Sep 26: 8 Strong Themes — Semiconductor Materials & Components, Semiconductor Equipment
8 strong themes — 2 running · 6 recurred. Top: Semiconductor Materials & Components +13.0%.
Strong themes8
Top change+13.0%
LeaderMicro2nano
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 Materials & Components | Micro2nano | +30.00% | |
| Semiconductor Equipment | Neosem | +29.93% | |
| HBM (High Bandwidth Memory) | Imt | +11.44% | |
| OLED Displays | Shindo Eng. Lab | +11.60% | |
| ChatGPT & AI Chatbots | Datasolution | +21.29% | |
| Metaverse & VR | Shindo Eng. Lab | +11.60% | |
| AI & Robotics | Datasolution | +21.29% | |
| Pharma | Dae Hwa Pharm | +29.97% |
Chip stocks dominated the Sep 26 session. Semiconductor Materials & Components led with an average change of 13.01%, and all 10 of its stocks closed higher.
Semiconductor Equipment followed with an average change of 12.26%, led by Neosem’s 29.93% gain. Every stock in all eight themes on the list closed higher.
HBM (High Bandwidth Memory) returned after a 3-day gap with an average change of 10.05%. SK hynix rose 9.44%, and Mirai Semiconductors gained 17.36%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Materials & Components | 2 days running | +13.0% | 10/10 | Micro2nano |
| 2 | Semiconductor Equipment | 2 days running | +12.3% | 10/10 | Neosem |
| 3 | HBM (High Bandwidth Memory) | recurred after 3 days | +10.1% | 10/10 | Imt |
| 4 | OLED Displays | recurred after 21 days | +9.4% | 10/10 | Shindo Eng. Lab |
| 5 | ChatGPT & AI Chatbots | recurred after 6 days | +8.1% | 10/10 | Datasolution |
| 6 | Metaverse & VR | recurred after 28 days | +7.3% | 10/10 | Shindo Eng. Lab |
| 7 | AI & Robotics | recurred after 17 days | +7.2% | 10/10 | Datasolution |
| 8 | Pharma | recurred after 6 days | +6.9% | 10/10 | Dae Hwa Pharm |
Theme by Theme
1. Semiconductor Materials & Components (2 days running)
- Episode: started 2024-09-25, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Micro2nano 424980 | +30.0% | 8,580 | ★ |
Protec Mems Technology 147760 | +30.0% | 4,205 | |
OKins Electronics 080580 | +15.7% | 6,330 | |
Semcns 252990 | +11.5% | 6,290 | |
Temc 425040 | +9.1% | 10,240 | |
Kctech 281820 | +8.4% | 35,500 | |
Hanyang Digitech 078350 | +6.9% | 14,130 | |
Temc CNS 241790 | +6.4% | 6,800 | |
Ycchem 112290 | +6.3% | 18,820 | |
Tiger Elec 219130 | +5.8% | 20,700 |
2. Semiconductor Equipment (2 days running)
- Episode: started 2024-09-25, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Neosem 253590 | +29.9% | 11,200 | ★ |
Exicon 092870 | +17.0% | 13,810 | |
PSK Holdings 031980 | +11.6% | 45,650 | |
Imt 451220 | +11.4% | 10,230 | |
Systems Technology 039440 | +10.4% | 22,200 | |
Techwing 089030 | +9.6% | 39,350 | |
Advanced Process Systems 265520 | +8.7% | 20,550 | |
Kctech 281820 | +8.4% | 35,500 | |
Dit 110990 | +8.3% | 15,960 | |
Apact 200470 | +7.1% | 3,230 |
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3. HBM (High Bandwidth Memory) (recurred after 3 days)
- Episode: started 2024-09-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirai Semiconductors 254490 | +17.4% | 17,170 | |
PSK Holdings 031980 | +11.6% | 45,650 | |
Imt 451220 | +11.4% | 10,230 | ★ |
Systems Technology 039440 | +10.4% | 22,200 | |
