Feb 6: 8 Strong Themes — Semiconductor Equipment, Battery (Solid-State)
8 strong themes — 8 recurred. Top: Semiconductor Equipment +11.3%.
Strong themes8
Top change+11.3%
LeaderWot
Average change by strong theme
Average change of member stocks, by theme · descending
Theme leaders · recent trend
The line is the trend; the end-point colour is the last trading day's direction. Stocks without enough price history show as -
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Semiconductor Equipment | Wot | +26.32% | |
| Battery (Solid-State) | Dongwha Enterprise | +27.33% | |
| Robotics (Industrial & Collaborative) | Everybot | +17.59% | |
| HBM (High Bandwidth Memory) | Wot | +26.32% | |
| Semiconductor Materials & Components | Semcns | +16.07% | |
| System Semiconductors | Gaonchips | +8.17% | |
| Smart Factory | Samick THK | +2.06% | |
| On-Device AI | Jeju Semiconductor | +12.04% |
On Feb 6, eight themes led the session, and every stock in each of them closed higher. Semiconductor Equipment topped the list with an average change of 11.35%.
Battery (Solid-State) came next at 10.95%, back after a 32-day gap. Isu Specialty Chemical rose 29.87%, and the theme’s leader, Dongwha Enterprise, gained 27.33%.
Chip names filled most of the rest of the list. Wot led both Semiconductor Equipment and HBM (High Bandwidth Memory) with a gain of 26.32%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 4 days | +11.3% | 9/9 | Wot |
| 2 | Battery (Solid-State) | recurred after 32 days | +10.9% | 8/8 | Dongwha Enterprise |
| 3 | Robotics (Industrial & Collaborative) | recurred after 21 days | +9.1% | 7/7 | Everybot |
| 4 | HBM (High Bandwidth Memory) | recurred after 4 days | +8.3% | 10/10 | Wot |
| 5 | Semiconductor Materials & Components | recurred after 4 days | +8.2% | 10/10 | Semcns |
| 6 | System Semiconductors | recurred after 12 days | +5.7% | 10/10 | Gaonchips |
| 7 | Smart Factory | recurred after 159 days | +5.5% | 9/9 | Samick THK |
| 8 | On-Device AI | recurred after 12 days | +5.2% | 10/10 | Jeju Semiconductor |
Theme by Theme
1. Semiconductor Equipment (recurred after 4 days)
- Episode: started 2024-02-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wot 396470 | +26.3% | 10,800 | ★ |
GlobalStandardTechnology 083450 | +14.9% | 34,400 | |
Kctech 281820 | +12.5% | 31,600 | |
Raon Robotics 232680 | +12.2% | 9,820 | |
PSK Holdings 031980 | +9.2% | 31,350 | |
RS Automation 140670 | +8.1% | 15,240 | |
EO Technics 039030 | +6.5% | 179,000 | |
Exicon 092870 | +6.2% | 16,150 | |
Systems Technology 039440 | +6.2% | 29,000 |
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- 워트, EUV부터 HBM 전ㆍ후공정에도 THC 공급…삼성-SK하이닉스發 수요 폭발 준비 完 — 이투데이 (Korean)
2. Battery (Solid-State) (recurred after 32 days)
- Episode: started 2024-02-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Isu Specialty Chemical 457190 | +29.9% | 253,500 | |
Dongwha Enterprise 025900 | +27.3% | 82,000 | ★ |
Hannong Chemicals 011500 | +14.0% | 16,500 | |
Duksan Techopia 317330 | +8.1% | 20,750 | |
Lemon 294140 | +4.2% | 2,210 | |
Mi 059090 | +2.1% | 8,800 | |
SFA Nexel 222080 | +1.3% | 10,000 | |
Avaco 083930 | +0.6% | 12,820 |
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3. Robotics (Industrial & Collaborative) (recurred after 21 days)
- Episode: started 2024-02-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Everybot 270660 | +17.6% | 29,750 | ★ |
Raon Robotics 232680 | +12.2% | 9,820 | |
RS Automation 140670 | +8.1% | 15,240 | |
