Feb 8: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
8 strong themes — 1 running · 7 recurred. Top: Semiconductor Equipment +13.1%.
Strong themes8
Top change+13.1%
LeaderHANMI Semiconductor
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 | HANMI Semiconductor | +29.97% | |
| HBM (High Bandwidth Memory) | HANMI Semiconductor | +29.97% | |
| Battery | Dit | +15.84% | |
| On-Device AI | Quality Reliability Technology | +18.08% | |
| Robotics (Industrial & Collaborative) | Elensys | +11.68% | |
| Semiconductor Materials & Components | MKElectron | +7.48% | |
| Games | Neorigin | +29.73% | |
| Crypto & Bitcoin | Makus | +19.61% |
Chip stocks led the Feb 8 session. Semiconductor Equipment topped the board with an average change of 13.06%, and all 10 of its stocks closed higher.
HANMI Semiconductor led both that theme and HBM (High Bandwidth Memory) with a 29.97% gain. HBM came next with an average change of 11.5%.
Every one of the eight themes had all of its stocks close higher. Battery was the only theme on a 2-day streak, led by Dit at 15.84%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 2 days | +13.1% | 10/10 | HANMI Semiconductor |
| 2 | HBM (High Bandwidth Memory) | recurred after 2 days | +11.5% | 10/10 | HANMI Semiconductor |
| 3 | Battery | 2 days running | +9.3% | 10/10 | Dit |
| 4 | On-Device AI | recurred after 2 days | +8.5% | 10/10 | Quality Reliability Technology |
| 5 | Robotics (Industrial & Collaborative) | recurred after 2 days | +6.3% | 10/10 | Elensys |
| 6 | Semiconductor Materials & Components | recurred after 2 days | +5.4% | 10/10 | MKElectron |
| 7 | Games | recurred after 3 days | +5.4% | 10/10 | Neorigin |
| 8 | Crypto & Bitcoin | recurred after 9 days | +5.2% | 9/9 | Makus |
Theme by Theme
1. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2024-02-08, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
HANMI Semiconductor 042700 | +30.0% | 78,500 | ★ |
Dit 110990 | +15.8% | 22,450 | |
Neosem 253590 | +15.2% | 10,600 | |
Tfe 425420 | +14.5% | 35,200 | |
Techwing 089030 | +13.2% | 17,400 | |
HPSP 403870 | +11.2% | 48,950 | |
Apact 200470 | +8.4% | 3,675 | |
Imt 451220 | +8.0% | 20,550 | |
PSK Holdings 031980 | +7.5% | 33,000 | |
Top Engineering 065130 | +6.7% | 6,970 |
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2. HBM (High Bandwidth Memory) (recurred after 2 days)
- Episode: started 2024-02-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HANMI Semiconductor 042700 | +30.0% | 78,500 | ★ |
Quality Reliability Technology 405100 | +18.1% | 25,150 | |
Dit 110990 | +15.8% | 22,450 | |
Openedges Technology 394280 | +9.6% | 24,650 | |
Imt 451220 | +8.0% | 20,550 | |
PSK Holdings 031980 | +7.5% | 33,000 | |
MKElectron 033160 | +7.5% | 12,940 | |
Mirai Semiconductors 254490 | +7.2% | 21,550 | |
Systems Technology 039440 | +6.1% | 30,500 | |
Auros Technology 322310 | +5.2% | 30,050 |
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3. Battery (2 days running)
- Episode: started 2024-02-07, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Dit 110990 | +15.8% | 22,450 | ★ |
Kwangmu 029480 | +15.0% | 2,990 | |
Ecopro 086520 | +11.9% | 648,000 | |
Chunbo 278280 | +9.7% | 95,000 | |
MKElectron 033160 | +7.5% | 12,940 | |
