Jun 12: 8 Strong Themes — Semiconductor Equipment, Robotics (Industrial & Collaborative)
8 strong themes — 3 running · 5 recurred. Top: Semiconductor Equipment +23.4%.
Strong themes8
Top change+23.4%
LeaderWonik IPS
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 | Wonik IPS | +30.00% | |
| Robotics (Industrial & Collaborative) | HL Mando | +30.00% | |
| Semiconductor Materials & Components | Soulbrain | +24.37% | |
| HBM (High Bandwidth Memory) | ISC | +20.73% | |
| AI & Robotics | Everybot | +29.97% | |
| Post-War Reconstruction (Ukraine, Middle East) | Heerim Architects & Planners | +18.22% | |
| Auto Parts | HL Mando | +30.00% | |
| Physical AI & Humanoid Robots | Sos Lab | +18.19% |
On Jun 12, eight themes rallied, and every listed stock in them closed higher. Semiconductor Equipment led with an average change of 23.39%, its second straight day on the board.
Wonik IPS and HPSP each rose 30.0%, while Park Systems added 28.6%. Semiconductor Materials & Components averaged 17.77%, and HBM (High Bandwidth Memory) averaged 15.09%.
Robotics (Industrial & Collaborative) returned after a gap of 7 days, averaging 18.76%. HL Mando rose 30.0%, and Everybot gained 29.97%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 2 days running | +23.4% | 10/10 | Wonik IPS |
| 2 | Robotics (Industrial & Collaborative) | recurred after 7 days | +18.8% | 10/10 | HL Mando |
| 3 | Semiconductor Materials & Components | 2 days running | +17.8% | 10/10 | Soulbrain |
| 4 | HBM (High Bandwidth Memory) | 2 days running | +15.1% | 10/10 | ISC |
| 5 | AI & Robotics | recurred after 7 days | +13.4% | 10/10 | Everybot |
| 6 | Post-War Reconstruction (Ukraine, Middle East) | recurred after 14 days | +13.0% | 10/10 | Heerim Architects & Planners |
| 7 | Auto Parts | recurred after 22 days | +11.8% | 9/9 | HL Mando |
| 8 | Physical AI & Humanoid Robots | recurred after 10 days | +11.1% | 10/10 | Sos Lab |
Theme by Theme
1. Semiconductor Equipment (2 days running)
- Episode: started 2026-06-11, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik IPS 240810 | +30.0% | 183,300 | ★ |
HPSP 403870 | +30.0% | 71,500 | |
SEMI Total Solution 0017J0 | +30.0% | 5,030 | |
Park Systems 140860 | +28.6% | 339,500 | |
HANMI Semiconductor 042700 | +24.1% | 361,000 | |
EO Technics 039030 | +21.4% | 612,000 | |
Mirae 025560 | +20.5% | 47,250 | |
Asflow 159010 | +18.0% | 21,850 | |
RS Automation 140670 | +16.1% | 13,340 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +15.2% | 12,470 |
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2. Robotics (Industrial & Collaborative) (recurred after 7 days)
- Episode: started 2026-06-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HL Mando 204320 | +30.0% | 65,000 | ★ |
Everybot 270660 | +30.0% | 16,090 | |
I-robotics 066430 | +22.3% | 4,195 | |
TXR Robotics 484810 | +18.9% | 14,400 | |
Doosan 000150 | +17.0% | 1,896,000 | |
RS Automation 140670 | +16.1% | 13,340 | |
Robotis 108490 | +15.2% | 330,000 | |
Angel Robotics 455900 | +14.3% | 25,100 | |
SBB Tech 389500 | +12.4% | 62,600 | |
SP Systems 317830 | +11.4% | 6,940 |
3. Semiconductor Materials & Components (2 days running)
- Episode: started 2026-06-11, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Soulbrain 357780 | +24.4% | 441,500 | ★ |
ISC 095340 | +20.7% | 230,000 | |
New Power Plasma 144960 | +20.6% | 10,050 | |
Foosung 093370 | +20.6% | 19,010 | |
Doosan 000150 | +17.0% | 1,896,000 | |
Mecaro 241770 | +16.5% | 46,550 | |
