Jan 27: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
8 strong themes — 6 running · 2 recurred. Top: Semiconductor Equipment +12.2%.
Strong themes8
Top change+12.2%
LeaderZeus
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 | Zeus | +24.50% | |
| Semiconductor Materials & Components | HanaMicron | +18.41% | |
| System Semiconductors | HanaMicron | +18.41% | |
| Stablecoins | Bankware Global | +8.64% | |
| Nuclear | Korea Electronic Power Industrial Development | +20.21% | |
| HBM (High Bandwidth Memory) | Zeus | +24.50% | |
| FinTech | Hancom WITH | +29.85% | |
| Telecom Carriers | SK Telecom | +12.30% |
Semiconductor themes dominated Jan 27, with Semiconductor Equipment posting an average change of 12.17%. All 10 of its stocks rose, led by Zeus at 24.5%.
HanaMicron led both Semiconductor Materials & Components and System Semiconductors, rising 18.41%. Those themes averaged 10.06% and 9.31%, while HBM (High Bandwidth Memory) averaged 7.98%.
Outside chips, Nuclear averaged 8.43% as Korea Electronic Power Industrial Development jumped 20.21%. Stablecoins, on a 3-day streak, averaged 9.02%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 2 days running | +12.2% | 10/10 | Zeus |
| 2 | Semiconductor Materials & Components | 2 days running | +10.1% | 10/10 | HanaMicron |
| 3 | System Semiconductors | 2 days running | +9.3% | 10/10 | HanaMicron |
| 4 | Stablecoins | 3 days running | +9.0% | 10/10 | Bankware Global |
| 5 | Nuclear | 2 days running | +8.4% | 10/10 | Korea Electronic Power Industrial Development |
| 6 | HBM (High Bandwidth Memory) | 2 days running | +8.0% | 10/10 | Zeus |
| 7 | FinTech | recurred after 201 days | +7.8% | 10/10 | Hancom WITH |
| 8 | Telecom Carriers | recurred after 7 days | +7.6% | 3/3 | SK Telecom |
Theme by Theme
1. Semiconductor Equipment (2 days running)
- Episode: started 2026-01-26, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
Zeus 079370 | +24.5% | 19,870 | ★ |
HanaMicron 067310 | +18.4% | 33,450 | |
PSK 319660 | +13.0% | 47,250 | |
VM 089970 | +10.7% | 28,000 | |
LEENO Industrial 058470 | +10.6% | 83,300 | |
EugeneTechnology 084370 | +9.8% | 91,800 | |
Nextin 348210 | +9.4% | 86,300 | |
Jusung Engineering 036930 | +9.1% | 36,550 | |
Cymechs 160980 | +8.2% | 16,740 | |
Techwing 089030 | +7.9% | 41,550 |
2. Semiconductor Materials & Components (2 days running)
- Episode: started 2026-01-26, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
HanaMicron 067310 | +18.4% | 33,450 | ★ |
Hanyang Digitech 078350 | +17.0% | 26,850 | |
CMTX 388210 | +10.8% | 123,900 | |
KnJ 272110 | +10.6% | 27,200 | |
LTC 170920 | +9.2% | 27,200 | |
Mi 059090 | +8.2% | 15,190 | |
Soulbrain 357780 | +7.1% | 361,000 | |
Semcns 252990 | +7.1% | 9,250 | |
S&S Tech 101490 | +6.9% | 74,800 | |
Ycchem 112290 | +5.3% | 24,600 |
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3. System Semiconductors (2 days running)
- Episode: started 2026-01-26, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HanaMicron 067310 | +18.4% | 33,450 | ★ |
PSK 319660 | +13.0% | 47,250 | |
LEENO Industrial 058470 | +10.6% | 83,300 | |
SemiFive 490470 | +8.8% | 28,400 | |
SK hynix 000660 | +8.7% | 800,000 | |
Techwing 089030 | +7.9% | 41,550 | |
S&S Tech 101490 | +6.9% | 74,800 | |
Gaonchips 399720 | +6.6% | 69,700 | |
Di 003160 | +6.2% | 33,600 | |
SFA Semicon 036540 | +6.0% | 5,810 |
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4. Stablecoins (3 days running)
- Episode: started 2026-01-23, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Hancom WITH 054920 | +29.9% | 6,330 | |
NHN KCP 060250 | +12.7% | 23,050 | |
Itcenglobal 124500 | +10.8% | 48,300 | |
Bankware Global 199480 | +8.6% | 6,410 | ★ |
Hecto Innovation 214180 | +8.2% | 21,000 | |
Nexus 205500 | +7.4% | 2,325 | |
Finger 163730 | +4.4% | 13,150 | |
NAVER 035420 | +3.3% | 281,500 | |
Wemade 112040 | +2.7% | 30,800 | |
Dozn 462860 | +2.2% | 5,010 |
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5. Nuclear (2 days running)
- Episode: started 2026-01-26, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Electronic Power Industrial Development 130660 | +20.2% | 14,750 | ★ |
Seojeon Electric Machinery 189860 | +14.9% | 4,575 | |
Woojin 105840 | +9.8% | 26,400 | |
LS ELECTRIC 010120 | +7.2% | 537,000 | |
Hanyang Eng 045100 | +6.5% | 26,150 | |
Aprogen 007460 | +5.8% | 707 | |
Geumhwa PSC 036190 | +5.8% | 34,050 | |
T. K 023160 | +4.9% | 26,750 | |
Sung Kwang Bend 014620 | +4.6% | 31,750 | |
Bhi 083650 | +4.5% | 71,200 |
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6. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2026-01-26, day 9
| Stock | Change | Close | Leader |
|---|---|---|---|
Zeus 079370 | +24.5% | 19,870 | ★ |
SK hynix 000660 | +8.7% | 800,000 | |
Techwing 089030 | +7.9% | 41,550 | |
UniTest 086390 | +6.5% | 13,870 | |
YC 232140 | +6.4% | 17,300 | |
Di 003160 | +6.2% | 33,600 | |
Ycchem 112290 | +5.3% | 24,600 | |
Micro2nano 424980 | +5.3% | 13,700 | |
Samsung Electronics 005930 | +4.9% | 159,500 | |
Systems Technology 039440 | +4.2% | 32,300 |
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7. FinTech (recurred after 201 days)
- Episode: started 2026-01-27, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hancom WITH 054920 | +29.9% | 6,330 | ★ |
NHN KCP 060250 | +12.7% | 23,050 | |
Hecto Innovation 214180 | +8.2% | 21,000 | |
Kona I 052400 | +6.5% | 56,100 | |
Finger 163730 | +4.4% | 13,150 | |
Kginicis 035600 | +4.1% | 11,110 | |
KG Financial 046440 | +3.5% | 5,160 | |
NAVER 035420 | +3.3% | 281,500 | |
KT 030200 | +2.9% | 56,000 | |
SGA Solutions 184230 | +2.8% | 621 |
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8. Telecom Carriers (recurred after 7 days)
- Episode: started 2026-01-27, day 1
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Closing Thoughts
Stablecoins has the longest run at a streak of 3, while the four chip themes and Nuclear sit at 2. FinTech returned after 201 days, led by Hancom WITH at 29.85%.
Telecom Carriers also reappeared after 7 days, with SK Telecom up 12.3%. Whether these returning themes extend beyond one session is the next point to track.