Mar 21: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
8 strong themes — 3 running · 5 recurred. Top: Semiconductor Equipment +5.8%.
Strong themes8
Top change+5.8%
LeaderHanaMicron
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 | HanaMicron | +9.86% | |
| Semiconductor Materials & Components | HanaMicron | +9.86% | |
| Food | Foodnamoo | +11.11% | |
| Music & Entertainment | Ascendio | +15.68% | |
| Beauty & Cosmetics | DYD | +11.15% | |
| CXL (Compute Express Link) | TLB | +19.36% | |
| Duty Free | Tonymoly | +0.66% | |
| Semiconductor Majors (Fabrication) | DB HiTek | +2.62% |
Chip stocks led the Mar 21 session. Semiconductor Equipment posted an average change of 5.83%, with all 10 of its stocks finishing higher.
Semiconductor Materials & Components followed at 5.12%, and both themes extended a 3-day streak. HanaMicron led both groups, rising 9.86%.
Consumer themes returned: Food at 5.0%, Music & Entertainment at 4.83% and Beauty & Cosmetics at 4.46%. CXL (Compute Express Link) came back after 35 days, led by TLB at 19.36%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 3 days running | +5.8% | 10/10 | HanaMicron |
| 2 | Semiconductor Materials & Components | 3 days running | +5.1% | 10/10 | HanaMicron |
| 3 | Food | recurred after 2 days | +5.0% | 10/10 | Foodnamoo |
| 4 | Music & Entertainment | recurred after 2 days | +4.8% | 9/9 | Ascendio |
| 5 | Beauty & Cosmetics | recurred after 4 days | +4.5% | 9/9 | DYD |
| 6 | CXL (Compute Express Link) | recurred after 35 days | +3.7% | 8/8 | TLB |
| 7 | Duty Free | recurred after 15 days | +2.7% | 6/6 | Tonymoly |
| 8 | Semiconductor Majors (Fabrication) | 3 days running | +2.6% | 3/3 | DB HiTek |
Theme by Theme
1. Semiconductor Equipment (3 days running)
- Episode: started 2025-03-19, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Justem 417840 | +11.8% | 9,400 | |
HanaMicron 067310 | +9.9% | 13,480 | ★ |
Nextin 348210 | +6.6% | 62,800 | |
Park Systems 140860 | +5.7% | 214,500 | |
Jusung Engineering 036930 | +5.1% | 42,350 | |
Wonik Holdings 030530 | +4.5% | 4,825 | |
Tse 131290 | +4.0% | 52,500 | |
Apact 200470 | +3.8% | 2,725 | |
EO Technics 039030 | +3.6% | 153,700 | |
Tfe 425420 | +3.4% | 19,700 |
2. Semiconductor Materials & Components (3 days running)
- Episode: started 2025-03-19, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
KnJ 272110 | +10.1% | 18,050 | |
HanaMicron 067310 | +9.9% | 13,480 | ★ |
FNS Tech 083500 | +6.2% | 10,610 | |
Micro Contact Solution 098120 | +5.2% | 10,230 | |
Mecaro 241770 | +4.3% | 10,420 | |
ENF Technology 102710 | +3.9% | 26,950 | |
ISC 095340 | +3.5% | 64,200 | |
INNOX Advanced Materials 272290 | +2.8% | 25,600 | |
Duksan Techopia 317330 | +2.7% | 24,800 | |
LTC 170920 | +2.6% | 10,450 |
3. Food (recurred after 2 days)
- Episode: started 2025-03-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Neo Cremar 311390 | +13.0% | 7,410 | |
Foodnamoo 290720 | +11.1% | 2,300 | ★ |
CJ Freshway 051500 | +6.7% | 24,050 | |
Binggrae 005180 | +3.9% | 98,200 | |
Naturecell 007390 | +3.8% | 17,110 | |
Shinsegae Food 031440 | +2.8% | 33,000 | |
Daesang 001680 | +2.6% | 25,500 | |
S&D 260970 | +2.2% | 73,200 | |
Orion 271560 | +2.1% | 121,900 | |
TS 001790 | +1.9% | 2,940 |
4. Music & Entertainment (recurred after 2 days)
- Episode: started 2025-03-21, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Ascendio 012170 | +15.7% | 3,210 | ★ |
Knowmerce 473980 | +7.7% | 20,650 | |
SM Entertainment 041510 | +5.6% | 100,300 | |
Artist Studio 200350 | +3.7% | 13,400 | |
ContentreeJoongAng 036420 | +3.4% | 8,600 | |
Kakao 035720 | +2.2% | 43,600 | |
SM Culture & Contents 048550 | +2.2% | 1,453 | |
Dear U 376300 | +1.8% | 40,000 | |
Hybe 352820 | +1.3% | 232,000 |
5. Beauty & Cosmetics (recurred after 4 days)
- Episode: started 2025-03-21, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
DYD 219550 | +11.2% | 728 | ★ |
Cell Bio Human Tech 318160 | +8.3% | 4,625 | |
Naturecell 007390 | +3.8% | 17,110 | |
CTK 260930 | +3.8% | 4,410 | |
CLIO Cosmetics 237880 | +3.0% | 20,650 | |
KolmarBNH 200130 | +2.9% | 13,510 | |
Hankook Cosmetics 123690 | +2.5% | 6,830 | |
Pum-tech Korea 251970 | +2.4% | 49,300 | |
PharmaResearch 214450 | +2.4% | 327,000 |
6. CXL (Compute Express Link) (recurred after 35 days)
- Episode: started 2025-03-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
TLB 356860 | +19.4% | 23,000 | ★ |
SK hynix 000660 | +2.6% | 215,500 | |
OKins Electronics 080580 | +2.5% | 6,040 | |
Samsung Electronics 005930 | +2.5% | 61,700 | |
Korea Circuit 007810 | +1.5% | 12,430 | |
Exicon 092870 | +0.9% | 13,160 | |
Fadu 440110 | +0.4% | 13,880 | |
Openedges Technology 394280 | +0.1% | 14,360 |
Related news
- [수익 내비게이터] 세계 최초 CXL 메모리 1.0·2.0 검사장비 삼성전자 납품 ‘네오셈’ VS 드론 기술로 ‘CES 2025’ 혁신상 수상 ‘에이럭스’ — 머니투데이 (Korean)
7. Duty Free (recurred after 15 days)
- Episode: started 2025-03-21, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Global Tax Free 204620 | +5.6% | 4,600 | |
Hotel Shilla 008770 | +3.1% | 40,150 | |
HDC Holdings 012630 | +2.9% | 14,490 | |
Hyundai Department Store 069960 | +2.1% | 58,100 | |
JTC 950170 | +2.0% | 5,200 | |
Tonymoly 214420 | +0.7% | 9,100 | ★ |
8. Semiconductor Majors (Fabrication) (3 days running)
- Episode: started 2025-03-19, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +2.6% | 215,500 | |
DB HiTek 000990 | +2.6% | 49,000 | ★ |
Samsung Electronics 005930 | +2.5% | 61,700 |
Closing Thoughts
The chip rally has now run for 3 sessions, and Semiconductor Majors (Fabrication) rose an average of 2.58%. The next test is whether that breadth carries past Mar 21.
Duty Free rose an average of 2.73% with all 6 stocks up, though its leader Tonymoly gained just 0.66%. The next sessions will show whether the returning consumer themes rise again.