Jul 28: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
8 strong themes — 8 recurred. Top: System Semiconductors +18.0%.
Strong themes8
Top change+18.0%
LeaderNepes Ark
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 |
|---|---|---|---|
| System Semiconductors | Nepes Ark | +19.66% | |
| Semiconductor Equipment | Nepes Ark | +19.66% | |
| Semiconductor Materials & Components | Fine Semitech | +17.23% | |
| Shipbuilding | HJ Shipbuilding & Construction | +4.98% | |
| Power Equipment | Hyosung Heavy Industries | +14.31% | |
| Semiconductor Majors (Fabrication) | Samsung Electronics | +6.83% | |
| Shipbuilding Equipment | Sejin Heavy Industries | +6.69% | |
| Electric Cables | Iljin Electric | +4.43% |
Chip stocks owned the Jul 28 session. System Semiconductors topped the board with an average change of 18.0%, and all 10 of its stocks closed higher.
Semiconductor Equipment followed with an average change of 14.97%, and Semiconductor Materials & Components averaged 10.64%. Doosan Tesna jumped 29.96% and JNB 29.87%.
Samsung Electronics gained 6.83% amid headlines on a Tesla foundry contract. Outside chips, Hyosung Heavy Industries rose 14.31%, lifting Power Equipment to an average 5.44%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | System Semiconductors | recurred after 4 days | +18.0% | 10/10 | Nepes Ark |
| 2 | Semiconductor Equipment | recurred after 4 days | +15.0% | 10/10 | Nepes Ark |
| 3 | Semiconductor Materials & Components | recurred after 4 days | +10.6% | 10/10 | Fine Semitech |
| 4 | Shipbuilding | recurred after 4 days | +6.0% | 3/3 | HJ Shipbuilding & Construction |
| 5 | Power Equipment | recurred after 12 days | +5.4% | 10/10 | Hyosung Heavy Industries |
| 6 | Semiconductor Majors (Fabrication) | recurred after 12 days | +4.4% | 2/2 | Samsung Electronics |
| 7 | Shipbuilding Equipment | recurred after 4 days | +3.9% | 10/10 | Sejin Heavy Industries |
| 8 | Electric Cables | recurred after 13 days | +2.6% | 5/5 | Iljin Electric |
Theme by Theme
1. System Semiconductors (recurred after 4 days)
- Episode: started 2025-07-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Doosan Tesna 131970 | +30.0% | 35,350 | |
CoAsia 045970 | +29.9% | 4,795 | |
ADTechnology 200710 | +26.6% | 25,200 | |
Gaonchips 399720 | +22.4% | 51,000 | |
Nepes Ark 330860 | +19.7% | 16,250 | ★ |
Qualitas Semiconductor 432720 | +15.1% | 15,620 | |
S&S Tech 101490 | +10.8% | 51,200 | |
Nepes 033640 | +10.1% | 11,660 | |
Openedges Technology 394280 | +8.2% | 13,390 | |
Telechips 054450 | +7.1% | 13,800 |
Related news
- [특징주] 삼성전자 수주에 협력사 동반 상승…‘두산테스나·네패스아크’ 강세 — 뉴스핌 (Korean)
2. Semiconductor Equipment (recurred after 4 days)
- Episode: started 2025-07-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
JNB 452160 | +29.9% | 7,260 | |
Nepes Ark 330860 | +19.7% | 16,250 | ★ |
KoMi 183300 | +19.2% | 70,900 | |
Wot 396470 | +17.4% | 8,900 | |
Fine Semitech 036810 | +17.2% | 23,200 | |
Wonik IPS 240810 | +15.4% | 31,500 | |
Systems Technology 039440 | +9.6% | 19,950 | |
Justem 417840 | +7.5% | 10,930 | |
Kctech 281820 | +7.2% | 29,600 | |
Mirae 025560 | +6.7% | 10,700 |
Related news
- [특징주] 삼성전자 수주에 협력사 동반 상승…‘두산테스나·네패스아크’ 강세 — 뉴스핌 (Korean)
3. Semiconductor Materials & Components (recurred after 4 days)