Ajinextek 059120 | +7.7% | 9,840 | |
Beno TNR 206400 | +7.5% | 4,235 | |
SP Systems 317830 | +6.9% | 10,810 | |
Yuilrobotics 388720 | +3.7% | 25,500 |
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4. HBM (High Bandwidth Memory) (recurred after 4 days)
- Episode: started 2024-02-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wot 396470 | +26.3% | 10,800 | ★ |
Kctech 281820 | +12.5% | 31,600 | |
PSK Holdings 031980 | +9.2% | 31,350 | |
Openedges Technology 394280 | +7.0% | 20,950 | |
EO Technics 039030 | +6.5% | 179,000 | |
Systems Technology 039440 | +6.2% | 29,000 | |
SK hynix 000660 | +4.3% | 138,000 | |
Auros Technology 322310 | +4.1% | 29,200 | |
HANMI Semiconductor 042700 | +3.7% | 61,000 | |
Laserssel 412350 | +3.2% | 9,290 |
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- 워트, EUV부터 HBM 전ㆍ후공정에도 THC 공급…삼성-SK하이닉스發 수요 폭발 준비 完 — 이투데이 (Korean)
5. Semiconductor Materials & Components (recurred after 4 days)
- Episode: started 2024-02-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Semcns 252990 | +16.1% | 8,160 | ★ |
Kctech 281820 | +12.5% | 31,600 | |
Lake Materials 281740 | +9.7% | 16,480 | |
Duksan Techopia 317330 | +8.1% | 20,750 | |
ISC 095340 | +7.4% | 80,100 | |
Protec Mems Technology 147760 | +7.4% | 7,590 | |
Ycchem 112290 | +6.6% | 12,530 | |
Hana Materials 166090 | +5.2% | 47,350 | |
LTC 170920 | +4.8% | 15,410 | |
Megatouch 446540 | +4.7% | 4,500 |
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6. System Semiconductors (recurred after 12 days)
- Episode: started 2024-02-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gaonchips 399720 | +8.2% | 66,200 | ★ |
Ajinextek 059120 | +7.7% | 9,840 | |
Openedges Technology 394280 | +7.0% | 20,950 | |
Qualitas Semiconductor 432720 | +6.9% | 31,050 | |
Alt 172670 | +5.9% | 22,300 | |
Zaram Technology 389020 | +4.9% | 35,150 | |
ADTechnology 200710 | +4.4% | 27,400 | |
SK hynix 000660 | +4.3% | 138,000 | |
LB Lusem 376190 | +4.0% | 7,540 | |
Asicland 445090 | +3.9% | 41,700 |
7. Smart Factory (recurred after 159 days)
- Episode: started 2024-02-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Raon Robotics 232680 | +12.2% | 9,820 | |
RS Automation 140670 | +8.1% | 15,240 | |
Ajinextek 059120 | +7.7% | 9,840 | |
SP Systems 317830 | +6.9% | 10,810 | |
Yuilrobotics 388720 | +3.7% | 25,500 | |
KohYoungTechnology 098460 | +3.4% | 17,780 | |
Kornic Automation 391710 | +3.2% | 2,880 | |
Posco DX Company 022100 | +2.4% | 60,700 | |
Samick THK 004380 | +2.1% | 10,920 | ★ |
8. On-Device AI (recurred after 12 days)
- Episode: started 2024-02-06, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jeju Semiconductor 080220 | +12.0% | 27,450 | ★ |
Gaonchips 399720 | +8.2% | 66,200 | |
Openedges Technology 394280 | +7.0% | 20,950 | |
Qualitas Semiconductor 432720 | +6.9% | 31,050 | |
ADTechnology 200710 | +4.4% | 27,400 | |
SK hynix 000660 | +4.3% | 138,000 | |
LEENO Industrial 058470 | +2.5% | 197,700 | |
Telechips 054450 | +2.5% | 26,750 | |
Chips&Media 094360 | +2.4% | 25,800 | |
Nepes Ark 330860 | +1.9% | 24,300 |
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Closing Thoughts
Every theme is on a streak of 1, so the next session will show whether these moves carry into a second day. The three chip themes all returned after a 4-day gap.
On-Device AI rose 5.21%, one day after a Feb 5 headline asked whether the group had run too far. Smart Factory returned after 159 days, and its leader Samick THK rose 2.06%.