Jun 4: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
8 strong themes — 8 recurred. Top: Semiconductor Equipment +26.9%.
Strong themes8
Top change+26.9%
LeaderHmnex
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 Equipment | Hmnex | +26.82% | |
| Semiconductor Materials & Components | Duksanhimetal | +29.96% | |
| HBM (High Bandwidth Memory) | PSK Holdings | +23.56% | |
| 5G | Inno Instrument | +13.24% | |
| Telecom Equipment | Inno Instrument | +13.24% | |
| System Semiconductors | PSK | +26.27% | |
| Defense & War | Duksanhimetal | +29.96% | |
| Semiconductor Substrates (FC-BGA, MLB) | Duksanhimetal | +29.96% |
On Jun 4, chip names dominated the strong themes. Semiconductor Equipment led with an average change of 26.93%, and all 10 of its stocks rose.
Every listed theme had 10 of 10 stocks rising. Semiconductor Materials & Components followed at 14.19%, with HBM (High Bandwidth Memory) at 13.47%.
Outside chips, 5G averaged 13.32% and Telecom Equipment 13.16%. A Newspim headline tied the move to Jensen Huang citing telecom gear as an AI beneficiary.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 8 days | +26.9% | 10/10 | Hmnex |
| 2 | Semiconductor Materials & Components | recurred after 9 days | +14.2% | 10/10 | Duksanhimetal |
| 3 | HBM (High Bandwidth Memory) | recurred after 13 days | +13.5% | 10/10 | PSK Holdings |
| 4 | 5G | recurred after 13 days | +13.3% | 10/10 | Inno Instrument |
| 5 | Telecom Equipment | recurred after 13 days | +13.2% | 10/10 | Inno Instrument |
| 6 | System Semiconductors | recurred after 13 days | +11.0% | 10/10 | PSK |
| 7 | Defense & War | recurred after 9 days | +10.9% | 10/10 | Duksanhimetal |
| 8 | Semiconductor Substrates (FC-BGA, MLB) | recurred after 6 days | +10.8% | 10/10 | Duksanhimetal |
Theme by Theme
1. Semiconductor Equipment (recurred after 8 days)
- Episode: started 2026-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
EugeneTechnology 084370 | +30.0% | 155,700 | |
Pamtek 271830 | +30.0% | 2,360 | |
Wonik IPS 240810 | +29.9% | 127,200 | |
Tes 095610 | +29.9% | 135,900 | |
VM 089970 | +28.2% | 69,500 | |
Jusung Engineering 036930 | +27.2% | 250,500 | |
Hmnex 036170 | +26.8% | 4,800 | ★ |
PSK 319660 | +26.3% | 114,400 | |
PSK Holdings 031980 | +23.6% | 124,300 | |
Hanwha Vision 489790 | +17.4% | 79,500 |
2. Semiconductor Materials & Components (recurred after 9 days)
- Episode: started 2026-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Duksanhimetal 077360 | +30.0% | 15,010 | ★ |
Samt 031330 | +15.9% | 18,860 | |
Dongjin Semichem 005290 | +15.2% | 59,700 | |
LTC 170920 | +14.3% | 47,400 | |
Kctech 281820 | +13.4% | 67,700 | |
WONIK QnC 074600 | +11.4% | 33,650 | |
OKins Electronics 080580 | +11.0% | 18,430 | |
Semcns 252990 | +10.6% | 13,850 | |
Hansol Chemical 014680 | +10.4% | 276,000 | |
HanaMicron 067310 | +9.7% | 45,400 |
3. HBM (High Bandwidth Memory) (recurred after 13 days)
- Episode: started 2026-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
PSK Holdings 031980 | +23.6% | 124,300 | ★ |
Hanwha Vision 489790 | +17.4% | 79,500 | |
Auros Technology 322310 | +14.8% | 27,500 | |
EO Technics 039030 | +14.8% | 496,000 | |
Kctech 281820 | +13.4% | 67,700 | |
Di 003160 | +11.3% | 27,950 | |
HANMI Semiconductor 042700 | +10.3% | 304,000 | |
Techwing 089030 | +9.8% | 53,700 | |
