Nov 25: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
8 strong themes — 3 running · 5 recurred. Top: Semiconductor Equipment +9.9%.
Strong themes8
Top change+9.9%
LeaderTfe
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 | Tfe | +14.11% | |
| System Semiconductors | Signetics | +13.31% | |
| Semiconductor Materials & Components | ISC | +16.33% | |
| ChatGPT & AI Chatbots | Isupetasys | +12.47% | |
| AI & Robotics | Nota | +17.48% | |
| Defense & War | RF Materials | +15.78% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Isupetasys | +12.47% | |
| African Swine Fever (ASF) | Optipharm | +9.59% |
Chip stocks led the Nov 25 session. Semiconductor Equipment topped the list with an average change of 9.87%, and all 10 of its stocks closed higher.
System Semiconductors returned after 8 days with an average change of 8.1%, led by Signetics at 13.31%. Semiconductor Materials & Components added 7.35%, with ISC up 16.33%.
AI stocks also rose. Nota jumped 17.48% as AI & Robotics extended its streak to 2 days. ChatGPT & AI Chatbots rose 5.98% after a 21-day gap.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 2 days running | +9.9% | 10/10 | Tfe |
| 2 | System Semiconductors | recurred after 8 days | +8.1% | 10/10 | Signetics |
| 3 | Semiconductor Materials & Components | 2 days running | +7.3% | 10/10 | ISC |
| 4 | ChatGPT & AI Chatbots | recurred after 21 days | +6.0% | 10/10 | Isupetasys |
| 5 | AI & Robotics | 2 days running | +5.7% | 10/10 | Nota |
| 6 | Defense & War | recurred after 22 days | +5.4% | 10/10 | RF Materials |
| 7 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 8 days | +5.4% | 9/9 | Isupetasys |
| 8 | African Swine Fever (ASF) | recurred after 71 days | +2.7% | 10/10 | Optipharm |
Theme by Theme
1. Semiconductor Equipment (2 days running)
- Episode: started 2025-11-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Apact 200470 | +15.6% | 4,715 | |
Tfe 425420 | +14.1% | 47,300 | ★ |
LEENO Industrial 058470 | +11.9% | 63,100 | |
Sec 081180 | +11.8% | 12,640 | |
Wonik Holdings 030530 | +11.3% | 24,550 | |
Hanyang Eng 045100 | +7.3% | 21,400 | |
UniTest 086390 | +7.0% | 14,500 | |
Mirae 025560 | +6.7% | 12,520 | |
GigaVis 420770 | +6.6% | 33,950 | |
HanaMicron 067310 | +6.4% | 24,900 |
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2. System Semiconductors (recurred after 8 days)
- Episode: started 2025-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Signetics 033170 | +13.3% | 800 | ★ |
LEENO Industrial 058470 | +11.9% | 63,100 | |
Asicland 445090 | +11.8% | 28,000 | |
Dongwoon Anatech 094170 | +9.4% | 23,850 | |
ADTechnology 200710 | +7.9% | 23,900 | |
Synic Solution 234030 | +6.6% | 9,480 | |
HanaMicron 067310 | +6.4% | 24,900 | |
Gaonchips 399720 | +4.7% | 43,300 | |
SFA Semicon 036540 | +4.6% | 3,975 | |
Sapien Semiconductors 452430 | +4.4% | 26,300 |
3. Semiconductor Materials & Components (2 days running)
- Episode: started 2025-11-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
ISC 095340 | +16.3% | 102,600 | ★ |
Tiger Elec 219130 | +7.2% | 17,310 | |
Soulbrain 357780 | +6.8% | 245,000 | |
OKins Electronics 080580 | +6.7% | 8,270 | |
Micro Contact Solution 098120 | +6.5% | 18,900 | |
HanaMicron 067310 | +6.4% | 24,900 | |
BCnC 146320 | +6.3% | 12,200 | |
Hana Materials 166090 | +6.2% | 43,100 | |
Semcns 252990 | +5.8% | 7,240 | |
Duksanhimetal 077360 | +5.4% | 5,670 |
