삼성 HBM4 ‘황금 수율’ 달성…공급 늘린다 4개월 앞당겨 수율 80% 도달 연내 HBM 점유율 38% 목표 삼성전자가 올해 2월 세계 최초로 양산 출하한 6세대 고대역폭메모리(HBM)인 HBM4 수율이 80%에 이르면서 생산량이 늘게 됐다. HBM 품귀 속에 생산 공정 개선을 빠르게 추진한 결과다. 9일 업계에 따르면 삼성전자(005930)의 HBM4 수율이 최근 80% 선에 접근했다. 올 2월 양산 초기만 해도 수율은 60%를 밑돌았지만 반년 만에 극적인 수율 안정화를 이뤄낸 것이다. 업계 관계자는 “당초 올 연말 수율 목표가 80%였는데 하반기 양산 물량이 본격 늘면서 공정 개선 속도가 예상을 뛰어넘었다”고 전했다. 통상 반도체 업계에서 수율 80%는 ‘황금 수율’로 불린다. 불량률을 최소화해 안정적인 생산량을 확보하면서 수익성…

Channel
sunman 투자일기
@sunmanstudy
On this record: Topic · Growth · Engagement · Posts · Citations · Cite this entry
99subscribers
+16 since we began measuring on 8 August 2026
Risers and fallers across the register · movement among entries of Under 1,000.
Register entry
| Telegram ID | -1002043742787 |
|---|---|
| Type | Channel |
| Username | @sunmanstudy |
| Created | Between 1 November 2023 and 31 May 2024 — estimated from Telegram’s id allocation, not measured. How this range is calculated. |
| First recorded | 9 August 2026 |
| Last confirmed live | 18 September 2026 |
| Measurements held | 4 |
| Confirmed unchanged | 1 time, most recently 18 September 2026 |
| On Telegram | t.me/sunmanstudy |
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 27 September 2026 and assigned it the closest of 31 fixed categories, at 63% 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
| Measured (UTC) | Subscribers | Change |
|---|---|---|
| 18 Sept 2026, 07:41 | 99 | +10 |
| 9 Sept 2026, 23:39 | 89 | +6 |
| 9 Aug 2026, 17:32 | 83 | no change |
| 8 Aug 2026, 02:15 | 83 | first reading |
Engagement
20 posts held, back to 7 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 1 page of Telegram’s post history, 20 posts per page.
Nothing published in the last 30 days. ERR and ER are rolling 30-day measures, so there is nothing to compute — we hold 20 posts for this entry, the most recent from 9 August 2026. An engagement rate over an empty window would be a number about nothing.
Recent posts
https://m.blog.naver.com/sungdory/224373072678
https://mobile.newsis.com/view/NISX20260809_0003741715
https://blog.naver.com/dkanchup/224372831919
‘1주 하한가’ 촌극 막는다…수요일부터 프리마켓 상·하한가 차단 https://n.news.naver.com/mnews/article/022/0004149459
https://blog.naver.com/shyman23/224372812483
https://m.blog.naver.com/onejejuwave/224371937072
https://m.blog.naver.com/newypapa/224372144484
https://www.instagram.com/p/Dbs9cack2vu/?igsh=MW4wOWx5NWpybjV4dQ==
목표주가 후행적 해석이라는거 욕할꺼 없음. 그건 국내나 해외나 똑같은 행위라서 그래서 본인이 투자에서 엣지를 내고 싶거나 지속가능한 시스템을 만들고 싶다면 레포트에 의존하는 행위를 최대한 지양해야함 레포트를 읽을 때는 그 레포트를 쓴 사람의 의견과 팩트를 구분할 줄 알아야하고, 팩트를 기반으로 '나만의 의견'을 제시할 수 있어야 리포트를 읽는게 의미가 있지, 무작정 레포트를 열심히 읽는 것은 솔직히 투입하는 시간과 노력 대비 실력으로 쌓이는 양은 거의 없음. 그리고 그러한 의견을 제시할 수 있으려면 이미 알고 있는게 많아야하고. 레포트를 읽는 것은 공부라고 할 수 없음.
https://n.news.naver.com/article/021/0002809999?cds=news_edit
https://m.blog.naver.com/sungdory/224361490699?enterPage=feed
Showing the 12 most recent of 20 posts we hold for @sunmanstudy. 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.
Republishes
Channels on the register whose posts this channel has forwarded.
@Onionfarmer · 15,9862 posts루팡
@bornlupin · 48,1992 posts힙한 펭미업의 1인칭 시점
@pengmeup · 9,1292 posts조기주식회 공부방
@EarlyStock1 · 24,4321 post비나인의 블로그 스크랩
@benineb9 · 3,3771 post하나증권/에너지화학/윤재성
@energy_youn · 10,8211 post재야의 고수들
@gaoshoukorea · 41,1591 post제5원소의 잡다구레
@long_short_investing · 2431 post행인7 주식, 경제 스터디
@peds7 · 6871 post절대수익의 법칙
@pqpqyou · 4,7531 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 18 September 2026 — this entry's latest reading, not the date you are reading this.
“sunman 투자일기” (@sunmanstudy), 99 subscribers as measured 18 September 2026. Telegram Register, tgregister.com/channel/sunmanstudy.
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.