Oct 2: 8 Strong Themes — Semiconductor Materials & Components, Semiconductor Equipment
8 strong themes — 3 running · 5 recurred. Top: Semiconductor Materials & Components +11.1%.
Strong themes8
Top change+11.1%
LeaderPurit
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 Materials & Components | Purit | +12.75% | |
| Semiconductor Equipment | Wonik IPS | +15.24% | |
| Battery | Korchip | +12.31% | |
| OLED Displays | Wonik IPS | +15.24% | |
| HBM (High Bandwidth Memory) | Winpac | +11.82% | |
| Battery (Cell Makers) | LG Energy Solution | +14.82% | |
| Gene Therapy & Genomics | ToolGen | +19.72% | |
| 3D NAND | Wonik IPS | +15.24% |
On Oct 2, all eight strong themes closed with every stock higher. Semiconductor Materials & Components led with an average change of 11.06%, its fourth straight day.
Semiconductor Equipment followed at 9.72%, led by Wonik IPS at 15.24%. HBM (High Bandwidth Memory) also extended a 4-day streak with an average change of 7.37%.
Battery returned after a 3-day gap at 8.59%, with LG Energy Solution up 14.82%. 3D NAND reappeared after a gap of 909 days, and ToolGen rose 19.72%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Materials & Components | 4 days running | +11.1% | 10/10 | Purit |
| 2 | Semiconductor Equipment | 4 days running | +9.7% | 10/10 | Wonik IPS |
| 3 | Battery | recurred after 3 days | +8.6% | 10/10 | Korchip |
| 4 | OLED Displays | recurred after 50 days | +8.1% | 10/10 | Wonik IPS |
| 5 | HBM (High Bandwidth Memory) | 4 days running | +7.4% | 10/10 | Winpac |
| 6 | Battery (Cell Makers) | recurred after 28 days | +7.0% | 3/3 | LG Energy Solution |
| 7 | Gene Therapy & Genomics | recurred after 3 days | +6.8% | 10/10 | ToolGen |
| 8 | 3D NAND | recurred after 909 days | +6.7% | 10/10 | Wonik IPS |
Theme by Theme
1. Semiconductor Materials & Components (4 days running)
- Episode: started 2025-09-29, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Duksanhimetal 077360 | +17.3% | 7,380 | |
Micro Contact Solution 098120 | +13.6% | 27,150 | |
Purit 445180 | +12.8% | 8,930 | ★ |
FNS Tech 083500 | +11.6% | 15,370 | |
Tiger Elec 219130 | +10.5% | 27,300 | |
Haesung DS 195870 | +10.4% | 39,300 | |
Protec Mems Technology 147760 | +9.8% | 3,290 | |
New Power Plasma 144960 | +9.5% | 6,090 | |
Chunbo 278280 | +8.1% | 44,600 | |
Mi 059090 | +6.9% | 16,090 |
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2. Semiconductor Equipment (4 days running)
- Episode: started 2025-09-29, day 12
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik IPS 240810 | +15.2% | 56,700 | ★ |
Neosem 253590 | +13.1% | 12,060 | |
Justem 417840 | +12.9% | 13,690 | |
VM 089970 | +10.9% | 19,970 | |
Device 187870 | +8.4% | 13,170 | |
Intekplus 064290 | +7.6% | 19,800 | |
Dit 110990 | +7.5% | 17,300 | |
Rorze Systems 071280 | +7.4% | 13,200 | |
GnBS eco 382800 | +7.3% | 3,365 | |
Mirae 025560 | +6.7% | 11,440 |
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3. Battery (recurred after 3 days)
- Episode: started 2025-10-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Energy Solution 373220 | +14.8% | 399,000 | |
Korchip 126730 | +12.3% | 16,060 | ★ |
Wonik Pne 217820 | +9.1% | 2,815 | |
Younghwa Tech 265560 | +8.8% | 8,690 | |
