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Channel

[미래에셋증권 전기전자/IT하드웨어 박준서]

@miraeelec

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

3,977subscribers

+17 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-1002210862784
TypeChannel
Username@miraeelec
CreatedBetween 1 June 2024 and 30 September 2024— estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live13 August 2026
Measurements held4
Confirmed unchanged1 time, most recently 13 August 2026
On Telegramt.me/miraeelec

Growth

3,9593,9773,9686 August 2026 — 3,960 subscribers7 August 2026 — 3,959 subscribers10 August 2026 — 3,969 subscribers13 August 2026 — 3,977 subscribers6 August 202613 August 2026
4 measurements spanning 6 days, net +17. 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 3,956–3,980 and does not start at zero.
Measurement log — every subscribers count we have recorded
Measured (UTC)SubscribersChange
13 Aug 2026, 01:023,977+8
10 Aug 2026, 09:503,969+10
7 Aug 2026, 04:423,959-1
6 Aug 2026, 14:173,960first reading

Engagement

17 posts held, back to 2 August 2026the reader has not yet reached the start of this channel’s public history, so older posts may sit further back, unread. Read across 4 pagesof Telegram’s post history, 20 posts per page.

ERR · 30 days
108.9%
avg views ÷ 3,977 subscribers
Avg views / post
4,330
17 posts measured
Reaction rate
0.081%
reactions ÷ views · ER floor
Posts in window
17
of 17 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 14 of 17 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 6 August 2026
Posts held17 (2 August 20266 August 2026)
Views total73,622
Reactions total54
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken8 Aug 2026, 05:46 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

54 reactions across 14 posts, in 7 distinct kinds. The most used accounts for 70.4% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
3870.4%
👏713.0%
👍35.56%
😭23.70%
😱23.70%
💩11.85%
🫡11.85%

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 14 of the 17 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 54reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.

Measured over the 17 most recent posts we hold, published 2 August 2026 to 6 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

6 Aug 2026, 21:02 UTC553 views3 reactionsread 8 August 2026

[미래에셋 전기전자/IT하드웨어 박준서] 전기전자/IT하드웨어 주요 뉴스 정리 2026. 8. 7 (금) ■ 전기전자/IT하드웨어 (PCB) Zhen Ding, 7월 매출 176억 대만달러…서버·광모듈·IC기판 세 자릿수 성장 - Zhen Ding Technology의 7월 연결매출이 176.01억 대만달러로 +3.33% MoM·+31.82% YoY를 기록하며 동기 기준 최고치를 경신했고, 1~7월 누계는 1,067억 대만달러로 +16.50% YoY임. 모바일 통신이 두 자릿수 YoY 성장을 유지한 가운데 서버·광모듈·IC 기판 합산 매출은 세 자릿수 YoY 성장을 이어가며 6월보다 증가 속도가 빨라져 월간 최고치를 다시 썼고, 회사는 고객사의 고사양 AI 제품 도입 및 양산 진행을 배경으로 지목. https://han.gl/nFQYa

3

6 Aug 2026, 05:37 UTC573 views4 reactionsread 8 August 2026
Forwarded from @darthacking

2026.08.06 14:36:24 기업명: 덕산하이메탈(시가총액: 4,267억) A077360 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 908억(예상치 : 884억+/ 3%) 영업익 : 101억(예상치 : 111억/ -9%) 순이익 : 124억(예상치 : -) **최근 실적 추이** 2026.2Q 908억/ 101억/ 124억 2026.1Q 687억/ -7억/ 52억 2025.4Q 734억/ 1억/ -1,201억 2025.3Q 615억/ 16억/ 50억 2025.2Q 574억/ 26억/ 12억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260806900227 회사정보: https://finance.naver.com/item/main.nhn?code=077360