WONIK QnC 074600 | +16.4% | 42,150 | |
Temc 425040 | +14.3% | 19,400 | |
Kctech 281820 | +14.0% | 87,100 | |
Semcns 252990 | +13.2% | 16,320 |
4. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2026-06-11, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
HANMI Semiconductor 042700 | +24.1% | 361,000 | |
EO Technics 039030 | +21.4% | 612,000 | |
ISC 095340 | +20.7% | 230,000 | ★ |
KohYoungTechnology 098460 | +14.5% | 39,150 | |
Kctech 281820 | +14.0% | 87,100 | |
PSK Holdings 031980 | +13.7% | 152,300 | |
Micro2nano 424980 | +12.1% | 10,310 | |
Pemtron 168360 | +10.6% | 25,600 | |
Openedges Technology 394280 | +10.0% | 14,740 | |
UniTest 086390 | +9.8% | 16,580 |
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- [장중수급포착] ISC, 외국인 5일 연속 순매수행진… 주가 +16.80% — 뉴스핌 (Korean)
5. AI & Robotics (recurred after 7 days)
- Episode: started 2026-06-12, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Everybot 270660 | +30.0% | 16,090 | ★ |
Newen AI 463020 | +15.6% | 9,690 | |
Robotis 108490 | +15.2% | 330,000 | |
KohYoungTechnology 098460 | +14.5% | 39,150 | |
Angel Robotics 455900 | +14.3% | 25,100 | |
Selvas AI 108860 | +11.4% | 9,780 | |
Becu AI 148780 | +8.4% | 670 | |
YoungWoo DSP 143540 | +8.4% | 1,084 | |
Korea Electronic Certification Authority 041460 | +8.1% | 3,455 | |
CMES Robotics 475400 | +7.8% | 26,350 |
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- [장중수급포착] 에브리봇, 외국인 5일 연속 순매수행진… 주가 +29.97% — 뉴스핌 (Korean)
6. Post-War Reconstruction (Ukraine, Middle East) (recurred after 14 days)
- Episode: started 2026-06-12, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai Engineering & Construction 000720 | +28.4% | 157,500 | |
Heerim Architects & Planners 037440 | +18.2% | 5,580 | ★ |
Soosan Cebotics 017550 | +16.2% | 2,650 | |
Junjin Construction & Robot 079900 | +12.8% | 57,200 | |
SY Steel Tech 365330 | +10.3% | 2,300 | |
DAEMO Engineering 317850 | +10.0% | 7,400 | |
GS Engineering & Construction 006360 | +9.9% | 28,800 | |
SG 255220 | +9.3% | 2,005 | |
Haein 003010 | +7.5% | 5,050 | |
SY 109610 | +7.3% | 2,215 |
7. Auto Parts (recurred after 22 days)
- Episode: started 2026-06-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
HL Mando 204320 | +30.0% | 65,000 | ★ |
HL Holdings 060980 | +12.2% | 46,000 | |
Hanon Systems 018880 | +11.1% | 4,700 | |
Sammi Metal Products 012210 | +10.2% | 9,620 | |
Iljin Hysolus 271940 | +9.8% | 13,510 | |
Pim Korea 448900 | +9.4% | 84,800 | |
Ewon Comfortech 088290 | +7.9% | 2,260 | |
Neooto 212560 | +7.7% | 10,450 | |
Hallacast 125490 | +7.4% | 13,630 |
8. Physical AI & Humanoid Robots (recurred after 10 days)
- Episode: started 2026-06-12, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Sos Lab 464080 | +18.2% | 12,150 | ★ |
RS Automation 140670 | +16.1% | 13,340 | |
Robotis 108490 | +15.2% | 330,000 | |
SBB Tech 389500 | +12.4% | 62,600 | |
Pim Korea 448900 | +9.4% | 84,800 | |
Il 307180 | +8.2% | 6,690 | |
Neuromeka 348340 | +8.0% | 49,500 | |
Samsung Electronics 005930 | +7.9% | 322,500 | |
CMES Robotics 475400 | +7.8% | 26,350 | |
Hallacast 125490 | +7.4% | 13,630 |
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Closing Thoughts
Three chip themes now have a streak of 2, so the next session will show whether the Semiconductor Equipment move continues. Breadth was full, with 10 of 10 names up.
Post-War Reconstruction (Ukraine, Middle East) at 12.98% and Auto Parts at 11.75% returned after gaps of 14 and 22 days. Whether they hold is the open question.