Jul 3: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
8 strong themes — 8 recurred. Top: Semiconductor Equipment +10.2%.
Strong themes8
Top change+10.2%
LeaderIntekplus
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 | Intekplus | +13.10% | |
| Semiconductor Materials & Components | New Power Plasma | +18.48% | |
| Camera Modules & Parts | CammSys | +19.45% | |
| Securities Brokers | Samsung Securities | +10.38% | |
| Semiconductor Majors (Fabrication) | SK hynix | +10.88% | |
| Dehumidifiers | Paseco | +14.41% | |
| Vaccines, Diagnostics & Epidemic Control | Daesung Microbiological Labs | +9.61% | |
| Summer Season | Paseco | +14.41% |
On 2026-07-03, chip stocks led the session. Semiconductor Equipment topped the board with an average change of 10.15%, and all 10 of its stocks closed higher.
Semiconductor Materials & Components followed at 8.81%, led by New Power Plasma’s 18.48% jump. Among the majors, SK hynix rose 10.88% and Samsung Electronics 8.22%.
Outside chips, Securities Brokers gained 7.58% on average, with all 10 names up. Camera Modules & Parts returned after a 333-day gap, as CammSys climbed 19.45%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | recurred after 2 days | +10.2% | 10/10 | Intekplus |
| 2 | Semiconductor Materials & Components | recurred after 2 days | +8.8% | 10/10 | New Power Plasma |
| 3 | Camera Modules & Parts | recurred after 333 days | +8.0% | 10/10 | CammSys |
| 4 | Securities Brokers | recurred after 2 days | +7.6% | 10/10 | Samsung Securities |
| 5 | Semiconductor Majors (Fabrication) | recurred after 8 days | +7.5% | 3/3 | SK hynix |
| 6 | Dehumidifiers | recurred after 366 days | +5.4% | 6/6 | Paseco |
| 7 | Vaccines, Diagnostics & Epidemic Control | recurred after 44 days | +5.0% | 10/10 | Daesung Microbiological Labs |
| 8 | Summer Season | recurred after 366 days | +4.2% | 10/10 | Paseco |
Theme by Theme
1. Semiconductor Equipment (recurred after 2 days)
- Episode: started 2026-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SEMI Total Solution 0017J0 | +13.1% | 4,480 | |
Intekplus 064290 | +13.1% | 51,800 | ★ |
Xavis 254120 | +11.6% | 912 | |
Hmnex 036170 | +11.4% | 3,025 | |
HPSP 403870 | +11.0% | 48,500 | |
Pamtek 271830 | +10.3% | 1,141 | |
Laserssel 412350 | +9.3% | 4,415 | |
Green Optics 0015G0 | +7.7% | 16,950 | |
Nextin 348210 | +7.5% | 45,950 | |
JNB 452160 | +6.5% | 3,380 |
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2. Semiconductor Materials & Components (recurred after 2 days)
- Episode: started 2026-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
New Power Plasma 144960 | +18.5% | 8,460 | ★ |
LTC 170920 | +11.2% | 54,100 | |
GO Element 311320 | +9.9% | 11,340 | |
Unitrontech 142210 | +9.4% | 5,910 | |
ISC 095340 | +8.4% | 167,000 | |
Ycchem 112290 | +6.7% | 10,640 | |
OKins Electronics 080580 | +6.6% | 14,860 | |
Soulbrain 357780 | +6.3% | 322,500 | |
Micro Contact Solution 098120 | +5.7% | 24,000 | |
FNS Tech 083500 | +5.4% | 15,180 |
3. Camera Modules & Parts (recurred after 333 days)
- Episode: started 2026-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
CammSys 050110 | +19.4% | 909 | ★ |
MSDI 123010 | +10.4% | 1,554 | |
Pamtek 271830 | +10.3% | 1,141 | |
