Jul 15: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
8 strong themes — 4 running · 4 recurred. Top: Semiconductor Equipment +21.1%.
Strong themes8
Top change+21.1%
LeaderCP System
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 | CP System | +30.00% | |
| Semiconductor Materials & Components | HLB innoVation | +30.00% | |
| System Semiconductors | HANMI Semiconductor | +29.88% | |
| Smartphones | Gigalane | +29.90% | |
| Galaxy Supply Chain | Gigalane | +29.90% | |
| HBM (High Bandwidth Memory) | HANMI Semiconductor | +29.88% | |
| Semiconductor Substrates (FC-BGA, MLB) | Simmtech Holdings | +22.26% | |
| Pharma | HLB Pharmaceutical | +30.00% |
Semiconductor stocks led the Jul 15 session, and every one of the 10 tracked stocks rose in all seven strong themes. Semiconductor Equipment topped the list with an average change of 21.12%.
HANMI Semiconductor rose 29.88% and led both System Semiconductors and HBM (High Bandwidth Memory). News reports that day pointed to a second-quarter earnings surprise.
Outside chips, Pharma returned after an 8-day gap, led by HLB Pharmaceutical at 30.0%. Smartphones came back after a 194-day gap, with Gigalane up 29.9%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Equipment | 2 days running | +21.1% | 10/10 | CP System |
| 2 | Semiconductor Materials & Components | 2 days running | +16.7% | 10/10 | HLB innoVation |
| 3 | System Semiconductors | recurred after 5 days | +16.2% | 10/10 | HANMI Semiconductor |
| 4 | Smartphones | recurred after 194 days | +15.3% | 10/10 | Gigalane |
| 5 | Galaxy Supply Chain | recurred after 29 days | +15.2% | 10/10 | Gigalane |
| 6 | HBM (High Bandwidth Memory) | 2 days running | +14.4% | 10/10 | HANMI Semiconductor |
| 7 | Semiconductor Substrates (FC-BGA, MLB) | 2 days running | +14.3% | 10/10 | Simmtech Holdings |
| 8 | Pharma | recurred after 8 days | +14.0% | 10/10 | HLB Pharmaceutical |
Theme by Theme
1. Semiconductor Equipment (2 days running)
- Episode: started 2026-07-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
CP System 413630 | +30.0% | 2,990 | ★ |
Gigalane 049080 | +29.9% | 11,730 | |
HANMI Semiconductor 042700 | +29.9% | 269,500 | |
Asflow 159010 | +23.8% | 16,380 | |
Cymechs 160980 | +19.9% | 41,000 | |
Green Optics 0015G0 | +19.2% | 17,760 | |
Exicon 092870 | +15.9% | 18,260 | |
Hanwha Vision 489790 | +14.4% | 48,000 | |
SFA Semicon 036540 | +14.2% | 6,050 | |
Device 187870 | +14.0% | 14,510 |
Related news
- 씨피시스템, 반도체 클린룸에 로보킷 공급 — 뉴스핌 (Korean)
2. Semiconductor Materials & Components (2 days running)
- Episode: started 2026-07-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HLB innoVation 024850 | +30.0% | 11,960 | ★ |
Hansol Technics 004710 | +23.7% | 10,340 | |
Semcns 252990 | +20.9% | 15,690 | |
MKElectron 033160 | +14.8% | 18,050 | |
Protec Mems Technology 147760 | +14.4% | 4,335 | |
Micro Contact Solution 098120 | +14.3% | 25,150 | |
Worldexindustry&trading 101160 | +13.2% | 32,550 | |
OKins Electronics 080580 | +12.4% | 14,630 | |
CMTX 388210 | +11.6% | 94,000 | |
Kctech 281820 | +11.6% | 104,900 |
3. System Semiconductors (recurred after 5 days)
- Episode: started 2026-07-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
HANMI Semiconductor 042700 | +29.9% | 269,500 | ★ |
Hansol Technics 004710 | +23.7% | 10,340 | |
Asicland 445090 | +16.3% | 23,950 | |
Mirai Semiconductors 254490 | +15.5% | 17,100 | |
SFA Semicon 036540 | +14.2% | 6,050 | |
Ictk 456010 | +14.0% | 17,330 | |
SemiFive 490470 | +13.2% | 20,300 | |
KohYoungTechnology 098460 | +12.5% | 28,400 | |