DA Technology 196490 | +7.3% | 2,630 | |
Top Engineering 065130 | +6.7% | 6,970 | |
Pemtron 168360 | +6.5% | 8,700 | |
Hana Technology 299030 | +6.4% | 56,600 | |
Power Logics 047310 | +6.0% | 14,890 |
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4. On-Device AI (recurred after 2 days)
- Episode: started 2024-02-08, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Quality Reliability Technology 405100 | +18.1% | 25,150 | ★ |
HPSP 403870 | +11.2% | 48,950 | |
Openedges Technology 394280 | +9.6% | 24,650 | |
Taesung 323280 | +9.3% | 4,230 | |
Chips&Media 094360 | +8.3% | 27,450 | |
Qualitas Semiconductor 432720 | +7.2% | 33,500 | |
Jeju Semiconductor 080220 | +7.2% | 29,900 | |
Telechips 054450 | +5.9% | 27,700 | |
ADTechnology 200710 | +4.5% | 28,100 | |
Gaonchips 399720 | +4.1% | 69,000 |
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5. Robotics (Industrial & Collaborative) (recurred after 2 days)
- Episode: started 2024-02-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Everybot 270660 | +14.3% | 36,800 | |
Elensys 264850 | +11.7% | 5,500 | ★ |
Rainbow Robotics 277810 | +11.3% | 168,500 | |
Samick THK 004380 | +7.8% | 12,060 | |
V-one Tech 251630 | +4.8% | 9,000 | |
Dae-il 092200 | +3.7% | 4,665 | |
Robostar 090360 | +3.1% | 31,300 | |
Russell 217500 | +2.4% | 3,255 | |
Kornic Automation 391710 | +2.3% | 2,910 | |
Neuromeka 348340 | +2.1% | 38,200 |
6. Semiconductor Materials & Components (recurred after 2 days)
- Episode: started 2024-02-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Chunbo 278280 | +9.7% | 95,000 | |
MKElectron 033160 | +7.5% | 12,940 | ★ |
Tiger Elec 219130 | +5.4% | 25,500 | |
HanaMicron 067310 | +5.2% | 26,350 | |
GO Element 311320 | +5.2% | 12,810 | |
LTC 170920 | +5.2% | 15,700 | |
Hanyang Digitech 078350 | +4.3% | 14,640 | |
FNS Tech 083500 | +3.9% | 10,800 | |
3S Korea 060310 | +3.7% | 3,050 | |
S&S Tech 101490 | +3.6% | 40,400 |
7. Games (recurred after 3 days)
- Episode: started 2024-02-08, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Neorigin 094860 | +29.7% | 2,265 | ★ |
Skonec Entertainment 276040 | +4.1% | 9,110 | |
Neowiz Holdings 042420 | +3.4% | 25,900 | |
Com2us 078340 | +3.4% | 47,500 | |
Netmarble 251270 | +3.1% | 62,900 | |
ESTsoft 047560 | +2.6% | 31,600 | |
JoyCity 067000 | +2.0% | 2,980 | |
Wemade Max 101730 | +1.8% | 11,410 | |
Itoxi 052770 | +1.8% | 1,510 | |
Hanbit Soft 047080 | +1.7% | 2,995 |
8. Crypto & Bitcoin (recurred after 9 days)
- Episode: started 2024-02-08, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Makus 093520 | +19.6% | 15,190 | ★ |
Woori Technology Investment 041190 | +7.3% | 6,300 | |
T Scientific 057680 | +5.2% | 1,573 | |
Neowiz Holdings 042420 | +3.4% | 25,900 | |
Wizit 036090 | +2.9% | 816 | |
Atinum Investment 021080 | +2.5% | 3,130 | |
GalaxiaMoneytree 094480 | +2.0% | 8,690 | |
Danal 064260 | +1.9% | 4,070 | |
SBI Investment KOREA 019550 | +1.7% | 850 |
Closing Thoughts
Semiconductor Equipment and On-Device AI both have episodes recorded through 2024-02-14, each lasting 7 days. The next test is whether this chip-led strength holds across that stretch.
Crypto & Bitcoin came back after a 9-day gap, led by Makus at 19.61%. In Games, Neorigin’s 29.73% jump far outpaced the rest of the group.