Telegram RegisterThe public register of Telegram
Telegram profile photo for [ IT는 SK ]

Channel

[ IT는 SK ]

@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.

Register entry

Telegram ID-1001879996318
TypeChannel
Username@skitteam
CreatedBetween 1 October 2022 and 30 September 2023 — estimated from Telegram’s id allocation, not measured. How this range is calculated.
First recorded6 August 2026
Last confirmed live26 September 2026
Measurements held34
Confirmed unchanged1 time, most recently 26 September 2026
On Telegramt.me/skitteam

Topic

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.

Growth

17,55618,00917,782.56 August 2026 — 17,560 subscribers6 August 2026 — 17,556 subscribers7 August 2026 — 17,590 subscribers8 August 2026 — 17,608 subscribers9 August 2026 — 17,621 subscribers10 August 2026 — 17,662 subscribers11 August 2026 — 17,673 subscribers12 August 2026 — 17,689 subscribers13 August 2026 — 17,756 subscribers15 August 2026 — 17,765 subscribers16 August 2026 — 17,761 subscribers17 August 2026 — 17,766 subscribers18 August 2026 — 17,794 subscribers20 August 2026 — 17,832 subscribers21 August 2026 — 17,888 subscribers22 August 2026 — 17,915 subscribers24 August 2026 — 17,918 subscribers25 August 2026 — 17,939 subscribers26 August 2026 — 17,935 subscribers27 August 2026 — 17,953 subscribers28 August 2026 — 17,952 subscribers29 August 2026 — 17,959 subscribers30 August 2026 — 17,966 subscribers31 August 2026 — 17,981 subscribers1 September 2026 — 17,999 subscribers2 September 2026 — 17,998 subscribers3 September 2026 — 18,004 subscribers6 September 2026 — 17,992 subscribers9 September 2026 — 18,002 subscribers11 September 2026 — 18,003 subscribers13 September 2026 — 18,001 subscribers15 September 2026 — 17,998 subscribers17 September 2026 — 17,999 subscribers26 September 2026 — 18,009 subscribers6 August 202626 September 2026
34 measurements spanning 51 days, net +449. 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 17,488–18,077 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 34
Measured (UTC)SubscribersChange
26 Sept 2026, 05:1718,009+10
17 Sept 2026, 10:0217,999+1
15 Sept 2026, 07:2117,998-3
13 Sept 2026, 17:5918,001-2
11 Sept 2026, 20:1718,003+1
9 Sept 2026, 09:3518,002+10
6 Sept 2026, 04:2217,992-12
3 Sept 2026, 21:4118,004+6
2 Sept 2026, 11:0817,998-1
1 Sept 2026, 09:1417,999+18
31 Aug 2026, 09:1217,981+15
30 Aug 2026, 08:0817,966+7
29 Aug 2026, 09:0217,959+7
28 Aug 2026, 07:0417,952-1
27 Aug 2026, 10:0517,953+18
26 Aug 2026, 07:5317,935-4
25 Aug 2026, 11:0717,939+21
24 Aug 2026, 07:5317,918+3
22 Aug 2026, 15:4417,915+27
21 Aug 2026, 05:0617,888first reading

Engagement

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 · 30 days
41.2%
avg views ÷ 18,009 subscribers
Avg views / post
7,430
25 posts measured
Reaction rate
0.129%
reactions ÷ views · ER floor
Posts in window
25
of 166 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 23 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 3 September 2026
Posts held166 (4 August 2026 – 3 September 2026)
Views total185,680
Reactions total233
Forwards / commentsnot exposed by the public surface — not measured, not estimated
Readings taken3 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.

Reaction mix

2,093 reactions across 136 posts, in 7 distinct kinds. The most used accounts for 53.3% of them.

Every reaction kind recorded on the sample, most used first
ReactionCountShareShare, drawn
❤1,11553.3%
👍26812.8%
😢22410.7%
😱2069.84%
🤔1527.26%
🔥723.44%
👏562.68%

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.

Recent posts

3 Sept 2026, 06:46 UTC≈2,310 views8 reactionsread 3 September 2026

[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

3 Sept 2026, 01:28 UTC≈3,120 views11 reactionsread 3 September 2026
Photo

Photo, posted without a caption

❤11

2 Sept 2026, 22:59 UTC≈13,200 views4 reactionsread 3 September 2026

[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

2 Sept 2026, 22:49 UTC≈2,620 views3 reactionsread 3 September 2026

[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

2 Sept 2026, 22:33 UTC≈3,410 views10 reactionsread 3 September 2026
Photo

[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

2 Sept 2026, 22:11 UTC≈9,290 views10 reactionsread 3 September 2026
File

[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

2 Sept 2026, 21:45 UTC≈8,400 views9 reactionsread 3 September 2026

[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

2 Sept 2026, 20:23 UTC≈10,900 views6 reactionsread 3 September 2026

[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

2 Sept 2026, 20:15 UTC≈8,670 views5 reactionsread 3 September 2026

[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

2 Sept 2026, 06:52 UTC≈3,980 views32 reactionsread 3 September 2026

[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

1 Sept 2026, 22:44 UTC≈3,640 views15 reactionsread 3 September 2026

[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.

