에 최고가 대비 97.74% 급락하며 소수점 가격에 거래되고 있다. 이들 상품은 상장 직후부터 SK하이닉스와 삼성전자 주가가 급락한 탓에 극단적 손실을 기록하고 있다. HNX3는 고점(6월 22일) 대비 97.74% 하락했고, SMG3 역시 고점(6월 18일) 대비 손실폭이 87.77%에 달한다. 같은 기간 SK하이닉스와 삼성전자 주식은 각각 48.47%, 29.65% 하락했다. 한 자산운용사 관계자는 “ETP가 소수점 단위의 극단적 가격에 거래되면 기초자산의 소규모 가격 변동을 제대로 반영할 수 없어 정상적인 기능이 어려워진다”며 “역분할을 실시해 가격을 끌어올리거나 상품 자체를 청산해야 할 상황으…
싱가포르 테마섹, 삼전닉스 담는다…'K증시 첫 투자' -아시아 최대 국부펀드 중 하나인 싱가포르 테마섹이 삼성전자와 SK하이닉스에 신규 투자를 단행한다. https://view.asiae.co.kr/article/2026081210232989087
지식 책꽂이 (이대호 기자) pinned a photo
🔥배운 즉시 투자에 써먹는 실전 반도체 강의! 삼성전자·SK하이닉스부터 국내 반도체 밸류체인 핵심 기업까지 밸류에이션을 파헤집니다 ☄️ 💡일타강사 호돌이 박사와 나만의 투자 전략을 세우세요! 📍호돌이 반도체 특강 <기본편> https://vo.la/Kqnl0yR
수혜주는 따로 있었다 ————————————————— 금융투자협회 레버리지ETF 교육 수수료 수입 최소 44억원 추정 참고로 ETF 점유율 1위 삼성자산운용 누적 운용보수가 약 32억원 수준 https://n.news.naver.com/article/003/0014122753
코어위브(CoreWeave) $CRWV 2026년 2분기 실적 (시간외 +6%) 매출(Revenue): 26억 달러 (예상치: 25억 6,000만 달러) 조정 주당순이익(Adj. EPS): -$1.14 (예상치: -$1.20) 조정 EBITDA: 15억 달러 (예상치: 14억 3,000만 달러) 수주 잔고(Revenue Backlog): 약 1,040억 달러 (3분기 초에 추가된 250억 달러 이상의 신규 고객 약정액은 미포함) 기타 2분기 주요 지표 조정 EBITDA 마진율: 59% (예상치: 55.4%) 영업이익(Operating Income): -4,900만 달러 (예상치: 9,000만 달러) 조정 영업이익: 1억 2,800만 달러 순손실(Net Loss): -6억 2,600만 달러 인프라 확장 및 기술 리더십 전력 용량 확충: …
코어위브 매출 수주 잔고 (Revenue Backlog) 1,042억 달러 (전년 동기 대비 246% 증가) 엔터프라이즈 및 AI 네이티브 고객층의 지속적인 다변화가 성장을 견인. 3분기 초에 추가된 250억 달러 이상의 순신규 고객 약정(Commitments) 금액은 포함되지 않음.
닉전 단일종목 레버리지 ETF 시총 5.47조원 -> 5.64조원 정부목표 5.0조원
DDR5 D램 현물가 -0.28%
인텔은 차세대 메모리 구조로 알려진 ‘Z-앵글 메모리(ZAM)’와 ‘크로스배치 메모리(XBM)’ 등을 연구하고 있다. HBM의 구조적 한계를 다른 배치·연결 방식으로 풀어보려는 차세대 메모리 아키텍처다. https://naver.me/GLhHIl77
Showing the 12 most recent of 46 posts we hold for @knowledge_to_wealth. 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 — 270,670 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
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.
@irnote_ystreet · 6,1817 posts습관이 부자를 만든다. 🧘
@habit4117 · 27,4825 posts루팡
@bornlupin · 46,8484 posts다올투자증권 리서치센터
@daolresearch · 4,2043 postsRafiki research
@rafikiresearch · 20,4463 posts호그니엘
@hogniel · 15,1562 posts다영의 뉴스공장
@dynewscollecters · 2,6451 post인상주의 투자 인생 업그레이드노트
@insangnism · 11,2351 post캬오의 공부방
@Kyaooo · 17,4381 post용산의 현인
@petrojimmy · 7,0051 post[ IT는 SK ]
@skitteam · 17,6891 post텐렙
@Ten_level · 17,1091 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
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.
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 12 August 2026 — this entry's latest reading, not the date you are reading this.
“지식 책꽂이 (이대호 기자)” (@knowledge_to_wealth), 14,099 subscribers as measured 12 August 2026. Telegram Register, tgregister.com/channel/knowledge_to_wealth.
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.