Jul 31: 8 Strong Themes — S7 (Samsung Electronics, SK hynix etc.), Semiconductor Majors (Fabrication)
8 strong themes — 1 running · 7 recurred. Top: S7 (Samsung Electronics, SK hynix etc.) +25.8%.
Strong themes8
Top change+25.8%
LeaderSK hynix
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 |
|---|---|---|---|
| S7 (Samsung Electronics, SK hynix etc.) | SK hynix | +29.95% | |
| Semiconductor Majors (Fabrication) | SK hynix | +29.95% | |
| Power Equipment | Hyosung Heavy Industries | +27.61% | |
| Robotics (Industrial & Collaborative) | Doosan | +30.00% | |
| Defense & War | RF Materials | +29.79% | |
| Optical Communications | RF Materials | +29.79% | |
| Physical AI & Humanoid Robots | Samsung Electronics | +26.81% | |
| Quantum Cryptography & Computing | Alt | +24.87% |
Eight themes rose across the board on 2026-07-31, with every listed stock closing higher. S7 (Samsung Electronics, SK hynix etc.) led with an average change of 25.8% across 7 stocks.
SK hynix led both chip themes at 29.95%, and Semiconductor Majors (Fabrication) averaged 24.49%. Samsung Electronics rose 26.81% on volume of 58260863 shares.
The rally reached well beyond chips. Power Equipment averaged 21.56%, Robotics (Industrial & Collaborative) 21.41%, and Defense & War 21.04%, its second straight day.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | S7 (Samsung Electronics, SK hynix etc.) | recurred after 10 days | +25.8% | 7/7 | SK hynix |
| 2 | Semiconductor Majors (Fabrication) | recurred after 4 days | +24.5% | 3/3 | SK hynix |
| 3 | Power Equipment | recurred after 8 days | +21.6% | 10/10 | Hyosung Heavy Industries |
| 4 | Robotics (Industrial & Collaborative) | recurred after 2 days | +21.4% | 10/10 | Doosan |
| 5 | Defense & War | 2 days running | +21.0% | 10/10 | RF Materials |
| 6 | Optical Communications | recurred after 9 days | +19.4% | 10/10 | RF Materials |
| 7 | Physical AI & Humanoid Robots | recurred after 2 days | +18.5% | 10/10 | Samsung Electronics |
| 8 | Quantum Cryptography & Computing | recurred after 37 days | +15.6% | 10/10 | Alt |
Theme by Theme
1. S7 (Samsung Electronics, SK hynix etc.) (recurred after 10 days)
- Episode: started 2026-07-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +29.9% | 1,718,000 | ★ |
Samsung Electro-mechanics 009150 | +29.9% | 1,142,000 | |
SK Square 402340 | +29.9% | 1,038,000 | |
Samsung Electronics 005930 | +26.8% | 262,500 | |
Samsung Electronics (Pref.) 005935 | +26.5% | 191,000 | |
Samsung C&T 028260 | +19.6% | 351,500 | |
Samsung Life Insurance 032830 | +18.0% | 311,500 |
Related news
- [특징주] 사흘 급락 딛고 반전…‘S7’ 일제히 급등 — 뉴스핌 (Korean)
- 삼전닉스 20%대 급등…미 반도체 훈풍에 ‘S7’ 동반 급등세 — 머니투데이 (Korean)
2. Semiconductor Majors (Fabrication) (recurred after 4 days)
- Episode: started 2026-07-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
SK hynix 000660 | +29.9% | 1,718,000 | ★ |
Samsung Electronics 005930 | +26.8% | 262,500 | |
DB HiTek 000990 | +16.7% | 83,100 |
Related news
- 코스피 18% 급등 ‘역대 최대’…SK하이닉스 상한가 — KBS (Korean)
3. Power Equipment (recurred after 8 days)
- Episode: started 2026-07-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Hyosung Heavy Industries 298040 | +27.6% | 2,417,000 | ★ |
Dawon Cable 006340 | +26.0% | 13,000 | |
Gaon Cable 000500 | +24.7% | 134,200 | |
GnCenergy 119850 | +23.0% | 36,600 | |
LS ELECTRIC 010120 | +22.9% | 184,800 | |
LS 006260 | +19.5% | 267,000 | |
Sanil Electric 062040 | +18.5% | 143,200 | |
LS Eco Energy 229640 | +18.5% | 40,350 | |
KBI Metal 024840 | +17.5% | 3,720 | |
HD Hyundai Electric 267260 | +17.3% | 684,000 |
