Jul 10: 8 Strong Themes — Semiconductor Equipment, Telecom Equipment
8 strong themes — 3 running · 5 recurred. Top: Semiconductor Equipment +23.2%.
Strong themes8
Top change+23.2%
LeaderGigalane
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 | Gigalane | +29.92% | |
| Telecom Equipment | Gigalane | +29.92% | |
| 5G | Gigalane | +29.92% | |
| Semiconductor Materials & Components | Welkeeps Hitech | +23.33% | |
| HBM (High Bandwidth Memory) | Laserssel | +23.80% | |
| Battery | Almac | +20.97% | |
| Optical Communications | Lightron Fiber-optic Devices | +29.89% | |
| System Semiconductors | PSK | +24.44% |
All eight strong themes on 2026-07-10 closed with every member stock up. Semiconductor Equipment led with an average change of 23.24%, extending its run to a second straight day.
Gigalane led three themes at once, rising 29.92%. Telecom Equipment and 5G both returned after a 31-day gap, with average changes of 19.77% and 19.32%.
The chip rally reached beyond equipment. Semiconductor Materials & Components and HBM (High Bandwidth Memory) also stretched their streaks to 2 days, led by Welkeeps Hitech and Laserssel.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 2 days running | +23.2% | 10/10 | Gigalane |
| 2 | Telecom Equipment | recurred after 31 days | +19.8% | 10/10 | Gigalane |
| 3 | 5G | recurred after 31 days | +19.3% | 10/10 | Gigalane |
| 4 | Semiconductor Materials & Components | 2 days running | +17.3% | 10/10 | Welkeeps Hitech |
| 5 | HBM (High Bandwidth Memory) | 2 days running | +16.5% | 10/10 | Laserssel |
| 6 | Battery | recurred after 11 days | +15.8% | 10/10 | Almac |
| 7 | Optical Communications | recurred after 31 days | +15.1% | 10/10 | Lightron Fiber-optic Devices |
| 8 | System Semiconductors | recurred after 9 days | +15.0% | 10/10 | PSK |
Theme by Theme
1. Semiconductor Equipment (2 days running)
- Episode: started 2026-07-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Gigalane 049080 | +29.9% | 5,970 | ★ |
Yest 122640 | +26.2% | 31,500 | |
PSK 319660 | +24.4% | 189,400 | |
Justem 417840 | +24.3% | 12,720 | |
Laserssel 412350 | +23.8% | 6,190 | |
Tes 095610 | +22.6% | 177,700 | |
Cymechs 160980 | +21.6% | 34,000 | |
Tse 131290 | +20.3% | 269,500 | |
Koses 089890 | +19.8% | 33,300 | |
The Codi 224060 | +19.4% | 5,230 |
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- [장중수급포착] 기가레인, 외국인 6일 연속 순매수행진… 주가 +5.57% — 뉴스핌 (Korean)
2. Telecom Equipment (recurred after 31 days)
- Episode: started 2026-07-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gigalane 049080 | +29.9% | 5,970 | ★ |
Lightron Fiber-optic Devices 069540 | +29.9% | 2,325 | |
Joosung 109070 | +21.7% | 1,680 | |
CS 065770 | +20.2% | 1,815 | |
Korea Advanced Materials 062970 | +17.1% | 1,244 | |
RF Materials 327260 | +16.9% | 52,200 | |
KMW 032500 | +16.1% | 17,560 | |
Wavice 289930 | +15.7% | 8,400 | |
HFR 230240 | +15.5% | 18,000 | |
Asia Pacific Satellite lnc 211270 | +14.5% | 9,060 |
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- [장중수급포착] 기가레인, 외국인 7일 연속 순매수행진… 주가 +29.92% — 뉴스핌 (Korean)
- [장중수급포착] 기가레인, 외국인 6일 연속 순매수행진… 주가 +5.57% — 뉴스핌 (Korean)
3. 5G (recurred after 31 days)
- Episode: started 2026-07-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gigalane 049080 | +29.9% | 5,970 | ★ |
Lightron Fiber-optic Devices 069540 | +29.9% | 2,325 | |
CS 065770 | +20.2% | 1,815 | |
TAIHAN Fiberoptics 010170 | +18.3% | 12,600 | |
Korea Advanced Materials 062970 | +17.1% | 1,244 | |
