Sep 23: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
8 strong themes — 4 running · 4 recurred. Top: Semiconductor Equipment +11.7%.
Strong themes8
Top change+11.7%
LeaderAsflow
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 | Asflow | +22.89% | |
| Semiconductor Materials & Components | Megatouch | +15.47% | |
| Quantum Cryptography & Computing | Woori-Net | +29.90% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Nara Space Technology | +8.90% | |
| HBM (High Bandwidth Memory) | Zeus | +15.25% | |
| Solar | Eagon Holdings | +3.65% | |
| Semiconductor Substrates (FC-BGA, MLB) | Simmtech Holdings | +7.81% | |
| SpaceX | Sensorview | +4.28% |
All eight strong themes on 2026-09-23 closed with every listed stock higher. Semiconductor Equipment led with an average change of 11.65%, and all 10 of its stocks rose.
Semiconductor Materials & Components followed at 10.22%, matching the equipment theme’s streak of 6. Megatouch led that group with a 15.47% gain.
The biggest single move was Woori-Net, up 29.9%, as Quantum Cryptography & Computing returned after a gap of 14 days. That theme posted an average change of 8.42%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 6 days running | +11.7% | 10/10 | Asflow |
| 2 | Semiconductor Materials & Components | 6 days running | +10.2% | 10/10 | Megatouch |
| 3 | Quantum Cryptography & Computing | recurred after 14 days | +8.4% | 10/10 | Woori-Net |
| 4 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 6 days | +6.2% | 10/10 | Nara Space Technology |
| 5 | HBM (High Bandwidth Memory) | 5 days running | +6.1% | 10/10 | Zeus |
| 6 | Solar | recurred after 34 days | +5.0% | 10/10 | Eagon Holdings |
| 7 | Semiconductor Substrates (FC-BGA, MLB) | 2 days running | +3.6% | 10/10 | Simmtech Holdings |
| 8 | SpaceX | recurred after 6 days | +3.2% | 10/10 | Sensorview |
Theme by Theme
1. Semiconductor Equipment (6 days running)
- Episode: started 2026-09-16, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Asflow 159010 | +22.9% | 29,800 | ★ |
Zeus 079370 | +15.2% | 12,850 | |
Exicon 092870 | +13.0% | 42,950 | |
PSK 319660 | +10.6% | 144,800 | |
VM 089970 | +10.2% | 62,400 | |
Rorze Systems 071280 | +10.2% | 8,030 | |
EugeneTechnology 084370 | +9.5% | 163,600 | |
Tes 095610 | +8.9% | 161,900 | |
UniTest 086390 | +8.2% | 13,300 | |
Kctech 281820 | +7.7% | 86,800 |
Related news
- [장중수급포착] 아스플로, 외국인/기관 동시 순매수… 주가 +23.71% — 뉴스핌 (Korean)
2. Semiconductor Materials & Components (6 days running)
- Episode: started 2026-09-16, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Megatouch 446540 | +15.5% | 10,900 | ★ |
Purit 445180 | +12.6% | 9,000 | |
Protec Mems Technology 147760 | +12.4% | 3,810 | |
Soulbrain 357780 | +9.8% | 370,000 | |
LTC 170920 | +9.6% | 38,700 | |
Hansol IONES 114810 | +9.2% | 14,770 | |
Dongjin Semichem 005290 | +9.0% | 46,800 | |
HVM 295310 | +8.4% | 63,100 | |
OKins Electronics 080580 | +8.0% | 24,850 | |
Kctech 281820 | +7.7% | 86,800 |
Related news
- 메가터치, 반도체 핀 중심 사업전환 및 ESS 수요↑‘외형+수익성 개선’ — 머니투데이 (Korean)
- [장중수급포착] 메가터치, 외국인/기관 동시 순매수… 주가 +5.25% — 뉴스핌 (Korean)
3. Quantum Cryptography & Computing (recurred after 14 days)
- Episode: started 2026-09-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Woori-Net 115440 | +29.9% | 12,120 | ★ |
Axgate 356680 | +10.2% | 18,220 | |
Coweaver 056360 | +9.3% | 6,370 | |
Finetek 131760 | +7.3% | 1,302 | |
Itcenpns 232830 | +6.0% | 2,930 | |
Alt 172670 | +4.9% | 13,770 | |
HanWool Materials Science 091440 | +4.6% | 3,090 | |
Korea Computer & Systems 115500 | +4.5% | 10,080 | |
Wooriro 046970 | +3.9% | 7,910 | |
Dream Security 203650 | +3.7% | 2,790 |
