Aug 25: 8 Strong Themes — Semiconductor Equipment, Nuclear
8 strong themes — 3 running · 5 recurred. Top: Semiconductor Equipment +13.1%.
Strong themes8
Top change+13.1%
LeaderExicon
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 | Exicon | +20.59% | |
| Nuclear | KEPCO Engineering & Construction Company | +20.27% | |
| Semiconductor Materials & Components | Fine Semitech | +20.80% | |
| Auto Parts | Ryuk-il C&S | +9.50% | |
| Crypto & Bitcoin | Bitplanet | +30.00% | |
| HBM (High Bandwidth Memory) | YC | +19.02% | |
| CXL (Compute Express Link) | Exicon | +20.59% | |
| Robotics (Industrial & Collaborative) | KNR Systems | +15.92% |
All eight strong themes on Aug 25 finished with every member stock higher. Semiconductor Equipment led with an average change of 13.06%, with all 10 of its stocks rising.
Nuclear returned after a 21-day gap, averaging 12.32%. Leader KEPCO Engineering & Construction Company rose 20.27%, and Hyundai Engineering & Construction gained 14.87%.
Chip themes overlapped. Semiconductor Materials & Components averaged 11.76%, led by Fine Semitech at 20.8%. In Crypto & Bitcoin, Bitplanet rose 30.0%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 2 days running | +13.1% | 10/10 | Exicon |
| 2 | Nuclear | recurred after 21 days | +12.3% | 10/10 | KEPCO Engineering & Construction Company |
| 3 | Semiconductor Materials & Components | 2 days running | +11.8% | 10/10 | Fine Semitech |
| 4 | Auto Parts | recurred after 6 days | +11.0% | 10/10 | Ryuk-il C&S |
| 5 | Crypto & Bitcoin | recurred after 4 days | +9.4% | 10/10 | Bitplanet |
| 6 | HBM (High Bandwidth Memory) | 2 days running | +9.3% | 10/10 | YC |
| 7 | CXL (Compute Express Link) | recurred after 11 days | +8.7% | 10/10 | Exicon |
| 8 | Robotics (Industrial & Collaborative) | recurred after 6 days | +7.3% | 10/10 | KNR Systems |
Theme by Theme
1. Semiconductor Equipment (2 days running)
- Episode: started 2026-08-24, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +20.8% | 27,300 | |
Exicon 092870 | +20.6% | 24,600 | ★ |
YC 232140 | +19.0% | 11,700 | |
Pemtron 168360 | +12.8% | 13,710 | |
HPSP 403870 | +10.3% | 48,500 | |
Neosem 253590 | +9.6% | 11,060 | |
PSK Holdings 031980 | +9.5% | 120,700 | |
Intekplus 064290 | +9.5% | 35,800 | |
Di 003160 | +9.4% | 24,900 | |
HanaMicron 067310 | +9.0% | 37,600 |
2. Nuclear (recurred after 21 days)
- Episode: started 2026-08-25, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KEPCO Engineering & Construction Company 052690 | +20.3% | 108,600 | ★ |
Hyundai Engineering & Construction 000720 | +14.9% | 121,300 | |
Bhi 083650 | +13.8% | 63,500 | |
G2Power 388050 | +13.7% | 9,790 | |
Daewoo Engineering & Construction 047040 | +11.8% | 17,620 | |
Doosan Enerbility 034020 | +10.6% | 80,700 | |
Orbitech 046120 | +10.1% | 4,600 | |
Taewoong 044490 | +10.0% | 30,800 | |
Woojin 105840 | +9.2% | 13,040 | |
Enertork 019990 | +9.0% | 5,100 |
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3. Semiconductor Materials & Components (2 days running)
- Episode: started 2026-08-24, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +20.8% | 27,300 | ★ |
OKins Electronics 080580 | +20.0% | 19,400 | |
Mi 059090 | +13.8% | 19,680 | |
Micro Contact Solution 098120 | +12.1% | 43,550 | |
Protec Mems Technology 147760 | +10.0% | 3,525 | |
Nepes 033640 | +9.8% | 21,050 | |
