Oct 10: 7 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics
7 strong themes — 3 running · 4 recurred. Top: Robotics (Industrial & Collaborative) +19.2%.
Strong themes7
Top change+19.2%
LeaderWonik Holdings
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 |
|---|---|---|---|
| Robotics (Industrial & Collaborative) | Wonik Holdings | +29.99% | |
| AI & Robotics | Clobot | +29.84% | |
| Semiconductor Equipment | Wonik Holdings | +29.99% | |
| Nuclear | Bosung Power Technology | +20.04% | |
| HBM (High Bandwidth Memory) | HANMI Semiconductor | +18.39% | |
| Rare Earths & Rare Metals | Union Materials | +30.00% | |
| Semiconductor Majors (Fabrication) | SK hynix | +8.22% |
Robotics led the Oct 10 session. Robotics (Industrial & Collaborative) posted an average change of 19.17%, and all 10 of its stocks rose.
Headlines linked the move to SoftBank’s deal for ABB’s robot business, and Clobot gained 29.84%. AI & Robotics followed with an average change of 13.99%.
Chip themes stayed hot, with Semiconductor Equipment and HBM (High Bandwidth Memory) each on a streak of 5. Nuclear returned after 16 days with an average change of 10.16%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Robotics (Industrial & Collaborative) | recurred after 11 days | +19.2% | 10/10 | Wonik Holdings |
| 2 | AI & Robotics | recurred after 9 days | +14.0% | 9/9 | Clobot |
| 3 | Semiconductor Equipment | 5 days running | +13.1% | 10/10 | Wonik Holdings |
| 4 | Nuclear | recurred after 16 days | +10.2% | 10/10 | Bosung Power Technology |
| 5 | HBM (High Bandwidth Memory) | 5 days running | +9.3% | 10/10 | HANMI Semiconductor |
| 6 | Rare Earths & Rare Metals | recurred after 86 days | +7.5% | 10/10 | Union Materials |
| 7 | Semiconductor Majors (Fabrication) | 3 days running | +6.5% | 3/3 | SK hynix |
Theme by Theme
1. Robotics (Industrial & Collaborative) (recurred after 11 days)
- Episode: started 2025-10-10, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Holdings 030530 | +30.0% | 19,070 | ★ |
Clobot 466100 | +29.8% | 36,550 | |
Samhyun 437730 | +23.6% | 27,200 | |
Haisung Aero-Robotics 059270 | +22.6% | 8,460 | |
Woorim Power Train Solution 101170 | +17.4% | 5,810 | |
KNR Systems 199430 | +16.9% | 16,080 | |
T-Robotics 117730 | +15.4% | 13,700 | |
SPG 058610 | +13.0% | 30,500 | |
Higen RNM 160190 | +12.2% | 47,200 | |
Hallacast 125490 | +10.7% | 8,520 |
Related news
- 클로봇, 소프트뱅크 ABB 인수 호재에 상한가 직행 [종목+] — 한국경제 (Korean)
- 소프트뱅크 ‘스위스 ABB 로봇 사업’ 인수 소식에…티로보틱스 7%↑[특징주] — 이데일리 (Korean)
2. AI & Robotics (recurred after 9 days)
- Episode: started 2025-10-10, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Clobot 466100 | +29.8% | 36,550 | ★ |
Robotis 108490 | +22.0% | 191,300 | |
T-Robotics 117730 | +15.4% | 13,700 | |
Hallacast 125490 | +10.7% | 8,520 | |
Angel Robotics 455900 | +10.5% | 26,400 | |
Robostar 090360 | +9.6% | 46,850 | |
Yuilrobotics 388720 | +9.5% | 74,900 | |
Curexo 060280 | +9.3% | 10,060 | |
Hyulim ROBOT 090710 | +9.1% | 3,480 |
Related news
- 클로봇, 소프트뱅크 ABB 인수 호재에 상한가 직행 [종목+] — 한국경제 (Korean)
3. Semiconductor Equipment (5 days running)
