Jul 9: 8 Strong Themes — Semiconductor Materials & Components, Semiconductor Equipment
8 strong themes — 2 running · 6 recurred. Top: Semiconductor Materials & Components +10.9%.
Strong themes8
Top change+10.9%
LeaderWelkeeps Hitech
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 Materials & Components | Welkeeps Hitech | +30.00% | |
| Semiconductor Equipment | Laserssel | +13.25% | |
| HBM (High Bandwidth Memory) | Laserssel | +13.25% | |
| Semiconductor Substrates (FC-BGA, MLB) | Korea Circuit | +8.18% | |
| SOCAMM Memory Modules | Korea Circuit | +8.18% | |
| Semiconductor Majors (Fabrication) | SK hynix | +5.30% | |
| LPG (Liquefied Petroleum Gas) | HeunguOil | +3.26% | |
| Lubricants | HeunguOil | +3.26% |
All seven strong themes on 2026-07-09 closed with every listed stock higher. Chip names dominated the session, led by Semiconductor Materials & Components at an average change of 10.87%.
Semiconductor Equipment followed with an average change of 10.14%, and its leader Laserssel rose 13.25%. KoMi posted the theme’s top gain at 14.31%, while Welkeeps Hitech jumped 30.0% in materials.
HBM (High Bandwidth Memory) averaged 7.01%, and SOCAMM Memory Modules averaged 5.92%. Outside chips, Lubricants extended its streak to 3 days, led by HeunguOil.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Materials & Components | recurred after 6 days | +10.9% | 10/10 | Welkeeps Hitech |
| 2 | Semiconductor Equipment | recurred after 6 days | +10.1% | 10/10 | Laserssel |
| 3 | HBM (High Bandwidth Memory) | recurred after 8 days | +7.0% | 10/10 | Laserssel |
| 4 | Semiconductor Substrates (FC-BGA, MLB) | recurred after 8 days | +6.0% | 10/10 | Korea Circuit |
| 5 | SOCAMM Memory Modules | recurred after 8 days | +5.9% | 10/10 | Korea Circuit |
| 6 | Semiconductor Majors (Fabrication) | recurred after 6 days | +3.3% | 3/3 | SK hynix |
| 7 | LPG (Liquefied Petroleum Gas) | 2 days running | +3.0% | 4/4 | HeunguOil |
| 8 | Lubricants | 3 days running | +2.3% | 3/3 | HeunguOil |
Theme by Theme
1. Semiconductor Materials & Components (recurred after 6 days)
- Episode: started 2026-07-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Welkeeps Hitech 043590 | +30.0% | 1,196 | ★ |
Nepes 033640 | +10.2% | 20,650 | |
Foosung 093370 | +10.2% | 11,840 | |
CMTX 388210 | +10.2% | 75,900 | |
Protec Mems Technology 147760 | +9.0% | 3,630 | |
LTC 170920 | +8.2% | 42,700 | |
HLB innoVation 024850 | +8.1% | 12,240 | |
Micro2nano 424980 | +8.0% | 6,480 | |
Megatouch 446540 | +7.6% | 6,250 | |
Tiger Elec 219130 | +7.1% | 67,600 |
2. Semiconductor Equipment (recurred after 6 days)
- Episode: started 2026-07-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
KoMi 183300 | +14.3% | 75,900 | |
N2tech 227950 | +13.9% | 1,321 | |
Laserssel 412350 | +13.2% | 5,000 | ★ |
Nepes Ark 330860 | +12.1% | 34,850 | |
Jusung Engineering 036930 | +11.5% | 178,400 | |
EugeneTechnology 084370 | +8.7% | 147,000 | |
HANMI Semiconductor 042700 | +8.2% | 215,500 | |
Tes 095610 | +6.8% | 145,000 | |
Park Systems 140860 | +6.7% | 288,500 | |
Genesem 217190 | +6.0% | 5,040 |
Related news
