Jan 22: 8 Strong Themes — Semiconductor Equipment, Smartphones
8 strong themes — 2 running · 6 recurred. Top: Semiconductor Equipment +14.9%.
Strong themes8
Top change+14.9%
LeaderNeosem
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 | Neosem | +28.79% | |
| Smartphones | Power Logics | +29.90% | |
| CXL (Compute Express Link) | Neosem | +28.79% | |
| Galaxy Supply Chain | Power Logics | +29.90% | |
| Semiconductor Materials & Components | OKins Electronics | +29.95% | |
| Superconductors | Shinsung Delta Tech | +18.24% | |
| HBM (High Bandwidth Memory) | Zeus | +18.02% | |
| On-Device AI | Quality Reliability Technology | +10.12% |
On 2024-01-22, all eight strong themes closed with every listed stock higher. Semiconductor Equipment led with an average change of 14.88%, on a streak of 3.
Smartphones returned after a 45-day gap with an average change of 11.86%, led by Power Logics at 29.9%. Galaxy Supply Chain, also led by Power Logics, averaged 11.43%.
CXL (Compute Express Link) averaged 11.76%, with OKins Electronics up 29.95% and Neosem up 28.79%. Superconductors also returned, led by Shinsung Delta Tech at 18.24%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 3 days running | +14.9% | 9/9 | Neosem |
| 2 | Smartphones | recurred after 45 days | +11.9% | 9/9 | Power Logics |
| 3 | CXL (Compute Express Link) | recurred after 7 days | +11.8% | 10/10 | Neosem |
| 4 | Galaxy Supply Chain | recurred after 4 days | +11.4% | 10/10 | Power Logics |
| 5 | Semiconductor Materials & Components | 3 days running | +10.4% | 10/10 | OKins Electronics |
| 6 | Superconductors | recurred after 14 days | +9.5% | 10/10 | Shinsung Delta Tech |
| 7 | HBM (High Bandwidth Memory) | recurred after 13 days | +7.7% | 10/10 | Zeus |
| 8 | On-Device AI | recurred after 7 days | +7.0% | 10/10 | Quality Reliability Technology |
Theme by Theme
1. Semiconductor Equipment (3 days running)
- Episode: started 2024-01-18, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Neosem 253590 | +28.8% | 14,270 | ★ |
Exicon 092870 | +20.2% | 21,150 | |
Zeus 079370 | +18.0% | 21,550 | |
GlobalStandardTechnology 083450 | +13.3% | 29,400 | |
Wot 396470 | +12.1% | 9,840 | |
Top Engineering 065130 | +11.7% | 6,100 | |
LEENO Industrial 058470 | +11.4% | 234,000 | |
Techwing 089030 | +9.6% | 16,000 | |
GigaVis 420770 | +8.8% | 78,900 |
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2. Smartphones (recurred after 45 days)
- Episode: started 2024-01-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Power Logics 047310 | +29.9% | 10,730 | ★ |
Isupetasys 007660 | +21.9% | 34,000 | |
Interflex 051370 | +12.3% | 17,150 | |
Imagis 115610 | +11.3% | 4,085 | |
Ajinextek 059120 | +7.2% | 11,150 | |
Dongwoon Anatech 094170 | +6.8% | 21,350 | |
Namuga 190510 | +6.3% | 16,020 | |
Dreamtech 192650 | +5.8% | 13,020 | |
Intops 049070 | +5.2% | 33,350 |
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3. CXL (Compute Express Link) (recurred after 7 days)
- Episode: started 2024-01-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +29.9% | 12,930 | |
Neosem 253590 | +28.8% | 14,270 | ★ |
Exicon 092870 | +20.2% | 21,150 | |
Quality Reliability Technology 405100 | +10.1% | 27,750 | |
Fadu 440110 | +9.2% | 24,450 | |
Qualitas Semiconductor 432720 | +7.3% | 44,000 | |
Kook Soon Dang 043650 | +3.8% | 6,320 | |
Openedges Technology 394280 | +3.6% | 24,450 | |
Korea Circuit 007810 | +2.7% | 19,850 | |
