Sep 22: 8 Strong Themes — Semiconductor Substrates (FC-BGA, MLB), PCB & Flexible PCB
8 strong themes — 2 running · 6 recurred. Top: Semiconductor Substrates (FC-BGA, MLB) +12.4%.
Strong themes8
Top change+12.4%
LeaderKorea Circuit
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 Substrates (FC-BGA, MLB) | Korea Circuit | +25.43% | |
| PCB & Flexible PCB | Korea Circuit | +25.43% | |
| AI & Robotics | Nota | +29.97% | |
| Semiconductor Equipment | Dawon Nexview | +16.57% | |
| Nuclear | Sammi Metal Products | +21.76% | |
| Battery | Samkee Energy Solutions | +5.18% | |
| Semiconductor Materials & Components | Mi | +13.11% | |
| Airlines & Low-Cost Carriers | Tway Holdings Incorporation | +11.12% |
On Sep 22, every stock in all eight strong themes closed higher. Semiconductor Substrates (FC-BGA, MLB) led with an average change of 12.42%.
Korea Circuit led both the substrate and PCB & Flexible PCB themes, rising 25.43%. The PCB theme returned after a gap of 83 days, with an average change of 11.05%.
In AI & Robotics, Nota rose 29.97% and Wsi rose 29.94%. Semiconductor Equipment extended its streak to 5 sessions with an average change of 8.76%.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Semiconductor Substrates (FC-BGA, MLB) | recurred after 4 days | +12.4% | 10/10 | Korea Circuit |
| 2 | PCB & Flexible PCB | recurred after 83 days | +11.1% | 10/10 | Korea Circuit |
| 3 | AI & Robotics | recurred after 4 days | +9.2% | 10/10 | Nota |
| 4 | Semiconductor Equipment | 5 days running | +8.8% | 10/10 | Dawon Nexview |
| 5 | Nuclear | recurred after 4 days | +7.4% | 10/10 | Sammi Metal Products |
| 6 | Battery | recurred after 7 days | +6.6% | 10/10 | Samkee Energy Solutions |
| 7 | Semiconductor Materials & Components | 5 days running | +5.7% | 10/10 | Mi |
| 8 | Airlines & Low-Cost Carriers | recurred after 14 days | +5.6% | 8/8 | Tway Holdings Incorporation |
Theme by Theme
1. Semiconductor Substrates (FC-BGA, MLB) (recurred after 4 days)
- Episode: started 2026-09-22, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Circuit 007810 | +25.4% | 65,600 | ★ |
TLB 356860 | +16.8% | 44,500 | |
Dawon Nexview 323350 | +16.6% | 9,490 | |
Simmtech 222800 | +13.3% | 148,100 | |
Neotechnicalsystem 085910 | +13.1% | 15,960 | |
Daeduck Electronics 353200 | +10.2% | 112,300 | |
Intekplus 064290 | +9.4% | 55,600 | |
GigaVis 420770 | +8.7% | 119,500 | |
Simmtech Holdings 036710 | +5.8% | 4,160 | |
Duksanhimetal 077360 | +4.7% | 12,930 |
Related news
- 유가 반등에 ‘브레이크’ 코스피 강보합 마감, 반도체 기판·게임주 강세 — 머니투데이 (Korean)
2. PCB & Flexible PCB (recurred after 83 days)
- Episode: started 2026-09-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Korea Circuit 007810 | +25.4% | 65,600 | ★ |
TLB 356860 | +16.8% | 44,500 | |
Interflex 051370 | +13.9% | 7,130 | |
Simmtech 222800 | +13.3% | 148,100 | |
Neotechnicalsystem 085910 | +13.1% | 15,960 | |
Daeduck Electronics 353200 | +10.2% | 112,300 | |
NEWFLEXTECHNOLGYCo 085670 | +6.7% | 3,090 | |
Samsung Electro-mechanics 009150 | +4.0% | 1,486,000 | |
Amogreentech 125210 | +3.5% | 6,160 | |
BHCo 090460 | +3.5% | 20,150 |
Related news
- [ET특징주] 미국발 ‘CPU’ 훈풍… 코리아써키트 등 PCB株 강세 — 전자신문 (Korean)
- [특징주] 이수페타시스, AI發 PCB 수요 확대…하반기 실적 기대에 강세 — 메트로경제 (Korean)
- AIDC 혈관 ‘고부가 PCB’가 뚫는다…심텍·티엘비 ‘슈퍼사이클’ 탑승 — EBN (Korean)
3. AI & Robotics (recurred after 4 days)
- Episode: started 2026-09-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Nota 486990 | +30.0% | 22,550 | ★ |
Wsi 299170 | +29.9% | 1,545 | |
LG Electronics 066570 | +6.9% | 216,500 | |
MakinaRocks 477850 | +6.0% | 22,000 | |
S2W 488280 | +4.8% | 14,520 | |
