Sep 21: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
8 strong themes — 4 running · 4 recurred. Top: System Semiconductors +13.9%.
Strong themes8
Top change+13.9%
LeaderSignetics
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 |
|---|---|---|---|
| System Semiconductors | Signetics | +30.00% | |
| Semiconductor Equipment | Teraview Holdings | +16.50% | |
| Semiconductor Materials & Components | Temc | +24.95% | |
| Medical AI | DreamCIS | +15.79% | |
| HBM (High Bandwidth Memory) | YC | +19.64% | |
| Crypto & Bitcoin | Bitplanet | +29.95% | |
| Stablecoins | Dozn | +18.32% | |
| STO (Security Token Offering) | Hecto Financial | +7.11% |
Chip names led the Sep 21 session, with System Semiconductors on top at an average change of 13.9%. All 10 of its stocks rose, led by Signetics at 30.0%.
Semiconductor Equipment extended its streak to 4 sessions with an average change of 13.55%. Semiconductor Materials & Components posted 12.89%, and HBM (High Bandwidth Memory) 9.39%.
Outside chips, Medical AI returned after a 101-day gap with an average change of 12.79%. Crypto & Bitcoin rose 8.38% as Bitplanet gained 29.95%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | System Semiconductors | 3 days running | +13.9% | 10/10 | Signetics |
| 2 | Semiconductor Equipment | 4 days running | +13.6% | 10/10 | Teraview Holdings |
| 3 | Semiconductor Materials & Components | 4 days running | +12.9% | 10/10 | Temc |
| 4 | Medical AI | recurred after 101 days | +12.8% | 10/10 | DreamCIS |
| 5 | HBM (High Bandwidth Memory) | 3 days running | +9.4% | 10/10 | YC |
| 6 | Crypto & Bitcoin | recurred after 17 days | +8.4% | 10/10 | Bitplanet |
| 7 | Stablecoins | recurred after 6 days | +4.9% | 10/10 | Dozn |
| 8 | STO (Security Token Offering) | recurred after 17 days | +4.5% | 10/10 | Hecto Financial |
Theme by Theme
1. System Semiconductors (3 days running)
- Episode: started 2026-09-17, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Signetics 033170 | +30.0% | 2,795 | ★ |
SFA Semicon 036540 | +17.0% | 10,550 | |
HanaMicron 067310 | +15.9% | 44,800 | |
Haechitech 0155E0 | +14.7% | 13,470 | |
Winpac 097800 | +13.1% | 2,500 | |
Di 003160 | +12.7% | 35,400 | |
Doosan Tesna 131970 | +10.3% | 95,000 | |
Chips&Media 094360 | +9.9% | 11,970 | |
PSK 319660 | +7.9% | 136,900 | |
Fadu 440110 | +7.4% | 65,500 |
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2. Semiconductor Equipment (4 days running)
- Episode: started 2026-09-16, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
YC 232140 | +19.6% | 14,250 | |
SFA Semicon 036540 | +17.0% | 10,550 | |
Teraview Holdings 950250 | +16.5% | 3,495 | ★ |
HanaMicron 067310 | +15.9% | 44,800 | |
Di 003160 | +12.7% | 35,400 | |
Fine Semitech 036810 | +11.4% | 30,200 | |
Apact 200470 | +11.2% | 8,050 | |
Tse 131290 | +10.9% | 269,500 | |
Yest 122640 | +10.4% | 32,500 | |
Green Resource 402490 | +9.9% | 7,570 |
3. Semiconductor Materials & Components (4 days running)
- Episode: started 2026-09-16, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Temc 425040 | +24.9% | 12,820 | ★ |
New Power Plasma 144960 | +16.7% | 12,000 | |
HanaMicron 067310 | +15.9% | 44,800 | |
Fine Semitech 036810 | +11.4% | 30,200 | |
KEC 092220 | +10.7% | 3,160 | |
KnJ 272110 | +10.5% | 29,900 | |