TLB 356860 | +2.0% | 30,300 |
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4. Galaxy Supply Chain (recurred after 4 days)
- Episode: started 2024-01-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Power Logics 047310 | +29.9% | 10,730 | ★ |
NEWFLEXTECHNOLGYCo 085670 | +22.9% | 8,530 | |
Isupetasys 007660 | +21.9% | 34,000 | |
Interflex 051370 | +12.3% | 17,150 | |
Namuga 190510 | +6.3% | 16,020 | |
Dreamtech 192650 | +5.8% | 13,020 | |
Intops 049070 | +5.2% | 33,350 | |
Uti 179900 | +3.6% | 39,900 | |
Amotech 052710 | +3.2% | 8,650 | |
CammSys 050110 | +3.1% | 1,558 |
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5. Semiconductor Materials & Components (3 days running)
- Episode: started 2024-01-18, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
OKins Electronics 080580 | +29.9% | 12,930 | ★ |
3S Korea 060310 | +14.9% | 4,050 | |
Purit 445180 | +13.2% | 14,100 | |
Tiger Elec 219130 | +10.1% | 24,050 | |
Semcns 252990 | +7.8% | 6,120 | |
Dongwoon Anatech 094170 | +6.8% | 21,350 | |
BK Holdings 050090 | +6.1% | 1,103 | |
ISC 095340 | +6.1% | 89,200 | |
Nepes 033640 | +5.5% | 20,600 | |
Micro Contact Solution 098120 | +4.1% | 12,770 |
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6. Superconductors (recurred after 14 days)
- Episode: started 2024-01-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Power Logics 047310 | +29.9% | 10,730 | |
Shinsung Delta Tech 065350 | +18.2% | 73,900 | ★ |
Top Engineering 065130 | +11.7% | 6,100 | |
SuNAM 294630 | +9.4% | 4,810 | |
Mobiis 250060 | +5.7% | 4,520 | |
Hanyang Eng 045100 | +5.1% | 16,350 | |
Korea Cable T.V Chung-buk System 066790 | +4.8% | 2,095 | |
Dcksung 004830 | +3.7% | 7,350 | |
Inzi Display 037330 | +3.4% | 1,942 | |
Amotech 052710 | +3.2% | 8,650 |
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7. HBM (High Bandwidth Memory) (recurred after 13 days)
- Episode: started 2024-01-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Zeus 079370 | +18.0% | 21,550 | ★ |
Wot 396470 | +12.1% | 9,840 | |
Quality Reliability Technology 405100 | +10.1% | 27,750 | |
PSK Holdings 031980 | +7.9% | 29,400 | |
EO Technics 039030 | +6.5% | 195,900 | |
Yest 122640 | +5.0% | 16,920 | |
Winpac 097800 | +4.5% | 1,715 | |
Imt 451220 | +4.5% | 17,850 | |
Mirai Semiconductors 254490 | +4.3% | 22,900 | |
Auros Technology 322310 | +4.2% | 29,850 |
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8. On-Device AI (recurred after 7 days)
- Episode: started 2024-01-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Jeju Semiconductor 080220 | +16.9% | 30,700 | |
LEENO Industrial 058470 | +11.4% | 234,000 | |
Quality Reliability Technology 405100 | +10.1% | 27,750 | ★ |
Qualitas Semiconductor 432720 | +7.3% | 44,000 | |
Nepes 033640 | +5.5% | 20,600 | |
Telechips 054450 | +4.7% | 31,350 | |
Chips&Media 094360 | +3.7% | 32,350 | |
Openedges Technology 394280 | +3.6% | 24,450 | |
Gaonchips 399720 | +3.4% | 66,900 | |
Simmtech 222800 | +3.3% | 38,800 |
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Closing Thoughts
Semiconductor Equipment and Semiconductor Materials & Components both carry a streak of 3 in an episode that began 2024-01-18. Whether the run continues past Jan 22 is the next data point.
Six themes, including HBM (High Bandwidth Memory) at 7.7% and On-Device AI at 7.0%, were one-day returns after a gap. The next sessions will show if any build a streak.