Feb 7: 8 Strong Themes — Semiconductor Majors (Fabrication), System Semiconductors

February 7, 2025 · #Semiconductor Majors (Fabrication) #System Semiconductors #On-Device AI #Robotics (Industrial & Collaborative) #Glass Substrates #Semiconductor Materials & Components #Semiconductor Equipment #Ukraine Reconstruction

8 strong themes — 5 running · 3 recurred. Top: Semiconductor Majors (Fabrication) +16.8%.

Strong themes8 Top change+16.8% LeaderDB HiTek

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Majors (Fabrication)
+16.8%
System Semiconductors
+16.3%
On-Device AI
+12.1%
Robotics (Industrial & Collaborative)
+11.5%
Glass Substrates
+9.5%
Semiconductor Materials & Components
+9.4%
Semiconductor Equipment
+8.8%
Ukraine Reconstruction
+8.4%

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 -
ThemeLeaderChangeTrend
Semiconductor Majors (Fabrication)DB HiTek+16.82%
System SemiconductorsABOV Semiconductor+29.95%
On-Device AISimmtech+24.01%
Robotics (Industrial & Collaborative)DaedongGear+26.48%
Glass SubstratesRam Technology+16.05%
Semiconductor Materials & ComponentsRam Technology+16.05%
Semiconductor EquipmentLaserssel+8.76%
Ukraine ReconstructionDaedongGear+26.48%

Chip stocks dominated the Feb 7 session. Semiconductor Majors (Fabrication) led with an average change of 16.82%. DB HiTek, its only stock, made up the whole move.

System Semiconductors came next with an average change of 16.28%, and all 10 of its stocks rose. On-Device AI came back after a 163-day gap with an average change of 12.14%.

Away from chips, Robotics (Industrial & Collaborative) had an average change of 11.47%. DaedongGear rose 26.48% to lead the theme, and it also led Ukraine Reconstruction.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Majors (Fabrication)4 days running+16.8%1/1DB HiTek
2System Semiconductorsrecurred after 3 days+16.3%10/10ABOV Semiconductor
3On-Device AIrecurred after 163 days+12.1%10/10Simmtech
4Robotics (Industrial & Collaborative)recurred after 2 days+11.5%10/10DaedongGear
5Glass Substrates2 days running+9.5%10/10Ram Technology
6Semiconductor Materials & Components3 days running+9.4%10/10Ram Technology
7Semiconductor Equipment4 days running+8.8%9/9Laserssel
8Ukraine Reconstruction2 days running+8.4%10/10DaedongGear

Theme by Theme

1. Semiconductor Majors (Fabrication) (4 days running)

StockChangeCloseLeader
DB HiTek 000990+16.8%38,900★

2. System Semiconductors (recurred after 3 days)

StockChangeCloseLeader
ABOV Semiconductor 102120+29.9%12,930★
Alt 172670+22.6%10,300
Nepes 033640+16.9%8,160
DB HiTek 000990+16.8%38,900
Gaonchips 399720+15.5%51,500
Nepes Ark 330860+14.2%13,310
Winpac 097800+13.1%767
iA 038880+13.1%276
SFA Semicon 036540+11.3%3,650
Doosan Tesna 131970+9.4%32,000

Related news

3. On-Device AI (recurred after 163 days)

StockChangeCloseLeader
Simmtech 222800+24.0%14,410★
Jeju Semiconductor 080220+18.0%16,710
Nepes 033640+16.9%8,160
Gaonchips 399720+15.5%51,500
Nepes Ark 330860+14.2%13,310
Qualitas Semiconductor 432720+9.0%13,650
ADTechnology 200710+8.1%20,750
Telechips 054450+5.9%16,790
Openedges Technology 394280+5.5%15,610
Apact 200470+4.3%2,650

4. Robotics (Industrial & Collaborative) (recurred after 2 days)

StockChangeCloseLeader
DaedongGear 008830+26.5%19,490★
Hyulim ROBOT 090710+17.2%1,972
Clobot 466100+16.0%19,100
Dae-il 092200+13.1%4,520
Rainbow Robotics 277810+9.6%410,500
Yuilrobotics 388720+8.8%37,600
RS Automation 140670+7.0%17,190
Haisung Aero-Robotics 059270+6.0%8,000
Samhyun 437730+5.4%13,170
Daedong 000490+5.0%12,290

5. Glass Substrates (2 days running)

StockChangeCloseLeader
Pie 452450+29.8%5,880
Ram Technology 171010+16.1%5,640★
Philoptics 161580+15.9%44,400
Ycchem 112290+8.8%27,200
HBL 452190+7.7%4,895
CHEMTRONICSCo 089010+4.7%25,700
C&G Hi Tech 264660+4.0%14,130
Samsung Electro-mechanics 009150+2.9%138,500
Taesung 323280+2.8%31,650
GigaVis 420770+2.5%32,800

6. Semiconductor Materials & Components (3 days running)

StockChangeCloseLeader
Nepes 033640+16.9%8,160
Ram Technology 171010+16.1%5,640★
ENF Technology 102710+11.2%23,750
Dongjin Semichem 005290+9.1%24,100
Ycchem 112290+8.8%27,200
HanaMicron 067310+8.3%11,080
HVM 295310+6.2%23,900
KEC 092220+6.0%869
Soulbrain 357780+5.6%178,200
Hanyang Digitech 078350+5.5%9,720

7. Semiconductor Equipment (4 days running)

StockChangeCloseLeader
Nepes Ark 330860+14.2%13,310
SFA Semicon 036540+11.3%3,650
Advanced Process Systems 265520+9.7%18,520
Laserssel 412350+8.8%4,285★
Pemtron 168360+8.5%10,850
HanaMicron 067310+8.3%11,080
RS Automation 140670+7.0%17,190
Hanwha Vision 489790+6.2%39,450
Neosem 253590+5.5%10,100

8. Ukraine Reconstruction (2 days running)

StockChangeCloseLeader
DaedongGear 008830+26.5%19,490★
Hyundai Everdigm 041440+11.6%10,300
TYM 002900+7.8%5,650
SY Steel Tech 365330+7.7%8,090
DAEMO Engineering 317850+6.4%10,450
Haein 003010+6.4%5,520
SG 255220+5.5%3,380
Daedong 000490+5.0%12,290
DaedongMetal 020400+4.3%6,950
HD Construction Equipment 267270+2.8%72,900

Closing Thoughts

Several chip themes have been strong for days in a row. Semiconductor Equipment and Semiconductor Majors (Fabrication) each have a streak of 4, and Semiconductor Materials & Components has a streak of 3.

Glass Substrates and Ukraine Reconstruction each reached a streak of 2. System Semiconductors and On-Device AI both returned today after a gap. The next session will show whether either theme stays strong.