CMTX 388210 | +10.5% | 82,000 | |
Hanyang Digitech 078350 | +10.4% | 28,200 | |
Hansol IONES 114810 | +10.0% | 13,870 | |
WONIK Materials 104830 | +7.8% | 35,150 |
4. Medical AI (recurred after 101 days)
- Episode: started 2026-09-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tomatosystem 393210 | +30.0% | 2,550 | |
Lunit 328130 | +18.2% | 10,450 | |
DreamCIS 223250 | +15.8% | 3,630 | ★ |
Secern AI 340810 | +12.1% | 4,650 | |
Oncocross 382150 | +11.3% | 3,730 | |
ezCaretech 099750 | +11.3% | 7,760 | |
Vuno 338220 | +8.9% | 5,480 | |
SyntekaBio 226330 | +8.3% | 1,235 | |
Neurophet 380550 | +6.3% | 7,300 | |
JS Link 127120 | +5.7% | 34,350 |
5. HBM (High Bandwidth Memory) (3 days running)
- Episode: started 2026-09-17, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
YC 232140 | +19.6% | 14,250 | ★ |
Winpac 097800 | +13.1% | 2,500 | |
Di 003160 | +12.7% | 35,400 | |
Yest 122640 | +10.4% | 32,500 | |
ISC 095340 | +6.9% | 199,100 | |
EO Technics 039030 | +6.7% | 484,000 | |
PSK Holdings 031980 | +6.3% | 170,000 | |
UniTest 086390 | +6.1% | 12,860 | |
Kctech 281820 | +6.0% | 77,100 | |
Systems Technology 039440 | +5.9% | 21,400 |
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6. Crypto & Bitcoin (recurred after 17 days)
- Episode: started 2026-09-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Bitplanet 049470 | +29.9% | 2,755 | ★ |
Bitmax 377030 | +10.3% | 1,986 | |
Parataxis Ethereum 290560 | +8.5% | 1,343 | |
Woori Technology Investment 041190 | +7.9% | 5,860 | |
T Scientific 057680 | +6.8% | 1,747 | |
Wizit 036090 | +5.8% | 1,436 | |
Makus 093520 | +4.2% | 27,600 | |
Hanwha Investment&securities 003530 | +3.6% | 4,655 | |
GalaxiaMoneytree 094480 | +3.5% | 5,680 | |
Inbiogen 101140 | +3.4% | 4,910 |
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7. Stablecoins (recurred after 6 days)
- Episode: started 2026-09-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Dozn 462860 | +18.3% | 3,100 | ★ |
Finger 163730 | +8.5% | 10,840 | |
Hecto Financial 234340 | +7.1% | 21,100 | |
coocon 294570 | +3.9% | 26,750 | |
Bankware Global 199480 | +2.4% | 3,990 | |
Hecto Innovation 214180 | +2.1% | 13,950 | |
Itcenglobal 124500 | +2.0% | 30,250 | |
Wemade 112040 | +1.8% | 15,200 | |
NHN KCP 060250 | +1.8% | 13,230 | |
Nexus 205500 | +0.9% | 1,835 |
8. STO (Security Token Offering) (recurred after 17 days)
- Episode: started 2026-09-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Finger 163730 | +8.5% | 10,840 | |
Woori Technology Investment 041190 | +7.9% | 5,860 | |
Hecto Financial 234340 | +7.1% | 21,100 | ★ |
Hanwha Investment&securities 003530 | +3.6% | 4,655 | |
Iteyes 372800 | +3.5% | 2,980 | |
GalaxiaMoneytree 094480 | +3.5% | 5,680 | |
NH Investment & Securities 005940 | +2.9% | 26,300 | |
SeoulAuction 063170 | +2.8% | 5,800 | |
Shinhan Financial Group 055550 | +2.7% | 113,100 | |
Bankware Global 199480 | +2.4% | 3,990 |
Closing Thoughts
The next question is whether the chip rally stays this broad, with all 10 stocks up in each of the top three themes. Semiconductor Equipment has the longest streak at 4.
Crypto & Bitcoin returned after a 17-day gap, with Stablecoins at 4.89% and STO (Security Token Offering) at 4.5%. Whether this one-day move lasts is the next test.