May 26: 8 Strong Themes — Quantum Cryptography & Computing, MLCC (Multilayer Ceramic Capacitors)
8 strong themes — 4 running · 4 recurred. Top: Quantum Cryptography & Computing +22.9%.
Strong themes8
Top change+22.9%
LeaderDream Security
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 |
|---|---|---|---|
| Quantum Cryptography & Computing | Dream Security | +30.00% | |
| MLCC (Multilayer Ceramic Capacitors) | Samwha Capacitor | +30.00% | |
| Semiconductor Equipment | Nepes Ark | +21.35% | |
| Semiconductor Materials & Components | Haesung DS | +22.63% | |
| Defense & War | Kencoa Aerospace | +20.18% | |
| Space & Aerospace (Nuri Rocket, Satellites) | Kencoa Aerospace | +20.18% | |
| Semiconductor Majors (Fabrication) | DB HiTek | +21.76% | |
| Holding Companies | INNOXCorporation | +4.16% |
Every strong theme on 2026-05-26 closed with all of its members higher. Quantum Cryptography & Computing led with an average change of 22.87%, and all 10 stocks rose.
MLCC (Multilayer Ceramic Capacitors) followed at 15.49%, with Samwha Capacitor up 30.0%. Chip names stayed firm: Semiconductor Equipment averaged 14.2% on a streak of 3.
Defense & War and Space & Aerospace (Nuri Rocket, Satellites) both returned, each led by Kencoa Aerospace at 20.18%. DB HiTek jumped 21.76%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Quantum Cryptography & Computing | 2 days running | +22.9% | 10/10 | Dream Security |
| 2 | MLCC (Multilayer Ceramic Capacitors) | 2 days running | +15.5% | 10/10 | Samwha Capacitor |
| 3 | Semiconductor Equipment | 3 days running | +14.2% | 10/10 | Nepes Ark |
| 4 | Semiconductor Materials & Components | 3 days running | +11.5% | 10/10 | Haesung DS |
| 5 | Defense & War | recurred after 5 days | +10.7% | 10/10 | Kencoa Aerospace |
| 6 | Space & Aerospace (Nuri Rocket, Satellites) | recurred after 5 days | +10.6% | 10/10 | Kencoa Aerospace |
| 7 | Semiconductor Majors (Fabrication) | recurred after 5 days | +9.9% | 3/3 | DB HiTek |
| 8 | Holding Companies | recurred after 5 days | +8.7% | 10/10 | INNOXCorporation |
Theme by Theme
1. Quantum Cryptography & Computing (2 days running)
- Episode: started 2026-05-22, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Dream Security 203650 | +30.0% | 4,615 | ★ |
Korea Computer & Systems 115500 | +30.0% | 20,600 | |
Axgate 356680 | +29.9% | 27,550 | |
Korea Advanced Materials 062970 | +29.9% | 4,105 | |
Photon 208710 | +29.9% | 3,545 | |
Coweaver 056360 | +19.3% | 11,260 | |
Finetek 131760 | +16.5% | 5,580 | |
Ictk 456010 | +16.0% | 30,800 | |
RaonSecure 042510 | +15.0% | 13,220 | |
Woori-Net 115440 | +12.3% | 15,860 |
2. MLCC (Multilayer Ceramic Capacitors) (2 days running)
- Episode: started 2026-05-22, day 5
| Stock | Change | Close | Leader |
|---|---|---|---|
Samwha Capacitor 001820 | +30.0% | 132,600 | ★ |
Hanchem 457370 | +30.0% | 12,310 | |
Amotech 052710 | +29.8% | 29,600 | |
Samsung Electro-mechanics 009150 | +17.3% | 1,572,000 | |
HanWool Semiconductor 320000 | +17.3% | 13,250 | |
Gis 306620 | +11.1% | 3,800 | |
Onejoon 382840 | +6.6% | 9,230 | |
Korchip 126730 | +5.4% | 23,400 | |
Cosmo Advanced Materials & Technology 005070 | +4.0% | 56,800 | |
DaejooElectronicMaterials 078600 | +3.4% | 162,100 |
Related news
- [일본 증시] 4일 만에 반락…MLCC 기대감에 무라타 강세 지속 — 뉴스핌 (Korean)
- [오늘의 픽] MLCC 훈풍에 삼성전기 급등…전자부품주까지 번진 AI 랠리 — 아주경제 (Korean)
- [특징주] 삼성전기 강세…서버용 MLCC 공급 부족에 업종 전반 13%↑ — 뉴스핌 (Korean)
3. Semiconductor Equipment (3 days running)
- Episode: started 2026-05-21, day 7
| Stock | Change | Close | Leader |
|---|---|---|---|
Nepes Ark 330860 | +21.4% | 52,000 | ★ |
GigaVis 420770 | +18.7% | 142,200 | |
Intekplus 064290 | +18.6% | 42,500 | |
