[SK증권 반도체 한동희, 손 건] 1. 메모리 3사 12MF P/E 업데이트 (09/03) 삼성전자 4.2X SK하이닉스 3.9X * SK증권 추정치 기준 마이크론 6.6X CXMT 19.9X * Bloomberg consensus 기준 2. SK하이닉스 본주 & ADR 간 괴리율: 37.7% SK증권 리서치 IT팀 채널 : https://t.me/skitteam
❤8
Signed 손 건
![Telegram profile photo for [ IT는 SK ]](https://cdn.tgregister.com/av/f2/f2380ccebfb3563d06895a705e8844d6a343ced40114d5b4937018097fe3ea1c.jpg)
Channel
@skitteam
On this record: Topic · Growth · Engagement · Reactions · Posts · Citations · Telegram's recommendations · Cite this entry
18,009subscribers
+449 since we began measuring on 6 August 2026
Risers and fallers across the register · movement among entries of 10,000–31,623.
| Telegram ID | -1001879996318 |
|---|---|
| Type | Channel |
| Username | @skitteam |
| Created | Between 1 October 2022 and 30 September 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 6 August 2026 |
| Last confirmed live | 26 September 2026 |
| Measurements held | 34 |
| Confirmed unchanged | 1 time, most recently 26 September 2026 |
| On Telegram | t.me/skitteam |
Technology — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-FP8, prompt version 1) read this channel’s own recent posts on 10 September 2026 and assigned it the closest of 31 fixed categories, at 44% 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.
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 26 Sept 2026, 05:17 | 18,009 | +10 |
| 17 Sept 2026, 10:02 | 17,999 | +1 |
| 15 Sept 2026, 07:21 | 17,998 | -3 |
| 13 Sept 2026, 17:59 | 18,001 | -2 |
| 11 Sept 2026, 20:17 | 18,003 | +1 |
| 9 Sept 2026, 09:35 | 18,002 | +10 |
| 6 Sept 2026, 04:22 | 17,992 | -12 |
| 3 Sept 2026, 21:41 | 18,004 | +6 |
| 2 Sept 2026, 11:08 | 17,998 | -1 |
| 1 Sept 2026, 09:14 | 17,999 | +18 |
| 31 Aug 2026, 09:12 | 17,981 | +15 |
| 30 Aug 2026, 08:08 | 17,966 | +7 |
| 29 Aug 2026, 09:02 | 17,959 | +7 |
| 28 Aug 2026, 07:04 | 17,952 | -1 |
| 27 Aug 2026, 10:05 | 17,953 | +18 |
| 26 Aug 2026, 07:53 | 17,935 | -4 |
| 25 Aug 2026, 11:07 | 17,939 | +21 |
| 24 Aug 2026, 07:53 | 17,918 | +3 |
| 22 Aug 2026, 15:44 | 17,915 | +27 |
| 21 Aug 2026, 05:06 | 17,888 | first reading |
166 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 55 pages of Telegram’s post history, 20 posts per page.
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 23 of 25 measured posts that carry a reaction reading, and over those same posts' views.
| Window | Rolling 30 days · latest post in window 3 September 2026 |
|---|---|
| Posts held | 166 (4 August 2026 – 3 September 2026) |
| Views total | 185,680 |
| Reactions total | 233 |
| Forwards / comments | not exposed by the public surface — not measured, not estimated |
| Readings taken | 3 Sept 2026, 08:58 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.
2,093 reactions across 136 posts, in 7 distinct kinds. The most used accounts for 53.3% of them.
| Reaction | Count | Share | Share, drawn |
|---|---|---|---|
| ❤ | 1,115 | 53.3% | |
| 👍 | 268 | 12.8% | |
| 😢 | 224 | 10.7% | |
| 😱 | 206 | 9.84% | |
| 🤔 | 152 | 7.26% | |
| 🔥 | 72 | 3.44% | |
| 👏 | 56 | 2.68% |
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 152 of the 166 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 2,304 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 166 most recent posts we hold, published 4 August 2026 to 3 September 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.
