Sep 12: 8 Strong Themes — Semiconductor Materials & Components, Semiconductor Equipment
8 strong themes — 1 running · 7 recurred. Top: Semiconductor Materials & Components +13.0%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Semiconductor Materials & Components | Hanyang Digitech | +21.34% | |
| Semiconductor Equipment | Tokai Carbon Korea | +14.25% | |
| Food | MSC | +29.97% | |
| Beauty & Cosmetics | L&C Bio | +20.04% | |
| ChatGPT & AI Chatbots | Saltlux | +7.25% | |
| Gene Therapy & Genomics | SillaJen | +10.73% | |
| Pharma | Wsi | +6.17% | |
| Crypto & Bitcoin | Gamsung | +11.83% |
Semiconductor names led the 2025-09-12 session. Semiconductor Materials & Components posted an average change of 12.98%, and all 10 of its stocks closed higher.
Semiconductor Equipment followed with an average change of 9.82%, led by Tokai Carbon Korea at 14.25%. Hana Materials topped the materials group with a 21.84% gain.
Outside chips, Food returned after a 42-day gap and averaged 9.62%. Its leader, MSC, rose 29.97%, and Beauty & Cosmetics averaged 7.86% behind L&C Bio.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Materials & Components | recurred after 4 days | +13.0% | 10/10 | Hanyang Digitech |
| 2 | Semiconductor Equipment | recurred after 2 days | +9.8% | 9/9 | Tokai Carbon Korea |
| 3 | Food | recurred after 42 days | +9.6% | 10/10 | MSC |
| 4 | Beauty & Cosmetics | recurred after 37 days | +7.9% | 8/8 | L&C Bio |
| 5 | ChatGPT & AI Chatbots | 2 days running | +6.2% | 10/10 | Saltlux |
| 6 | Gene Therapy & Genomics | recurred after 10 days | +5.3% | 10/10 | SillaJen |
| 7 | Pharma | recurred after 2 days | +3.9% | 10/10 | Wsi |
| 8 | Crypto & Bitcoin | recurred after 18 days | +3.9% | 10/10 | Gamsung |
Theme by Theme
1. Semiconductor Materials & Components (recurred after 4 days)
- Episode: started 2025-09-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Hana Materials 166090 | +21.8% | 37,100 | |
Hanyang Digitech 078350 | +21.3% | 12,850 | ★ |
KnJ 272110 | +16.3% | 20,850 | |
LK Chem 489500 | +15.8% | 22,250 | |
Tokai Carbon Korea 064760 | +14.2% | 137,100 | |
Semcns 252990 | +8.5% | 5,760 | |
WONIK Materials 104830 | +8.3% | 27,300 | |
SAMYANG NC Chem 482630 | +8.2% | 18,500 | |
Dongjin Semichem 005290 | +7.7% | 36,200 | |
Synopex 025320 | +7.6% | 7,540 |
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2. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2025-09-12, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Tokai Carbon Korea 064760 | +14.2% | 137,100 | ★ |
Tes 095610 | +13.8% | 37,650 | |
N2tech 227950 | +10.1% | 511 | |
Tse 131290 | +9.9% | 44,550 | |
RS Automation 140670 | +9.7% | 15,230 | |
KoMi 183300 | +9.2% | 96,400 | |
JNB 452160 | +7.3% | 8,650 | |
Sec 081180 | +7.2% | 9,850 | |
EugeneTechnology 084370 | +7.0% | 54,700 |
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3. Food (recurred after 42 days)
- Episode: started 2025-09-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
MSC 009780 | +30.0% | 12,490 | ★ |
Sajodongaone 008040 | +23.6% | 1,379 | |
Hantop 002680 | +7.1% | 785 | |
Nongshim 004370 | +7.0% | 522,000 | |
Otoki 007310 | +5.9% | 433,000 | |
Naturecell 007390 | +5.4% | 24,350 | |