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- [장중수급포착] ISC, 기관 7일 연속 순매수행진… 주가 +8.22% — 뉴스핌 (Korean)
4. ChatGPT & AI Chatbots (recurred after 21 days)
- Episode: started 2025-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Flitto 300080 | +14.5% | 18,020 | |
Isupetasys 007660 | +12.5% | 140,700 | ★ |
Model Solution 417970 | +9.4% | 22,200 | |
Uangel 072130 | +6.6% | 5,330 | |
Hancom 030520 | +3.6% | 23,150 | |
ESTsoft 047560 | +3.2% | 17,810 | |
SKAI worldwide 357880 | +3.0% | 1,599 | |
Saltlux 304100 | +2.6% | 27,750 | |
Selvas AI 108860 | +2.3% | 11,780 | |
Konan Technology Incorporation 402030 | +2.2% | 20,750 |
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5. AI & Robotics (2 days running)
- Episode: started 2025-11-24, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Nota 486990 | +17.5% | 38,650 | ★ |
S2W 488280 | +15.6% | 27,850 | |
Smec 099440 | +6.5% | 4,870 | |
Nepes 033640 | +3.4% | 16,880 | |
Hallacast 125490 | +2.9% | 11,520 | |
Saltlux 304100 | +2.6% | 27,750 | |
Selvas AI 108860 | +2.3% | 11,780 | |
Konan Technology Incorporation 402030 | +2.2% | 20,750 | |
Alchera 347860 | +2.2% | 2,335 | |
Mobiis 250060 | +2.1% | 2,955 |
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6. Defense & War (recurred after 22 days)
- Episode: started 2025-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
RF Materials 327260 | +15.8% | 18,120 | ★ |
Sec 081180 | +11.8% | 12,640 | |
Duksanhimetal 077360 | +5.4% | 5,670 | |
Korea Aerospace Industries 047810 | +4.5% | 108,600 | |
Woori Technology, Incorporation 032820 | +3.5% | 3,745 | |
SatrecInitiative 099320 | +3.3% | 55,800 | |
TAIHAN Fiberoptics 010170 | +3.0% | 1,896 | |
Genohco 361390 | +2.5% | 15,070 | |
Vitzro Tech 042370 | +2.2% | 7,910 | |
Green Optics 0015G0 | +1.9% | 21,800 |
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7. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 8 days)
- Episode: started 2025-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Isupetasys 007660 | +12.5% | 140,700 | ★ |
Hanyang Eng 045100 | +7.3% | 21,400 | |
Innospace 462350 | +5.5% | 12,500 | |
Duksanhimetal 077360 | +5.4% | 5,670 | |
Korea Aerospace Industries 047810 | +4.5% | 108,600 | |
Hancom 030520 | +3.6% | 23,150 | |
SatrecInitiative 099320 | +3.3% | 55,800 | |
Asia Pacific Satellite lnc 211270 | +3.3% | 11,720 | |
Lumir 474170 | +3.1% | 8,200 |
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- 이수페타시스, TPU 출하 지속 상향 흐름…목표가↑-메리츠證 — 파이낸셜뉴스 (Korean)
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8. African Swine Fever (ASF) (recurred after 71 days)
- Episode: started 2025-11-25, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Optipharm 153710 | +9.6% | 5,370 | ★ |
Silla SG 025870 | +5.2% | 5,420 | |
Choong Ang Vaccine Laboratory 072020 | +2.3% | 9,900 | |
Eagle Veterinary Technology 044960 | +2.0% | 4,250 | |
Chasys 033250 | +1.7% | 1,040 | |
Easy Bio 353810 | +1.6% | 6,160 | |
Jeonjinbio 110020 | +1.3% | 2,665 | |
Daehan Nupharm 054670 | +1.2% | 6,650 | |
Kangdong C&L 198440 | +1.1% | 1,038 | |
GeneBioTech 086060 | +0.8% | 3,945 |
Closing Thoughts
Semiconductor Equipment and Semiconductor Materials & Components both carry a 2-day streak from Nov 24. Whether either run continues is the next thing the data will show.
Defense & War and Space & Aerospace (Nuri Rocket, Satellites) both averaged 5.39%, after gaps of 22 and 8 days. African Swine Fever (ASF) reappeared after 71 days with a 2.68% average.