[SK증권 반도체 한동희, 손 건] 1. 메모리 3사 12MF P/E 업데이트 (09/03) 삼성전자 4.2X SK하이닉스 3.9X * SK증권 추정치 기준 마이크론 6.6X CXMT 19.9X * Bloomberg consensus 기준 2. SK하이닉스 본주 & ADR 간 괴리율: 37.7% SK증권 리서치 IT팀 채널 : https://t.me/skitteam
❤8
Signed 손 건
Photo, posted without a caption
❤11
[SK증권 반도체 소부장 이동주] 하나머티리얼즈 (Not Rated) 노이즈보다 다가올 호황에 조명 ▶️ 비포 마켓의 대표 Si 파츠 - Si 기반 식각 장비 소모품 파츠류 제조. TEL, SEMES 등을 통해 글로벌 반도체 제조사를 엔드 유저로 공급하는 비포 마켓 내 대표 Si 파츠 업체 - DRAM 미세화, NAND 고단화로 옥사이드 에칭 공정 스텝수가 점증하며 Si 파츠 수요 증가는 구조적 ▶️ 신규 팹의 램프업은 27년부터 시작 - 매출액은 전세계 메모리 Wafer CAPA 증감과 동행. 최근 전방 메모리 가동률 상승에 따라 완만한 회복. 3Q26, 4Q26에도 매출 성장세 지속 예정 - 올해 주요 DRAM 증설 팹인 P4, M15X 등의 램프업이 2H27 본격화되는 점 감안 시 2H27~2028년 실적 궤적은 가파른 기울기 …
❤4
Signed 손 건
[SK증권 반도체 한동희, 손 건] 2026.09.03 주요 뉴스 구글 "AI 서버 BOM의 75% 이상이 메모리"…TPU·소프트웨어 투트랙으로 메모리 월 대응 멀티모달·MoE 확산으로 연산 병목이 메모리 병목으로 이동했다며, 추론용 TPU 8i는 HBM 288GB와 온칩 SRAM 384MiB(3배 확대)로 KV 캐시를 칩 안에 유지하고, 학습용 TPU 8t는 9600칩을 묶어 최대 2PB HBM 풀을 공유. KV 캐시를 32비트→3비트로 압축하는 무손실 양자화 'TurboQuant'로 메모리 사용량 6배 절감·어텐션 8배 가속도 제시 https://buly.kr/7x982Qw TSMC, 올해 분기 장비 구매 수요 연말 대비 1.9배로 급증…건설 인력난이 변수 국내외 약 20개 팹을 동시에 짓는 전례 없는 확장으로 통상 4~5개 대비 4…
❤3
Signed 손 건
[SK증권 해외주식 박제민] AI의 허리: 서버 사업 이해하기 ▶️ CSP는 AI 밸류체인을 잇는 다리 주요 CSP 플레이어 및 점유율 CSP 서비스 구분: AI 시대 늘어나는 Layer ▶️ 아마존이 밝혀준 CSP 경제학 그린 필드 AI DC 리드 타임은 2년 현재 계약 가격으로 IT 기기 비용 회수에 3년 최근 맺는 장기 계약은 5년 이상 3개 수치를 토대로 그려본 누적 FCF 곡선 ▶️ CSP의 이익 결정 모형 1. 전방 수급과 서비스로 임대 가격 결정 2. 비용 핵심은 ASIC과 메모리 LTA 3. 커지는 매크로 존재감과 가산금리를 낮추려는 노력 ▶️ 향후 서버 수요와 공급은? 공급 Capex 기준 26~28E 20~30GW 이상 증설 예정 Bull Case 전망 GW 수는 더 공격적 빅테크 재무 상황 기반 CApex 여력은?…
❤10
Signed 제민 박
[SK증권 반도체 한동희, 손 건/해외주식 박제민] Broadcom FY3Q26 컨퍼런스콜 ▶️ 주요 코멘트 AI 반도체 매출 $16.7B(+221% YoY, +54% QoQ) — XPU·AI Networking 동반 급증: XPU 출하량은 YoY 3.5배 이상 증가하며 AI 매출의 73% 차지. AI Networking도 YoY 2.5배 이상 성장하며 Custom Accelerator와 Ethernet Networking이 동시에 성장 중. FY26 AI 매출 $58B → FY27 $115B → FY28 $230B — 2년 연속 두 배 성장 전망: FY27·FY28 모두 필요한 공급을 이미 확보한 기준의 가이던스이며, 실제 고객 수요는 이를 상회한다고 언급. 향후 2년간 AI 반도체 누적 매출 약 $350B에 높은 자신감 제시. G…
❤10
Signed 손 건
File, posted without a caption
Signed 손 건
[SK증권 반도체 한동희, 손 건/해외주식 박제민] HPE FY3Q26 컨퍼런스콜 ▶️ 주요 코멘트 사상 최대 매출·수주·백로그 — AI가 ‘multi-year growth driver’로 전환: FY3Q26 매출 $12.2B(+34% YoY), normalized 주문 +42%로 매출 성장률을 상회. Non-GAAP GPM 40%, 영업이익 $2.0B, EPS $1.11 모두 사상 최대 수준. 주문이 매출보다 빠르게 증가하면서 전사 backlog도 역대 최고 기록. 회사는 AI가 단기 투자 사이클이 아닌 다년간의 성장 동력으로 자리 잡았다고 평가 AI 수요가 Training → Enterprise Agentic AI·Inference로 확산: 기업 고객들이 AI PoC에서 실제 production deployment로 이동 중. 특히…
❤8👍1
Signed 손 건
[SK증권 반도체 한동희, 손 건/해외주식 박제민] Broadcom FY3Q26 실적발표 (After: +0.4%) ▶️ FY3Q26 실적 (Non-GAAP) 매출액 $29.6B (+33% QoQ, +86% YoY): 컨센서스 +1% EPS $3.32 (+36% QoQ, +96% YoY): 컨센서스 +5% ▶️ FY4Q26 가이던스 * 중단값 기준 매출액 $34.8B (+18% QoQ, +93% YoY): 컨센서스 -1% FY4Q26 가이던스 강세: 매출 약 $34.8B(+93% YoY) 전망. Non-GAAP 영업이익률 66%로 높은 수익성을 유지할 계획 ▶️ 주요 코멘트 - AI 반도체 매출 급증: FY3Q26 AI 반도체 매출 $16.7B로 YoY +221%, QoQ +54%. Custom AI Accelerator와 Net…