Fadu 440110 | +12.1% | 79,900 | |
Sigetronics 429270 | +10.5% | 3,775 |
Related news
- [특징주] 한미반도체, 2분기 ‘어닝 서프라이즈’에 27% 급등 — EBN (Korean)
- [급등락주 짚어보기] HLB그룹주 무더기 상한가…한미반도체·애국테마주도 급등 — 이투데이 (Korean)
- “반도체장비도 공급 부족…한미반도체, 8공장 추진” — 매일경제 (Korean)
4. Smartphones (recurred after 194 days)
- Episode: started 2026-07-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gigalane 049080 | +29.9% | 11,730 | ★ |
Daeduck Electronics 353200 | +22.0% | 143,200 | |
Amotech 052710 | +20.8% | 19,110 | |
Haesung Optics 076610 | +16.1% | 1,039 | |
Abco Electronics 036010 | +12.6% | 6,870 | |
Fidelix 032580 | +12.1% | 5,390 | |
Seojin System 178320 | +11.3% | 41,950 | |
Duk San Neolux 213420 | +10.1% | 31,650 | |
Ajinextek 059120 | +9.5% | 4,965 | |
DK Tech 290550 | +8.9% | 22,650 |
5. Galaxy Supply Chain (recurred after 29 days)
- Episode: started 2026-07-15, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Gigalane 049080 | +29.9% | 11,730 | ★ |
Hansol Technics 004710 | +23.7% | 10,340 | |
Amotech 052710 | +20.8% | 19,110 | |
Dowooinsys 484120 | +19.2% | 18,090 | |
Korea Circuit 007810 | +14.0% | 77,400 | |
Samsung Electro-mechanics 009150 | +12.1% | 1,413,000 | |
Duk San Neolux 213420 | +10.1% | 31,650 | |
INNOX Advanced Materials 272290 | +7.8% | 22,250 | |
PI Advanced Materials 178920 | +7.6% | 19,320 | |
CHEMTRONICSCo 089010 | +7.2% | 22,400 |
6. HBM (High Bandwidth Memory) (2 days running)
- Episode: started 2026-07-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HANMI Semiconductor 042700 | +29.9% | 269,500 | ★ |
Mirai Semiconductors 254490 | +15.5% | 17,100 | |
MKElectron 033160 | +14.8% | 18,050 | |
Hanwha Vision 489790 | +14.4% | 48,000 | |
Pemtron 168360 | +13.2% | 16,350 | |
KohYoungTechnology 098460 | +12.5% | 28,400 | |
Kctech 281820 | +11.6% | 104,900 | |
Ycchem 112290 | +11.2% | 10,570 | |
Nextin 348210 | +10.8% | 40,500 | |
PSK Holdings 031980 | +10.8% | 156,200 |
Related news
- [특징주] 한미반도체, 2분기 ‘어닝 서프라이즈’에 27% 급등 — EBN (Korean)
- [급등락주 짚어보기] HLB그룹주 무더기 상한가…한미반도체·애국테마주도 급등 — 이투데이 (Korean)
- “반도체장비도 공급 부족…한미반도체, 8공장 추진” — 매일경제 (Korean)
7. Semiconductor Substrates (FC-BGA, MLB) (2 days running)
- Episode: started 2026-07-14, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Simmtech Holdings 036710 | +22.3% | 4,120 | ★ |
Daeduck Electronics 353200 | +22.0% | 143,200 | |
TLB 356860 | +20.4% | 87,500 | |
Korea Circuit 007810 | +14.0% | 77,400 | |
Simmtech 222800 | +12.6% | 121,600 | |
Samsung Electro-mechanics 009150 | +12.1% | 1,413,000 | |
Duksanhimetal 077360 | +11.2% | 10,140 | |
Taesung 323280 | +11.1% | 38,450 | |
Dawon Nexview 323350 | +10.0% | 9,710 | |
LG Innotek 011070 | +7.3% | 688,000 |
8. Pharma (recurred after 8 days)
- Episode: started 2026-07-15, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
HLB Pharmaceutical 047920 | +30.0% | 8,580 | ★ |
JW Shinyak 067290 | +29.9% | 1,870 | |
Dongwha Pharm 000020 | +17.8% | 6,010 | |
Samik Pharm 014950 | +11.4% | 4,290 | |
Hyundai Pharmaceutical 004310 | +10.5% | 6,710 | |
PharmGen Science 004720 | +10.3% | 3,360 | |
Hanall Biopharma 009420 | +8.2% | 54,400 | |
Hanmi Pharm 128940 | +7.8% | 384,500 | |
Wsi 299170 | +7.4% | 1,327 | |
Reyon Pharmaceutical 102460 | +6.8% | 11,020 |
Closing Thoughts
Four themes are on a 2-day streak that began Jul 14, including Semiconductor Equipment and HBM (High Bandwidth Memory). The next data point is whether these streaks continue.
The Pharma episode runs through Jul 16 in the data. The next sessions will show whether the one-day returns in Smartphones and System Semiconductors continue.