안녕하세요, YM리서치입니다.
돈되는 고민만을 담아내겠습니다.
‼️Disclaimer‼️
본 채널은 투자 판단에 참고가 될만한 정보의 제공만을 목적으로 매수/매도에 대한 추천이 아니며, 채널의 콘텐츠는 작성자의 주관적인 견해를 바탕으로 그 정확성이나 완전성을 보장할 수 없습니다.
투자자 본인의 판단과 책임 하에 투자 의사결정을 해야 하며, 본 채널에서 다루는 내용들은 구독자의 투자 결과에 따른 법적 책임이 없음을 밝힙니다.
Created
12 March 2023 — measured — cross-checked against a third-party dataset (ext.tg_channel)
Other / unclassifiable — a classification, not a measurement. An on-box language model (Qwen3.6-35B-A3B-UD-Q6_K_XL, prompt version 1) read this channel’s own recent posts on 10 August 2026 and assigned it the closest of 31 fixed categories, at 33% 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.
Observations
These are measurements, not verdicts. Each one below states something we counted, alongside the evidence it was counted from, so you can check it rather than take it. None of them is graded: every observation this register holds is recorded at severity 0, because the precision of the detectors behind them has not been measured yet, and a rating we cannot support is worse than none. Read each as a fact about the data, not as a judgement about the channel. How we measure.
Content that also appears on other registered channels
Posts published here appear word for word on 1 other registered channel. The matching is on the text itself, not on Telegram’s forward marker, so it finds a copy whether or not it was labelled as one.
Matching posts — open both and compare (4 of the pairs behind the counts below)
Text overlap is the Jaccard coefficient over the set of distinct three-word phrases in the two bodies: 1.00 is identical wording, and the threshold for counting a pair at all is 0.70. Candidates are generated by simhash LSH (4 x 16-bit bands, exact Hamming <= 3) verified against the bodies with Jaccard over the SET of distinct 3-word shingles. Published first counts which side of each matching pair carries the earlier timestamp — in this corpus, which is the limitation directly below.
What this cannot establish
MEASURED, DOMINANT ERROR SOURCE: a post ingested before 2026-08-06 may have carried a forward header that was not recorded. A 45-pair hand-check against live t.me pages found 14 (31%) where the live page shows a forward header naming the other channel and the database has none, plus 4 more (9%) naming a third party. The text match itself was wrong 0 times out of 45. Read attribution_capture.items_in_trusted_window before treating the unattributed count as a claim.
Telegram lets a channel forward a post with a header naming the source, and we only began reliably recording that header on 2026-08-06. None of the 0 matches recorded here fall after that date, so for this entry we cannot say whether any of them carried a credit. The duplication is measured; the absence of attribution is not.
“Published first” means first in this corpus. We hold 15 comparable posts for this entry, running 23 July 2026 to 6 August 2026. A channel we have read one page deep will look younger than a neighbour we have read in full, and the order would flip with no change in the underlying facts.
The detector’s own notes on this observation, as it recorded them. Names in this_style are fields of the underlying evidence record, which the plain-English paragraphs above read out for this entry.
Verbatim republication has three causes and the text separates only two: a clone/mirror, unattributed copy-paste, or BOTH channels copying a common third source that neither attributes. The spread filter (content held by at most 8 channels) reduces the third and does not remove it.
'Earliest' means earliest IN THIS CORPUS. A channel ingested one page deep will look younger than a neighbour ingested in full; corpus_coverage above is there to be checked before the direction is believed.
shared_verified_est extrapolates the sampled pass rate over the full narrow match count; sampled/passed are the numbers actually measured.
Absence of a forward header is not proof of intent: Telegram lets a channel disable forward attribution, and a credit written in the body is not parsed as attribution here (mention_edge_either_way above is the closest available signal).
Across the whole group of 2, the earliest publisher we hold is @ym_research — which is this entry. That is a statement about our reading window, not a claim of authorship.
Recorded under the key clone_source, last confirmed 7 August 2026. An observation that a later pass no longer finds is cleared, and a cleared observation is removed from this page rather than being shown struck through — we do not keep publishing a claim we have withdrawn. Dispute an observation.
