May 25: 5 Strong Themes — AI & Robotics, PCB & Flexible PCB
5 strong themes — 1 running · 4 recurred. Top: AI & Robotics +5.6%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| AI & Robotics | Advanced Digital Chips | +3.80% | - |
| PCB & Flexible PCB | Isupetasys | +17.11% | |
| ChatGPT & AI Chatbots | Isupetasys | +17.11% | |
| Semiconductor Majors (Fabrication) | SK hynix | +5.94% | |
| Carbon Emission Credits | KC Cottrell | +8.61% |
On May 25, all five strong themes closed with every member stock higher. AI & Robotics led with an average change of 5.56%, with 10 of 10 stocks up.
Isupetasys jumped 17.11% and led both PCB & Flexible PCB and ChatGPT & AI Chatbots. Headlines tied the move to AI and Nvidia momentum.
In Semiconductor Majors (Fabrication), SK hynix rose 5.94% to close at 103500. Samsung Electronics added 0.44%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | AI & Robotics | recurred after 7 days | +5.6% | 10/10 | Advanced Digital Chips |
| 2 | PCB & Flexible PCB | recurred after 6 days | +3.9% | 9/9 | Isupetasys |
| 3 | ChatGPT & AI Chatbots | recurred after 6 days | +3.2% | 10/10 | Isupetasys |
| 4 | Semiconductor Majors (Fabrication) | recurred after 6 days | +3.2% | 2/2 | SK hynix |
| 5 | Carbon Emission Credits | 2 days running | +3.2% | 6/6 | KC Cottrell |
Theme by Theme
1. AI & Robotics (recurred after 7 days)
- Episode: started 2023-05-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
RFsemiTechnologies 096610 | +10.6% | 25,000 | |
JLK 322510 | +10.2% | 7,476 | |
Pintel 291810 | +5.3% | 8,370 | |
Obzen 417860 | +5.2% | 41,500 | |
Mobiis 250060 | +5.2% | 2,650 | |
Emro 058970 | +5.0% | 52,000 | |
T-Robotics 117730 | +4.5% | 17,710 | |
Advanced Digital Chips 054630 | +3.8% | 4,920 | ★ |
Exem 205100 | +2.9% | 2,122 | |
Linkgenesis 219420 | +2.9% | 6,370 |
2. PCB & Flexible PCB (recurred after 6 days)
- Episode: started 2023-05-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Isupetasys 007660 | +17.1% | 12,185 | ★ |
TLB 356860 | +7.5% | 10,894 | |
Simmtech 222800 | +2.3% | 30,750 | |
Daeduck Electronics 353200 | +2.2% | 23,450 | |
Korea Circuit 007810 | +1.9% | 14,720 | |
Taesung 323280 | +1.8% | 1,897 | |
Hyunwooindustrial 092300 | +1.6% | 5,630 | |
PI Advanced Materials 178920 | +0.5% | 33,250 | |
Lotte Energy Materials 020150 | +0.2% | 57,000 |
Related news
- “우리도 AI 수혜주”…이수페타시스 급등 — 매일경제 (Korean)
- [ET라씨로] 이수페타시스, ‘엔비디아 훈풍’에 덩달아 강세 — 전자신문 (Korean)
- [데이터로 보는 증시]이수페타시스· SK하이닉스, 기관·외국인 코스피 순매수 1위(5월 25일-최종치) — 서울경제 (Korean)
3. ChatGPT & AI Chatbots (recurred after 6 days)
- Episode: started 2023-05-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Isupetasys 007660 | +17.1% | 12,185 | ★ |
Flitto 300080 | +5.3% | 10,540 | |
Exem 205100 | +2.9% | 2,122 | |
Saltlux 304100 | +1.9% | 26,950 | |
Konan Technology Incorporation 402030 | +1.7% | 42,030 | |
NAVER 035420 | +1.5% | 206,000 | |
InfoBank 039290 | +0.7% | 13,000 | |
Uangel 072130 | +0.6% | 4,095 | |
Selvas AI 108860 | +0.5% | 20,100 | |
VAIV company 301300 | +0.3% | 9,760 |
Related news
- “우리도 AI 수혜주”…이수페타시스 급등 — 매일경제 (Korean)
- [ET라씨로] 이수페타시스, ‘엔비디아 훈풍’에 덩달아 강세 — 전자신문 (Korean)
- [데이터로 보는 증시]이수페타시스· SK하이닉스, 기관·외국인 코스피 순매수 1위(5월 25일-최종치) — 서울경제 (Korean)
4. Semiconductor Majors (Fabrication) (recurred after 6 days)
- Episode: started 2023-05-25, day 6
Related news
- [클릭! 이 종목] SK하이닉스, 10개월 만에 10만원대 회복…6% 급등 — 디지털타임스 (Korean)
- 반도체 침체 속 美업체는 수혜?…마이크론, SK하이닉스 제치고 2위 — 동아일보 (Korean)
- SK하이닉스, D램 2위 美마이크론에 내줬다 — 머니투데이 (Korean)
5. Carbon Emission Credits (2 days running)
- Episode: started 2023-05-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KC Cottrell 119650 | +8.6% | 7,390 | ★ |
Ecopro HN 383310 | +4.1% | 62,178 | |
Hansol HomeDeco 025750 | +2.3% | 5,465 | |
Green Chemical 083420 | +1.9% | 10,400 | |
Unid 014830 | +1.6% | 63,600 | |
Eagon Industrial 008250 | +0.5% | 7,700 |
Closing Thoughts
Carbon Emission Credits is the only theme on a 2-day streak, led by KC Cottrell at 8.61%. The other four themes came back after gaps of 6 to 7 days.
The Semiconductor Majors (Fabrication) episode runs through 2023-05-30, spanning 6 days. The open question is whether the AI-linked themes keep this breadth beyond a single session.