Oct 1: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
8 strong themes — 5 running · 3 recurred. Top: Semiconductor Equipment +10.1%.
Strong themes8
Top change+10.1%
LeaderDi
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 | Di | +23.58% | |
| System Semiconductors | Di | +23.58% | |
| Semiconductor Materials & Components | Haesung DS | +15.58% | |
| Shipbuilding Equipment | KS Industry | +30.00% | |
| HBM (High Bandwidth Memory) | Di | +23.58% | |
| Hydrogen (Fuel Cells, Vehicles) | JNK Global | +12.20% | |
| Inter-Korean Economic Cooperation | Codes Combine | +14.57% | |
| Solid Oxide Fuel Cells (SOFC) | SK D&D | +13.23% |
Chip names dominated the Oct 1 session. Semiconductor Equipment led all themes with an average change of 10.06%, and all 10 of its stocks closed higher.
Di led three chip themes at once, rising 23.58%. System Semiconductors averaged 8.96% and Semiconductor Materials & Components 7.98%, each on a third straight day.
Outside chips, KS Industry jumped 30.0% to lead Shipbuilding Equipment. SK D&D rose 13.23% in Solid Oxide Fuel Cells (SOFC) on news of a Hahn & Company tender offer.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 3 days running | +10.1% | 10/10 | Di |
| 2 | System Semiconductors | 3 days running | +9.0% | 10/10 | Di |
| 3 | Semiconductor Materials & Components | 3 days running | +8.0% | 10/10 | Haesung DS |
| 4 | Shipbuilding Equipment | 2 days running | +7.9% | 10/10 | KS Industry |
| 5 | HBM (High Bandwidth Memory) | 3 days running | +7.0% | 10/10 | Di |
| 6 | Hydrogen (Fuel Cells, Vehicles) | recurred after 13 days | +5.1% | 10/10 | JNK Global |
| 7 | Inter-Korean Economic Cooperation | recurred after 8 days | +4.5% | 10/10 | Codes Combine |
| 8 | Solid Oxide Fuel Cells (SOFC) | recurred after 13 days | +4.4% | 7/7 | SK D&D |
Theme by Theme
1. Semiconductor Equipment (3 days running)
- Episode: started 2025-09-29, day 12
| Stock | Change | Close | Leader |
|---|---|---|---|
Di 003160 | +23.6% | 19,390 | ★ |
Koses 089890 | +13.1% | 17,530 | |
GigaVis 420770 | +13.0% | 40,800 | |
HanaMicron 067310 | +8.6% | 24,050 | |
Nepes Ark 330860 | +8.3% | 18,460 | |
Asflow 159010 | +7.6% | 4,380 | |
KohYoungTechnology 098460 | +7.3% | 15,500 | |
YC 232140 | +6.7% | 14,400 | |
Apact 200470 | +6.3% | 5,030 | |
JNB 452160 | +6.2% | 8,630 |
Related news
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2. System Semiconductors (3 days running)
- Episode: started 2025-09-29, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Di 003160 | +23.6% | 19,390 | ★ |
HanaMicron 067310 | +8.6% | 24,050 | |
Nepes Ark 330860 | +8.3% | 18,460 | |
Alt 172670 | +8.0% | 10,040 | |
Qualitas Semiconductor 432720 | +7.9% | 15,370 | |
ABOV Semiconductor 102120 | +7.5% | 12,900 | |
KohYoungTechnology 098460 | +7.3% | 15,500 | |
Doosan Tesna 131970 | +7.2% | 42,700 | |
ADTechnology 200710 | +6.1% | 25,950 | |
Gaonchips 399720 | +5.3% | 49,750 |
Related news
- [장중수급포착] 디아이, 기관 7일 연속 순매수행진… 주가 +9.24% — 뉴스핌 (Korean)
3. Semiconductor Materials & Components (3 days running)
- Episode: started 2025-09-29, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Haesung DS 195870 | +15.6% | 35,600 | ★ |
Temc 425040 | +13.4% | 10,500 | |
HanaMicron 067310 | +8.6% | 24,050 | |
ENF Technology 102710 | +7.8% | 59,800 | |
Purit 445180 | +6.7% | 7,920 | |
WONIK Materials 104830 | +6.4% | 34,150 | |
Ycchem 112290 | +5.5% | 22,050 | |
