Sep 18: 8 Strong Themes — Semiconductor Equipment, Robotics (Industrial & Collaborative)

September 18, 2025 · #Semiconductor Equipment #Robotics (Industrial & Collaborative) #Quantum Cryptography & Computing #Semiconductor Materials & Components #Cybersecurity #AI & Robotics #Hydrogen (Fuel Cells, Vehicles) #HBM (High Bandwidth Memory)

8 strong themes — 8 recurred. Top: Semiconductor Equipment +15.1%.

Strong themes8 Top change+15.1% LeaderRobostar

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Equipment
+15.1%
Robotics (Industrial & Collaborative)
+11.5%
Quantum Cryptography & Computing
+11.2%
Semiconductor Materials & Components
+10.0%
Cybersecurity
+9.8%
AI & Robotics
+9.1%
Hydrogen (Fuel Cells, Vehicles)
+8.7%
HBM (High Bandwidth Memory)
+8.5%

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 -
ThemeLeaderChangeTrend
Semiconductor EquipmentRobostar+29.41%
Robotics (Industrial & Collaborative)Robostar+29.41%
Quantum Cryptography & ComputingKorea Advanced Materials+29.94%
Semiconductor Materials & ComponentsLTC+18.16%
CybersecurityHanssak+22.01%
AI & RoboticsRobostar+29.41%
Hydrogen (Fuel Cells, Vehicles)THN+17.36%
HBM (High Bandwidth Memory)YC+15.37%

On Sep 18, Semiconductor Equipment led the session with an average change of 15.11%. All 10 of its stocks rose, led by Robostar at 29.41%.

Robostar also topped Robotics (Industrial & Collaborative) and AI & Robotics. Those themes posted average changes of 11.5% and 9.08%.

In Quantum Cryptography & Computing, Korea Advanced Materials rose 29.94%, the biggest single gain in the data. Every stock in all eight themes closed higher.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Equipmentrecurred after 2 days+15.1%10/10Robostar
2Robotics (Industrial & Collaborative)recurred after 3 days+11.5%10/10Robostar
3Quantum Cryptography & Computingrecurred after 3 days+11.2%9/9Korea Advanced Materials
4Semiconductor Materials & Componentsrecurred after 3 days+10.0%10/10LTC
5Cybersecurityrecurred after 8 days+9.8%10/10Hanssak
6AI & Roboticsrecurred after 13 days+9.1%10/10Robostar
7Hydrogen (Fuel Cells, Vehicles)recurred after 7 days+8.7%10/10THN
8HBM (High Bandwidth Memory)recurred after 8 days+8.5%10/10YC

Theme by Theme

1. Semiconductor Equipment (recurred after 2 days)

StockChangeCloseLeader
Robostar 090360+29.4%44,000★
Exicon 092870+22.8%17,480
Iste 212710+15.6%12,230
YC 232140+15.4%14,040
JNB 452160+12.5%8,820
Zeus 079370+12.4%15,600
Apact 200470+12.3%4,030
PSK Holdings 031980+11.3%44,350
EO Technics 039030+11.1%245,500
Pemtron 168360+8.5%18,840

2. Robotics (Industrial & Collaborative) (recurred after 3 days)

StockChangeCloseLeader
Robostar 090360+29.4%44,000★
SBB Tech 389500+13.9%25,800
Samhyun 437730+12.7%23,600
Zeus 079370+12.4%15,600
Higen RNM 160190+10.7%44,500
Everybot 270660+10.3%18,670
SP Systems 317830+6.8%9,690
LS THiRA-UTECH 322180+6.8%5,780
Angel Robotics 455900+6.5%24,750
Naurobotics 459510+5.5%25,750

3. Quantum Cryptography & Computing (recurred after 3 days)

StockChangeCloseLeader
Korea Advanced Materials 062970+29.9%4,340★
Finetek 131760+13.2%967
Ictk 456010+12.9%15,070
Axgate 356680+12.3%8,640
Aton 158430+8.2%8,340
Photon 208710+7.1%2,250
Alt 172670+6.4%9,840
Korea Computer & Systems 115500+5.6%10,680
RaonSecure 042510+5.2%10,700

4. Semiconductor Materials & Components (recurred after 3 days)

StockChangeCloseLeader
LTC 170920+18.2%19,650★
OKins Electronics 080580+12.7%9,140
Duksanhimetal 077360+11.6%6,350
Mecaro 241770+10.9%17,030
LK Chem 489500+8.6%23,450
Hansol IONES 114810+8.3%12,720
WONIK Materials 104830+8.1%28,850
Tiger Elec 219130+7.6%24,050
KnJ 272110+7.2%23,750
Temc CNS 241790+7.1%7,950

Related news

5. Cybersecurity (recurred after 8 days)

StockChangeCloseLeader
Hanssak 430690+22.0%7,150★
Ictk 456010+12.9%15,070
Axgate 356680+12.3%8,640
SGA Solutions 184230+10.1%815
Genians 263860+8.3%22,900
Aton 158430+8.2%8,340
Hunesion 290270+8.0%4,135
Sands Lab 411080+5.6%9,960
RaonSecure 042510+5.2%10,700
CyberOne 356890+5.2%3,840

6. AI & Robotics (recurred after 13 days)

StockChangeCloseLeader
Robostar 090360+29.4%44,000★
Robotis 108490+12.1%112,100
Everybot 270660+10.3%18,670
WISEnut 096250+6.7%16,320
Angel Robotics 455900+6.5%24,750
RoboRobo 215100+5.9%6,800
LG Electronics 066570+5.5%82,200
Hyulim ROBOT 090710+5.1%3,530
Clobot 466100+4.7%27,900
T-Robotics 117730+4.6%12,210

7. Hydrogen (Fuel Cells, Vehicles) (recurred after 7 days)

StockChangeCloseLeader
LTC 170920+18.2%19,650
THN 019180+17.4%7,100★
Iste 212710+15.6%12,230
Vina Tech 126340+10.6%55,400
WONIK Materials 104830+8.1%28,850
SJG Sejong 033530+4.4%6,680
Dit 110990+3.6%14,420
Doosan Fuel Cell 336260+3.6%33,450
S-Energy 095910+3.1%1,750
Inzi Controls 023800+2.9%6,000

8. HBM (High Bandwidth Memory) (recurred after 8 days)

StockChangeCloseLeader
YC 232140+15.4%14,040★
Zeus 079370+12.4%15,600
PSK Holdings 031980+11.3%44,350
EO Technics 039030+11.1%245,500
Di 003160+6.6%15,760
Systems Technology 039440+6.1%21,700
SK hynix 000660+5.8%353,000
Techwing 089030+5.5%51,700
Ycchem 112290+5.3%22,850
Openedges Technology 394280+5.0%12,560

Closing Thoughts

All eight themes returned after gaps of 2 to 13 days. Cybersecurity, led by Hanssak at 22.01%, has the longest episode, running 6 days to Sep 23.

HBM (High Bandwidth Memory) and Hydrogen (Fuel Cells, Vehicles) have one-day episodes ending Sep 18. Next sessions will show whether chip and robot names keep overlapping.