Oct 27: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
8 strong themes — 1 running · 7 recurred. Top: Semiconductor Equipment +16.5%.
Strong themes8
Top change+16.5%
LeaderMelcon
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 | Melcon | +29.97% | |
| Semiconductor Materials & Components | Hanyang Digitech | +17.03% | |
| Robotics (Industrial & Collaborative) | Namuga | +29.96% | |
| CXL (Compute Express Link) | Exicon | +21.98% | |
| Semiconductor Substrates (FC-BGA, MLB) | GigaVis | +15.17% | |
| SOCAMM Memory Modules | Tfe | +23.90% | |
| Battery (Materials & Parts) | Eco&Dream | +12.81% | |
| HBM (High Bandwidth Memory) | Genesem | +10.90% |
All eight strong themes on Oct 27 ended with every member stock higher. Semiconductor Equipment led with an average change of 16.51%, and all 10 of its stocks rose.
Its leader Melcon gained 29.97%, while Tfe rose 23.9% and Exicon 21.98%. Semiconductor Materials & Components came next with an average change of 13.1%.
Robotics (Industrial & Collaborative) was the only theme on a streak of 2, with an average change of 10.14%. Leader Namuga rose 29.96% on news about the Hyundai Motor ‘Atlas’ supply chain.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 6 days | +16.5% | 10/10 | Melcon |
| 2 | Semiconductor Materials & Components | recurred after 11 days | +13.1% | 10/10 | Hanyang Digitech |
| 3 | Robotics (Industrial & Collaborative) | 2 days running | +10.1% | 10/10 | Namuga |
| 4 | CXL (Compute Express Link) | recurred after 25 days | +10.0% | 10/10 | Exicon |
| 5 | Semiconductor Substrates (FC-BGA, MLB) | recurred after 11 days | +9.8% | 10/10 | GigaVis |
| 6 | SOCAMM Memory Modules | recurred after 11 days | +8.9% | 10/10 | Tfe |
| 7 | Battery (Materials & Parts) | recurred after 8 days | +8.8% | 10/10 | Eco&Dream |
| 8 | HBM (High Bandwidth Memory) | recurred after 11 days | +7.6% | 10/10 | Genesem |
Theme by Theme
1. Semiconductor Equipment (recurred after 6 days)
- Episode: started 2026-10-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Melcon 179880 | +30.0% | 15,830 | ★ |
Tfe 425420 | +23.9% | 76,200 | |
Exicon 092870 | +22.0% | 58,000 | |
Rorze Systems 071280 | +16.5% | 7,700 | |
GigaVis 420770 | +15.2% | 111,600 | |
Neosem 253590 | +13.3% | 17,130 | |
VM 089970 | +11.3% | 43,200 | |
Intekplus 064290 | +11.2% | 57,700 | |
Genesem 217190 | +10.9% | 8,140 | |
Koses 089890 | +10.9% | 36,250 |
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2. Semiconductor Materials & Components (recurred after 11 days)
- Episode: started 2026-10-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Micro Contact Solution 098120 | +17.9% | 47,200 | |
Hanyang Digitech 078350 | +17.0% | 37,450 | ★ |
OKins Electronics 080580 | +16.4% | 26,900 | |
Dreamtech 192650 | +14.7% | 7,510 | |
Hansol Technics 004710 | +13.1% | 8,300 | |
SAMYANG NC Chem 482630 | +11.8% | 12,860 | |
Tiger Elec 219130 | +11.1% | 95,500 | |
New Power Plasma 144960 | +10.3% | 14,580 | |
KnJ 272110 | +9.7% | 26,000 | |
Nepes 033640 | +9.1% | 24,000 |
3. Robotics (Industrial & Collaborative) (2 days running)
- Episode: started 2026-10-26, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Namuga 190510 | +30.0% | 17,090 | ★ |
Woorim Power Train Solution 101170 | +17.0% | 8,470 | |
Il 307180 | +12.2% | 5,780 | |
Brils 468670 | +7.3% | 20,450 | |
KH Vatec 060720 | +7.1% | 11,440 | |
NRobotics 138360 | +6.6% | 2,170 | |
