Aug 26: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
8 strong themes — 3 running · 5 recurred. Top: Robotics (Industrial & Collaborative) +11.9%.
Strong themes8
Top change+11.9%
LeaderSP Systems
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 |
|---|---|---|---|
| Robotics (Industrial & Collaborative) | SP Systems | +29.88% | |
| Semiconductor Equipment | Wonik Holdings | +16.54% | |
| AI & Robotics | YoungWoo DSP | +6.76% | |
| Telecom Equipment | Telcon RF Pharmaceutical | +17.47% | |
| Semiconductor Majors (Fabrication) | DB HiTek | +5.19% | |
| Steel (Small & Mid Cap) | Histeel | +8.62% | |
| Steel Pipe | Histeel | +8.62% | |
| Glass Substrates | Naintech | +4.74% |
On Aug 26, all eight strong themes closed with every member stock higher. Robotics (Industrial & Collaborative) led with an average change of 11.93%, on a streak of 3 days.
SP Systems led the robotics move with a gain of 29.88%. Wonik Holdings rose 16.54% and also led Semiconductor Equipment, which posted an average change of 6.7%.
Telecom Equipment came back after a gap of 21 days, led by Telcon RF Pharmaceutical at 17.47%. Steel Pipe returned after 34 days, led by Histeel at 8.62%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Robotics (Industrial & Collaborative) | 3 days running | +11.9% | 9/9 | SP Systems |
| 2 | Semiconductor Equipment | recurred after 5 days | +6.7% | 10/10 | Wonik Holdings |
| 3 | AI & Robotics | 3 days running | +5.2% | 9/9 | YoungWoo DSP |
| 4 | Telecom Equipment | recurred after 21 days | +4.2% | 10/10 | Telcon RF Pharmaceutical |
| 5 | Semiconductor Majors (Fabrication) | 3 days running | +3.0% | 2/2 | DB HiTek |
| 6 | Steel (Small & Mid Cap) | recurred after 34 days | +2.5% | 10/10 | Histeel |
| 7 | Steel Pipe | recurred after 34 days | +2.3% | 6/6 | Histeel |
| 8 | Glass Substrates | recurred after 70 days | +2.0% | 10/10 | Naintech |
Theme by Theme
1. Robotics (Industrial & Collaborative) (3 days running)
- Episode: started 2025-08-22, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
SP Systems 317830 | +29.9% | 8,780 | ★ |
Wonik Holdings 030530 | +16.5% | 7,540 | |
Kornic Automation 391710 | +15.6% | 2,235 | |
Naurobotics 459510 | +11.9% | 15,840 | |
Yuilrobotics 388720 | +10.3% | 73,600 | |
V-one Tech 251630 | +6.1% | 5,360 | |
Smec 099440 | +5.8% | 3,680 | |
RS Automation 140670 | +5.7% | 16,440 | |
Zeus 079370 | +5.5% | 12,490 |
2. Semiconductor Equipment (recurred after 5 days)
- Episode: started 2025-08-26, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik Holdings 030530 | +16.5% | 7,540 | ★ |
KoMi 183300 | +9.2% | 83,200 | |
PSK 319660 | +7.0% | 21,550 | |
Tfe 425420 | +6.2% | 36,050 | |
RS Automation 140670 | +5.7% | 16,440 | |
PSK Holdings 031980 | +5.6% | 33,700 | |
Zeus 079370 | +5.5% | 12,490 | |
Raon Robotics 232680 | +3.9% | 7,400 | |
Koses 089890 | +3.7% | 12,000 | |
Intekplus 064290 | +3.6% | 12,100 |
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3. AI & Robotics (3 days running)
- Episode: started 2025-08-22, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Yuilrobotics 388720 | +10.3% | 73,600 | |
Nepes 033640 | +6.8% | 11,900 | |
YoungWoo DSP 143540 | +6.8% | 679 | ★ |
Smec 099440 | +5.8% | 3,680 | |
T-Robotics 117730 | +4.1% | 11,190 | |
Clobot 466100 | +4.0% | 18,950 | |
Hyulim ROBOT 090710 | +3.5% | 2,680 | |
Obzen 417860 | +2.7% | 14,070 | |
Robotis 108490 | +2.6% | 103,300 |
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4. Telecom Equipment (recurred after 21 days)
- Episode: started 2025-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Telcon RF Pharmaceutical 200230 | +17.5% | 3,800 | ★ |
Davolink 340360 | +6.5% | 1,718 | |
Oneul E&m 192410 | +4.1% | 1,590 | |
RN2 Technologies 148250 | +2.8% | 7,250 | |
Lightron Fiber-optic Devices 069540 | +2.7% | 1,050 | |
HFR 230240 | +2.3% | 16,750 | |
RF Materials 327260 | +1.6% | 6,440 | |
Seojin System 178320 | +1.5% | 19,150 | |
Wiable 065530 | +1.5% | 1,314 | |
OptiCore 380540 | +1.4% | 1,447 |
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5. Semiconductor Majors (Fabrication) (3 days running)
- Episode: started 2025-08-22, day 5
6. Steel (Small & Mid Cap) (recurred after 34 days)
- Episode: started 2025-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Histeel 071090 | +8.6% | 4,975 | ★ |
Ajusteel 139990 | +5.5% | 3,900 | |
Nexteel 092790 | +2.7% | 13,740 | |
MH Materials 001080 | +2.5% | 26,950 | |
Kistron 475430 | +2.1% | 5,290 | |
Hanil Iron & Steel 002220 | +1.0% | 2,905 | |
Komelon 049430 | +0.8% | 10,960 | |
NI Steel 008260 | +0.7% | 3,550 | |
Samhyun Steel 017480 | +0.7% | 4,640 | |
Korea Castiron Pipe Ind 000970 | +0.4% | 6,920 |
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7. Steel Pipe (recurred after 34 days)
- Episode: started 2025-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Histeel 071090 | +8.6% | 4,975 | ★ |
Nexteel 092790 | +2.7% | 13,740 | |
Irem 009730 | +1.4% | 1,018 | |
Korea Castiron Pipe Ind 000970 | +0.4% | 6,920 | |
YulChon 146060 | +0.3% | 1,281 | |
SeAH Steel 306200 | +0.2% | 137,600 |
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- [특징주] 트럼프 알래스카 LNG 프로젝트 언급에···하이스틸ㆍ넥스틸 등 ↑ — 이투데이 (Korean)
8. Glass Substrates (recurred after 70 days)
- Episode: started 2025-08-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CHEMTRONICSCo 089010 | +4.9% | 24,450 | |
Naintech 267320 | +4.7% | 3,425 | ★ |
Ycchem 112290 | +3.9% | 20,450 | |
Philoptics 161580 | +1.6% | 31,000 | |
HB Technology 078150 | +1.3% | 1,842 | |
Samsung Electro-mechanics 009150 | +1.2% | 159,500 | |
Hass 450330 | +0.9% | 6,900 | |
Icd 040910 | +0.7% | 3,870 | |
Pie 452450 | +0.6% | 8,000 | |
Ram Technology 171010 | +0.5% | 4,120 |
Closing Thoughts
Robotics (Industrial & Collaborative) and AI & Robotics each carry a streak of 3 days, with episodes starting Aug 22. The next session will show whether the run extends.
Steel Pipe and Steel (Small & Mid Cap) rose alongside headlines on Trump’s Alaska LNG remarks. Glass Substrates, back after 70 days, posted an average change of 2.04%.