Jun 26: 5 Strong Themes — Semiconductor Materials & Components, Semiconductor Equipment
5 strong themes — 4 running · 1 recurred. Top: Semiconductor Materials & Components +5.8%.
Average change by strong theme
Theme leaders · recent trend
| Theme | Leader | Change | Trend |
|---|---|---|---|
| Semiconductor Materials & Components | Megatouch | +3.27% | |
| Semiconductor Equipment | N2tech | +16.86% | |
| Battery (Solid-State) | Naintech | +12.14% | |
| HBM (High Bandwidth Memory) | Mirai Semiconductors | +11.33% | |
| Semiconductor Majors (Fabrication) | SK hynix | +2.45% |
Chip stocks dominated the Jun 26 session. Semiconductor Materials & Components led with an average change of 5.85%, and all 10 of its stocks rose.
Semiconductor Equipment followed at 5.67%, led by N2tech at 16.86%. It is on a 3-day streak since Jun 24, as are the materials and HBM (High Bandwidth Memory) themes.
Battery (Solid-State) returned after a 99-day gap, averaging 4.42%. Naintech led with a 12.14% gain, and all 8 stocks closed higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Materials & Components | 3 days running | +5.8% | 10/10 | Megatouch |
| 2 | Semiconductor Equipment | 3 days running | +5.7% | 10/10 | N2tech |
| 3 | Battery (Solid-State) | recurred after 99 days | +4.4% | 8/8 | Naintech |
| 4 | HBM (High Bandwidth Memory) | 3 days running | +3.6% | 10/10 | Mirai Semiconductors |
| 5 | Semiconductor Majors (Fabrication) | 3 days running | +2.5% | 1/1 | SK hynix |
Theme by Theme
1. Semiconductor Materials & Components (3 days running)
- Episode: started 2025-06-24, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
FNS Tech 083500 | +10.0% | 11,240 | |
ENF Technology 102710 | +8.3% | 39,200 | |
LTC 170920 | +8.2% | 12,250 | |
Lake Materials 281740 | +7.7% | 13,010 | |
Haesung DS 195870 | +6.2% | 29,050 | |
Micro2nano 424980 | +5.6% | 9,500 | |
Semcns 252990 | +4.4% | 5,250 | |
Megatouch 446540 | +3.3% | 4,260 | ★ |
Nepes 033640 | +2.7% | 11,860 | |
Ram Technology 171010 | +2.2% | 4,560 |
2. Semiconductor Equipment (3 days running)
- Episode: started 2025-06-24, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
N2tech 227950 | +16.9% | 409 | ★ |
Hanwha Vision 489790 | +9.5% | 54,200 | |
Justem 417840 | +7.7% | 11,980 | |
HANMI Semiconductor 042700 | +6.4% | 103,700 | |
Tfe 425420 | +4.7% | 27,650 | |
KoMi 183300 | +3.7% | 75,100 | |
Seojin System 178320 | +2.1% | 22,100 | |
PSK Holdings 031980 | +2.0% | 35,950 | |
Jusung Engineering 036930 | +1.9% | 32,700 | |
Mirae 025560 | +1.8% | 665 |
3. Battery (Solid-State) (recurred after 99 days)
- Episode: started 2025-06-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Naintech 267320 | +12.1% | 4,850 | ★ |
Lake Materials 281740 | +7.7% | 13,010 | |
Isu Specialty Chemical 457190 | +6.1% | 45,050 | |
Hana Technology 299030 | +4.1% | 24,100 | |
meerecompanyIncorporated 049950 | +3.0% | 17,670 | |
DaejooElectronicMaterials 078600 | +1.0% | 70,400 | |
Hannong Chemicals 011500 | +0.9% | 15,400 | |
Tsi 277880 | +0.4% | 5,430 |
4. HBM (High Bandwidth Memory) (3 days running)
- Episode: started 2025-06-24, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirai Semiconductors 254490 | +11.3% | 17,300 | ★ |
Hanwha Vision 489790 | +9.5% | 54,200 | |
HANMI Semiconductor 042700 | +6.4% | 103,700 | |
SK hynix 000660 | +2.5% | 293,000 | |
PSK Holdings 031980 | +2.0% | 35,950 | |
EO Technics 039030 | +1.5% | 171,400 | |
Dit 110990 | +1.3% | 14,300 | |
Di 003160 | +1.1% | 16,290 | |
Techwing 089030 | +0.8% | 33,650 | |
Genesem 217190 | +0.1% | 7,320 |
Related news
- AI칩 성장 기대감 재부각에···SK하이닉스 이어 HBM 장비업체로 퍼지는 온기 — 매일경제 (Korean)
5. Semiconductor Majors (Fabrication) (3 days running)
- Episode: started 2025-06-24, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +2.5% | 293,000 | ★ |
Related news
- ‘대장주’ 엔비디아 랠리에 SK하이닉스 신고가 경신 — 매일신문 (Korean)
- AI칩 성장 기대감 재부각에···SK하이닉스 이어 HBM 장비업체로 퍼지는 온기 — 매일경제 (Korean)
- SK하이닉스, AI 열풍 타고 또 ‘신고가’…29만원대 안착 — 충청일보 (Korean)
Closing Thoughts
The next question is whether the 3-day chip run extends. Headlines linked a new high for SK hynix, up 2.45%, to an Nvidia rally, with AI chip optimism spreading to HBM equipment makers.
It also remains to be seen whether the Battery (Solid-State) return lasts past its first day. Megatouch led its theme on volume of 22477424 shares, despite a smaller 3.27% gain.