Systems Technology 039440 | +9.8% | 29,650 | |
Dit 110990 | +9.4% | 21,850 |
4. 5G (recurred after 13 days)
- Episode: started 2026-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LiComm 388790 | +29.9% | 4,910 | |
Sensorview 321370 | +19.1% | 3,000 | |
OE Solutions 138080 | +14.2% | 39,400 | |
Inno Instrument 215790 | +13.2% | 1,625 | ★ |
RFHIC 218410 | +10.3% | 90,900 | |
HFR 230240 | +9.8% | 34,000 | |
Namu Ax 242040 | +9.7% | 7,790 | |
Kisan Telecom 035460 | +9.2% | 3,145 | |
KMW 032500 | +9.1% | 38,200 | |
Sawnics 088280 | +8.6% | 3,870 |
Related news
- [특징주] 젠슨 황, AI 수혜 ‘통신장비’ 언급…‘라이콤·이노인스트루먼트’ 관련株 강세 — 뉴스핌 (Korean)
5. Telecom Equipment (recurred after 13 days)
- Episode: started 2026-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LiComm 388790 | +29.9% | 4,910 | |
Sensorview 321370 | +19.1% | 3,000 | |
OE Solutions 138080 | +14.2% | 39,400 | |
Inno Instrument 215790 | +13.2% | 1,625 | ★ |
RFHIC 218410 | +10.3% | 90,900 | |
HFR 230240 | +9.8% | 34,000 | |
Kisan Telecom 035460 | +9.2% | 3,145 | |
KMW 032500 | +9.1% | 38,200 | |
Sawnics 088280 | +8.6% | 3,870 | |
Lightron Fiber-optic Devices 069540 | +8.1% | 4,185 |
Related news
- [특징주] 젠슨 황, AI 수혜 ‘통신장비’ 언급…‘라이콤·이노인스트루먼트’ 관련株 강세 — 뉴스핌 (Korean)
6. System Semiconductors (recurred after 13 days)
- Episode: started 2026-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
PSK 319660 | +26.3% | 114,400 | ★ |
Nepes Ark 330860 | +11.7% | 40,250 | |
Di 003160 | +11.3% | 27,950 | |
HANMI Semiconductor 042700 | +10.3% | 304,000 | |
Techwing 089030 | +9.8% | 53,700 | |
HanaMicron 067310 | +9.7% | 45,400 | |
Hansol Technics 004710 | +9.6% | 12,460 | |
Fadu 440110 | +8.3% | 116,000 | |
LEENO Industrial 058470 | +7.3% | 99,600 | |
Zaram Technology 389020 | +5.3% | 38,000 |
Related news
- [장중수급포착] 피에스케이, 외국인/기관 동시 순매수… 주가 +28.70% — 뉴스핌 (Korean)
- [장중수급포착] 피에스케이, 외국인 6일 연속 순매수행진… 주가 +26.82% — 뉴스핌 (Korean)
7. Defense & War (recurred after 9 days)
- Episode: started 2026-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Duksanhimetal 077360 | +30.0% | 15,010 | ★ |
Sensorview 321370 | +19.1% | 3,000 | |
RFHIC 218410 | +10.3% | 90,900 | |
Hanwha 000880 | +9.5% | 130,200 | |
Kisan Telecom 035460 | +9.2% | 3,145 | |
RF Systems 474610 | +8.0% | 10,220 | |
Woori Technology, Incorporation 032820 | +7.8% | 15,690 | |
Sammi Metal Products 012210 | +5.3% | 10,580 | |
TAIHAN Fiberoptics 010170 | +5.2% | 20,300 | |
Daesung Hi-Tech 129920 | +4.9% | 7,240 |
8. Semiconductor Substrates (FC-BGA, MLB) (recurred after 6 days)
- Episode: started 2026-06-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Duksanhimetal 077360 | +30.0% | 15,010 | ★ |
Neotechnicalsystem 085910 | +18.0% | 33,750 | |
Korea Circuit 007810 | +12.2% | 122,300 | |
GigaVis 420770 | +11.2% | 139,400 | |
Taesung 323280 | +9.8% | 57,000 | |
Simmtech 222800 | +8.6% | 113,400 | |
TLB 356860 | +7.2% | 108,300 | |
Intekplus 064290 | +5.3% | 41,450 | |
Simmtech Holdings 036710 | +4.2% | 5,150 | |
Daeduck Electronics 353200 | +0.9% | 159,000 |
Closing Thoughts
Each theme returned after a break and now sits at a streak of 1. Gaps ranged from 6 days for Semiconductor Substrates (FC-BGA, MLB) to 13 days for several others.
The next question is whether the run lasts beyond one day. In System Semiconductors, Newspim reported foreign net buying in PSK for 6 consecutive days.