Mar 5: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
8 strong themes — 8 recurred. Top: Semiconductor Equipment +26.7%.
Strong themes8
Top change+26.7%
LeaderTechwing
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 | Techwing | +30.00% | |
| HBM (High Bandwidth Memory) | Techwing | +30.00% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Hanwha Systems | +30.00% | |
| Battery | DaejooElectronicMaterials | +24.07% | |
| Defense & War | Hanwha Systems | +30.00% | |
| Robotics (Industrial & Collaborative) | Il | +28.40% | |
| Auto Parts | Automobile & PCB | +29.79% | |
| Physical AI & Humanoid Robots | Il | +28.40% |
On Mar 5, eight strong themes rallied, and every listed stock in each theme closed higher. Semiconductor Equipment led with an average change of 26.73%, with all 10 stocks up.
Techwing led both chip themes with a 30.0% gain. HBM (High Bandwidth Memory) followed with an average change of 23.81%, returning after a 21-day gap.
Defense names also ran hot. Hanwha Systems rose 30.0% to lead both Space & Aerospace (Nuri Rocket, Satellites) and Defense & War, with average changes of 22.82% and 22.29%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 7 days | +26.7% | 10/10 | Techwing |
| 2 | HBM (High Bandwidth Memory) | recurred after 21 days | +23.8% | 10/10 | Techwing |
| 3 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 2 days | +22.8% | 9/9 | Hanwha Systems |
| 4 | Battery | recurred after 9 days | +22.7% | 10/10 | DaejooElectronicMaterials |
| 5 | Defense & War | recurred after 2 days | +22.3% | 9/9 | Hanwha Systems |
| 6 | Robotics (Industrial & Collaborative) | recurred after 23 days | +21.5% | 9/9 | Il |
| 7 | Auto Parts | recurred after 14 days | +20.1% | 10/10 | Automobile & PCB |
| 8 | Physical AI & Humanoid Robots | recurred after 8 days | +19.9% | 10/10 | Il |
Theme by Theme
1. Semiconductor Equipment (recurred after 7 days)
- Episode: started 2026-03-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Techwing 089030 | +30.0% | 66,300 | ★ |
Apact 200470 | +30.0% | 8,720 | |
Laserssel 412350 | +29.9% | 4,000 | |
Koses 089890 | +28.7% | 26,000 | |
UniTest 086390 | +28.1% | 19,600 | |
Di 003160 | +24.7% | 33,800 | |
Seojin System 178320 | +24.2% | 46,450 | |
Jusung Engineering 036930 | +24.2% | 66,800 | |
Exicon 092870 | +24.1% | 30,400 | |
Wonik IPS 240810 | +23.5% | 132,800 |
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2. HBM (High Bandwidth Memory) (recurred after 21 days)
- Episode: started 2026-03-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Techwing 089030 | +30.0% | 66,300 | ★ |
Laserssel 412350 | +29.9% | 4,000 | |
UniTest 086390 | +28.1% | 19,600 | |
Di 003160 | +24.7% | 33,800 | |
EO Technics 039030 | +23.4% | 446,000 | |
HANMI Semiconductor 042700 | +21.6% | 315,000 | |
PSK Holdings 031980 | +21.5% | 109,100 | |
Auros Technology 322310 | +20.0% | 28,250 | |
KohYoungTechnology 098460 | +19.8% | 30,600 | |
Imt 451220 | +19.2% | 12,540 |
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3. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 2 days)
- Episode: started 2026-03-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Systems 272210 | +30.0% | 150,800 | ★ |
Sphere 347700 | +29.9% | 45,850 | |
Taewoong 044490 | +27.3% | 34,550 | |
Green Optics 0015G0 | +21.7% | 41,250 | |
Intellian Technologies 189300 | +20.8% | 120,800 | |