👏31

5 Aug 2026, 22:02 UTC≈2,120 views5 reactionsread 8 August 2026

광모듈 생산 56%가 중국…FCC 규제 나와도 단기 탈중국은 어렵다 ■ FCC가 중국산 신규 모델 광트랜시버 수입을 제한하는 Covered List 확대안을 준비 중이나, 신규 모델 정의·중국 제조사 판정 기준·유예기간이 미확정이라 전면 금지로 보긴 이름. 기존 인증 제품은 허용하고 신규 모델만 심사를 강화하는 경과조치가 유력함. 관건은 트랜시버 자체보다 이를 탑재한 스위치의 FCC 인증 유지 여부이며, 규제가 확대되면 플러거블을 넘어 CPO·NPO 광엔진까지 대상이 됨. ■ TrendForce는 2026년 중국 업체가 글로벌 광모듈 위탁생산 캐파의 56%, 북미 수출 중심 Innolight·Eoptolink·CIG가 46%를 차지할 것으로 추정함. 패키징·테스트까지 의존도가 높아 단기 대체가 어렵고, 광원용 InP 기판·에피웨이퍼까지 중

5

5 Aug 2026, 21:01 UTC621 views2 reactionsread 8 August 2026

[미래에셋 전기전자/IT하드웨어 박준서] 전기전자/IT하드웨어 주요 뉴스 정리 2026. 8. 6 (목) ■ 전기전자/IT하드웨어 (ABF) AI 수요에 ABF 기판 2028년치까지 완판…고객 공동투자 모델 부활 - AI 칩 수요로 ABF·BT 기판이 셀러스 마켓으로 돌아서며 NVIDIA·AMD와 하이퍼스케일러가 2028년까지 캐파를 선점했고, 선수금·설비 지원·건설비 분담을 대가로 우선 공급을 받는 2021~22년식 공동투자 모델이 부활함. Unimicron은 2026년 CAPEX를 537억 대만달러로 늘리고 Kinsus는 196억 대만달러를 추가 투입 중, 하반기 기판 평균 판가는 분기당 약 8%씩 오르고 ABF 인상폭이 BT를 웃돌 전망임. https://han.gl/PAMqe (Digitimes, 8.5) (서버) 심텍, 2분기

2

5 Aug 2026, 07:35 UTC357 views2 reactionsread 8 August 2026
Forwarded from @darthacking

2026.08.05 15:54:56 기업명: 심텍(시가총액: 3조 8,588억) A222800 보고서명: 연결재무제표기준영업실적등에대한전망(공정공시) *2026년 (단위 : 억원) 시작일 : 2026-07-01 종료일 : 2026-12-31(6개월) 매출액 : 10,719억 영업익 : 1,631억 순이익 : 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260805900462 회사정보: https://finance.naver.com/item/main.nhn?code=222800

👏2

5 Aug 2026, 06:55 UTC370 views5 reactionsread 8 August 2026
Forwarded from @darthacking

2026.08.05 15:54:19 기업명: 심텍(시가총액: 3조 8,588억) A222800 보고서명: 연결재무제표기준영업(잠정)실적(공정공시) 매출액 : 5,146억(예상치 : 4,626억+/ 11%) 영업익 : 629억(예상치 : 468억/ +34%) 순이익 : 448억(예상치 : 277억+/ 62%) **최근 실적 추이** 2026.2Q 5,146억/ 629억/ 448억 2026.1Q 4,224억/ 137억/ 144억 2025.4Q 3,934억/ 103억/ -1,168억 2025.3Q 3,728억/ 124억/ 67억 2025.2Q 3,408억/ 55억/ -187억 공시링크: https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260805900457 회사정보: https://finance.naver.

3👏2

4 Aug 2026, 22:30 UTC894 views3 reactionsread 8 August 2026

미국 FCC, 중국산 광 트랜시버 신규 모델 수입 금지 추진 ■ 미국 FCC가 데이터센터 내 광섬유 전송에 쓰이는 신규 중국산 광 트랜시버의 수입을 금지하는 조치를 마련 중이며, 연내 공표해 발효시키는 것을 목표로 함. 중국 기업의 데이터 탈취, 악성코드 설치, 서비스 교란 가능성을 공급망 초기 단계부터 차단하겠다는 취지임. ■ 집행 경로는 상무부가 아닌 FCC의 Covered List임. 상무부가 작년 10월 데탕트 이후 대중 수입 규제를 보류한 공백을 FCC가 메우며 드론, 라우터, 인버터·로봇으로 규제를 순차 확대해 왔고 트랜시버가 그 다음 순번임. ■ 방식은 신규 모델 수입을 전면 금지한 뒤 비중국계 공급사 다수를 면제하는 구조로, 기존 설치분의 소급 철거는 대상이 아님. 다만 FCC가 규제를 수정하거나 보류할 가능성은 남아 있음