Also posting the same content
This channel’s posts match, word for word or near enough, posts on 1 other registered channel, found by comparing text fingerprints across every channel on the register. That matching has been checked by hand against the live Telegram pages and found reliable — 0 wrong of 45 pairs re-read.
Which channel, if either, published first is deliberately not shown. The same hand-check found that reading wrong 18 of 45 times — 60%, no better than a coin flip — because it depends on how deep our own crawl happened to reach into each channel’s history, not on when the content was actually first posted. This list is ordered by subscriber count, the same as every other listing on this site, never by which channel we think came first. Word-for-word matching has several ordinary explanations besides copying — a channel mirroring itself, an unattributed repost, or two channels independently repeating the same wire story — and this measurement cannot tell those apart. How this is measured.
36 measurements spanning 51 days, net +413. 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 39,596–40,133 and does not start at zero.
Measurement log — every subscribers count we have recorded, most recent 20 of 36
Measured (UTC)
Subscribers
Change
25 Sept 2026, 23:18
40,071
+61
19 Sept 2026, 04:38
40,010
-15
16 Sept 2026, 20:40
40,025
-10
14 Sept 2026, 21:17
40,035
+9
13 Sept 2026, 08:21
40,026
+19
11 Sept 2026, 11:59
40,007
+3
8 Sept 2026, 15:35
40,004
+20
5 Sept 2026, 10:01
39,984
+9
3 Sept 2026, 10:43
39,975
-12
2 Sept 2026, 01:53
39,987
+2
1 Sept 2026, 01:44
39,985
+9
31 Aug 2026, 02:13
39,976
+34
30 Aug 2026, 03:24
39,942
+25
29 Aug 2026, 02:42
39,917
+7
28 Aug 2026, 05:54
39,910
+10
27 Aug 2026, 03:28
39,900
+32
26 Aug 2026, 05:43
39,868
-6
25 Aug 2026, 08:32
39,874
+14
24 Aug 2026, 07:24
39,860
+64
22 Aug 2026, 18:32
39,796
first reading
Engagement
168 posts held, back to 23 July 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 95 pages of Telegram’s post history, 20 posts per page.
ERR · 30 days
32.8%
avg views ÷ 40,071 subscribers
Avg views / post
13,200
58 posts measured
Reaction rate
0.284%
reactions ÷ views · ER floor
Posts in window
58
of 168 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.
What these figures were computed from
Window
Rolling 30 days · latest post in window 24 September 2026
Posts held
168 (23 July 2026 – 24 September 2026)
Views total
763,080
Reactions total
2,168
Forwards / comments
not exposed by the public surface — not measured, not estimated
Readings taken
27 Sept 2026, 00:35 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
≈1,430
Videos
≈25
Links
≈4,080
Lifetime counters from Telegram’s own channel header, read 27 September 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 30s
Average length
30s
Measured directly from 3 videos 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.
Reaction mix
6,802 reactions across 165 posts, in 3 distinct kinds. The most used accounts for 53.6% of them.
Every reaction kind recorded on the sample, most used first
Reaction
Count
Share
Share, drawn
❤
3,649
53.6%
👍
2,209
32.5%
🔥
944
13.9%
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 168 of the 168 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 6,965 reactions in total: the kind of figure the paragraph above means by “a reaction total printed elsewhere on the page”.
Measured over the 168 most recent posts we hold, published 23 July 2026 to 24 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.
ABF 기판: 공급 부족과 가격 인상(맥쿼리 리포트 중 발췌)
맥쿼리는 2026년 하반기부터 2029년까지 ABF 기판 공급 부족을 예상하며, 특히 2026~2028년에 수급 격차가 확대될 것으로 봄. AI GPU·ASIC·CPU 성장과 패키지 대형화가 근거임. Unimicron은 추가 가격 인상과 AI 제품 비중 확대를 통해 향후 분기에도 마진이 개선될 것으로 전망됨. Ibiden은 ABF 매출에서 Intel향이 약 30%, AMD향이 15%이며, NVIDIA CPU용 기판 출하도 시작했다고 설명.