Related news
- [급등락주 짚어보기] 양자암호 기대에 우리넷 ‘상한가’···시총 미달 관리종목 上 — 이투데이 (Korean)
- [리포트 브리핑]우리넷, ‘양자암호 주도주로서 진가가 드러날 것입니다’ 목표가 25,000원 - 하나증권 — 뉴스핌 (Korean)
- [모닝 리포트] “우리넷, AI 시대 양자암호 수요 확대” — 뉴스핌 (Korean)
4. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 6 days)
- Episode: started 2026-09-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Almac 354320 | +12.7% | 42,200 | |
Nara Space Technology 478340 | +8.9% | 14,190 | ★ |
HVM 295310 | +8.4% | 63,100 | |
KNS Space and Defence 487400 | +8.2% | 7,420 | |
Isupetasys 007660 | +5.3% | 118,900 | |
Hancom 030520 | +4.4% | 17,230 | |
Sensorview 321370 | +4.3% | 1,801 | |
Kencoa Aerospace 274090 | +3.7% | 12,930 | |
Sphere 347700 | +3.3% | 23,300 | |
Genohco 361390 | +2.8% | 13,200 |
5. HBM (High Bandwidth Memory) (5 days running)
- Episode: started 2026-09-17, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Zeus 079370 | +15.2% | 12,850 | ★ |
UniTest 086390 | +8.2% | 13,300 | |
Kctech 281820 | +7.7% | 86,800 | |
Di 003160 | +5.6% | 36,750 | |
MKElectron 033160 | +5.5% | 16,540 | |
Auros Technology 322310 | +4.8% | 14,500 | |
Mirai Semiconductors 254490 | +4.0% | 16,810 | |
Genesem 217190 | +3.6% | 7,520 | |
Techwing 089030 | +3.3% | 49,150 | |
Samsung Electronics 005930 | +3.2% | 285,500 |
Related news
- [美특징주]마이크론, 실적 발표 앞두고 개장 전 ‘약보합’…공매도·HBM4 경쟁 부담 — 이데일리 (Korean)
- HBM4 날개 단 삼성전자, 3분기도 사상 최대 실적…환율은 ‘복병’ — 머니투데이 (Korean)
- 삼성전자 28만원대 회복…범용 D램 넘어 HBM·파운드리가 ‘다음 동력’ — 이투데이 (Korean)
6. Solar (recurred after 34 days)
- Episode: started 2026-09-23, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
OCI Holdings Company 010060 | +9.6% | 206,000 | |
UniTest 086390 | +8.2% | 13,300 | |
Hanwha Solutions 009830 | +6.4% | 29,200 | |
DSM 104040 | +4.7% | 2,565 | |
OCI Company 456040 | +4.6% | 76,900 | |
LOTVacuum 083310 | +4.4% | 11,100 | |
Eagon Holdings 039020 | +3.6% | 2,555 | ★ |
Makus 093520 | +3.2% | 29,250 | |
Jusung Engineering 036930 | +3.0% | 209,500 | |
HD Hyundai Energy Solutions 322000 | +2.8% | 120,100 |
7. Semiconductor Substrates (FC-BGA, MLB) (2 days running)
- Episode: started 2026-09-22, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Simmtech Holdings 036710 | +7.8% | 4,485 | ★ |
Daeduck Electronics 353200 | +6.3% | 119,400 | |
Isupetasys 007660 | +5.3% | 118,900 | |
Dawon Nexview 323350 | +5.0% | 9,970 | |
Neotechnicalsystem 085910 | +4.5% | 16,680 | |
GigaVis 420770 | +3.0% | 123,100 | |
Duksanhimetal 077360 | +1.6% | 13,140 | |
Samsung Electro-mechanics 009150 | +1.4% | 1,507,000 | |
Simmtech 222800 | +0.9% | 149,500 | |
TLB 356860 | +0.2% | 44,600 |
8. SpaceX (recurred after 6 days)
- Episode: started 2026-09-23, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HVM 295310 | +8.4% | 63,100 | |
Sensorview 321370 | +4.3% | 1,801 | ★ |
NanoTIM 417010 | +4.1% | 6,580 | |
Kencoa Aerospace 274090 | +3.7% | 12,930 | |
Sphere 347700 | +3.3% | 23,300 | |
Mirae Asset Venture Investment 100790 | +3.0% | 17,810 | |
Yjlink 209640 | +1.6% | 3,760 | |
HANMI Semiconductor 042700 | +1.5% | 243,500 | |
Aju IB Investment 027360 | +1.3% | 4,020 | |
INNOX Advanced Materials 272290 | +0.7% | 21,050 |
Related news
- [미국 특징주] 트럼프, 7월 스페이스X 주식 매수·매도…재산공개서 확인 — 뉴스핌 (Korean)
- [오늘장특징주]스페이스X, 바이킹테라퓨틱스, 코스트코 — 이데일리 (Korean)
- [美특징주]트럼프, 스페이스X 주식 거래 내역 확인…7월에 최대 5만달러 매수 — 이데일리 (Korean)
Closing Thoughts
HBM (High Bandwidth Memory) extended its streak to 5, led by Zeus at 15.25%. The next data point is whether the chip-related streaks continue past Sep 23.
Space & Aerospace (Nuri Rocket, Satellites) at 6.2% and SpaceX at 3.18% each came back with a streak of 1. Whether either theme follows through is still open.