Jun 22: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
8 strong themes — 1 running · 7 recurred. Top: Semiconductor Equipment +12.8%.
Strong themes8
Top change+12.8%
LeaderGigaVis
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 | GigaVis | +14.53% | |
| Semiconductor Materials & Components | Hansol Technics | +18.20% | |
| System Semiconductors | Hansol Technics | +18.20% | |
| Steel (Small & Mid Cap) | Kistron | +30.00% | |
| Semiconductor Majors (Fabrication) | DB HiTek | +11.47% | |
| Semiconductor Substrates (FC-BGA, MLB) | GigaVis | +14.53% | |
| HBM (High Bandwidth Memory) | Yest | +10.63% | |
| Post-War Reconstruction (Ukraine, Middle East) | Seoam Machinery Industry | +12.42% |
On 2026-06-22, chip stocks led the session as Semiconductor Equipment posted an average change of 12.83%. All 10 of its stocks closed higher.
Semiconductor Materials & Components followed at an average change of 12.11%, with System Semiconductors at 12.03%. Hansol Technics led both themes with a gain of 18.2%.
Outside chips, Steel (Small & Mid Cap) averaged 11.81%, with Kistron up 30.0% and Bookook Steel up 29.89%. Every stock in every listed theme closed higher.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 7 days | +12.8% | 10/10 | GigaVis |
| 2 | Semiconductor Materials & Components | recurred after 7 days | +12.1% | 10/10 | Hansol Technics |
| 3 | System Semiconductors | recurred after 11 days | +12.0% | 10/10 | Hansol Technics |
| 4 | Steel (Small & Mid Cap) | recurred after 5 days | +11.8% | 10/10 | Kistron |
| 5 | Semiconductor Majors (Fabrication) | 3 days running | +8.5% | 2/2 | DB HiTek |
| 6 | Semiconductor Substrates (FC-BGA, MLB) | recurred after 11 days | +7.8% | 7/7 | GigaVis |
| 7 | HBM (High Bandwidth Memory) | recurred after 7 days | +6.4% | 10/10 | Yest |
| 8 | Post-War Reconstruction (Ukraine, Middle East) | recurred after 6 days | +3.4% | 10/10 | Seoam Machinery Industry |
Theme by Theme
1. Semiconductor Equipment (recurred after 7 days)
- Episode: started 2026-06-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
VM 089970 | +16.3% | 102,800 | |
HanaMicron 067310 | +15.9% | 56,800 | |
GigaVis 420770 | +14.5% | 159,200 | ★ |
PSK Holdings 031980 | +13.8% | 128,000 | |
Mirae 025560 | +12.7% | 47,450 | |
JT 089790 | +11.8% | 5,160 | |
EugeneTechnology 084370 | +11.8% | 187,300 | |
Yest 122640 | +10.6% | 38,500 | |
Wonik IPS 240810 | +10.6% | 172,500 | |
Tes 095610 | +10.3% | 183,400 |
Related news
- 메리츠證 “기가비스, ABF 기판 투자 확대 수혜 기대…목표주가 12%↑” — 아주경제 (Korean)
- 기가비스, AI發 ABF 투자 확대 기대에 12%↑[특징주] — 이데일리 (Korean)
- 기가비스, AI발 ABF 투자 사이클 수혜 본격화…과거 업사이클 압도-메리츠 — 이데일리 (Korean)
2. Semiconductor Materials & Components (recurred after 7 days)
- Episode: started 2026-06-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hansol Technics 004710 | +18.2% | 15,460 | ★ |
Haesung DS 195870 | +17.2% | 85,900 | |
HanaMicron 067310 | +15.9% | 56,800 | |
Synopex 025320 | +13.4% | 4,985 | |
LTC 170920 | +10.4% | 56,000 | |
Kctech 281820 | +10.2% | 94,000 | |
Foosung 093370 | +9.8% | 18,600 | |
WONIK QnC 074600 | +9.5% | 39,050 | |
GO Element 311320 | +9.2% | 11,220 | |
Duksanhimetal 077360 | +7.2% | 13,490 |
Related news
- [장중수급포착] 한솔테크닉스, 기관 7일 연속 순매수행진… 주가 +7.72% — 뉴스핌 (Korean)
3. System Semiconductors (recurred after 11 days)
- Episode: started 2026-06-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Itek 119830 | +20.6% | 7,490 | |
