Sep 15: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Materials & Components

September 15, 2025 · #Robotics (Industrial & Collaborative) #Semiconductor Materials & Components #Semiconductor Equipment #Holding Companies #Smart Factory #Battery #Securities Brokers #Quantum Cryptography & Computing

8 strong themes — 2 running · 6 recurred. Top: Robotics (Industrial & Collaborative) +15.3%.

Strong themes8 Top change+15.3% LeaderHallacast

Average change by strong theme

Average change of member stocks, by theme · descending
Robotics (Industrial & Collaborative)
+15.3%
Semiconductor Materials & Components
+10.9%
Semiconductor Equipment
+10.7%
Holding Companies
+10.6%
Smart Factory
+8.9%
Battery
+8.3%
Securities Brokers
+4.9%
Quantum Cryptography & Computing
+4.1%

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
Robotics (Industrial & Collaborative)Hallacast+29.94%
Semiconductor Materials & ComponentsFoosung+20.18%
Semiconductor EquipmentRobostar+15.08%
Holding CompaniesNongshim Holdings+30.00%
Smart FactoryZenix Robotics+17.52%
BatteryFoosung+20.18%
Securities BrokersSangsangininvestment&securities+8.07%
Quantum Cryptography & ComputingHanWool Materials Science+13.85%

Eight strong themes closed higher on 2025-09-15, and every listed stock in each one finished up. Robotics (Industrial & Collaborative) led with an average change of 15.29%.

Hallacast topped the robotics group at 29.94%, while TPC rose 29.78% and Hyulim ROBOT 20.36%. Hyulim ROBOT also traded 117057162 shares.

Semiconductor Materials & Components (10.87%) and Semiconductor Equipment (10.72%) extended their streaks to 2 days. In Holding Companies, Nongshim Holdings jumped 30.0%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Robotics (Industrial & Collaborative)recurred after 5 days+15.3%9/9Hallacast
2Semiconductor Materials & Components2 days running+10.9%10/10Foosung
3Semiconductor Equipment2 days running+10.7%10/10Robostar
4Holding Companiesrecurred after 5 days+10.6%10/10Nongshim Holdings
5Smart Factoryrecurred after 5 days+8.9%8/8Zenix Robotics
6Batteryrecurred after 11 days+8.3%10/10Foosung
7Securities Brokersrecurred after 5 days+4.9%10/10Sangsangininvestment&securities
8Quantum Cryptography & Computingrecurred after 40 days+4.1%10/10HanWool Materials Science

Theme by Theme

1. Robotics (Industrial & Collaborative) (recurred after 5 days)

StockChangeCloseLeader
Hallacast 125490+29.9%6,640★
TPC 130740+29.8%2,310
Hyulim ROBOT 090710+20.4%3,635
Robostar 090360+15.1%36,250
Beno TNR 206400+13.4%2,585
Cymechs 160980+8.3%14,830
Russell 217500+7.5%2,365
Haisung Aero-Robotics 059270+7.1%7,280
Everybot 270660+6.2%17,760

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2. Semiconductor Materials & Components (2 days running)

StockChangeCloseLeader
Foosung 093370+20.2%6,730★
HLB innoVation 024850+14.6%1,956
LTC 170920+14.4%16,480
Fine Semitech 036810+9.9%31,200
Hansol IONES 114810+9.4%11,600
Mecaro 241770+9.1%14,800
Kctech 281820+8.2%38,300
Protec Mems Technology 147760+7.7%2,795
Soulbrain 357780+7.6%260,500
S&S Tech 101490+7.6%54,000

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3. Semiconductor Equipment (2 days running)

StockChangeCloseLeader
Techwing 089030+21.8%51,200
Robostar 090360+15.1%36,250★
Tes 095610+10.1%41,450
Fine Semitech 036810+9.9%31,200
Union Semiconductor Equipment Co.,ltd; 036200+9.8%9,610
Cymechs 160980+8.3%14,830
PSK 319660+8.3%29,300
Genesem 217190+8.3%9,160
Kctech 281820+8.2%38,300
Russell 217500+7.5%2,365

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4. Holding Companies (recurred after 5 days)

StockChangeCloseLeader
Nongshim Holdings 072710+30.0%114,400★
Hyundai G.F. Holdings 005440+11.9%9,290
HD Hyundai 267250+10.6%164,300
CoAsia 045970+10.6%7,000
Hanwha 000880+8.4%93,000
HS Hyosung 487570+8.0%63,400
Hanjinkal 180640+7.9%119,400
Samsung C&T 028260+7.0%195,900
Korea Investment Holdings 071050+6.0%159,000
CJ 001040+5.7%197,000

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5. Smart Factory (recurred after 5 days)

StockChangeCloseLeader
Hyulim ROBOT 090710+20.4%3,635
Zenix Robotics 381620+17.5%14,290★
ISAAC Engineering 351330+10.1%9,880
MX On 347890+6.1%6,640
Kornic Automation 391710+5.3%3,060
SK 034730+4.7%233,000
Twim 290090+3.9%8,790
LS THiRA-UTECH 322180+3.5%5,670

6. Battery (recurred after 11 days)

StockChangeCloseLeader
Foosung 093370+20.2%6,730★
Ivisionworks 469750+10.4%1,601
Soulbrain 357780+7.6%260,500
Dit 110990+7.4%14,050
Korchip 126730+7.2%17,900
KG Chemical 001390+6.7%5,120
Koses 089890+6.1%13,150
Intekplus 064290+6.1%16,200
S-chem 475660+5.9%7,720
Yunsung F&C 372170+5.8%33,850

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7. Securities Brokers (recurred after 5 days)

StockChangeCloseLeader
Sangsangininvestment&securities 001290+8.1%830★
KIWOOM Securities 039490+7.2%267,500
Korea Investment Holdings 071050+6.0%159,000
NH Investment & Securities 005940+5.3%21,650
Shinyoung Securities 001720+5.0%152,600
SK Securities 001510+3.9%713
DB Securities 016610+3.9%9,790
Kyobo Securities 030610+3.5%10,000
Mirae Asset Securities 006800+3.4%22,850
Yuanta Securities Korea 003470+2.4%3,840

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8. Quantum Cryptography & Computing (recurred after 40 days)

StockChangeCloseLeader
HanWool Materials Science 091440+13.8%2,630★
Ictk 456010+6.7%12,600
Korea Advanced Materials 062970+6.5%3,520
Axgate 356680+4.3%7,490
Korea Computer & Systems 115500+3.6%10,000
Wooriro 046970+1.6%1,316
Dream Security 203650+1.5%3,450
Ranix 317120+1.1%1,551
Woori-Net 115440+1.0%6,840
Alt 172670+1.0%9,390

Closing Thoughts

The Semiconductor Equipment episode runs through 2025-09-16, so the open question is whether chip names go past a streak of 2. Foosung, up 20.18%, led two themes.

Six themes, led by Robotics (Industrial & Collaborative), came back after a gap, and it is unclear whether they hold past one day. Quantum Cryptography & Computing returned after a 40-day gap.