Related news
- 효성중공업, 2분기 영업이익 2643억원…전년동기 比 60.9%↑ — 대한경제 (Korean)
- 효성중공업, 2분기 영업익 2643억…전년비 60.9% ↑ — 헤럴드경제 (Korean)
- 효성중공업, 2분기 최대 실적…영업익 전년비 60.9%↑ — 뉴스핌 (Korean)
4. Robotics (Industrial & Collaborative) (recurred after 2 days)
- Episode: started 2026-07-31, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Doosan 000150 | +30.0% | 1,170,000 | ★ |
Cymechs 160980 | +29.3% | 30,250 | |
SPG 058610 | +23.2% | 94,600 | |
Zeus 079370 | +21.2% | 8,450 | |
SBB Tech 389500 | +20.9% | 30,350 | |
Robostar 090360 | +19.5% | 61,400 | |
Lincsolution 474650 | +18.4% | 19,900 | |
Hallacast 125490 | +18.3% | 7,290 | |
Shinsung Delta Tech 065350 | +16.7% | 29,000 | |
Pim Korea 448900 | +16.6% | 51,300 |
Related news
- SK·두산, SK실트론 주식매매계약 체결…2.3조 규모 [종합] — 이투데이 (Korean)
- 두산, SK와 SK실트론 주식매매계약 체결 — 주간한국 (Korean)
- 두산, SK실트론 2.3조원에 품었다…2031년 매출 3조원 목표 — 헤럴드경제 (Korean)
5. Defense & War (2 days running)
- Episode: started 2026-07-30, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
RF Materials 327260 | +29.8% | 22,350 | ★ |
Duksanhimetal 077360 | +27.0% | 8,760 | |
Daesung Hi-Tech 129920 | +24.6% | 5,010 | |
RFHIC 218410 | +21.0% | 42,700 | |
Sec 081180 | +20.2% | 5,350 | |
TAIHAN Fiberoptics 010170 | +19.1% | 8,530 | |
Poongsan 103140 | +18.9% | 71,200 | |
Sensorview 321370 | +17.3% | 1,160 | |
Woori Technology, Incorporation 032820 | +16.7% | 9,030 | |
RF Systems 474610 | +15.9% | 5,790 |
Related news
- [장중수급포착] RF머트리얼즈, 외국인/기관 동시 순매수… 주가 +23.11% — 뉴스핌 (Korean)
6. Optical Communications (recurred after 9 days)
- Episode: started 2026-07-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
RF Materials 327260 | +29.8% | 22,350 | ★ |
Sungho Electronics 043260 | +26.1% | 14,940 | |
RFHIC 218410 | +21.0% | 42,700 | |
Zaram Technology 389020 | +20.6% | 18,470 | |
LS 006260 | +19.5% | 267,000 | |
TAIHAN Fiberoptics 010170 | +19.1% | 8,530 | |
Fiberpro 368770 | +15.5% | 11,120 | |
Woori-Net 115440 | +14.6% | 6,360 | |
Seoul Viosys 092190 | +14.0% | 4,735 | |
TMC 217590 | +13.5% | 10,480 |
Related news
- [장중수급포착] RF머트리얼즈, 외국인/기관 동시 순매수… 주가 +23.11% — 뉴스핌 (Korean)
7. Physical AI & Humanoid Robots (recurred after 2 days)
- Episode: started 2026-07-31, day 4
| Stock | Change | Close | Leader |
|---|---|---|---|
Samsung Electronics 005930 | +26.8% | 262,500 | ★ |
LG Innotek 011070 | +21.2% | 514,000 | |
SBB Tech 389500 | +20.9% | 30,350 | |
Hallacast 125490 | +18.3% | 7,290 | |
Synic Solution 234030 | +16.9% | 2,840 | |
Pim Korea 448900 | +16.6% | 51,300 | |
Yujin Robot 056080 | +16.3% | 10,900 | |
Rainbow Robotics 277810 | +16.1% | 433,000 | |
Robotis 108490 | +16.0% | 183,800 | |
Hyundai Autoever 307950 | +15.5% | 364,500 |
Related news
- 메모리 사이클 회복 기대감에 주주환원 정책까지…증권가, 삼성전자 목표가 ‘상향’ — 세계일보 (Korean)
8. Quantum Cryptography & Computing (recurred after 37 days)
- Episode: started 2026-07-31, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Alt 172670 | +24.9% | 9,290 | ★ |
Ictk 456010 | +18.4% | 13,130 | |
Axgate 356680 | +18.3% | 9,820 | |
Korea Computer & Systems 115500 | +15.1% | 7,690 | |
Woori-Net 115440 | +14.6% | 6,360 | |
Wooriro 046970 | +14.4% | 3,880 | |
Solid 050890 | +14.3% | 8,470 | |
Photon 208710 | +12.0% | 2,230 | |
Q.S.ICo 066310 | +11.9% | 6,480 | |
Aton 158430 | +11.8% | 3,880 |
Closing Thoughts
Defense & War is the only theme on a streak of 2 days. The other seven came back after gaps ranging from 2 to 37 days.
The Robotics (Industrial & Collaborative) and Physical AI & Humanoid Robots episodes run to 2026-08-03. Doosan rose 30.0% on the same day as news of its SK Siltron share purchase deal.