Jun 30: 8 Strong Themes — Semiconductor Equipment, Semiconductor Substrates (FC-BGA, MLB)
8 strong themes — 1 running · 7 recurred. Top: Semiconductor Equipment +19.1%.
Strong themes8
Top change+19.1%
LeaderMirae
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 | Mirae | +29.96% | |
| Semiconductor Substrates (FC-BGA, MLB) | Simmtech | +19.63% | |
| Semiconductor Materials & Components | Kctech | +26.62% | |
| Power Equipment | Gaon Cable | +22.51% | |
| Electric Cables | Gaon Cable | +22.51% | |
| Mobile Games | Wemade | +11.99% | |
| Games | Wemade | +11.99% | |
| SpaceX | Sphere | +14.74% |
Chip stocks led the Jun 30 session. Semiconductor Equipment topped the board with an average change of 19.11%, and all 10 of its stocks closed higher.
Leader Mirae rose 29.96%, and Kctech gained 26.62%. Semiconductor Substrates (FC-BGA, MLB) and Semiconductor Materials & Components followed with averages of 10.83% and 10.62%.
Outside chips, Power Equipment gained for a second straight day with an average change of 7.87%, led by Gaon Cable at 22.51%. Mobile Games returned after a 109-day gap, led by Wemade.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 5 days | +19.1% | 10/10 | Mirae |
| 2 | Semiconductor Substrates (FC-BGA, MLB) | recurred after 5 days | +10.8% | 10/10 | Simmtech |
| 3 | Semiconductor Materials & Components | recurred after 5 days | +10.6% | 10/10 | Kctech |
| 4 | Power Equipment | 2 days running | +7.9% | 10/10 | Gaon Cable |
| 5 | Electric Cables | recurred after 15 days | +6.8% | 6/6 | Gaon Cable |
| 6 | Mobile Games | recurred after 109 days | +5.0% | 10/10 | Wemade |
| 7 | Games | recurred after 109 days | +4.3% | 10/10 | Wemade |
| 8 | SpaceX | recurred after 18 days | +4.2% | 6/6 | Sphere |
Theme by Theme
1. Semiconductor Equipment (recurred after 5 days)
- Episode: started 2026-06-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Mirae 025560 | +30.0% | 60,300 | ★ |
Kctech 281820 | +26.6% | 115,100 | |
Cymechs 160980 | +21.5% | 39,850 | |
Asflow 159010 | +19.7% | 22,200 | |
PSK Holdings 031980 | +18.8% | 160,000 | |
Tes 095610 | +15.8% | 208,000 | |
KC 029460 | +15.7% | 35,700 | |
Intekplus 064290 | +14.8% | 47,000 | |
Rorze Systems 071280 | +14.5% | 7,750 | |
Jusung Engineering 036930 | +13.8% | 201,000 |
2. Semiconductor Substrates (FC-BGA, MLB) (recurred after 5 days)
- Episode: started 2026-06-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Simmtech 222800 | +19.6% | 148,700 | ★ |
Daeduck Electronics 353200 | +16.3% | 153,600 | |
Intekplus 064290 | +14.8% | 47,000 | |
Simmtech Holdings 036710 | +11.1% | 4,365 | |
GigaVis 420770 | +9.5% | 192,200 | |
Korea Circuit 007810 | +9.0% | 95,500 | |
TLB 356860 | +8.4% | 82,300 | |
LG Innotek 011070 | +7.2% | 981,000 | |
Samsung Electro-mechanics 009150 | +7.2% | 2,184,000 | |
Isupetasys 007660 | +5.2% | 115,400 |
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3. Semiconductor Materials & Components (recurred after 5 days)
- Episode: started 2026-06-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Kctech 281820 | +26.6% | 115,100 | ★ |
Synopex 025320 | +15.7% | 6,030 | |
LTC 170920 | +11.4% | 51,600 | |
New Power Plasma 144960 | +10.1% | 8,150 | |
BCnC 146320 | +7.8% | 12,040 | |
GO Element 311320 | +7.5% | 10,650 | |
Foosung 093370 | +7.2% | 20,050 | |
Soulbrain 357780 | +6.7% | 365,500 | |
Hansol Technics 004710 | +6.5% | 11,260 | |
Semcns 252990 | +6.5% | 13,220 |
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4. Power Equipment (2 days running)
- Episode: started 2026-06-29, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
Gaon Cable 000500 | +22.5% | 233,500 | ★ |
VitzroSys 054220 | +11.2% | 1,598 | |
Cheryong Electric 033100 | +8.5% | 51,200 | |
Sanil Electric 062040 | +8.2% | 238,500 | |
LS ELECTRIC 010120 | +6.2% | 238,000 | |
Dawon Cable 006340 | +5.2% | 10,310 | |
Hyosung Heavy Industries 298040 | +5.0% | 3,438,000 | |
Iljin Electric 103590 | +4.5% | 76,300 | |
HD Hyundai Electric 267260 | +3.7% | 972,000 | |
LS Marine Solution 060370 | +3.6% | 27,150 |
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5. Electric Cables (recurred after 15 days)
- Episode: started 2026-06-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Gaon Cable 000500 | +22.5% | 233,500 | ★ |
Dawon Cable 006340 | +5.2% | 10,310 | |
Iljin Electric 103590 | +4.5% | 76,300 | |
LS Marine Solution 060370 | +3.6% | 27,150 | |
KBI Metal 024840 | +2.9% | 3,715 | |
LS 006260 | +1.9% | 365,500 |
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6. Mobile Games (recurred after 109 days)
- Episode: started 2026-06-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wemade 112040 | +12.0% | 19,330 | ★ |
Wemade Max 101730 | +7.0% | 3,290 | |
Krafton 259960 | +5.6% | 236,000 | |
Mr. Blue 207760 | +5.5% | 445 | |
Mgame 058630 | +5.3% | 4,455 | |
Neowiz Holdings 042420 | +4.1% | 21,550 | |
Wemade Play 123420 | +3.2% | 6,040 | |
T3 Entertainment 204610 | +3.0% | 2,740 | |
Neptune Company 217270 | +2.8% | 2,370 | |
Nexus 205500 | +1.6% | 1,693 |
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7. Games (recurred after 109 days)
- Episode: started 2026-06-30, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Wemade 112040 | +12.0% | 19,330 | ★ |
Wemade Max 101730 | +7.0% | 3,290 | |
Krafton 259960 | +5.6% | 236,000 | |
Mgame 058630 | +5.3% | 4,455 | |
Neowiz Holdings 042420 | +4.1% | 21,550 | |
T3 Entertainment 204610 | +3.0% | 2,740 | |
Neptune Company 217270 | +2.8% | 2,370 | |
Nexus 205500 | +1.6% | 1,693 | |
Valofe 331520 | +1.2% | 1,725 | |
DoubleUGames 192080 | +0.3% | 63,700 |
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8. SpaceX (recurred after 18 days)
- Episode: started 2026-06-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Sphere 347700 | +14.7% | 23,350 | ★ |
HVM 295310 | +5.5% | 57,900 | |
Aju IB Investment 027360 | +2.8% | 4,820 | |
Yjlink 209640 | +1.4% | 4,270 | |
Kencoa Aerospace 274090 | +0.7% | 12,240 | |
NanoTIM 417010 | +0.4% | 5,610 |
Closing Thoughts
All three chip themes have episodes running to Jul 1. The next session will show whether Semiconductor Equipment keeps all 10 of its stocks in the green.
News linked Gaon Cable’s jump to a bonus-issue ex-rights date and reported a new largest shareholder at Wemade. It is still unclear whether either move will continue.