Feb 22: 8 Strong Themes — System Semiconductors, Neuromorphic Semiconductors
8 strong themes — 2 running · 5 recurred · 1 new. Top: System Semiconductors +14.3%.
Strong themes8
Top change+14.3%
LeaderNC&
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 | NC& | +29.97% | |
| Neuromorphic Semiconductors | NC& | +29.97% | |
| HBM (High Bandwidth Memory) | PSK Holdings | +21.45% | |
| AI & Robotics | Advanced Digital Chips | +5.04% | - |
| ChatGPT & AI Chatbots | Polaris Office | +10.31% | |
| Defense & War | Hyundai-Rotem | +15.58% | |
| Nuclear | WOOJIN Ntec | +11.61% | |
| Semiconductor Majors (Fabrication) | SK hynix | +5.03% |
On Feb 22, 2024, System Semiconductors led the session with an average change of 14.34%, and all 10 of its stocks rose. NC& led at 29.97%, with Gaonchips close behind at 29.92%.
Chip themes dominated the board. The new theme Neuromorphic Semiconductors averaged 10.92%, and HBM (High Bandwidth Memory) averaged 8.8%, led by PSK Holdings at 21.45%.
Outside chips, Hyundai-Rotem rose 15.58% and led Defense & War. Every stock in all eight themes closed higher on the day.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | System Semiconductors | 2 days running | +14.3% | 10/10 | NC& |
| 2 | Neuromorphic Semiconductors | new | +10.9% | 6/6 | NC& |
| 3 | HBM (High Bandwidth Memory) | 2 days running | +8.8% | 10/10 | PSK Holdings |
| 4 | AI & Robotics | recurred after 2 days | +6.8% | 10/10 | Advanced Digital Chips |
| 5 | ChatGPT & AI Chatbots | recurred after 3 days | +5.8% | 9/9 | Polaris Office |
| 6 | Defense & War | recurred after 3 days | +5.6% | 10/10 | Hyundai-Rotem |
| 7 | Nuclear | recurred after 21 days | +3.7% | 10/10 | WOOJIN Ntec |
| 8 | Semiconductor Majors (Fabrication) | recurred after 9 days | +2.6% | 2/2 | SK hynix |
Theme by Theme
1. System Semiconductors (2 days running)
- Episode: started 2024-02-21, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
NC& 092600 | +30.0% | 2,060 | ★ |
Gaonchips 399720 | +29.9% | 110,300 | |
Asicland 445090 | +15.6% | 60,000 | |
Signetics 033170 | +13.1% | 2,035 | |
ABOV Semiconductor 102120 | +11.6% | 21,700 | |
Qualitas Semiconductor 432720 | +9.9% | 39,250 | |
Techwing 089030 | +8.8% | 22,300 | |
Di 003160 | +8.7% | 8,590 | |
Openedges Technology 394280 | +8.2% | 35,000 | |
Chips&Media 094360 | +7.5% | 32,100 |
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2. Neuromorphic Semiconductors (new)
- Episode: started 2024-02-22, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
NC& 092600 | +30.0% | 2,060 | ★ |
Asicland 445090 | +15.6% | 60,000 | |
Openedges Technology 394280 | +8.2% | 35,000 | |
Nepes Ark 330860 | +6.1% | 39,150 | |
Zaram Technology 389020 | +5.5% | 43,900 | |
Samsung Electronics 005930 | +0.1% | 73,100 |
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3. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2024-02-21, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
PSK Holdings 031980 | +21.4% | 41,900 | ★ |
Zeus 079370 | +12.2% | 20,500 | |
Imt 451220 | +8.2% | 20,850 | |
Openedges Technology 394280 | +8.2% | 35,000 | |
Systems Technology 039440 | +7.5% | 35,200 | |
Winpac 097800 | +6.9% | 1,772 | |
HANMI Semiconductor 042700 | +6.7% | 76,400 | |
Genesem 217190 | +6.4% | 14,940 | |
Auros Technology 322310 | +5.4% | 35,100 | |
SK hynix 000660 | +5.0% | 156,500 |
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4. AI & Robotics (recurred after 2 days)
- Episode: started 2024-02-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Everybot 270660 | +13.5% | 48,000 | |
CrowdWorks 355390 | +8.7% | 45,200 | |
KAON Group 078890 | +7.3% | 7,460 | |
Maum.ai 377480 | +7.1% | 28,500 | |
Samsung SDS 018260 | +6.8% | 170,100 | |
KohYoungTechnology 098460 | +5.4% | 19,320 | |
Advanced Digital Chips 054630 | +5.0% | 292 | ★ |
LaonPeople 300120 | +4.9% | 7,330 | |
WISE iTech 065370 | +4.5% | 9,190 | |
Konan Technology Incorporation 402030 | +4.2% | 33,750 |
5. ChatGPT & AI Chatbots (recurred after 3 days)
- Episode: started 2024-02-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Polaris Office 041020 | +10.3% | 7,060 | ★ |
Maum.ai 377480 | +7.1% | 28,500 | |
Samsung SDS 018260 | +6.8% | 170,100 | |
Isupetasys 007660 | +6.6% | 30,850 | |
Flitto 300080 | +6.1% | 37,450 | |
ESTsoft 047560 | +5.6% | 32,200 | |
Konan Technology Incorporation 402030 | +4.2% | 33,750 | |
Hancom 030520 | +3.1% | 26,500 | |
Selvas AI 108860 | +2.9% | 19,460 |
6. Defense & War (recurred after 3 days)
- Episode: started 2024-02-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyundai-Rotem 064350 | +15.6% | 34,500 | ★ |
Poongsan 103140 | +8.8% | 42,200 | |
COTS Technology 448710 | +8.8% | 18,120 | |
i3system 214430 | +4.1% | 31,950 | |
STX Engine 077970 | +3.7% | 12,900 | |
Samyung ENC 065570 | +3.6% | 3,200 | |
Firstec 010820 | +3.2% | 3,415 | |
Ace Technologies 088800 | +3.2% | 2,765 | |
SNT Dynamics 003570 | +3.0% | 17,370 | |
Hanwha Aerospace 012450 | +2.3% | 158,000 |
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7. Nuclear (recurred after 21 days)
- Episode: started 2024-02-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
WOOJIN Ntec 457550 | +11.6% | 27,400 | ★ |
Hanshin Machinery 011700 | +4.7% | 5,580 | |
Enertork 019990 | +4.4% | 6,940 | |
Bhi 083650 | +4.0% | 8,560 | |
Seojeon Electric Machinery 189860 | +3.0% | 4,350 | |
SNTEnergy 100840 | +2.6% | 23,500 | |
Doosan Enerbility 034020 | +2.1% | 16,300 | |
Woojin 105840 | +1.9% | 8,830 | |
GS Engineering & Construction 006360 | +1.5% | 15,650 | |
Woori Technology, Incorporation 032820 | +1.5% | 1,314 |
8. Semiconductor Majors (Fabrication) (recurred after 9 days)
- Episode: started 2024-02-22, day 1
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Closing Thoughts
System Semiconductors and HBM (High Bandwidth Memory) both carry a streak of 2. The next session will show whether either theme keeps that run going.
Nuclear came back after a 21-day gap, with an average change of 3.71%. SK hynix, the leader of Semiconductor Majors (Fabrication), rose 5.03%.