Aug 10: 8 Strong Themes — Semiconductor Materials & Components, Space & Aerospace (Nuri Rocket, Satellites)
8 strong themes — 4 running · 4 recurred. Top: Semiconductor Materials & Components +18.1%.
Strong themes8
Top change+18.1%
LeaderProtec Mems Technology
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 Materials & Components | Protec Mems Technology | +22.99% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Vitzro Nextech | +29.93% | |
| Semiconductor Equipment | Tokai Carbon Korea | +20.74% | |
| Defense & War | RF Materials | +17.22% | |
| 5G | Sensorview | +17.65% | |
| Optical Communications | RF Materials | +17.22% | |
| Cancer Immunotherapy | curacle | +18.18% | |
| Telecom Equipment | RF Materials | +17.22% |
On Aug 10, every strong theme closed with all 10 of its stocks higher. Semiconductor Materials & Components led the session with an average change of 18.05%.
Space & Aerospace (Nuri Rocket, Satellites) followed at 17.04% on a 2-day streak. Leader Vitzro Nextech rose 29.93%, with news citing a Nuri engine parts order.
Telecom-linked themes moved together. TAIHAN Fiberoptics rose 22.51%, appearing in Optical Communications, 5G and Defense & War.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Materials & Components | recurred after 5 days | +18.1% | 10/10 | Protec Mems Technology |
| 2 | Space & Aerospace (Nuri Rocket, Satellites) | 2 days running | +17.0% | 10/10 | Vitzro Nextech |
| 3 | Semiconductor Equipment | recurred after 5 days | +15.0% | 10/10 | Tokai Carbon Korea |
| 4 | Defense & War | recurred after 5 days | +14.3% | 10/10 | RF Materials |
| 5 | 5G | 2 days running | +13.8% | 10/10 | Sensorview |
| 6 | Optical Communications | 2 days running | +13.6% | 10/10 | RF Materials |
| 7 | Cancer Immunotherapy | recurred after 6 days | +13.0% | 10/10 | curacle |
| 8 | Telecom Equipment | 2 days running | +12.6% | 10/10 | RF Materials |
Theme by Theme
1. Semiconductor Materials & Components (recurred after 5 days)
- Episode: started 2026-08-10, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Ji-tech 417500 | +26.6% | 4,000 | |
Protec Mems Technology 147760 | +23.0% | 3,745 | ★ |
Tokai Carbon Korea 064760 | +20.7% | 202,000 | |
Hansol IONES 114810 | +19.1% | 11,480 | |
Hanyang Digitech 078350 | +16.5% | 23,300 | |
Megatouch 446540 | +16.3% | 7,790 | |
LTC 170920 | +15.9% | 41,200 | |
SAMYANG NC Chem 482630 | +14.3% | 14,900 | |
HLB innoVation 024850 | +14.1% | 13,450 | |
Fine Semitech 036810 | +14.1% | 22,800 |
2. Space & Aerospace (Nuri Rocket, Satellites) (2 days running)
- Episode: started 2026-08-07, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Vitzro Nextech 488900 | +29.9% | 11,590 | ★ |
LK Samyang 225190 | +29.9% | 812 | |
Sensorview 321370 | +17.6% | 1,513 | |
Nara Space Technology 478340 | +17.3% | 12,050 | |
Fiberpro 368770 | +15.2% | 13,980 | |
Isupetasys 007660 | +13.0% | 93,000 | |
Almac 354320 | +12.5% | 31,950 | |
Hanyang Eng 045100 | +12.0% | 33,600 | |
Lumir 474170 | +11.5% | 6,890 | |
Intellian Technologies 189300 | +11.3% | 78,600 |
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3. Semiconductor Equipment (recurred after 5 days)
- Episode: started 2026-08-10, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
Tokai Carbon Korea 064760 | +20.7% | 202,000 | ★ |
Justem 417840 | +18.1% | 11,750 | |
Mirae 025560 | +16.9% | 7,270 | |
Dawon Nexview 323350 | +14.7% | 8,140 | |