Doosan 000150 | +5.7% | 952,000 | |
TPC 130740 | +5.5% | 1,899 | |
Firstec 010820 | +5.0% | 5,200 | |
Global SM Tech 900070 | +4.9% | 1,050 |
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4. CXL (Compute Express Link) (recurred after 25 days)
- Episode: started 2026-10-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Exicon 092870 | +22.0% | 58,000 | ★ |
OKins Electronics 080580 | +16.4% | 26,900 | |
Korea Circuit 007810 | +13.4% | 75,300 | |
Neosem 253590 | +13.3% | 17,130 | |
TLB 356860 | +8.7% | 38,150 | |
Fadu 440110 | +7.1% | 48,000 | |
Quality Reliability Technology 405100 | +5.4% | 17,280 | |
SK hynix 000660 | +5.2% | 1,341,000 | |
Openedges Technology 394280 | +4.6% | 7,440 | |
Samsung Electronics 005930 | +4.2% | 222,000 |
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5. Semiconductor Substrates (FC-BGA, MLB) (recurred after 11 days)
- Episode: started 2026-10-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
GigaVis 420770 | +15.2% | 111,600 | ★ |
Korea Circuit 007810 | +13.4% | 75,300 | |
Intekplus 064290 | +11.2% | 57,700 | |
Neotechnicalsystem 085910 | +10.8% | 20,750 | |
Simmtech 222800 | +9.2% | 117,200 | |
Taesung 323280 | +8.8% | 51,700 | |
TLB 356860 | +8.7% | 38,150 | |
Samsung Electro-mechanics 009150 | +7.4% | 1,201,000 | |
Daeduck Electronics 353200 | +6.7% | 127,700 | |
Isupetasys 007660 | +6.6% | 89,000 |
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6. SOCAMM Memory Modules (recurred after 11 days)
- Episode: started 2026-10-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Tfe 425420 | +23.9% | 76,200 | ★ |
Korea Circuit 007810 | +13.4% | 75,300 | |
Simmtech 222800 | +9.2% | 117,200 | |
TLB 356860 | +8.7% | 38,150 | |
ISC 095340 | +7.6% | 151,300 | |
Pemtron 168360 | +7.4% | 9,720 | |
Daeduck Electronics 353200 | +6.7% | 127,700 | |
SK hynix 000660 | +5.2% | 1,341,000 | |
Samsung Electronics 005930 | +4.2% | 222,000 | |
MKElectron 033160 | +3.1% | 13,570 |
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7. Battery (Materials & Parts) (recurred after 8 days)
- Episode: started 2026-10-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Almac 354320 | +14.3% | 62,300 | |
Eco&Dream 101360 | +12.8% | 10,390 | ★ |
Sangsinenergydisplayprecision 091580 | +11.0% | 26,250 | |
Sama Aluminium 006110 | +9.1% | 62,300 | |
Shin Heung Energy & Electronics 243840 | +8.3% | 6,010 | |
Tapex 055490 | +7.7% | 20,100 | |
Ecopro 086520 | +6.7% | 74,400 | |
Soulbrain 357780 | +6.4% | 307,000 | |
PI Advanced Materials 178920 | +5.9% | 16,730 | |
Ecopro BM 247540 | +5.6% | 94,600 |
8. HBM (High Bandwidth Memory) (recurred after 11 days)
- Episode: started 2026-10-27, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Genesem 217190 | +10.9% | 8,140 | ★ |
Yest 122640 | +8.4% | 27,850 | |
Wot 396470 | +8.1% | 6,040 | |
ISC 095340 | +7.6% | 151,300 | |
Systems Technology 039440 | +7.4% | 25,350 | |
Pemtron 168360 | +7.4% | 9,720 | |
PSK Holdings 031980 | +7.3% | 169,200 | |
Kctech 281820 | +6.4% | 91,900 | |
Laserssel 412350 | +6.4% | 6,010 | |
KohYoungTechnology 098460 | +6.1% | 29,700 |
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Closing Thoughts
CXL (Compute Express Link) came back after a 25-day gap with an average change of 10.04%. Its episode ends Oct 27, the same as Battery (Materials & Parts).
Six themes have episodes that run to Oct 28. The longest is Robotics (Industrial & Collaborative) at 3 days, led by Namuga.