Hansol Technics 004710 | +18.2% | 15,460 | ★ |
HanaMicron 067310 | +15.9% | 56,800 | |
Fadu 440110 | +14.3% | 115,900 | |
Signetics 033170 | +14.1% | 583 | |
DB HiTek 000990 | +11.5% | 174,000 | |
PSK 319660 | +9.2% | 180,200 | |
Doosan Tesna 131970 | +6.2% | 142,700 | |
SK hynix 000660 | +5.6% | 2,919,000 | |
Nepes 033640 | +4.8% | 34,200 |
Related news
- [장중수급포착] 한솔테크닉스, 기관 7일 연속 순매수행진… 주가 +7.72% — 뉴스핌 (Korean)
4. Steel (Small & Mid Cap) (recurred after 5 days)
- Episode: started 2026-06-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Kistron 475430 | +30.0% | 6,110 | ★ |
Bookook Steel 026940 | +29.9% | 2,890 | |
Keum Kang Steel 053260 | +15.5% | 5,740 | |
Dongil Steelux 023790 | +15.4% | 1,610 | |
YulChon 146060 | +9.0% | 1,280 | |
Moonbae Steel 008420 | +5.7% | 2,310 | |
Komelon 049430 | +5.6% | 20,400 | |
Kyeong Nam Steel 039240 | +3.8% | 2,195 | |
Shin Steel 162300 | +1.8% | 1,778 | |
Ajusteel 139990 | +1.4% | 2,200 |
Related news
- [특징주] 키스트론, 일 커패시터 3사에 리드와이어 공급 점유율 60% 소식에 상승세 — 이투데이 (Korean)
- 증권가 “견조한 체력 대비 저평가”…키스트론 7%↑[특징주] — 이데일리 (Korean)
- 키스트론, 공급 물량 증가·원가 절감 지속되며 꾸준한 성장-신한 — 이데일리 (Korean)
5. Semiconductor Majors (Fabrication) (3 days running)
- Episode: started 2026-06-18, day 5
Related news
- [장중수급포착] DB하이텍, 외국인 5일 연속 순매수행진… 주가 +5.45% — 뉴스핌 (Korean)
6. Semiconductor Substrates (FC-BGA, MLB) (recurred after 11 days)
- Episode: started 2026-06-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Taesung 323280 | +17.3% | 53,200 | |
GigaVis 420770 | +14.5% | 159,200 | ★ |
Simmtech 222800 | +7.8% | 134,000 | |
Duksanhimetal 077360 | +7.2% | 13,490 | |
Dawon Nexview 323350 | +3.0% | 12,150 | |
Isupetasys 007660 | +2.4% | 117,900 | |
Simmtech Holdings 036710 | +2.3% | 4,900 |
Related news
- 메리츠證 “기가비스, ABF 기판 투자 확대 수혜 기대…목표주가 12%↑” — 아주경제 (Korean)
- 기가비스, AI發 ABF 투자 확대 기대에 12%↑[특징주] — 이데일리 (Korean)
- 기가비스, AI발 ABF 투자 사이클 수혜 본격화…과거 업사이클 압도-메리츠 — 이데일리 (Korean)
7. HBM (High Bandwidth Memory) (recurred after 7 days)
- Episode: started 2026-06-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
PSK Holdings 031980 | +13.8% | 128,000 | |
Yest 122640 | +10.6% | 38,500 | ★ |
Kctech 281820 | +10.2% | 94,000 | |
ISC 095340 | +6.6% | 198,200 | |
SK hynix 000660 | +5.6% | 2,919,000 | |
Ycchem 112290 | +4.8% | 12,570 | |
EO Technics 039030 | +3.9% | 518,000 | |
Mirai Semiconductors 254490 | +3.9% | 24,100 | |
YC 232140 | +2.4% | 14,750 | |
HANMI Semiconductor 042700 | +2.2% | 301,500 |
Related news
- AI 시대 꽉 잡은 SK하이닉스… HBM 13년 뚝심연구 결실 — 아시아투데이 (Korean)
8. Post-War Reconstruction (Ukraine, Middle East) (recurred after 6 days)
- Episode: started 2026-06-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Seoam Machinery Industry 100660 | +12.4% | 3,710 | ★ |
Samsung C&T 028260 | +5.8% | 520,000 | |
Paratech 033540 | +5.7% | 951 | |
Daewoo Engineering & Construction 047040 | +2.6% | 21,800 | |
Samsung E&A 028050 | +2.6% | 49,900 | |
GS Engineering & Construction 006360 | +2.3% | 27,150 | |
DaedongMetal 020400 | +1.5% | 3,125 | |
Nousbo 332290 | +1.0% | 977 | |
Daedong 000490 | +0.3% | 7,660 | |
DL E&c 375500 | +0.1% | 74,000 |
Closing Thoughts
Semiconductor Majors (Fabrication) is the only continuing theme, now at a streak of 3 under DB HiTek. The others returned after gaps of 5 to 11 days.
The open question is whether the chip rally carries past one session. HBM (High Bandwidth Memory) averaged a smaller 6.4%, and SK hynix gained 5.61%.