Bio Port Korea 188040 | +5.2% | 14,300 | |
Wooyang 103840 | +4.8% | 4,820 | |
WooDeumGee Farm 403490 | +3.8% | 1,851 | |
Daehan Flour Mill 001130 | +3.6% | 151,800 |
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4. Beauty & Cosmetics (recurred after 37 days)
- Episode: started 2025-09-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
L&C Bio 290650 | +20.0% | 59,300 | ★ |
Caregen 214370 | +14.8% | 62,200 | |
Kangstem Biotech 217730 | +10.5% | 1,516 | |
Naturecell 007390 | +5.4% | 24,350 | |
Sunjin Beauty Science 086710 | +3.7% | 10,960 | |
Metalabs 090370 | +2.9% | 1,350 | |
Organic Tea Cosmetics Holdings 900300 | +2.9% | 360 | |
EcoGlow 159910 | +2.7% | 714 |
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5. ChatGPT & AI Chatbots (2 days running)
- Episode: started 2025-09-11, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kakao 035720 | +9.3% | 65,500 | |
MediaZen 279600 | +8.9% | 11,510 | |
Exem 205100 | +8.1% | 2,530 | |
Saltlux 304100 | +7.2% | 36,250 | ★ |
WISEnut 096250 | +6.7% | 14,870 | |
ESTsoft 047560 | +6.2% | 22,250 | |
Konan Technology Incorporation 402030 | +5.2% | 28,200 | |
Polaris Office 041020 | +4.1% | 5,840 | |
Selvas AI 108860 | +3.4% | 13,950 | |
SPSoft 443670 | +2.8% | 6,710 |
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6. Gene Therapy & Genomics (recurred after 10 days)
- Episode: started 2025-09-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SillaJen 215600 | +10.7% | 3,510 | ★ |
3billion 394800 | +8.2% | 6,730 | |
Curocell 372320 | +6.2% | 41,300 | |
ToolGen 199800 | +5.2% | 41,600 | |
AbClon 174900 | +4.9% | 13,030 | |
TiumBio 321550 | +4.9% | 5,980 | |
HLB Genex 187420 | +4.1% | 3,330 | |
Kolon Life Science 102940 | +3.5% | 35,050 | |
IMBdx 461030 | +3.4% | 10,460 | |
Seegene 096530 | +2.0% | 26,000 |
7. Pharma (recurred after 2 days)
- Episode: started 2025-09-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK Bioscience 302440 | +6.5% | 52,400 | |
Wsi 299170 | +6.2% | 1,928 | ★ |
Vivozon Pharmaceutical 082800 | +5.5% | 7,870 | |
Reyon Pharmaceutical 102460 | +4.4% | 12,340 | |
ST Pharm 237690 | +4.2% | 95,200 | |
Kolon Life Science 102940 | +3.5% | 35,050 | |
Prestige Biologics 334970 | +2.8% | 3,630 | |
Samil Pharmaceutical 000520 | +2.1% | 11,400 | |
Shinpoong Pharmaceutical 019170 | +2.0% | 12,960 | |
Polaris AI Pharma 041910 | +2.0% | 6,600 |
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8. Crypto & Bitcoin (recurred after 18 days)
- Episode: started 2025-09-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gamsung 036620 | +11.8% | 6,430 | ★ |
Kakao 035720 | +9.3% | 65,500 | |
Atinum Investment 021080 | +5.6% | 2,725 | |
Neowiz Holdings 042420 | +3.0% | 25,350 | |
Neowiz 095660 | +2.3% | 27,100 | |
SBI Investment KOREA 019550 | +2.0% | 770 | |
Danal 064260 | +1.8% | 9,200 | |
Com2uS Holdings 063080 | +1.4% | 21,900 | |
Wemade 112040 | +0.9% | 28,250 | |
Mgame 058630 | +0.8% | 5,960 |
Closing Thoughts
ChatGPT & AI Chatbots was the only theme on a 2-day streak. It averaged 6.2%, with Kakao up 9.35%. The next sessions will show whether that run continues.
Gene Therapy & Genomics averaged 5.3%, Pharma 3.92% and Crypto & Bitcoin 3.9%. Every listed stock in these themes also closed higher.