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3. HBM (High Bandwidth Memory) (recurred after 8 days)
- Episode: started 2026-07-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Laserssel 412350 | +13.2% | 5,000 | ★ |
Openedges Technology 394280 | +9.1% | 10,930 | |
HANMI Semiconductor 042700 | +8.2% | 215,500 | |
Micro2nano 424980 | +8.0% | 6,480 | |
Ycchem 112290 | +6.5% | 9,690 | |
MKElectron 033160 | +6.2% | 14,960 | |
Genesem 217190 | +6.0% | 5,040 | |
SK hynix 000660 | +5.3% | 2,186,000 | |
Techwing 089030 | +4.0% | 39,450 | |
Imt 451220 | +3.7% | 9,600 |
Related news
- 메모리반도체 공급난에 ‘HBM 1위’ SK하이닉스로 향하는 글로벌 자금 — 머니투데이 (Korean)
4. Semiconductor Substrates (FC-BGA, MLB) (recurred after 8 days)
- Episode: started 2026-07-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Simmtech 222800 | +12.7% | 117,900 | |
TLB 356860 | +8.4% | 68,700 | |
Korea Circuit 007810 | +8.2% | 70,100 | ★ |
Simmtech Holdings 036710 | +6.3% | 3,435 | |
Daeduck Electronics 353200 | +6.0% | 112,000 | |
Neotechnicalsystem 085910 | +5.8% | 15,070 | |
Isupetasys 007660 | +4.5% | 91,800 | |
GigaVis 420770 | +4.1% | 151,500 | |
Duksanhimetal 077360 | +2.2% | 7,950 | |
Taesung 323280 | +2.1% | 35,700 |
Related news
- [장중수급포착] 코리아써키트, 외국인 6일 연속 순매수행진… 주가 +13.12% — 뉴스핌 (Korean)
5. SOCAMM Memory Modules (recurred after 8 days)
- Episode: started 2026-07-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Simmtech 222800 | +12.7% | 117,900 | |
TLB 356860 | +8.4% | 68,700 | |
Korea Circuit 007810 | +8.2% | 70,100 | ★ |
MKElectron 033160 | +6.2% | 14,960 | |
Daeduck Electronics 353200 | +6.0% | 112,000 | |
SK hynix 000660 | +5.3% | 2,186,000 | |
Tfe 425420 | +4.8% | 36,100 | |
ISC 095340 | +3.2% | 141,800 | |
Pemtron 168360 | +2.8% | 14,450 | |
LB Investment 309960 | +1.8% | 4,290 |
Related news
- [장중수급포착] 코리아써키트, 외국인 6일 연속 순매수행진… 주가 +13.12% — 뉴스핌 (Korean)
6. Semiconductor Majors (Fabrication) (recurred after 6 days)
- Episode: started 2026-07-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +5.3% | 2,186,000 | ★ |
DB HiTek 000990 | +4.4% | 116,700 | |
Samsung Electronics 005930 | +0.2% | 278,000 |
Related news
- [미국 특징주] 블룸버그 “SK하이닉스, ADR 공모가 149달러 제시” — 뉴스핌 (Korean)
- SK하이닉스 목표가 185만원 vs 420만원…“팔아, 말아” 극과 극 전망, 왜? — 전자신문 (Korean)
- “SK하이닉스 ADR 공모에 7배 청약…37조 조달 전망”-블룸버그 — 문화일보 (Korean)
7. LPG (Liquefied Petroleum Gas) (2 days running)
- Episode: started 2026-07-08, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Joong Ang Enervis 000440 | +5.2% | 13,810 | |
HeunguOil 024060 | +3.3% | 10,780 | ★ |
Kukdong Oil & Chemicals 014530 | +2.1% | 3,130 | |
S-Oil 010950 | +1.4% | 133,500 |
8. Lubricants (3 days running)
- Episode: started 2026-07-07, day 3
| Stock | Change | Close | Leader |
|---|---|---|---|
HeunguOil 024060 | +3.3% | 10,780 | ★ |
Kukdong Oil & Chemicals 014530 | +2.1% | 3,130 | |
S-Oil 010950 | +1.4% | 133,500 |
Closing Thoughts
Each chip theme returned after a gap of 6 or 8 days, with episodes running from 2026-07-09 to 2026-07-10. One thread to follow is whether Semiconductor Equipment keeps the contract news flow going.
SK hynix rose 5.3% on volume of 6261504 shares, while Samsung Electronics moved 0.18%. LPG stands at a 2-day streak, led by HeunguOil.