Jul 4: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
8 strong themes — 2 running · 6 recurred. Top: Semiconductor Equipment +11.9%.
Strong themes8
Top change+11.9%
LeaderAuros Technology
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 | Auros Technology | +20.09% | |
| HBM (High Bandwidth Memory) | Auros Technology | +20.09% | |
| Battery | Soulbrain Holdings | +14.99% | |
| EV | KyungchangIndustrial | +30.00% | |
| Semiconductor Materials & Components | ENF Technology | +7.76% | |
| Semiconductor Majors (Fabrication) | DB HiTek | +6.12% | |
| Foldable Phones | PI Advanced Materials | +5.55% | |
| CXL (Compute Express Link) | Neosem | +4.58% |
On Jul 4, chip stocks led the session. Semiconductor Equipment topped the board with an average change of 11.95%, and all 10 of its stocks rose.
Auros Technology led both Semiconductor Equipment and HBM (High Bandwidth Memory), rising 20.09%. HBM followed with an average change of 8.03%.
Battery and EV both moved higher for a 2-day streak. KyungchangIndustrial posted the largest gain in the data at 30.0%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 3 days | +11.9% | 10/10 | Auros Technology |
| 2 | HBM (High Bandwidth Memory) | recurred after 6 days | +8.0% | 10/10 | Auros Technology |
| 3 | Battery | 2 days running | +7.8% | 10/10 | Soulbrain Holdings |
| 4 | EV | 2 days running | +7.6% | 10/10 | KyungchangIndustrial |
| 5 | Semiconductor Materials & Components | recurred after 3 days | +5.8% | 10/10 | ENF Technology |
| 6 | Semiconductor Majors (Fabrication) | recurred after 8 days | +4.8% | 2/2 | DB HiTek |
| 7 | Foldable Phones | recurred after 51 days | +3.2% | 10/10 | PI Advanced Materials |
| 8 | CXL (Compute Express Link) | recurred after 3 days | +3.2% | 10/10 | Neosem |
Theme by Theme
1. Semiconductor Equipment (recurred after 3 days)
- Episode: started 2024-07-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Auros Technology 322310 | +20.1% | 26,600 | ★ |
EO Technics 039030 | +15.0% | 200,000 | |
Tfe 425420 | +13.9% | 31,200 | |
YC 232140 | +13.5% | 17,570 | |
Wonik IPS 240810 | +13.0% | 40,100 | |
Di 003160 | +11.3% | 25,500 | |
K-ensol 053080 | +9.4% | 17,400 | |
Tse 131290 | +9.4% | 57,000 | |
KohYoungTechnology 098460 | +7.4% | 13,370 | |
PSK 319660 | +6.5% | 37,800 |
Related news
- [장중수급포착] 오로스테크놀로지, 외국인/기관 동시 순매수… 주가 +8.35% — 뉴스핌 (Korean)
2. HBM (High Bandwidth Memory) (recurred after 6 days)
- Episode: started 2024-07-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Auros Technology 322310 | +20.1% | 26,600 | ★ |
EO Technics 039030 | +15.0% | 200,000 | |
Di 003160 | +11.3% | 25,500 | |
KohYoungTechnology 098460 | +7.4% | 13,370 | |
Winpac 097800 | +5.2% | 1,710 | |
Quality Reliability Technology 405100 | +5.2% | 19,300 | |
Openedges Technology 394280 | +4.9% | 21,400 | |
Zeus 079370 | +4.7% | 17,470 | |
Samsung Electronics 005930 | +3.4% | 84,600 | |
Dit 110990 | +3.0% | 24,450 |
Related news
- [더 힌트] 삼성전자 HBM 테스트 통과?…오보 소동에 증시 들썩 — KBS (Korean)
- 다 알고 있던 정답 HBM…‘단번에 8.5층 육박’ 삼성전자, 엔비디아發 “좋은 결과” 기대감 폭발 [투자360] — 헤럴드경제 (Korean)
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3. Battery (2 days running)
- Episode: started 2024-07-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Soulbrain Holdings 036830 | +15.0% | 79,000 | ★ |
K-ensol 053080 | +9.4% | 17,400 | |
Chokwang Paint 004910 | +8.9% | 7,600 | |