- Episode: started 2025-07-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Fine Semitech 036810 | +17.2% | 23,200 | ★ |
Soulbrain 357780 | +15.7% | 232,500 | |
ENF Technology 102710 | +14.5% | 42,150 | |
S&S Tech 101490 | +10.8% | 51,200 | |
Nepes 033640 | +10.1% | 11,660 | |
WONIK QnC 074600 | +9.7% | 19,500 | |
Dongjin Semichem 005290 | +9.2% | 32,550 | |
Kctech 281820 | +7.2% | 29,600 | |
Hansol IONES 114810 | +5.9% | 8,930 | |
Semcns 252990 | +5.9% | 5,020 |
Related news
- [장중수급포착] 에프에스티, 외국인/기관 동시 순매수… 주가 +12.68% — 뉴스핌 (Korean)
4. Shipbuilding (recurred after 4 days)
- Episode: started 2025-07-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Ocean 042660 | +8.4% | 97,600 | |
HJ Shipbuilding & Construction 097230 | +5.0% | 8,860 | ★ |
HD Hyundai Heavy Industries 329180 | +4.5% | 464,500 |
Related news
- 관세협상 득일까 실일까…조선株 ‘출렁’ — 매일경제 (Korean)
5. Power Equipment (recurred after 12 days)
- Episode: started 2025-07-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyosung Heavy Industries 298040 | +14.3% | 1,286,000 | ★ |
Sanil Electric 062040 | +13.6% | 112,300 | |
Iljin Electric 103590 | +4.4% | 41,250 | |
LS Eco Energy 229640 | +4.1% | 38,350 | |
Korea Electric Power 015760 | +3.5% | 39,800 | |
SemyungElectricMachinery 017510 | +3.2% | 7,330 | |
Gaon Cable 000500 | +3.2% | 64,600 | |
Geumhwa PSC 036190 | +3.0% | 33,000 | |
Seojeon Electric Machinery 189860 | +2.9% | 3,940 | |
Aroot 096690 | +2.2% | 2,050 |
Related news
- [특징주]효성중공업, 실적·수주 서프라이즈…16%대↑ — 아시아경제 (Korean)
- ‘사상 최대실적’ 효성중공업, 증권가 목표가 줄상향에 15%↑[특징주] — 이데일리 (Korean)
- LS증권 “효성중공업, 2분기 어닝서프라이즈…목표가 29%↑” — 이투데이 (Korean)
6. Semiconductor Majors (Fabrication) (recurred after 12 days)
- Episode: started 2025-07-28, day 1
Related news
- 테슬라 계약 따낸 삼성전자, 다시 ‘7만전자’ — 대구신문 (Korean)
- 삼성전자, 22.8조 잭팟! 파운드리 부활 신호탄 쐈다…테슬라와 반도체 위탁생산 계약 — 영남일보 (Korean)
- 삼성전자, 테슬라와 23조 초대형 계약 성사…‘7만 전자’ 회복 — YTN (Korean)
7. Shipbuilding Equipment (recurred after 4 days)
- Episode: started 2025-07-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanla IMS 092460 | +9.2% | 10,980 | |
Sejin Heavy Industries 075580 | +6.7% | 12,760 | ★ |
STX Engine 077970 | +4.7% | 23,250 | |
Hyundai HYMS 460930 | +4.5% | 19,970 | |
Inhwa Precision 101930 | +3.9% | 38,500 | |
BMTCo 086670 | +3.6% | 10,250 | |
Oriental Precision & Engineering 014940 | +2.1% | 5,720 | |
HD-Hyundai Marine Engine 071970 | +2.0% | 65,700 | |
Sung Kwang Bend 014620 | +1.1% | 31,000 | |
Hankuk Carbon 017960 | +1.1% | 27,600 |
Related news
- [특징주]세진중공업, 군산조선소 MRO 전환 반사 수혜 기대감에 신고가 — 아시아경제 (Korean)
8. Electric Cables (recurred after 13 days)
- Episode: started 2025-07-28, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Iljin Electric 103590 | +4.4% | 41,250 | ★ |
LS Eco Energy 229640 | +4.1% | 38,350 | |
Gaon Cable 000500 | +3.2% | 64,600 | |
Dawon Cable 006340 | +1.1% | 2,870 | |
Taihan Cable & Solution 001440 | +0.4% | 15,880 |
Related news
- [장중수급포착] 일진전기, 외국인/기관 동시 순매수… 주가 +4.18% — 뉴스핌 (Korean)
Closing Thoughts
All eight themes returned after gaps of 4 to 13 days, each on a streak of 1. Shipbuilding and Shipbuilding Equipment carry episodes through 2025-07-29.
The next session will show whether System Semiconductors can extend beyond a single day. Electric Cables posted the smallest move, an average change of 2.63%.