SK하이닉스 화상 미팅 주요 내용(골드만삭스)
1. 단기 메모리 및 2027년 HBM 가격 상승 전망
공급 부족과 고사양 HBM 비중 확대에 힘입어 2026년 남은 기간에도 메모리 가격의 전분기 대비 상승 예상함. 다만 상승 속도는 둔화 가능함. HBM4 비중 증가로 2026년 하반기 HBM 평균판매가격(ASP)과 마진은 상반기 대비 개선 전망함. 2027년에도 범용 DRAM·HBM 공급 부족과 고부가 제품 비중 확대로 HBM ASP 상승 예상함.
2. 증설 공간 제약으로 공정 전환에 집중
기존 공장은 거의 완전 가동 중이며, M15X 추가 생산능력은 주로 HBM에 활용 예정임. 용인 공장은 2027년 2월 개장하나 실제 생산은 2027년 말 시작 예상함. NAND는 M17과 Solidigm 잔여 공간 활용 계획임. 국내 DRAM은 1a …
DRAM/NAND 수급 불균형 비율과 이를 해소하기 위한 추정 Capex(JP모건)
테이블 3은 2028년 메모리 공급 부족을 해소하려면 얼마나 더 투자하고 생산능력을 늘려야 하는지를 보여주는 표임. JP모건은 이 표를 통해 설비투자가 늘어난다고 해서 공급 부족이 곧바로 해소되기는 어렵다는 주장을 뒷받침하고 있음.
먼저 DRAM임. JP모건이 예상하는 2028년 공급 부족 규모는 5엑사바이트임. 표에서 수급 균형에 필요한 물량은 5.5엑사바이트로 제시하며, 이를 위한 설비투자는 580억달러로 추산함. 2027년 예상 설비투자 대비 추가 투자 비율은 41%임. 생산능력으로 환산하면 월 약 29만 9천 장의 웨이퍼 투입에 해당함.
NAND도 공급이 부족할 것으로 전망함. 2028년 예상 부족분은 63엑사바이트이고, 수급 균형에 필요한 물량은…
Muse : 아마 더 흥미로운 이야기는 이쪽일 것이다. 9월 8일 출시된 지 불과 일주일여 만에 미국 애플 앱스토어 무료 앱 종합 1위에 올랐다. 메타는 사실상 일반 소비자를 위한 ‘에이전트 공장’을 만들어냈다. 쇼핑, 전화, 구독 관리, 각종 사무 처리 등 점점 더 많은 일을 사용자를 대신해 수행하는 것이다.
이미 서버에서 에이전트를 운영하는 사람에게 이 개념은 새롭지 않다. 새로운 점은 누구나 쓸 수 있도록 안전장치를 갖추고 신용카드 결제 기능까지 연결해 내놓았다는 것이다.
궁극적으로 어떤 모습이 될지는 꽤 분명하다. 모든 사람이 수십 개의 에이전트를 두고 장보기, 공과금 납부, 여행 예약, 자녀 학교 관련 업무 등을 맡기게 될 것이다. 개인의 업무 수행 능력은 이제 ‘나 자신 + 나의 에이전트 팀’이 된다.
이는 막대한 효율성 향상…
[삼현, 북미 휴머노이드 로봇 액추에이터 수주…12월부터 초도 양산 공급]
: 삼현은 글로벌 휴머노이드 로봇 고객사의 초도 양산 물량을 수주
: 창원 2공장 자동화 생산라인을 조기 가동하고 오는 12월부터 공급을 시작
: 삼현은 개별 부품이 아닌 자체 브랜드를 적용한 완성형 모듈 형태로 공급
: 삼현은 초도 공급 이후 고객사의 사업 확대에 따라 후속 발주가 이어질 것으로 기대
============================
https://www.joongangenews.com/news/articleView.html?idxno=549486
Showing the 12 most recent of 168 posts we hold for @ym_research. 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.
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 10 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.
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.
Channels Telegram recommends alongside this one
Telegram’s own answer, not this register’s. When this register asks Telegram’s API what is similar to this channel, this is the list it returns, in the exact order Telegram returns it — never re-sorted by subscribers or by anything else this register measures. The relationship, and the order, are Telegram’s; we record them and date them, and make no claim of our own about which of these channels actually resemble this one.
Read from Telegram’s recommendation API, most recently 2 September 2026. Telegram holds a list like this for a small and growing share of the register — how this is measured, and why most channel pages show nothing here.