❤6
Signed 손 건
[SK증권 반도체 한동희, 손 건/해외주식 박제민] HPE FY3Q26 실적발표 (After: -2.3%) ▶️ FY3Q26 실적 (Non-GAAP) 매출액 $12.2B (+14% QoQ, +34% YoY): 컨센서스 +2% GPM 40.4% (+3%p QoQ, +10%p YoY): 컨센서스 +4.1%p EPS $1.11 (+41% QoQ, +152% YoY): 컨센서스 +22% ▶️ FY4Q26 가이던스 * 중단값 기준 매출액 $14.4B (+17% QoQ, +48% YoY): 컨센서스 +10% EPS $1.25 (+18% QoQ, +102% YoY): 컨센서스 +17% ▶️ 주요 코멘트 - FY3Q26 사상 최대 매출·수주·수익성 기록 — 전 포트폴리오 수요 강세: AI를 중심으로 전 사업부 수요가 확대되며 record rev…
❤5
Signed 손 건
[SK증권 반도체 한동희, 손 건] 1. 메모리 3사 12MF P/E 업데이트 (09/02) 삼성전자 4.2X SK하이닉스 3.9X * SK증권 추정치 기준 마이크론 6.4X CXMT 19.5X * Bloomberg consensus 기준 2. SK하이닉스 본주 & ADR 간 괴리율: 35.8% SK증권 리서치 IT팀 채널 : https://t.me/skitteam
😢21❤4👍4😱3
Signed 손 건
[SK증권 반도체 한동희, 손 건] 2026.09.02 주요 뉴스 HBM3E 현물가가 LTA의 4~5배…삼성, 2031년까지 캐파 70% 장기계약 배정 36GB HBM3E 현물가는 2100달러, 양산 준비 중인 16단 HBM4는 3500달러 수준이며, 한국의 AI용 D램 수출은 물량 13.2% 감소에도 단가가 36.6% 올라 금액은 18.5% 증가. 엔비디아의 장기 구매 약정은 1190억→2790억 달러로 급증(주로 메모리)했고, LTA 확대로 삼성 반도체 재고자산은 38.06조원(+32%)으로 늘어나는 등 선제 확보 성격의 재고 증가가 나타남 https://buly.kr/CrmVyJ 삼성전자, 세미콘 타이완서 3D 적층 'CUBE' 전략 공개…zHBM·zNAND-O로 승부 용량·최적화·대역폭·효율 4개 축으로 PCB 면적 제약을 넘어 …
👍9❤6
Signed 손 건
Showing the 12 most recent of 166 posts we hold for @skitteam. 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.
Republished by
Channels on the register that have forwarded this channel's posts into their own feed.
Republished by 56 registered channels. The 48 listed are the ones that have forwarded the most posts; the rest are counted here but not each listed.
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.
Named by 57 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. The 24 listed below are the most frequent namers; the rest are counted above but not each listed.
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.
The reverse of the list above, and a different kind of signal. This does not require this channel to have ever been asked about directly — each row below is a channel we DID ask Telegram about, whose Telegram-generated list happened to include this one. A channel can appear here with an empty list above it, because being named by someone else’s query is independent of having been queried itself.
This channel appears in 2 seed channels' Telegram-generated recommendation lists in total. Each is Telegram’s list for THAT channel, not this one — see how this is measured.
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 26 September 2026 — this entry's latest reading, not the date you are reading this.
“[ IT는 SK ]” (@skitteam), 18,009 subscribers as measured 26 September 2026. Telegram Register, tgregister.com/channel/skitteam.
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.