Jaeyoung Solutec 049630 | +7.6% | 7,240 | |
Mcnex 097520 | +7.4% | 20,150 | |
Namuga 190510 | +6.7% | 13,330 | |
Axbis 0011A0 | +5.0% | 10,370 | |
HyVISION SYSTEM 126700 | +5.0% | 10,160 | |
LK Samyang 225190 | +4.8% | 860 | |
Sungwooelectronics 081580 | +3.8% | 2,350 |
4. Securities Brokers (recurred after 2 days)
- Episode: started 2026-07-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Securities 016360 | +10.4% | 119,100 | ★ |
NH Investment & Securities 005940 | +8.5% | 31,400 | |
KIWOOM Securities 039490 | +8.1% | 348,500 | |
Daishin Securities 003540 | +7.9% | 29,300 | |
SK Securities 001510 | +7.5% | 2,580 | |
Shinyoung Securities 001720 | +7.5% | 171,200 | |
Korea Investment Holdings 071050 | +7.3% | 242,000 | |
Mirae Asset Securities 006800 | +6.5% | 42,750 | |
Kyobo Securities 030610 | +6.2% | 10,350 | |
Yuanta Securities Korea 003470 | +6.0% | 4,660 |
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5. Semiconductor Majors (Fabrication) (recurred after 8 days)
- Episode: started 2026-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +10.9% | 2,425,000 | ★ |
Samsung Electronics 005930 | +8.2% | 309,500 | |
DB HiTek 000990 | +3.3% | 120,700 |
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6. Dehumidifiers (recurred after 366 days)
- Episode: started 2026-07-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Paseco 037070 | +14.4% | 6,830 | ★ |
Samsung Electronics 005930 | +8.2% | 309,500 | |
SPG 058610 | +3.6% | 76,700 | |
Shinil Electronics 002700 | +3.1% | 1,167 | |
Winix 044340 | +2.9% | 3,590 | |
Cuckoo Homesys 284740 | +0.2% | 22,350 |
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- [특징주] 장마철 진입에 제습기州 ‘방긋’…파세코, 11%대 강세 — 이투데이 (Korean)
7. Vaccines, Diagnostics & Epidemic Control (recurred after 44 days)
- Episode: started 2026-07-03, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Daesung Microbiological Labs 036480 | +9.6% | 6,270 | ★ |
Eagle Veterinary Technology 044960 | +5.9% | 3,145 | |
Hanmi Pharm 128940 | +5.8% | 461,500 | |
Aprogen Biologics 003060 | +5.2% | 2,105 | |
Optipharm 153710 | +4.8% | 4,500 | |
Choong Ang Vaccine Laboratory 072020 | +4.1% | 9,660 | |
Ilsung Is 003120 | +4.1% | 19,880 | |
Boditech Med 206640 | +4.0% | 10,890 | |
Chasys 033250 | +3.4% | 3,465 | |
Ilyang Pharmaceutical 007570 | +3.1% | 8,330 |
8. Summer Season (recurred after 366 days)
- Episode: started 2026-07-03, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Paseco 037070 | +14.4% | 6,830 | ★ |
Maniker 027740 | +5.7% | 1,083 | |
Taekyung Chemical 006890 | +3.9% | 5,570 | |
SCD 042110 | +3.5% | 1,165 | |
Essen Tech 043340 | +3.4% | 826 | |
Shinil Electronics 002700 | +3.1% | 1,167 | |
Winix 044340 | +2.9% | 3,590 | |
DI Dong Il 001530 | +2.0% | 22,800 | |
Easy Holdings 035810 | +1.6% | 4,325 | |
Barrel 267790 | +1.4% | 3,495 |
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Closing Thoughts
The seasonal trade is one thread to follow. Dehumidifiers returned after a 366-day gap, with Paseco up 14.41%, and the theme’s episode runs through Jul 6.
Most other themes logged one-day episodes, so it is still open whether the chip rally continues. Vaccines, Diagnostics & Epidemic Control rose 5.01% after a 44-day gap.