Chunbo 278280 | +8.1% | 44,600 | |
Intekplus 064290 | +7.6% | 19,800 | |
Dit 110990 | +7.5% | 17,300 | |
Mi 059090 | +6.9% | 16,090 | |
Pemtron 168360 | +5.7% | 22,400 | |
MKElectron 033160 | +5.1% | 9,530 |
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4. OLED Displays (recurred after 50 days)
- Episode: started 2025-10-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik IPS 240810 | +15.2% | 56,700 | ★ |
FNS Tech 083500 | +11.6% | 15,370 | |
New Power Plasma 144960 | +9.5% | 6,090 | |
Device 187870 | +8.4% | 13,170 | |
Chunbo 278280 | +8.1% | 44,600 | |
Dit 110990 | +7.5% | 17,300 | |
Yest 122640 | +5.9% | 19,900 | |
HB Solution 297890 | +5.6% | 2,915 | |
Sang-a Frontec 089980 | +5.0% | 16,670 | |
Ram Technology 171010 | +3.6% | 4,570 |
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- LG디스플레이, 3분기 적자늪 탈출하나…OLED 성장세·美 규제 호재 겹쳤다 — 뉴스핌 (Korean)
- “韓 3Q OLED 패널 출하↑"…삼성·LGD, 아이폰17·갤럭시 신작 효과 — EBN (Korean)
5. HBM (High Bandwidth Memory) (4 days running)
- Episode: started 2025-09-29, day 12
| Stock | Change | Close | Leader |
|---|---|---|---|
Winpac 097800 | +11.8% | 634 | ★ |
SK hynix 000660 | +9.9% | 395,500 | |
Quality Reliability Technology 405100 | +8.4% | 18,460 | |
Dit 110990 | +7.5% | 17,300 | |
Micro2nano 424980 | +6.6% | 9,850 | |
Openedges Technology 394280 | +6.5% | 13,120 | |
Mirai Semiconductors 254490 | +6.0% | 18,490 | |
HANMI Semiconductor 042700 | +6.0% | 100,600 | |
Yest 122640 | +5.9% | 19,900 | |
MKElectron 033160 | +5.1% | 9,530 |
6. Battery (Cell Makers) (recurred after 28 days)
- Episode: started 2025-10-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
LG Energy Solution 373220 | +14.8% | 399,000 | ★ |
SK Innovation 096770 | +5.0% | 104,900 | |
Samsung SDI 006400 | +1.2% | 206,500 |
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7. Gene Therapy & Genomics (recurred after 3 days)
- Episode: started 2025-10-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
ToolGen 199800 | +19.7% | 60,700 | ★ |
ENCell 456070 | +10.8% | 12,000 | |
Access Bio 950130 | +6.7% | 4,650 | |
Genexine 095700 | +5.8% | 5,680 | |
Xcell Therapeutics 373110 | +5.5% | 2,595 | |
Curocell 372320 | +5.3% | 45,300 | |
ViGenCell 308080 | +4.2% | 3,570 | |
IMBdx 461030 | +3.8% | 11,380 | |
Amicogen 092040 | +3.2% | 3,860 | |
Genesystem 363250 | +3.0% | 6,270 |
8. 3D NAND (recurred after 909 days)
- Episode: started 2025-10-02, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wonik IPS 240810 | +15.2% | 56,700 | ★ |
SK hynix 000660 | +9.9% | 395,500 | |
Simmtech 222800 | +7.8% | 51,000 | |
EugeneTechnology 084370 | +6.5% | 77,200 | |
Hanyang Eng 045100 | +6.0% | 20,350 | |
Tes 095610 | +5.0% | 45,800 | |
PSK 319660 | +4.6% | 34,400 | |
DNFCo 092070 | +4.2% | 15,750 | |
WONIK QnC 074600 | +4.2% | 26,100 | |
Samsung Electronics 005930 | +3.5% | 89,000 |
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Closing Thoughts
Semiconductor Equipment and HBM (High Bandwidth Memory) both carry episodes listed through Oct 10. Whether the 4-day chip streak extends is the next question in the data.
Battery (Cell Makers) returned after 28 days, led by LG Energy Solution. OLED Displays came back after 50 days; later sessions will show whether either move persists.