Techwing 089030 | +9.6% | 39,350 | |
SK hynix 000660 | +9.4% | 180,900 | |
Kctech 281820 | +8.4% | 35,500 | |
Dit 110990 | +8.3% | 15,960 | |
HANMI Semiconductor 042700 | +7.1% | 114,200 | |
Openedges Technology 394280 | +6.8% | 13,730 |
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4. OLED Displays (recurred after 21 days)
- Episode: started 2024-09-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hims 238490 | +12.8% | 4,660 | |
Shindo Eng. Lab 290520 | +11.6% | 2,405 | ★ |
Duk San Neolux 213420 | +11.4% | 32,750 | |
Yas 255440 | +10.0% | 8,150 | |
Philoptics 161580 | +9.5% | 20,550 | |
Advanced Process Systems 265520 | +8.7% | 20,550 | |
Dit 110990 | +8.3% | 15,960 | |
LG Display 034220 | +7.7% | 11,720 | |
Tse 131290 | +7.1% | 51,300 | |
Hansol Chemical 014680 | +7.0% | 135,500 |
5. ChatGPT & AI Chatbots (recurred after 6 days)
- Episode: started 2024-09-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Datasolution 263800 | +21.3% | 5,070 | ★ |
Polaris AI 039980 | +8.8% | 2,855 | |
Hancom 030520 | +8.5% | 19,470 | |
Flitto 300080 | +7.0% | 19,080 | |
SPSoft 443670 | +6.8% | 8,790 | |
Maum.ai 377480 | +6.7% | 11,620 | |
ESTsoft 047560 | +6.4% | 15,300 | |
Isupetasys 007660 | +6.2% | 39,700 | |
Polaris Office 041020 | +5.2% | 5,840 | |
Saltlux 304100 | +4.3% | 16,270 |
6. Metaverse & VR (recurred after 28 days)
- Episode: started 2024-09-26, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
NEWFLEXTECHNOLGYCo 085670 | +20.9% | 5,960 | |
Shindo Eng. Lab 290520 | +11.6% | 2,405 | ★ |
Koses 089890 | +6.1% | 9,570 | |
Giantstep 289220 | +5.5% | 6,480 | |
Mgame 058630 | +5.4% | 6,400 | |
Wavus 336060 | +5.3% | 1,680 | |
Dear U 376300 | +5.0% | 20,100 | |
Ajinextek 059120 | +4.5% | 8,560 | |
Wysiwyg Studios 299900 | +4.4% | 1,378 | |
CJ ENM 035760 | +4.2% | 71,600 |
7. AI & Robotics (recurred after 17 days)
- Episode: started 2024-09-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Datasolution 263800 | +21.3% | 5,070 | ★ |
Moadata 288980 | +11.5% | 1,601 | |
Maum.ai 377480 | +6.7% | 11,620 | |
Nepes 033640 | +5.6% | 9,200 | |
Everybot 270660 | +5.1% | 18,490 | |
KohYoungTechnology 098460 | +4.8% | 10,740 | |
Smec 099440 | +4.8% | 3,185 | |
Saltlux 304100 | +4.3% | 16,270 | |
VAIV company 301300 | +4.0% | 4,755 | |
Obzen 417860 | +3.9% | 10,640 |
8. Pharma (recurred after 6 days)
- Episode: started 2024-09-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Dae Hwa Pharm 067080 | +30.0% | 13,270 | ★ |
Sam Chun Dang Pharm 000250 | +7.1% | 140,600 | |
Green Lifescience 114450 | +5.3% | 2,285 | |
Polaris AI Pharma 041910 | +5.2% | 7,150 | |
Aprogen Biologics 003060 | +4.5% | 919 | |
Hanmi Pharm 128940 | +3.7% | 338,000 | |
Seoul Pharma 018680 | +3.5% | 3,795 | |
Kyung Nam Pharm 053950 | +3.4% | 793 | |
Hanall Biopharma 009420 | +3.1% | 37,950 | |
Vivozon Pharmaceutical 082800 | +3.1% | 3,850 |
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Closing Thoughts
Both chip themes have been strong two days running, a streak that began on Sep 25. The next sessions will show whether that 2-day streak keeps going or ends.
Outside chips, OLED Displays came back after a 21-day gap and Metaverse & VR after 28 days. Pharma posted an average change of 6.89%, and Dae Hwa Pharm rose 29.97%.