Theme Insight한국어

Mar 19: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components

March 19, 2025 · #Semiconductor Equipment #Semiconductor Materials & Components #System Semiconductors #Defense & War #HBM (High Bandwidth Memory) #PCB & Flexible PCB #Food #Quantum Cryptography & Computing

8 strong themes — 1 running · 7 recurred. Top: Semiconductor Equipment +7.5%.

Strong themes8 Top change+7.5% LeaderImt

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Equipment
+7.5%
Semiconductor Materials & Components
+5.7%
System Semiconductors
+5.4%
Defense & War
+5.2%
HBM (High Bandwidth Memory)
+4.9%
PCB & Flexible PCB
+4.7%
Food
+4.0%
Quantum Cryptography & Computing
+3.1%

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 -
ThemeLeaderChangeTrend
Semiconductor EquipmentImt+10.84%
Semiconductor Materials & ComponentsMegatouch+4.29%
System SemiconductorsRanix+5.34%
Defense & WarRF Materials+7.75%
HBM (High Bandwidth Memory)Imt+10.84%
PCB & Flexible PCBSimmtech+8.21%
FoodWooyang+5.55%
Quantum Cryptography & ComputingRanix+5.34%

Chip themes topped the strong-theme list on Mar 19. Semiconductor Equipment led with an average change of 7.55%, and all 10 of its stocks rose, with VM up 12.77%.

Semiconductor Materials & Components averaged 5.74% and System Semiconductors averaged 5.38%. HBM (High Bandwidth Memory) averaged 4.92%, and its leader Imt was up 10.84%.

Outside chips, Defense & War extended its streak to 3 days with an average change of 5.25%. In every theme on the list, all of the stocks closed higher.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Equipmentrecurred after 2 days+7.5%10/10Imt
2Semiconductor Materials & Componentsrecurred after 2 days+5.7%10/10Megatouch
3System Semiconductorsrecurred after 5 days+5.4%10/10Ranix
4Defense & War3 days running+5.2%10/10RF Materials
5HBM (High Bandwidth Memory)recurred after 2 days+4.9%10/10Imt
6PCB & Flexible PCBrecurred after 30 days+4.7%10/10Simmtech
7Foodrecurred after 13 days+4.0%9/9Wooyang
8Quantum Cryptography & Computingrecurred after 2 days+3.1%8/8Ranix

Theme by Theme

1. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
VM 089970+12.8%10,860
Imt 451220+10.8%11,550★
YC 232140+9.4%12,950
Di 003160+7.5%15,220
Systems Technology 039440+6.8%23,550
PSK 319660+6.8%21,200
Advanced Process Systems 265520+6.1%18,610
Dawon Nexview 323350+5.3%6,920
Pamtek 271830+5.2%1,630
JNB 452160+4.8%5,860

2. Semiconductor Materials & Components (recurred after 2 days)

StockChangeCloseLeader
Hanyang Digitech 078350+9.1%12,200
LK Chem 489500+8.2%33,100
Worldexindustry&trading 101160+6.2%20,200
S&S Tech 101490+5.8%36,400
Dongjin Semichem 005290+5.5%32,350
WONIK Materials 104830+5.5%22,000
HanaMicron 067310+4.4%12,130
Duksanhimetal 077360+4.3%4,615
Megatouch 446540+4.3%4,250★
Tiger Elec 219130+4.2%14,060

3. System Semiconductors (recurred after 5 days)

StockChangeCloseLeader
Zaram Technology 389020+8.5%44,550
Di 003160+7.5%15,220
PSK 319660+6.8%21,200
S&S Tech 101490+5.8%36,400
Mdevice 226590+5.6%11,210
Ranix 317120+5.3%3,055★
HanaMicron 067310+4.4%12,130
Itek 119830+3.6%6,320
Nepes 033640+3.3%7,810
Qualitas Semiconductor 432720+3.0%16,500

4. Defense & War (3 days running)

StockChangeCloseLeader
Poongsan 103140+8.8%69,400
Ace Technologies 088800+8.6%644
RF Materials 327260+7.8%6,950★
Kuk Young G M 006050+5.0%1,763
Duksanhimetal 077360+4.3%4,615
Korea Aerospace Industries 047810+4.2%88,600
Daesung Hi-Tech 129920+3.9%4,095
Itcenentec 010280+3.5%820
Hyundai Wia 011210+3.4%48,600
Egtronics 377330+3.0%5,240

5. HBM (High Bandwidth Memory) (recurred after 2 days)

StockChangeCloseLeader
Imt 451220+10.8%11,550★
YC 232140+9.4%12,950
Di 003160+7.5%15,220
Systems Technology 039440+6.8%23,550
PSK Holdings 031980+4.3%43,900
Dit 110990+3.9%15,090
Openedges Technology 394280+2.2%14,690
Samsung Electronics 005930+1.6%58,500
MKElectron 033160+1.5%8,220
SK hynix 000660+1.2%205,500

6. PCB & Flexible PCB (recurred after 30 days)

StockChangeCloseLeader
Simmtech 222800+8.2%22,400★
Amogreentech 125210+7.4%6,390
Korea Circuit 007810+6.5%12,520
Pemtron 168360+4.7%12,400
Tiger Elec 219130+4.2%14,060
YMT 251370+4.0%11,050
PI Advanced Materials 178920+3.7%18,560
Synopex 025320+3.5%6,830
Dap 066900+2.5%2,430
Xavis 254120+2.1%1,573

7. Food (recurred after 13 days)

StockChangeCloseLeader
Wooyang 103840+5.5%3,045★
Nongshim 004370+5.5%422,000
CJ Freshway 051500+5.2%20,650
Orion 271560+4.9%118,300
CJ Cheiljedang 097950+4.5%265,000
Sajodongaone 008040+2.8%1,062
H.pio 357230+2.6%2,600
HK inno.N 195940+2.5%36,900
TN entertainment 131100+2.4%1,648

8. Quantum Cryptography & Computing (recurred after 2 days)

StockChangeCloseLeader
Korea Advanced Materials 062970+10.6%7,080
Ranix 317120+5.3%3,055★
KT 030200+2.4%50,700
Solid 050890+2.2%7,390
HanWool Materials Science 091440+1.8%4,185
SK Telecom 017670+1.4%56,700
LG Uplus 032640+0.5%10,860
Dream Security 203650+0.5%3,315

Closing Thoughts

PCB & Flexible PCB came back after a 30-day gap with an average change of 4.68%, led by Simmtech at 8.21%. Food came back after 13 days, averaging 3.99%.

The next sessions will show whether the chip-related rally lasts beyond one day. Quantum Cryptography & Computing averaged 3.1%, with Korea Advanced Materials up 10.63%.

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