Tes 095610 | +14.4% | 142,600 | |
Fine Semitech 036810 | +14.1% | 22,800 | |
Jusung Engineering 036930 | +13.3% | 144,800 | |
Raon Robotics 232680 | +12.9% | 10,380 | |
HanaMicron 067310 | +12.8% | 33,850 | |
PSK 319660 | +12.1% | 132,700 |
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4. Defense & War (recurred after 5 days)
- Episode: started 2026-08-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TAIHAN Fiberoptics 010170 | +22.5% | 14,040 | |
Sensorview 321370 | +17.6% | 1,513 | |
RF Materials 327260 | +17.2% | 40,850 | ★ |
i3system 214430 | +16.3% | 74,300 | |
Fiberpro 368770 | +15.2% | 13,980 | |
RFHIC 218410 | +12.3% | 54,400 | |
Kencoa Aerospace 274090 | +11.1% | 11,390 | |
LIG Defense&Aerospace 079550 | +11.1% | 823,000 | |
MNC Solution 484870 | +10.0% | 17,600 | |
STX Engine 077970 | +9.6% | 29,650 |
5. 5G (2 days running)
- Episode: started 2026-08-07, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
TAIHAN Fiberoptics 010170 | +22.5% | 14,040 | |
Kostecsys 355150 | +19.4% | 24,350 | |
Sensorview 321370 | +17.6% | 1,513 | ★ |
iCRAFTCo 052460 | +13.4% | 7,100 | |
Isupetasys 007660 | +13.0% | 93,000 | |
RFHIC 218410 | +12.3% | 54,400 | |
Coweaver 056360 | +10.7% | 6,340 | |
Pentastone Electronics 332570 | +9.9% | 8,740 | |
Seojin System 178320 | +9.8% | 37,450 | |
Zaram Technology 389020 | +9.8% | 22,500 |
6. Optical Communications (2 days running)
- Episode: started 2026-08-07, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
TAIHAN Fiberoptics 010170 | +22.5% | 14,040 | |
Sungho Electronics 043260 | +20.0% | 20,650 | |
Seoul Viosys 092190 | +17.5% | 7,110 | |
RF Materials 327260 | +17.2% | 40,850 | ★ |
Fiberpro 368770 | +15.2% | 13,980 | |
RFHIC 218410 | +12.3% | 54,400 | |
Zaram Technology 389020 | +9.8% | 22,500 | |
Mercury 100590 | +8.1% | 3,755 | |
Woori-Net 115440 | +6.7% | 7,850 | |
TMC 217590 | +6.5% | 14,190 |
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7. Cancer Immunotherapy (recurred after 6 days)
- Episode: started 2026-08-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
AbClon 174900 | +23.9% | 34,700 | |
curacle 365270 | +18.2% | 11,700 | ★ |
Qurient 115180 | +17.9% | 27,000 | |
Y-Biologics 338840 | +13.5% | 11,330 | |
AprilBio 397030 | +11.1% | 30,650 | |
Aptabio Therapeutics 293780 | +10.9% | 6,180 | |
HLB 028300 | +9.1% | 40,700 | |
OSCOTECInc 039200 | +8.7% | 38,000 | |
Kanaph Therapeutics 0082N0 | +8.5% | 15,330 | |
ViGenCell 308080 | +8.3% | 5,850 |
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8. Telecom Equipment (2 days running)
- Episode: started 2026-08-07, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Fino 033790 | +20.5% | 6,750 | |
Sensorview 321370 | +17.6% | 1,513 | |
RF Materials 327260 | +17.2% | 40,850 | ★ |
RFHIC 218410 | +12.3% | 54,400 | |
Intellian Technologies 189300 | +11.3% | 78,600 | |
Coweaver 056360 | +10.7% | 6,340 | |
Seojin System 178320 | +9.8% | 37,450 | |
Zaram Technology 389020 | +9.8% | 22,500 | |
RN2 Technologies 148250 | +8.5% | 2,035 | |
VISSEM Electronics 072950 | +8.3% | 8,720 |
Closing Thoughts
The chip themes returned after a 5-day gap. Semiconductor Equipment, led by Tokai Carbon Korea, shows an episode running to Aug 18.
Cancer Immunotherapy returned after a 6-day gap, led by curacle with technology transfer news. The next data point is whether themes on a 2-day streak extend it.