Hansol Chemical 014680 | +8.0% | 187,900 | |
Chunbo 278280 | +7.2% | 78,800 | |
Inics 452400 | +6.5% | 13,370 | |
Shinsung ST 416180 | +6.2% | 42,750 | |
Kwangmu 029480 | +5.8% | 4,580 | |
PI Advanced Materials 178920 | +5.5% | 28,550 | |
Soulbrain 357780 | +5.3% | 295,500 |
Related news
- [장중수급포착] 솔브레인홀딩스, 외국인/기관 동시 순매수… 주가 +15.87% — 뉴스핌 (Korean)
4. EV (2 days running)
- Episode: started 2024-07-03, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KyungchangIndustrial 024910 | +30.0% | 3,120 | ★ |
Infac 023810 | +8.0% | 8,680 | |
Samwha Capacitor 001820 | +7.0% | 43,450 | |
Inics 452400 | +6.5% | 13,370 | |
Shinsung ST 416180 | +6.2% | 42,750 | |
KG Mobility 003620 | +4.1% | 5,310 | |
SKC 011790 | +3.9% | 166,200 | |
Hanon Systems 018880 | +3.8% | 4,735 | |
Samwha Electronics 011230 | +3.5% | 3,530 | |
Myoung Shin Industry 009900 | +3.3% | 15,170 |
5. Semiconductor Materials & Components (recurred after 3 days)
- Episode: started 2024-07-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ENF Technology 102710 | +7.8% | 29,150 | ★ |
Chunbo 278280 | +7.2% | 78,800 | |
WONIK Materials 104830 | +6.3% | 33,500 | |
Ji-tech 417500 | +5.9% | 3,885 | |
S&S Tech 101490 | +5.8% | 36,300 | |
DNFCo 092070 | +5.5% | 18,430 | |
Soulbrain 357780 | +5.3% | 295,500 | |
Temc 425040 | +4.9% | 16,280 | |
Hanyang Digitech 078350 | +4.8% | 22,700 | |
Micro Contact Solution 098120 | +4.5% | 8,880 |
6. Semiconductor Majors (Fabrication) (recurred after 8 days)
- Episode: started 2024-07-04, day 2
Related news
- [특징주] DB하이텍, 국민연금 지분 확대에 2.3%↑ — 이투데이 (Korean)
- [장중수급포착] DB하이텍, 기관 5일 연속 순매수행진… 주가 +2.45% — 뉴스핌 (Korean)
- DB하이텍, 계열사 DB월드 주식 494억원에 매입 — 전자신문 (Korean)
7. Foldable Phones (recurred after 51 days)
- Episode: started 2024-07-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
PI Advanced Materials 178920 | +5.5% | 28,550 | ★ |
Samsung Electro-mechanics 009150 | +4.9% | 162,500 | |
SKC 011790 | +3.9% | 166,200 | |
Interflex 051370 | +3.7% | 15,400 | |
Samsung Electronics 005930 | +3.4% | 84,600 | |
Finetek 131760 | +2.8% | 909 | |
Fine M-Tec 441270 | +2.7% | 9,040 | |
DK Tech 290550 | +2.3% | 10,500 | |
Dongwoon Anatech 094170 | +1.3% | 18,120 | |
LG Display 034220 | +1.2% | 12,310 |
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- 세 번 접는 폰이 나온다?…치열해지는 폴더블폰 시장 [폴더블폰 어디까지 왔나-上] — 이투데이 (Korean)
8. CXL (Compute Express Link) (recurred after 3 days)
- Episode: started 2024-07-04, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Quality Reliability Technology 405100 | +5.2% | 19,300 | |
Korea Circuit 007810 | +4.9% | 16,250 | |
Openedges Technology 394280 | +4.9% | 21,400 | |
Neosem 253590 | +4.6% | 15,530 | ★ |
Samsung Electronics 005930 | +3.4% | 84,600 | |
TLB 356860 | +3.0% | 22,400 | |
OKins Electronics 080580 | +2.0% | 8,530 | |
Qualitas Semiconductor 432720 | +1.7% | 20,500 | |
Fadu 440110 | +1.0% | 21,000 | |
Exicon 092870 | +0.9% | 22,550 |
Related news
- [특징주]네오셈, 글로벌 최초 CXL 2.0 검사장비 납품…21조 시장 선점 — 아시아경제 (Korean)
- [리포트 브리핑]네오셈, ‘CXL 관련주 이상의 존재감’ Not Rated(신규) - 신한투자증권 — 뉴스핌 (Korean)
- [이달해 달달한10분] 삼성 CXL 상용화 기대↑… 국내 최초 비메모리 테스터 상용화 ‘엑시콘’ — 머니투데이 (Korean)
Closing Thoughts
Every stock in every theme in the data closed higher on Jul 4. The next thing to track is whether Battery and EV extend their 2-day streak.
HBM news on Jul 4 centred on Samsung Electronics, which rose 3.42%. CXL (Compute Express Link) news focused on Neosem, up 4.58%.