Mar 4: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
8 strong themes — 8 recurred. Top: Semiconductor Equipment +11.4%.
Strong themes8
Top change+11.4%
LeaderGlobalStandardTechnology
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 | GlobalStandardTechnology | +24.87% | |
| Semiconductor Materials & Components | Duksan Techopia | +29.92% | |
| Power Equipment | Cheryong Electric | +29.83% | |
| On-Device AI | Uniquest Coporation | +19.93% | |
| Lithium | Joongang Advanced Materials | +22.04% | |
| HBM (High Bandwidth Memory) | HANMI Semiconductor | +12.50% | |
| Holding Companies | SNT Holdings | +7.91% | |
| CXL (Compute Express Link) | Qualitas Semiconductor | +16.29% |
On 2024-03-04, chip-related themes swept the board. Semiconductor Equipment led with an average change of 11.43%, and all 10 of its stocks closed higher.
The biggest gains came from Duksan Techopia (29.92%) and Cheryong Electric (29.83%), leaders of Semiconductor Materials & Components and Power Equipment.
Every one of the eight themes was a recurrence, with all listed stocks up. Power Equipment returned after a gap of 45 days, the longest in the set.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 5 days | +11.4% | 10/10 | GlobalStandardTechnology |
| 2 | Semiconductor Materials & Components | recurred after 5 days | +9.6% | 10/10 | Duksan Techopia |
| 3 | Power Equipment | recurred after 45 days | +9.1% | 10/10 | Cheryong Electric |
| 4 | On-Device AI | recurred after 12 days | +9.1% | 10/10 | Uniquest Coporation |
| 5 | Lithium | recurred after 7 days | +7.6% | 8/8 | Joongang Advanced Materials |
| 6 | HBM (High Bandwidth Memory) | recurred after 6 days | +7.2% | 10/10 | HANMI Semiconductor |
| 7 | Holding Companies | recurred after 14 days | +6.1% | 10/10 | SNT Holdings |
| 8 | CXL (Compute Express Link) | recurred after 19 days | +5.7% | 10/10 | Qualitas Semiconductor |
Theme by Theme
1. Semiconductor Equipment (recurred after 5 days)
- Episode: started 2024-03-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
GlobalStandardTechnology 083450 | +24.9% | 48,450 | ★ |
KohYoungTechnology 098460 | +14.0% | 21,900 | |
HANMI Semiconductor 042700 | +12.5% | 95,400 | |
K-ensol 053080 | +12.1% | 20,300 | |
Tfe 425420 | +9.6% | 34,950 | |
HPSP 403870 | +8.9% | 56,000 | |
Koses 089890 | +8.9% | 16,450 | |
Apact 200470 | +8.1% | 4,885 | |
Intekplus 064290 | +7.8% | 40,200 | |
Kctech 281820 | +7.6% | 40,400 |
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2. Semiconductor Materials & Components (recurred after 5 days)
- Episode: started 2024-03-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Duksan Techopia 317330 | +29.9% | 38,650 | ★ |
Mi 059090 | +13.9% | 10,650 | |
Kctech 281820 | +7.6% | 40,400 | |
Nepes 033640 | +7.5% | 21,250 | |
OKins Electronics 080580 | +7.5% | 11,250 | |
Ycchem 112290 | +7.0% | 14,460 | |
Ram Technology 171010 | +5.9% | 4,930 | |
ENF Technology 102710 | +5.9% | 23,500 | |
S&S Tech 101490 | +5.6% | 46,450 | |
Protec Mems Technology 147760 | +5.4% | 7,580 |
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3. Power Equipment (recurred after 45 days)
- Episode: started 2024-03-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Cheryong Electric 033100 | +29.8% | 27,200 | ★ |
Hyosung Heavy Industries 298040 | +15.6% | 222,500 | |
Iljin Electric 103590 | +14.4% | 11,960 | |
LS ELECTRIC 010120 | +7.2% | 68,700 | |
Kwang Myung Electric 017040 | +7.0% | 2,375 | |