Maum.ai 377480 | +4.2% | 10,320 | |
Twim 290090 | +3.4% | 4,510 | |
XIIlab 189330 | +2.4% | 11,280 | |
Innodep 303530 | +2.1% | 3,095 | |
Saltlux 304100 | +2.1% | 15,220 |
Related news
- “고성능 GPU나 외부서버 없어도 된다”…노타, 로봇팔 작업 3배↑ — 머니투데이 (Korean)
- 노타, 퀄컴 NPU서 로봇 AI 구동…“로봇팔 작업 속도 3배↑” [로보 인사이트] — 서울경제 (Korean)
- [급등락주 짚어보기] 코스닥서 노타ㆍ더블유에스아이 등 6개 상한가···코스피는 ‘잠잠’ — 이투데이 (Korean)
4. Semiconductor Equipment (5 days running)
- Episode: started 2026-09-16, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Dawon Nexview 323350 | +16.6% | 9,490 | ★ |
Tfe 425420 | +10.7% | 64,400 | |
Intekplus 064290 | +9.4% | 55,600 | |
GigaVis 420770 | +8.7% | 119,500 | |
Asflow 159010 | +8.0% | 24,250 | |
LEENO Industrial 058470 | +7.5% | 75,000 | |
Device 187870 | +7.1% | 11,210 | |
Protec 053610 | +7.0% | 73,200 | |
EugeneTechnology 084370 | +6.4% | 149,400 | |
Justem 417840 | +6.2% | 15,880 |
5. Nuclear (recurred after 4 days)
- Episode: started 2026-09-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sammi Metal Products 012210 | +21.8% | 13,540 | ★ |
Woniltni 136150 | +7.8% | 8,800 | |
Hantech 098070 | +7.2% | 26,100 | |
KEPCO Engineering & Construction Company 052690 | +6.6% | 138,100 | |
Taihan Cable & Solution 001440 | +6.4% | 31,600 | |
Jeil Technos 038010 | +5.1% | 5,350 | |
Taewoong 044490 | +5.0% | 39,800 | |
SNTEnergy 100840 | +4.8% | 38,500 | |
G2Power 388050 | +4.6% | 10,760 | |
Bhi 083650 | +4.5% | 64,300 |
6. Battery (recurred after 7 days)
- Episode: started 2026-09-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Mi 059090 | +13.1% | 22,600 | |
Intekplus 064290 | +9.4% | 55,600 | |
Daesung Hi-Tech 129920 | +9.1% | 5,640 | |
Almac 354320 | +7.5% | 37,450 | |
MKElectron 033160 | +6.5% | 15,680 | |
Samkee Energy Solutions 419050 | +5.2% | 1,603 | ★ |
Hansol Chemical 014680 | +4.4% | 225,000 | |
V-one Tech 251630 | +4.2% | 3,615 | |
Posco Future M 003670 | +3.4% | 184,200 | |
TCC Steel 002710 | +3.4% | 11,860 |
7. Semiconductor Materials & Components (5 days running)
- Episode: started 2026-09-16, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Mi 059090 | +13.1% | 22,600 | ★ |
MKElectron 033160 | +6.5% | 15,680 | |
Haesung DS 195870 | +6.0% | 59,700 | |
Welkeeps Hitech 043590 | +5.3% | 1,659 | |
Duksanhimetal 077360 | +4.7% | 12,930 | |
Kctech 281820 | +4.5% | 80,600 | |
ISC 095340 | +4.5% | 208,000 | |
Hansol Chemical 014680 | +4.4% | 225,000 | |
Dreamtech 192650 | +4.0% | 8,530 | |
KX Hitech 052900 | +3.8% | 1,110 |
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- [장중수급포착] 미코, 외국인/기관 동시 순매수… 주가 +9.36% — 뉴스핌 (Korean)
- [장중수급포착] 미코, 외국인 6일 연속 순매수행진… 주가 +11.36% — 뉴스핌 (Korean)
8. Airlines & Low-Cost Carriers (recurred after 14 days)
- Episode: started 2026-09-22, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Tway Holdings Incorporation 004870 | +11.1% | 1,009 | ★ |
Korean Air Lines 003490 | +8.8% | 31,400 | |
Asiana Airlines 020560 | +8.7% | 8,370 | |
Jejuair 089590 | +6.1% | 4,585 | |
Hanjinkal 180640 | +3.6% | 143,500 | |
Jin Air 272450 | +3.3% | 5,960 | |
Trinity Airways 091810 | +2.0% | 2,600 | |
Air Busan 298690 | +1.2% | 1,526 |
Related news
- [특징주]티웨이홀딩스, 관리종목 지정 여파…13% 이상 하락 — 아주경제 (Korean)
- ‘관리종목’ 지정된 티웨이홀딩스…거래재개 첫날 15%↓[코주부] — 서울경제 (Korean)
Closing Thoughts
Semiconductor Equipment and Semiconductor Materials & Components both have episodes running to 2026-09-23. The open question is whether the chip chain’s 5-session streak holds.
Nuclear, led by Sammi Metal Products at 21.76%, and Airlines & Low-Cost Carriers returned after gaps of 4 and 14 days. The next test is whether these one-day episodes extend.