New Power Plasma 144960 | +5.5% | 5,560 | |
WONIK QnC 074600 | +5.5% | 25,050 | |
Dongjin Semichem 005290 | +4.9% | 43,150 |
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4. Shipbuilding Equipment (2 days running)
- Episode: started 2025-09-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KS Industry 101000 | +30.0% | 1,274 | ★ |
Hanwha Engine 082740 | +10.4% | 49,550 | |
T. K 023160 | +8.0% | 27,850 | |
HD-Hyundai Marine Engine 071970 | +6.6% | 88,400 | |
HD Hyundai Marine Solution 443060 | +5.2% | 221,000 | |
Hankuk Carbon 017960 | +4.6% | 34,200 | |
Sung Kwang Bend 014620 | +4.1% | 34,150 | |
Hy-lok 013030 | +3.9% | 36,000 | |
Inhwa Precision 101930 | +3.2% | 57,100 | |
Taewoong 044490 | +2.6% | 31,850 |
5. HBM (High Bandwidth Memory) (3 days running)
- Episode: started 2025-09-29, day 12
| Stock | Change | Close | Leader |
|---|---|---|---|
Di 003160 | +23.6% | 19,390 | ★ |
KohYoungTechnology 098460 | +7.3% | 15,500 | |
YC 232140 | +6.7% | 14,400 | |
Imt 451220 | +6.1% | 11,070 | |
Ycchem 112290 | +5.5% | 22,050 | |
Mirai Semiconductors 254490 | +4.4% | 17,440 | |
Systems Technology 039440 | +4.2% | 23,700 | |
Openedges Technology 394280 | +4.0% | 12,320 | |
Dit 110990 | +3.9% | 16,090 | |
Winpac 097800 | +3.9% | 567 |
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- [장중수급포착] 디아이, 기관 7일 연속 순매수행진… 주가 +9.24% — 뉴스핌 (Korean)
6. Hydrogen (Fuel Cells, Vehicles) (recurred after 13 days)
- Episode: started 2025-10-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
JNK Global 126880 | +12.2% | 4,830 | ★ |
Vina Tech 126340 | +11.3% | 54,200 | |
WONIK Materials 104830 | +6.4% | 34,150 | |
Mi 059090 | +4.5% | 15,050 | |
Dit 110990 | +3.9% | 16,090 | |
LTC 170920 | +3.1% | 20,100 | |
Hyosung Heavy Industries 298040 | +2.6% | 1,375,000 | |
SY Dong-a 041930 | +2.5% | 6,430 | |
Inzi Controls 023800 | +2.3% | 5,800 | |
SNT Motiv 064960 | +2.0% | 35,050 |
7. Inter-Korean Economic Cooperation (recurred after 8 days)
- Episode: started 2025-10-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Codes Combine 047770 | +14.6% | 2,155 | ★ |
Good People 033340 | +6.0% | 2,120 | |
In the F 014990 | +5.3% | 1,160 | |
Ananti 025980 | +3.9% | 9,430 | |
Hyundai Engineering & Construction 000720 | +3.3% | 56,200 | |
J.estina 026040 | +3.0% | 3,805 | |
Ilshin Stone 007110 | +2.9% | 2,035 | |
Inzi Controls 023800 | +2.3% | 5,800 | |
Chobi 001550 | +2.0% | 12,150 | |
Jaeyoung Solutec 049630 | +1.9% | 835 |
8. Solid Oxide Fuel Cells (SOFC) (recurred after 13 days)
- Episode: started 2025-10-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK D&D 210980 | +13.2% | 12,670 | ★ |
Mi 059090 | +4.5% | 15,050 | |
Bhi 083650 | +4.3% | 49,250 | |
Amosense 357580 | +3.6% | 8,630 | |
LTC 170920 | +3.1% | 20,100 | |
SK eternix 475150 | +1.4% | 21,950 | |
Doosan Fuel Cell 336260 | +0.3% | 28,600 |
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- [특징주]한앤컴퍼니 공개매수 소식에 SK디앤디 13%↑…52주 신고가 — 남도일보 (Korean)
- SK디앤디, 한앤컴퍼니 공개매수 소식에 13% ‘급등’ — 한국경제 (Korean)
- “큰 손 떴다”…한앤코 공개매수에 SK디앤디 13% 급등 [종목Pick] — 헤럴드경제 (Korean)
Closing Thoughts
The chip rally hit a third straight day in four themes, including HBM (High Bandwidth Memory) at 6.95% on average. Whether gains spread beyond Di is the next test.
Hydrogen (Fuel Cells, Vehicles) and Inter-Korean Economic Cooperation came back after gaps of 13 and 8 days. Whether these one-day episodes repeat remains open.