KMW 032500 | +16.1% | 17,560 | |
Wavice 289930 | +15.7% | 8,400 | |
Kostecsys 355150 | +15.6% | 21,800 | |
HFR 230240 | +15.5% | 18,000 | |
Nable 153460 | +14.8% | 7,000 |
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- [장중수급포착] 기가레인, 외국인 7일 연속 순매수행진… 주가 +29.92% — 뉴스핌 (Korean)
- [장중수급포착] 기가레인, 외국인 6일 연속 순매수행진… 주가 +5.57% — 뉴스핌 (Korean)
4. Semiconductor Materials & Components (2 days running)
- Episode: started 2026-07-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Welkeeps Hitech 043590 | +23.3% | 1,475 | ★ |
Duksanhimetal 077360 | +20.0% | 9,540 | |
GO Element 311320 | +19.1% | 10,580 | |
LTC 170920 | +17.8% | 50,300 | |
Kctech 281820 | +16.6% | 97,400 | |
Foosung 093370 | +16.1% | 13,740 | |
New Power Plasma 144960 | +15.6% | 9,560 | |
OKins Electronics 080580 | +15.3% | 14,180 | |
Doosan 000150 | +14.9% | 1,382,000 | |
MKElectron 033160 | +14.6% | 17,150 |
5. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2026-07-09, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Yest 122640 | +26.2% | 31,500 | |
Laserssel 412350 | +23.8% | 6,190 | ★ |
PSK Holdings 031980 | +18.2% | 136,200 | |
Kctech 281820 | +16.6% | 97,400 | |
Winpac 097800 | +14.9% | 2,035 | |
MKElectron 033160 | +14.6% | 17,150 | |
Pemtron 168360 | +14.0% | 16,470 | |
KohYoungTechnology 098460 | +13.6% | 28,800 | |
Chemtros 220260 | +11.4% | 3,625 | |
Techwing 089030 | +11.3% | 43,900 |
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6. Battery (recurred after 11 days)
- Episode: started 2026-07-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Almac 354320 | +21.0% | 31,150 | ★ |
Koses 089890 | +19.8% | 33,300 | |
Sangsinenergydisplayprecision 091580 | +16.6% | 15,630 | |
Intekplus 064290 | +16.6% | 45,000 | |
Foosung 093370 | +16.1% | 13,740 | |
MKElectron 033160 | +14.6% | 17,150 | |
Daebo Magnetic 290670 | +14.6% | 5,630 | |
Pemtron 168360 | +14.0% | 16,470 | |
Pie 452450 | +12.6% | 3,440 | |
Sama Aluminium 006110 | +12.0% | 37,400 |
7. Optical Communications (recurred after 31 days)
- Episode: started 2026-07-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Lightron Fiber-optic Devices 069540 | +29.9% | 2,325 | ★ |
TAIHAN Fiberoptics 010170 | +18.3% | 12,600 | |
Korea Advanced Materials 062970 | +17.1% | 1,244 | |
RF Materials 327260 | +16.9% | 52,200 | |
Mercury 100590 | +12.3% | 3,610 | |
Zaram Technology 389020 | +11.8% | 23,600 | |
Woori-Net 115440 | +11.4% | 7,720 | |
TMC 217590 | +11.1% | 11,730 | |
Sungho Electronics 043260 | +11.0% | 22,150 | |
Fiberpro 368770 | +10.8% | 13,600 |
8. System Semiconductors (recurred after 9 days)
- Episode: started 2026-07-10, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
PSK 319660 | +24.4% | 189,400 | ★ |
Asicland 445090 | +16.8% | 25,000 | |
Winpac 097800 | +14.9% | 2,035 | |
SemiFive 490470 | +14.8% | 21,550 | |
I&C Technology 052860 | +14.4% | 4,540 | |
Nepes Ark 330860 | +14.1% | 39,750 | |
KohYoungTechnology 098460 | +13.6% | 28,800 | |
HanaMicron 067310 | +12.9% | 39,750 | |
Alt 172670 | +12.3% | 9,680 | |
Qualitas Semiconductor 432720 | +12.1% | 9,280 |
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Closing Thoughts
The next question is whether the 2-day runs in Semiconductor Equipment, Semiconductor Materials & Components and HBM (High Bandwidth Memory) carry into a third session.
Returning themes such as Battery, Optical Communications and System Semiconductors each logged a 1-day episode. The next sessions will show whether they follow through or fade.