HanaMicron 067310 | +9.0% | 37,600 | |
Hana Materials 166090 | +8.2% | 55,100 | |
ISC 095340 | +7.2% | 165,300 | |
GO Element 311320 | +6.7% | 9,540 |
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4. Auto Parts (recurred after 6 days)
- Episode: started 2026-08-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kumho HT 214330 | +29.9% | 8,550 | |
Hyulim A-tech 078590 | +14.7% | 3,280 | |
Eco Volt 097780 | +12.4% | 1,334 | |
Ryuk-il C&S 191410 | +9.5% | 1,360 | ★ |
Motrex 118990 | +9.0% | 6,040 | |
Sammi Metal Products 012210 | +8.5% | 7,890 | |
Ewon Comfortech 088290 | +6.8% | 2,270 | |
Taeyang Metal Industrial 004100 | +6.4% | 2,655 | |
Hwacheon Machinery 010660 | +6.3% | 2,860 | |
Samhyun 437730 | +6.2% | 34,150 |
5. Crypto & Bitcoin (recurred after 4 days)
- Episode: started 2026-08-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Bitplanet 049470 | +30.0% | 2,795 | ★ |
Parataxis Ethereum 290560 | +16.1% | 1,560 | |
Woori Technology Investment 041190 | +15.8% | 6,800 | |
Wizit 036090 | +6.0% | 1,466 | |
GalaxiaMoneytree 094480 | +5.2% | 6,270 | |
JCH Systems 033320 | +4.7% | 3,140 | |
Danal 064260 | +4.2% | 5,470 | |
T.S.Investment 246690 | +4.1% | 1,926 | |
Atinum Investment 021080 | +3.9% | 2,270 | |
Hanwha Investment&securities 003530 | +3.7% | 5,030 |
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6. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2026-08-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
YC 232140 | +19.0% | 11,700 | ★ |
Pemtron 168360 | +12.8% | 13,710 | |
PSK Holdings 031980 | +9.5% | 120,700 | |
Di 003160 | +9.4% | 24,900 | |
Techwing 089030 | +8.5% | 50,600 | |
KohYoungTechnology 098460 | +8.1% | 29,450 | |
ISC 095340 | +7.2% | 165,300 | |
Laserssel 412350 | +6.4% | 4,310 | |
UniTest 086390 | +6.3% | 10,350 | |
Auros Technology 322310 | +5.5% | 13,940 |
7. CXL (Compute Express Link) (recurred after 11 days)
- Episode: started 2026-08-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Exicon 092870 | +20.6% | 24,600 | ★ |
OKins Electronics 080580 | +20.0% | 19,400 | |
TLB 356860 | +14.7% | 38,700 | |
Neosem 253590 | +9.6% | 11,060 | |
Qualitas Semiconductor 432720 | +5.5% | 8,970 | |
Quality Reliability Technology 405100 | +5.0% | 11,910 | |
Korea Circuit 007810 | +4.2% | 57,600 | |
Fadu 440110 | +3.7% | 64,300 | |
Openedges Technology 394280 | +2.8% | 9,240 | |
SK hynix 000660 | +0.4% | 1,678,000 |
8. Robotics (Industrial & Collaborative) (recurred after 6 days)
- Episode: started 2026-08-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
KNR Systems 199430 | +15.9% | 14,420 | ★ |
TXR Robotics 484810 | +11.9% | 15,280 | |
Justek 153890 | +7.0% | 14,240 | |
Samhyun 437730 | +6.2% | 34,150 | |
Intops 049070 | +6.0% | 18,120 | |
RS Automation 140670 | +5.7% | 10,100 | |
SBB Tech 389500 | +5.5% | 38,550 | |
PULOON Robotics 094940 | +5.4% | 6,630 | |
Firstec 010820 | +4.8% | 6,050 | |
Ajinextek 059120 | +4.7% | 6,650 |
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Closing Thoughts
Semiconductor Equipment, Semiconductor Materials & Components and HBM (High Bandwidth Memory) all carry a streak of 2. The first two have episode windows from Aug 24 to Aug 27.
Nuclear has an episode window ending Aug 26, while the other four themes were 1-day episodes. SK hynix, listed under CXL (Compute Express Link), rose just 0.42%.