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.
선진짱 주식공부방 @sunstudy1234 · 54,428 Telegram ranks this channel #4 of 89 here — alongside 88 others — read 2 September 2026
HS아카데미 대표 이효석 @HS_academy · 36,164 Telegram ranks this channel #10 of 90 here — alongside 89 others — read 8 September 2026
Buff @bufkr · 22,185 Telegram ranks this channel #12 of 89 here — alongside 88 others — read 21 September 2026
재야의 고수들 @gaoshoukorea · 41,159 Telegram ranks this channel #12 of 90 here — alongside 89 others — read 2 September 2026
Rafiki research @rafikiresearch · 20,596 Telegram ranks this channel #13 of 88 here — alongside 87 others — read 26 September 2026
제약/바이오/미용 원리버 Oneriver @pharmbiohana · 29,812 Telegram ranks this channel #13 of 89 here — alongside 88 others — read 7 September 2026
AWAKE - 52주 신고가 모니터링 @awake_realtimeCheck · 22,632 Telegram ranks this channel #19 of 92 here — alongside 91 others — read 20 September 2026
도PB의 생존투자 @survival_DoPB · 22,243 Telegram ranks this channel #21 of 90 here — alongside 89 others — read 21 September 2026
허혜민의 제약/바이오 소식통 @huhpharm · 24,282 Telegram ranks this channel #22 of 93 here — alongside 92 others — read 16 September 2026
조기주식회 공부방 @EarlyStock1 · 24,432 Telegram ranks this channel #28 of 91 here — alongside 90 others — read 16 September 2026
선수촌 @athletes_village · 21,621 Telegram ranks this channel #29 of 88 here — alongside 87 others — read 23 September 2026
키움증권 미국주식 톡톡 @kwusa · 36,480 Telegram ranks this channel #30 of 92 here — alongside 91 others — read 2 September 2026
유진투자증권 코스닥벤처팀 @SmallCap · 23,176 Telegram ranks this channel #36 of 96 here — alongside 95 others — read 19 September 2026
시장 이야기 by 제이슨 @bumgore · 35,352 Telegram ranks this channel #37 of 89 here — alongside 88 others — read 2 September 2026
실시간 주식 뉴스 @realtime_stock_news · 37,210 Telegram ranks this channel #39 of 93 here — alongside 92 others — read 2 September 2026
여의도스토리 Ver2.0-习近平是个狗东西 @YeouidoStory2 · 58,411 Telegram ranks this channel #41 of 92 here — alongside 91 others — read 2 September 2026
신영증권 박소연 @sypark_strategy · 29,465 Telegram ranks this channel #48 of 91 here — alongside 90 others — read 8 September 2026
AWAKE - 실시간 주식 공시 정리채널 @darthacking · 65,078 Telegram ranks this channel #48 of 91 here — alongside 90 others — read 2 September 2026
피카츄 아저씨⚡️ @pikachu_aje · 25,217 Telegram ranks this channel #49 of 91 here — alongside 90 others — read 14 September 2026
이지스스트레티지 리서치 @jeilstock · 26,472 Telegram ranks this channel #50 of 93 here — alongside 92 others — read 12 September 2026
습관이 부자를 만든다. 🧘 @habit4117 · 27,930 Telegram ranks this channel #50 of 87 here — alongside 86 others — read 10 September 2026
[메리츠 Tech 김선우, 양승수, 김동관] @merITz_tech · 24,059 Telegram ranks this channel #51 of 92 here — alongside 91 others — read 17 September 2026
타점 읽어주는 여자(타자) @tazastock · 40,320 Telegram ranks this channel #55 of 89 here — alongside 88 others — read 2 September 2026
Yeouido Lab_여의도 톺아보기 @Yeouido_Lab · 43,309 Telegram ranks this channel #59 of 90 here — alongside 89 others — read 2 September 2026
This channel appears in 38 seed channels' Telegram-generated recommendation lists in total, of which the 24 where it ranks highest are shown above. 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 25 September 2026 — this
entry's latest reading, not the date you are reading this.
“YM리서치” (@ym_research), 40,071 subscribers as measured 25 September 2026. Telegram Register, tgregister.com/channel/ym_research.
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.