- Episode: started 2025-09-29, day 12
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Holdings 030530 | +30.0% | 19,070 | ★ |
Pamtek 271830 | +19.4% | 2,305 | |
HANMI Semiconductor 042700 | +18.4% | 119,100 | |
Iste 212710 | +12.7% | 13,230 | |
PSK Holdings 031980 | +11.1% | 52,500 | |
Robostar 090360 | +9.6% | 46,850 | |
EO Technics 039030 | +8.0% | 257,000 | |
RS Automation 140670 | +7.8% | 13,610 | |
KoMi 183300 | +7.7% | 110,400 | |
Genesem 217190 | +6.2% | 10,060 |
4. Nuclear (recurred after 16 days)
- Episode: started 2025-10-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bosung Power Technology 006910 | +20.0% | 5,600 | ★ |
Doosan Enerbility 034020 | +15.0% | 74,500 | |
Bhi 083650 | +12.3% | 54,000 | |
Woojin 105840 | +12.0% | 16,660 | |
Woori Technology, Incorporation 032820 | +8.7% | 4,395 | |
Orbitech 046120 | +8.4% | 3,605 | |
G2Power 388050 | +6.9% | 8,840 | |
Hanshin Machinery 011700 | +6.8% | 3,630 | |
Hyosung Heavy Industries 298040 | +6.1% | 1,498,000 | |
WOOJIN Ntec 457550 | +5.6% | 23,650 |
5. HBM (High Bandwidth Memory) (5 days running)
- Episode: started 2025-09-29, day 12
| Stock | Change | Close | Leader |
|---|---|---|---|
HANMI Semiconductor 042700 | +18.4% | 119,100 | ★ |
MKElectron 033160 | +13.8% | 10,840 | |
PSK Holdings 031980 | +11.1% | 52,500 | |
Winpac 097800 | +10.2% | 699 | |
SK hynix 000660 | +8.2% | 428,000 | |
EO Technics 039030 | +8.0% | 257,000 | |
Genesem 217190 | +6.2% | 10,060 | |
Samsung Electronics 005930 | +6.1% | 94,400 | |
Auros Technology 322310 | +6.0% | 29,250 | |
Micro2nano 424980 | +5.2% | 10,360 |
Related news
- [수익 내비게이터] HBM 공정 필수장비 ‘TC본더’ 생산 ‘한미반도체’ VS 원자력·신재생 플랜트 전문 ‘두산에너빌리티’ — 머니투데이 (Korean)
6. Rare Earths & Rare Metals (recurred after 86 days)
- Episode: started 2025-10-10, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Union Materials 047400 | +30.0% | 1,703 | ★ |
Union 000910 | +15.1% | 4,905 | |
Novatech 285490 | +8.0% | 20,150 | |
Dongkuk Refractories & Steel 075970 | +5.7% | 2,425 | |
Tplex 081150 | +4.5% | 3,105 | |
LS Eco Energy 229640 | +3.9% | 40,450 | |
Samwha Electronics 011230 | +3.0% | 3,645 | |
Cenotec 222420 | +2.5% | 820 | |
Green Resource 402490 | +2.4% | 9,000 | |
Woosung Materials 011300 | +0.2% | 401 |
Related news
- [특징주] 中, 희토류 수출통제 강화…유니온머티리얼, ‘상한가’ — 아주경제 (Korean)
- 희토류 수출 옥죄는 중국…유니온머티리얼 ‘상한가’ — 머니투데이 (Korean)
7. Semiconductor Majors (Fabrication) (3 days running)
- Episode: started 2025-10-01, day 10
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +8.2% | 428,000 | ★ |
Samsung Electronics 005930 | +6.1% | 94,400 | |
DB HiTek 000990 | +5.2% | 59,000 |
Related news
- ‘삼전’ 이재용 주식재산 20조원 돌파..SK하이닉스 첫 300조원↑ — 파이낸셜뉴스 (Korean)
- 코스피 3,600도 돌파…삼성전자·SK하이닉스 신고가 — YTN (Korean)
- ‘창립 42주년’ SK하이닉스, 주가 42만원 돌파… AI 메모리 호황에 시총 300조 넘어 — 세계일보 (Korean)
Closing Thoughts
Rare Earths & Rare Metals came back after a gap of 86 days, as headlines cited tighter Chinese controls on rare earth exports. Union Materials rose 30.0%.
The data shows both robotics episodes running through Oct 14. SK hynix closed at 428000, and Semiconductor Majors (Fabrication) reached a streak of 3.