Point Engineering 256630 | +15.7% | 5,500 | |
Pro2000 321260 | +15.6% | 4,850 | |
Wonik Holdings 030530 | +12.8% | 31,650 | |
Gis 306620 | +11.1% | 3,800 | |
HPSP 403870 | +9.9% | 60,100 | |
Innotech 469610 | +9.3% | 22,350 | |
Nextin 348210 | +9.0% | 72,500 |
Related news
- 네패스아크, 667억 규모 신규시설 투자 결정 — 헤럴드경제 (Korean)
4. Semiconductor Materials & Components (3 days running)
- Episode: started 2026-05-21, day 6
| Stock | Change | Close | Leader |
|---|---|---|---|
Haesung DS 195870 | +22.6% | 102,400 | ★ |
HVM 295310 | +17.7% | 133,000 | |
Samt 031330 | +16.6% | 18,170 | |
ISC 095340 | +14.3% | 240,000 | |
Doosan 000150 | +11.8% | 1,781,000 | |
Ycchem 112290 | +10.2% | 16,550 | |
New Power Plasma 144960 | +6.7% | 10,450 | |
Dongjin Semichem 005290 | +5.9% | 66,000 | |
Soulbrain 357780 | +5.2% | 452,000 | |
INNOX Advanced Materials 272290 | +4.3% | 35,450 |
Related news
- [장중수급포착] 해성디에스, 외국인/기관 동시 순매수… 주가 +21.68% — 뉴스핌 (Korean)
- [장중수급포착] 해성디에스, 외국인 5일 연속 순매수행진… 주가 +21.56% — 뉴스핌 (Korean)
5. Defense & War (recurred after 5 days)
- Episode: started 2026-05-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kencoa Aerospace 274090 | +20.2% | 34,250 | ★ |
TAIHAN Fiberoptics 010170 | +14.4% | 27,800 | |
Egtronics 377330 | +13.8% | 3,630 | |
Sensorview 321370 | +12.9% | 3,975 | |
Hanwha Ocean 042660 | +10.2% | 134,700 | |
Samhyun 437730 | +9.9% | 60,000 | |
Vitzrocell 082920 | +8.0% | 58,000 | |
RF Systems 474610 | +6.7% | 14,520 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +5.7% | 445,000 | |
Hanwha 000880 | +5.5% | 148,200 |
6. Space & Aerospace (Nuri Rocket, Satellites) (recurred after 5 days)
- Episode: started 2026-05-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kencoa Aerospace 274090 | +20.2% | 34,250 | ★ |
HVM 295310 | +17.7% | 133,000 | |
Sensorview 321370 | +12.9% | 3,975 | |
Isupetasys 007660 | +10.8% | 139,700 | |
Asia Pacific Satellite lnc 211270 | +9.5% | 18,390 | |
Sphere 347700 | +9.2% | 46,750 | |
Nara Space Technology 478340 | +8.9% | 31,700 | |
Contec 451760 | +5.9% | 19,660 | |
Hanwha 000880 | +5.5% | 148,200 | |
Hanwha Systems 272210 | +5.1% | 115,000 |
7. Semiconductor Majors (Fabrication) (recurred after 5 days)
- Episode: started 2026-05-26, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
DB HiTek 000990 | +21.8% | 220,500 | ★ |
SK hynix 000660 | +5.7% | 2,052,000 | |
Samsung Electronics 005930 | +2.2% | 299,000 |
Related news
- [특징주]DB하이텍, 코스피200 편입 호재에 17% 폭등… 역대 최고가 경신 — 남도일보 (Korean)
- DB하이텍 17% 급등…코스피200 편입·반도체주 강세 ‘겹호재’ — 머니투데이 (Korean)
- [장중수급포착] DB하이텍, 외국인/기관 동시 순매수… 주가 +17.06% — 뉴스핌 (Korean)
8. Holding Companies (recurred after 5 days)
- Episode: started 2026-05-26, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
DB 012030 | +14.8% | 2,400 | |
OCI Holdings Company 010060 | +14.5% | 360,000 | |
Wonik Holdings 030530 | +12.8% | 31,650 | |
Doosan 000150 | +11.8% | 1,781,000 | |
Maeil Holdings 005990 | +7.8% | 12,780 | |
HD Korea Shipbuilding & Offshore Engineering 009540 | +5.7% | 445,000 | |
Hanwha 000880 | +5.5% | 148,200 | |
CoAsia 045970 | +5.2% | 5,010 | |
SeAH Steel Holdings 003030 | +5.0% | 179,200 | |
INNOXCorporation 088390 | +4.2% | 11,770 | ★ |
Related news
- 지주사 재평가 국면 왔나…두산 13% 급등 [줍줍리포트] — 서울경제 (Korean)
- 지주사 규제 벗은 한국콜마…‘바이오·헬스케어 체질전환’ 가속 — EBN (Korean)
Closing Thoughts
Semiconductor Equipment has a streak of 3, and its episode runs through 2026-05-27. The next sessions will show whether the chip themes keep that run going.
Holding Companies averaged 8.74%, with Doosan up 11.8%. Like the defense and aerospace themes, it rose on a single day, and whether that carries into a second session is still open.