Jun 9: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components

June 9, 2026 · #Semiconductor Equipment #Semiconductor Materials & Components #HBM (High Bandwidth Memory) #OLED Displays #SOCAMM Memory Modules #Beauty & Cosmetics #Gene Therapy & Genomics #Semiconductor Substrates (FC-BGA, MLB)

8 strong themes — 8 recurred. Top: Semiconductor Equipment +22.2%.

Strong themes8 Top change+22.2% LeaderTechwing

Average change by strong theme

Average change of member stocks, by theme · descending
Semiconductor Equipment
+22.2%
Semiconductor Materials & Components
+17.7%
HBM (High Bandwidth Memory)
+17.3%
OLED Displays
+13.6%
SOCAMM Memory Modules
+12.7%
Beauty & Cosmetics
+12.0%
Gene Therapy & Genomics
+11.7%
Semiconductor Substrates (FC-BGA, MLB)
+11.4%

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 -
ThemeLeaderChangeTrend
Semiconductor EquipmentTechwing+20.97%
Semiconductor Materials & ComponentsTiger Elec+29.92%
HBM (High Bandwidth Memory)Techwing+20.97%
OLED DisplaysFNS Tech+18.75%
SOCAMM Memory ModulesTfe+20.71%
Beauty & CosmeticsGenome&Company+22.81%
Gene Therapy & GenomicsLabGenomics+30.00%
Semiconductor Substrates (FC-BGA, MLB)Samsung Electro-mechanics+18.39%

On Jun 9, 2026, chip stocks led the session. Semiconductor Equipment topped all eight strong themes with an average change of 22.23%, and all 10 of its stocks closed higher.

Semiconductor Materials & Components came next at 17.66%, followed by HBM (High Bandwidth Memory) at 17.29%. Techwing was the leader of both the equipment and HBM themes, up 20.97%.

Every one of the eight themes had all 10 of its stocks rise. Outside chips, LabGenomics posted the largest gain in the data at 30.0%. Beauty & Cosmetics averaged 11.97%.

Today’s Strong Themes at a Glance

#ThemeStatusAvg. changeUp/TotalLeader
1Semiconductor Equipmentrecurred after 5 days+22.2%10/10Techwing
2Semiconductor Materials & Componentsrecurred after 5 days+17.7%10/10Tiger Elec
3HBM (High Bandwidth Memory)recurred after 5 days+17.3%10/10Techwing
4OLED Displaysrecurred after 18 days+13.6%10/10FNS Tech
5SOCAMM Memory Modulesrecurred after 18 days+12.7%10/10Tfe
6Beauty & Cosmeticsrecurred after 5 days+12.0%10/10Genome&Company
7Gene Therapy & Genomicsrecurred after 18 days+11.7%10/10LabGenomics
8Semiconductor Substrates (FC-BGA, MLB)recurred after 5 days+11.4%10/10Samsung Electro-mechanics

Theme by Theme

1. Semiconductor Equipment (recurred after 5 days)

StockChangeCloseLeader
VM 089970+27.0%76,600
Cymechs 160980+24.7%43,450
PSK 319660+24.3%138,200
Tes 095610+22.7%161,400
Techwing 089030+21.0%59,700★
Asflow 159010+20.9%18,260
HPSP 403870+20.9%57,000
Tfe 425420+20.7%51,300
KohYoungTechnology 098460+20.3%33,450
Apact 200470+19.8%9,880

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2. Semiconductor Materials & Components (recurred after 5 days)

StockChangeCloseLeader
Tiger Elec 219130+29.9%63,400★
Foosung 093370+20.2%13,520
Semcns 252990+19.2%13,560
FNS Tech 083500+18.8%18,300
SAMYANG NC Chem 482630+16.3%15,330
OKins Electronics 080580+15.6%17,980
CMTX 388210+15.1%107,500
HanaMicron 067310+14.7%43,250
Micro Contact Solution 098120+13.6%28,050
Megatouch 446540+13.3%7,320

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3. HBM (High Bandwidth Memory) (recurred after 5 days)

StockChangeCloseLeader
Techwing 089030+21.0%59,700★
KohYoungTechnology 098460+20.3%33,450
Di 003160+19.4%28,050
PSK Holdings 031980+19.1%125,000
Pemtron 168360+18.1%21,450
Imt 451220+17.0%13,070
SK hynix 000660+15.9%2,215,000
Dit 110990+14.6%22,250
UniTest 086390+14.1%14,460
Systems Technology 039440+13.5%28,200

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4. OLED Displays (recurred after 18 days)

StockChangeCloseLeader
FNS Tech 083500+18.8%18,300★
Tse 131290+15.3%213,500
Device 187870+15.2%22,500
Dit 110990+14.6%22,250
Wonik IPS 240810+13.5%119,100
Yest 122640+13.2%25,800
Avaco 083930+12.4%12,810
Advanced Process Systems 265520+11.3%23,050
LOTVacuum 083310+11.0%10,570
Hansol IONES 114810+11.0%12,840

5. SOCAMM Memory Modules (recurred after 18 days)

StockChangeCloseLeader
Tfe 425420+20.7%51,300★
Pemtron 168360+18.1%21,450
SK hynix 000660+15.9%2,215,000
Simmtech 222800+15.1%115,100
Korea Circuit 007810+13.9%120,300
MKElectron 033160+11.7%24,400
Daeduck Electronics 353200+9.2%152,600
Samsung Electronics 005930+9.0%322,000
TLB 356860+8.0%100,400
LB Investment 309960+5.1%4,460

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6. Beauty & Cosmetics (recurred after 5 days)

StockChangeCloseLeader
Genome&Company 314130+22.8%5,950★
Bbia 451250+15.5%7,290
Bonne 226340+14.1%2,310
Raphas 214260+11.6%7,500
Apr 278470+10.7%405,000
Caregen 214370+9.2%74,500
VT 018290+9.1%12,420
Pharmicell 005690+9.0%13,120
Cell Bio Human Tech 318160+9.0%5,470
Shinsegae International 031430+8.7%14,080

7. Gene Therapy & Genomics (recurred after 18 days)

StockChangeCloseLeader
LabGenomics 084650+30.0%1,157★
Genome&Company 314130+22.8%5,950
JS Link 127120+9.9%34,550
CG Invites 083790+9.8%855
IMBdx 461030+8.2%4,245
SyntekaBio 226330+7.7%1,950
ENCell 456070+7.5%8,790
Theragen Etex 066700+7.2%2,370
Rznomics 476830+7.0%93,900
Kolon Life Science 102940+6.9%47,800

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8. Semiconductor Substrates (FC-BGA, MLB) (recurred after 5 days)

StockChangeCloseLeader
Samsung Electro-mechanics 009150+18.4%1,970,000★
Simmtech 222800+15.1%115,100
Korea Circuit 007810+13.9%120,300
Intekplus 064290+12.1%38,050
Simmtech Holdings 036710+11.1%4,750
Isupetasys 007660+9.6%115,800
Daeduck Electronics 353200+9.2%152,600
Neotechnicalsystem 085910+9.1%28,850
TLB 356860+8.0%100,400
Duksanhimetal 077360+7.4%13,950

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Closing Thoughts

All eight themes came back after gaps of 5 or 18 days, and each has a streak of 1 so far. The next sessions will show whether Semiconductor Equipment keeps going beyond a single day.

Memory names are another thread to follow. SK hynix rose 15.91% and Samsung Electronics rose 8.97% on volume of 28989253 shares. SOCAMM Memory Modules averaged 12.67%, led by Tfe.