SatrecInitiative 099320 | +20.4% | 182,600 | |
LK Samyang 225190 | +19.1% | 2,180 | |
HVM 295310 | +18.7% | 76,900 | |
Nara Space Technology 478340 | +17.6% | 40,100 |
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4. Battery (recurred after 9 days)
- Episode: started 2026-03-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Soulbrain 357780 | +29.9% | 475,500 | |
Koses 089890 | +28.7% | 26,000 | |
Almac 354320 | +27.3% | 56,000 | |
DaejooElectronicMaterials 078600 | +24.1% | 96,400 | ★ |
Sama Aluminium 006110 | +22.9% | 30,350 | |
NanoTIM 417010 | +21.6% | 10,620 | |
Ecopro 086520 | +20.2% | 160,800 | |
Ecopro BM 247540 | +18.0% | 195,400 | |
HT Robotics 396300 | +17.2% | 3,910 | |
Soulbrain Holdings 036830 | +17.1% | 51,400 |
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5. Defense & War (recurred after 2 days)
- Episode: started 2026-03-05, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Hanwha Systems 272210 | +30.0% | 150,800 | ★ |
Woori Technology, Incorporation 032820 | +29.9% | 16,580 | |
TAIHAN Fiberoptics 010170 | +25.5% | 4,770 | |
Green Optics 0015G0 | +21.7% | 41,250 | |
Wavice 289930 | +20.9% | 16,710 | |
SatrecInitiative 099320 | +20.4% | 182,600 | |
RFHIC 218410 | +17.9% | 67,200 | |
Genohco 361390 | +17.2% | 25,550 | |
HJ Shipbuilding & Construction 097230 | +17.1% | 22,650 |
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6. Robotics (Industrial & Collaborative) (recurred after 23 days)
- Episode: started 2026-03-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Il 307180 | +28.4% | 7,550 | ★ |
Hyulim ROBOT 090710 | +24.8% | 12,990 | |
Pim Korea 448900 | +22.1% | 123,900 | |
Hyundai Movex 319400 | +21.4% | 30,950 | |
KNR Systems 199430 | +20.3% | 28,450 | |
Woorim Power Train Solution 101170 | +20.0% | 14,680 | |
Hallacast 125490 | +18.9% | 15,800 | |
Rainbow Robotics 277810 | +18.9% | 837,000 | |
Clobot 466100 | +18.5% | 60,200 |
7. Auto Parts (recurred after 14 days)
- Episode: started 2026-03-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Automobile & PCB 015260 | +29.8% | 562 | ★ |
Almac 354320 | +27.3% | 56,000 | |
Pim Korea 448900 | +22.1% | 123,900 | |
Iljeong Industrial 008500 | +20.8% | 3,280 | |
Hallacast 125490 | +18.9% | 15,800 | |
HT Robotics 396300 | +17.2% | 3,910 | |
Namsun Aluminium 008350 | +16.9% | 1,410 | |
Inhwa Precision 101930 | +16.7% | 43,750 | |
Hyundai Wia 011210 | +16.1% | 91,000 | |
Samhyun 437730 | +15.8% | 49,550 |
8. Physical AI & Humanoid Robots (recurred after 8 days)
- Episode: started 2026-03-05, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Il 307180 | +28.4% | 7,550 | ★ |
Pim Korea 448900 | +22.1% | 123,900 | |
KNR Systems 199430 | +20.3% | 28,450 | |
Woorim Power Train Solution 101170 | +20.0% | 14,680 | |
Hallacast 125490 | +18.9% | 15,800 | |
Rainbow Robotics 277810 | +18.9% | 837,000 | |
Clobot 466100 | +18.5% | 60,200 | |
RS Automation 140670 | +17.6% | 20,300 | |
Ajinextek 059120 | +17.3% | 7,310 | |
Naintech 267320 | +16.8% | 3,200 |
Closing Thoughts
Four themes, including Battery at an average change of 22.7%, show episodes running through Mar 6. The other four, such as Auto Parts, show episodes that ended on Mar 5.
Robotics (Industrial & Collaborative) returned after a 23-day gap, with Il up 28.4%. Each theme’s streak stands at 1, so the next sessions will show whether the moves continue.