Feb 14: 6 Strong Themes — CXL (Compute Express Link), Semiconductor Materials & Components
6 strong themes — 2 running · 4 recurred. Top: CXL (Compute Express Link) +12.5%.
Strong themes6
Top change+12.5%
LeaderTLB
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 |
|---|---|---|---|
| CXL (Compute Express Link) | TLB | +29.97% | |
| Semiconductor Materials & Components | HVM | +24.29% | |
| Semiconductor Equipment | Neosem | +23.90% | |
| On-Device AI | Iron Device | +21.65% | |
| Nuclear | Doosan Enerbility | +12.42% | |
| iPhone Supply Chain | Spigen Korea | +10.66% |
CXL (Compute Express Link) led the Feb 14 session with an average change of 12.47%, with all 10 of its stocks closing higher. The theme returned after a gap of 84 days.
Leader TLB rose 29.97%, with Korea Circuit up 24.5% and Neosem up 23.9%. Neosem also led Semiconductor Equipment, which averaged 9.35% on its second straight day.
Semiconductor Materials & Components averaged 12.43% on a 2-day streak, led by HVM at 24.29%. In all six themes, every one of the 10 tracked stocks rose.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | CXL (Compute Express Link) | recurred after 84 days | +12.5% | 10/10 | TLB |
| 2 | Semiconductor Materials & Components | 2 days running | +12.4% | 10/10 | HVM |
| 3 | Semiconductor Equipment | 2 days running | +9.3% | 10/10 | Neosem |
| 4 | On-Device AI | recurred after 7 days | +7.6% | 10/10 | Iron Device |
| 5 | Nuclear | recurred after 28 days | +4.3% | 10/10 | Doosan Enerbility |
| 6 | iPhone Supply Chain | recurred after 4 days | +3.1% | 10/10 | Spigen Korea |
Theme by Theme
1. CXL (Compute Express Link) (recurred after 84 days)
- Episode: started 2025-02-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TLB 356860 | +30.0% | 18,560 | ★ |
Korea Circuit 007810 | +24.5% | 13,060 | |
Neosem 253590 | +23.9% | 12,440 | |
OKins Electronics 080580 | +17.1% | 6,290 | |
Fadu 440110 | +9.6% | 15,350 | |
Quality Reliability Technology 405100 | +7.7% | 14,500 | |
Exicon 092870 | +4.7% | 14,030 | |
Qualitas Semiconductor 432720 | +4.0% | 15,410 | |
Kook Soon Dang 043650 | +2.1% | 4,540 | |
Openedges Technology 394280 | +1.1% | 16,400 |
Related news
- [이정호 종목의 발견자들] CXL D램 양산 임박 네오셈 급등 추격해야? — 머니투데이 (Korean)
- [특징주] 티엘비, 삼성전자-SK하이닉스 CXL 개발 참여 기대감에 상승세 — 이투데이 (Korean)
- [특징주]네오셈, 삼성·SK ‘넥스트 HBM’ CXL 양산 임박…검사장비 상용화 부각↑ — 아시아경제 (Korean)
2. Semiconductor Materials & Components (2 days running)
- Episode: started 2025-02-13, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Micro Contact Solution 098120 | +29.9% | 7,810 | |
HVM 295310 | +24.3% | 32,750 | ★ |
OKins Electronics 080580 | +17.1% | 6,290 | |
Haesung DS 195870 | +16.8% | 30,300 | |
MKElectron 033160 | +8.4% | 8,870 | |
Hanyang Digitech 078350 | +5.9% | 11,050 | |
Hansol IONES 114810 | +5.5% | 7,440 | |
Nepes 033640 | +5.5% | 8,640 | |
Protec Mems Technology 147760 | +5.4% | 3,210 | |
Tiger Elec 219130 | +5.4% | 13,100 |
3. Semiconductor Equipment (2 days running)
- Episode: started 2025-02-13, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Neosem 253590 | +23.9% | 12,440 | ★ |
Rorze Systems 071280 | +16.1% | 21,300 | |
N2tech 227950 | +11.7% | 498 | |
Jusung Engineering 036930 | +8.0% | 33,850 | |
GlobalStandardTechnology 083450 | +6.2% | 19,260 | |
VM 089970 | +5.8% | 8,560 | |
Koses 089890 | +5.8% | 7,710 | |
Apact 200470 | +5.6% | 2,725 | |
JT 089790 | +5.5% | 4,825 | |
Fine Semitech 036810 | +5.0% | 20,850 |
Related news
- [이정호 종목의 발견자들] CXL D램 양산 임박 네오셈 급등 추격해야? — 머니투데이 (Korean)
- [특징주]네오셈, 삼성·SK ‘넥스트 HBM’ CXL 양산 임박…검사장비 상용화 부각↑ — 아시아경제 (Korean)
4. On-Device AI (recurred after 7 days)
- Episode: started 2025-02-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Iron Device 464500 | +21.6% | 4,860 | ★ |
Simmtech 222800 | +8.8% | 15,450 | |
Daeduck Electronics 353200 | +8.3% | 20,050 | |
Quality Reliability Technology 405100 | +7.7% | 14,500 | |
Gaonchips 399720 | +5.7% | 57,400 | |
Apact 200470 | +5.6% | 2,725 | |
Nepes 033640 | +5.5% | 8,640 | |
ABOV Semiconductor 102120 | +5.5% | 13,740 | |
Qualitas Semiconductor 432720 | +4.0% | 15,410 | |
Chips&Media 094360 | +3.4% | 21,400 |
5. Nuclear (recurred after 28 days)
- Episode: started 2025-02-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Doosan Enerbility 034020 | +12.4% | 27,600 | ★ |
Aprogen 007460 | +5.0% | 785 | |
Woori Technology, Incorporation 032820 | +4.9% | 2,085 | |
WOOJIN Ntec 457550 | +4.5% | 21,100 | |
Soosan Industries 126720 | +3.2% | 20,950 | |
KEPCO Engineering & Construction Company 052690 | +3.1% | 72,000 | |
Bhi 083650 | +3.1% | 23,000 | |
Hyundai Engineering & Construction 000720 | +2.5% | 34,600 | |
Orbitech 046120 | +2.4% | 2,385 | |
G2Power 388050 | +2.3% | 8,390 |
Related news
- 두산에너빌리티, SMR 수혜 전망에 52주 신고가 경신 [특징주] — 매일경제 (Korean)
6. iPhone Supply Chain (recurred after 4 days)
- Episode: started 2025-02-14, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Spigen Korea 192440 | +10.7% | 23,350 | ★ |
Interflex 051370 | +8.0% | 10,080 | |
Youngpoong 000670 | +2.5% | 412,500 | |
Samsung Electro-mechanics 009150 | +2.1% | 148,200 | |
Duk San Neolux 213420 | +1.5% | 33,000 | |
Protec 053610 | +1.5% | 26,600 | |
LX Semicon 108320 | +1.4% | 64,000 | |
BHCo 090460 | +1.1% | 16,660 | |
INNOX Advanced Materials 272290 | +1.0% | 30,300 | |
SK hynix 000660 | +0.7% | 210,000 |
Closing Thoughts
The next question is whether the 2-day streaks in Semiconductor Materials & Components and Semiconductor Equipment last past their second day.
Outside chips, Nuclear averaged 4.34%, with Doosan Enerbility up 12.42% on 55031347 shares. It’s also unclear whether On-Device AI, which averaged 7.6%, can keep that pace.