Forward network

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.

SK증권 Research
@sksresearch · 9,573
10 posts
루팡
@bornlupin · 48,199
8 posts
프리라이프
@free_life59 · 12,706
8 posts
🗽엄브렐라(Umbrella Research) 리서치+ 네프콘 옆집부자형 since 2020
@umbrellaresearch · 12,831
8 posts
야자반 - Y.Z. stock
@yaza_stock · 13,107
7 posts
에테르의 일본&미국 리서치
@aetherjapanresearch · 34,509
6 posts
텐렙
@Ten_level · 17,116
4 posts
알파카 주식 목장
@foreconomy · 8,950
4 posts
IT의 신 이형수
@hslpartners · 17,748
4 posts
독립리서치 밸류파인더
@valuefinder · 12,332
4 posts
Brain and Body Research
@Brain_And_Body_Research · 34,974
3 posts
캬오의 공부방
@Kyaooo · 17,390
3 posts
Yeouido Lab_여의도 톺아보기
@Yeouido_Lab · 43,309
3 posts
범송공자 X 29PER
@bumsong2 · 13,092
3 posts
가치투자클럽
@corevalue · 67,505
3 posts
지식 책꽂이 (이대호 기자)
@knowledge_to_wealth · 14,145
3 posts
주식클라쓰_하창봉👍
@sharpha · 9,141
3 posts
도랏맨
@doratman18 · 9,468
2 posts
가투방(DCTG) 저장소
@gatubang · 14,627
2 posts
인상주의 투자 인생 업그레이드노트
@insangnism · 11,308
2 posts
잠실개미&10X’s N.E.R.D.S
@jake8lee · 17,256
2 posts
너쟁이의 성실한 추추생활
@nje2e · 8,478
2 posts
주식과 부동산
@slowstockT · 3,853
2 posts
조기주식회 공부방
@EarlyStock1 · 24,432
1 post
급등일보 미국주식🇺🇸 속보·매크로·리서치
@FastStockNewsUSA · 40,651
1 post
HS아카데미 대표 이효석
@HS_academy · 36,164
1 post
엄브렐라리서치 Jay의 주식투자교실
@Jstockclass · 26,067
1 post
마산창투
@PRROEresearch · 4,630
1 post
혜안의 고수털기
@Phronesis1118 · 1,457
1 post
준기장
@bearb_0423junsl · 903
1 post
벨루가의 주식 헤엄치기
@beluga_investment · 7,490
1 post
카이에 de market
@cahier_de_market · 22,505
1 post
🔥치리뱅치리 자료방🔥
@chiribang · 3
1 post
투자콤
@comvestment · 6,826
1 post
빠르고 정확한 주식정보방
@fastest_info1 · 13,317
1 post
그린
@greentea2016 · 994
1 post
하루한장의 지식노트
@haruhanj · 690
1 post
이하루의 주식하루
@harulee_1004 · 954
1 post
호그니엘
@hogniel · 15,315
1 post
이지스스트레티지 리서치
@jeilstock · 26,472
1 post
트레이더 훈
@jhhr1217 · 150
1 post
점프
@jump0000 · 3,171
1 post
김찰저의 관심과 생각 저장소
@kimcharger · 24,877
1 post
머치의 투자노트
@muchsinvest · 1,808
1 post
우드스탁
@nangmanjurin · 314
1 post
파하의 아카이빙 노트
@paranhanl20 · 3,411
1 post
용산의 현인
@petrojimmy · 7,070
1 post
The Truth_투자스터디
@repeatandrepeat · 5,759
1 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 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.

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.

Appears in Telegram’s recommendations for other channels

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.

[메리츠 Tech 김선우, 양승수, 김동관]
@merITz_tech · 24,059
Telegram ranks this channel #10 of 92 here — alongside 91 others — read 17 September 2026
키움증권 미국주식 톡톡
@kwusa · 36,480
Telegram ranks this channel #86 of 92 here — alongside 91 others — read 2 September 2026

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.

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 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.