HD Hyundai Electric 267260 | +5.8% | 131,600 | |
Cheryong Industrial 147830 | +4.1% | 3,545 | |
Geumhwa PSC 036190 | +2.8% | 27,200 | |
Gaon Cable 000500 | +2.5% | 24,750 | |
SemyungElectricMachinery 017510 | +1.8% | 2,815 |
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4. On-Device AI (recurred after 12 days)
- Episode: started 2024-03-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Uniquest Coporation 077500 | +19.9% | 9,630 | ★ |
Qualitas Semiconductor 432720 | +16.3% | 38,900 | |
HPSP 403870 | +8.9% | 56,000 | |
Jeju Semiconductor 080220 | +7.9% | 29,250 | |
Nepes 033640 | +7.5% | 21,250 | |
Daeduck Electronics 353200 | +7.4% | 23,900 | |
SK hynix 000660 | +6.6% | 166,500 | |
Simmtech 222800 | +5.6% | 30,100 | |
Taesung 323280 | +5.6% | 4,555 | |
Nepes Ark 330860 | +4.8% | 37,000 |
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5. Lithium (recurred after 7 days)
- Episode: started 2024-03-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Joongang Advanced Materials 051980 | +22.0% | 4,375 | ★ |
Kwangmu 029480 | +7.7% | 3,850 | |
Sebang Global Battery 004490 | +7.2% | 85,300 | |
POSCO Holdings 005490 | +6.1% | 458,000 | |
Posco Future M 003670 | +5.5% | 334,500 | |
Kangwon Energy 114190 | +4.7% | 21,000 | |
Kumyang 001570 | +4.0% | 100,400 | |
Posco M-tech 009520 | +3.7% | 25,300 |
6. HBM (High Bandwidth Memory) (recurred after 6 days)
- Episode: started 2024-03-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HANMI Semiconductor 042700 | +12.5% | 95,400 | ★ |
Kctech 281820 | +7.6% | 40,400 | |
Imt 451220 | +7.5% | 23,000 | |
Genesem 217190 | +7.4% | 15,890 | |
Ycchem 112290 | +7.0% | 14,460 | |
Dit 110990 | +6.9% | 24,800 | |
Winpac 097800 | +6.7% | 1,260 | |
SK hynix 000660 | +6.6% | 166,500 | |
PSK Holdings 031980 | +5.3% | 42,900 | |
Systems Technology 039440 | +4.7% | 34,350 |
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7. Holding Companies (recurred after 14 days)
- Episode: started 2024-03-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KB Financial Group 105560 | +8.7% | 69,000 | |
SNT Holdings 036530 | +7.9% | 23,200 | ★ |
Youngone Holdings 009970 | +6.9% | 97,500 | |
Daesang Holdings 084690 | +6.6% | 12,100 | |
Great Rich Technologies 900290 | +6.4% | 3,505 | |
Hana Financial Group 086790 | +6.4% | 60,200 | |
Wing Yip Food Holdings Group 900340 | +5.7% | 933 | |
CXI Healthcare Technology Group 900120 | +4.7% | 135 | |
Seoyon 007860 | +4.1% | 11,350 | |
Samsung C&T 028260 | +4.0% | 163,000 |
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8. CXL (Compute Express Link) (recurred after 19 days)
- Episode: started 2024-03-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Qualitas Semiconductor 432720 | +16.3% | 38,900 | ★ |
OKins Electronics 080580 | +7.5% | 11,250 | |
Korea Circuit 007810 | +6.6% | 20,150 | |
SK hynix 000660 | +6.6% | 166,500 | |
TLB 356860 | +6.2% | 25,000 | |
Exicon 092870 | +4.1% | 18,410 | |
Neosem 253590 | +3.2% | 13,640 | |
Quality Reliability Technology 405100 | +2.6% | 39,200 | |
Samsung Electronics 005930 | +2.0% | 74,900 | |
Openedges Technology 394280 | +1.8% | 33,250 |
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Closing Thoughts
Each theme sits at a streak of 1 day, so the next sessions will show whether this broad rally carries into a second day.
SK hynix (6.59%) sat in On-Device AI, HBM (High Bandwidth Memory) and CXL (Compute Express Link). Whether these linked themes move together again remains open.