3

4 Aug 2026, 21:01 UTC684 views5 reactionsread 8 August 2026

[미래에셋 전기전자/IT하드웨어 박준서] 전기전자/IT하드웨어 주요 뉴스 정리 2026. 8. 5 (수) ■ 전기전자/IT하드웨어 (FC-BGA) '반도체기판 1위' 日이비덴, 영업이익 전망치 40% 상향 - Ibiden 2026회계연도 1Q 매출 1232억 엔(+26.4% YoY), 영업이익 269억 엔(+52.4% YoY). 연간 전망치를 매출 5000→5500억 엔, 영업이익 900→1270억 엔으로 상향(전자 부문 3750억 엔, +54.1% YoY). AI·서버·스위치용 기판 수요 호조, 오노 공장 안정화, 엔화 약세가 배경. https://han.gl/tSy1H (Zdnet, 8.4) (MLCC) AI 가속기용 MLCC 품귀…삼성전기, 필리핀 공장 가동 시점 앞당겨 - 삼성전기, 1조원 이상 투입한 필리핀 Calamba M

5

4 Aug 2026, 07:41 UTC≈27,100 views6 reactionsread 8 August 2026

이비덴 FY26 가이던스 상향 (8/4 별도 공시) # 상향 폭 상반기(2Q 누계) ■ 매출 2,300억엔 → 2,535억엔(+235억엔, +10.2%) ■ 영업이익 380억엔 → 545억엔(+165억엔, +43.4%), OPM 16.5% → 21.5%(+5.0%p) ■ 순이익 230억엔 → 340억엔(+110억엔, +47.8%), EPS 41.18엔 → 60.67엔 통기 ■ 매출 5,000억엔 → 5,500억엔(+500억엔, +10.0%) ■ 영업이익 900억엔 → 1,270억엔(+370억엔, +41.1%), OPM 18.0% → 23.1%(+5.1%p) ■ 순이익 580억엔 → 840억엔(+260억엔, +44.8%), EPS 103.85엔 → 149.68엔 # 컨센서스 대비 ■ 매출 5,500억엔 vs 컨센 5,226억엔(+5.2%

5👍1

4 Aug 2026, 07:33 UTC≈12,300 views5 reactionsread 8 August 2026

이비덴 1분기 컨콜 1Q27 실적 매출: 1,232억엔(+26.4% YoY), 영업이익: 268억엔(+52.4% YoY) 경상이익 274억엔(+57.8% YoY), 지배주주 순이익 179억엔(+40.8% YoY) 전수금(前受金)이 735억엔 증가하며 총자산 1조 567억엔(+10.0% QoQ), 영업CF 958억엔 기록 # 전자사업 1Q27 실적 ■ 매출 775억엔(+37.7% YoY), 영업이익 213억엔(+52.4% YoY) ■ 생성AI용 서버향 및 범용 서버향 고기능 IC 패키지 기판 수주 견조하게 추이 ■ 전기 양산 가동을 개시한 오노 사업장 생산이 안정적으로 추이 ■ 환율이 엔저 기조로 추이 ■ 세그먼트 이익에는 영업외비용으로 계상한 휴지고정자산 감가상각비 8억엔 미포함 # 세라믹사업 1Q27 실적 ■ 매출 243억엔(+2

3👍2

4 Aug 2026, 07:27 UTC≈18,600 views6 reactionsread 8 August 2026
Photo

이비덴 시간외 +20%

3😱2🫡1

Showing the 12 most recent of 17 posts we hold for @miraeelec. 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 — 171,742 of 1,478,351entries 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.

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.

“[미래에셋증권 전기전자/IT하드웨어 박준서]” (@miraeelec), 3,977 subscribers as measured 13 August 2026. Telegram Register, tgregister.com/channel/miraeelec.

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.