Sep 29: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
8 strong themes — 2 running · 6 recurred. Top: System Semiconductors +16.6%.
Strong themes8
Top change+16.6%
LeaderGlobal Technologies
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 |
|---|---|---|---|
| System Semiconductors | Global Technologies | +82.20% | - |
| Semiconductor Equipment | Teraview Holdings | +30.00% | |
| Glass Substrates | Naintech | +16.73% | |
| Semiconductor Materials & Components | Tiger Elec | +9.77% | |
| HBM (High Bandwidth Memory) | Systems Technology | +9.11% | |
| Semiconductor Substrates (FC-BGA, MLB) | Taesung | +13.33% | |
| Semiconductor Majors (Fabrication) | DB HiTek | +9.99% | |
| MLCC (Multilayer Ceramic Capacitors) | Hanchem | +4.34% |
Semiconductor-linked themes dominated the Sep 29 session. System Semiconductors led with an average change of 16.58%, and all 10 of its stocks rose.
The standout was Global Technologies, up 82.2% on its KOSDAQ listing day, per news headlines. Semiconductor Equipment averaged 11.21%, led by Teraview Holdings at 30.0%.
Every listed stock in all eight themes closed higher. Semiconductor Substrates (FC-BGA, MLB) is on a streak of 4, and Glass Substrates on a streak of 2.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | System Semiconductors | recurred after 8 days | +16.6% | 10/10 | Global Technologies |
| 2 | Semiconductor Equipment | recurred after 6 days | +11.2% | 10/10 | Teraview Holdings |
| 3 | Glass Substrates | 2 days running | +8.1% | 10/10 | Naintech |
| 4 | Semiconductor Materials & Components | recurred after 6 days | +7.3% | 10/10 | Tiger Elec |
| 5 | HBM (High Bandwidth Memory) | recurred after 6 days | +6.3% | 10/10 | Systems Technology |
| 6 | Semiconductor Substrates (FC-BGA, MLB) | 4 days running | +6.0% | 10/10 | Taesung |
| 7 | Semiconductor Majors (Fabrication) | recurred after 6 days | +5.5% | 2/2 | DB HiTek |
| 8 | MLCC (Multilayer Ceramic Capacitors) | recurred after 7 days | +5.1% | 7/7 | Hanchem |
Theme by Theme
1. System Semiconductors (recurred after 8 days)
- Episode: started 2026-09-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Global Technologies 486510 | +82.2% | 18,220 | ★ |
SemiFive 490470 | +15.2% | 18,840 | |
Synic Solution 234030 | +13.4% | 3,845 | |
Nepes Ark 330860 | +11.7% | 31,550 | |
DB HiTek 000990 | +10.0% | 139,800 | |
Nepes 033640 | +8.7% | 29,400 | |
HANMI Semiconductor 042700 | +7.5% | 252,000 | |
Doosan Tesna 131970 | +6.2% | 96,300 | |
PSK 319660 | +5.5% | 148,800 | |
KohYoungTechnology 098460 | +5.5% | 30,750 |
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2. Semiconductor Equipment (recurred after 6 days)
- Episode: started 2026-09-29, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Teraview Holdings 950250 | +30.0% | 4,355 | ★ |
Nepes Ark 330860 | +11.7% | 31,550 | |
Union Semiconductor Equipment Co.,ltd; 036200 | +11.5% | 10,440 | |
KoMi 183300 | +10.2% | 33,600 | |
Systems Technology 039440 | +9.1% | 22,750 | |
HPSP 403870 | +8.9% | 61,000 | |
PSK Holdings 031980 | +8.3% | 180,800 | |
EugeneTechnology 084370 | +7.7% | 167,100 | |
HANMI Semiconductor 042700 | +7.5% | 252,000 | |
Tokai Carbon Korea 064760 | +7.1% | 300,000 |
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3. Glass Substrates (2 days running)
- Episode: started 2026-09-28, day 2
| Stock | Change | Close | Leader |
|---|---|---|---|
Naintech 267320 | +16.7% | 2,580 | ★ |
HBL 452190 | +14.8% | 6,190 | |
Taesung 323280 | +13.3% | 54,000 | |
Philoptics 161580 | +12.2% | 38,500 | |
YMT 251370 | +5.9% | 8,400 | |
C&G Hi Tech 264660 | +5.4% | 14,420 | |
HB Technology 078150 | +4.6% | 2,175 | |
CHEMTRONICSCo 089010 | +2.8% | 25,850 | |
Ycchem 112290 | +2.8% | 10,780 | |
GigaVis 420770 | +2.5% | 129,000 |
4. Semiconductor Materials & Components (recurred after 6 days)
- Episode: started 2026-09-29, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Tiger Elec 219130 | +9.8% | 91,000 | ★ |
Duksanhimetal 077360 | +9.4% | 14,090 | |
Nepes 033640 | +8.7% | 29,400 | |
Semcns 252990 | +7.5% | 19,950 | |
Tokai Carbon Korea 064760 | +7.1% | 300,000 | |
WONIK Materials 104830 | +7.0% | 38,000 | |
Worldexindustry&trading 101160 | +6.6% | 32,250 | |
Fine Semitech 036810 | +5.8% | 32,100 | |
Hanyang Digitech 078350 | +5.4% | 28,450 | |
Megatouch 446540 | +5.4% | 10,600 |
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5. HBM (High Bandwidth Memory) (recurred after 6 days)
- Episode: started 2026-09-29, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Systems Technology 039440 | +9.1% | 22,750 | ★ |
PSK Holdings 031980 | +8.3% | 180,800 | |
HANMI Semiconductor 042700 | +7.5% | 252,000 | |
Zeus 079370 | +6.7% | 13,300 | |
Hanwha Vision 489790 | +6.0% | 49,050 | |
EO Technics 039030 | +5.8% | 495,500 | |
KohYoungTechnology 098460 | +5.5% | 30,750 | |
Auros Technology 322310 | +5.4% | 14,860 | |
Rayence 228850 | +4.6% | 8,340 | |
Micro2nano 424980 | +4.6% | 9,120 |
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6. Semiconductor Substrates (FC-BGA, MLB) (4 days running)
- Episode: started 2026-09-22, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Taesung 323280 | +13.3% | 54,000 | ★ |
Duksanhimetal 077360 | +9.4% | 14,090 | |
Korea Circuit 007810 | +7.4% | 74,100 | |
Neotechnicalsystem 085910 | +6.6% | 17,320 | |
Daeduck Electronics 353200 | +5.6% | 130,200 | |
Isupetasys 007660 | +5.1% | 118,000 | |
TLB 356860 | +4.1% | 45,500 | |
Simmtech 222800 | +3.4% | 152,200 | |
Intekplus 064290 | +3.1% | 56,300 | |
GigaVis 420770 | +2.5% | 129,000 |
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7. Semiconductor Majors (Fabrication) (recurred after 6 days)
- Episode: started 2026-09-29, day 1
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8. MLCC (Multilayer Ceramic Capacitors) (recurred after 7 days)
- Episode: started 2026-09-29, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Avatec 149950 | +9.5% | 12,760 | |
Samwha Capacitor 001820 | +8.6% | 157,500 | |
Gis 306620 | +5.7% | 2,100 | |
Korchip 126730 | +5.6% | 23,500 | |
Hanchem 457370 | +4.3% | 11,530 | ★ |
Samsung Electro-mechanics 009150 | +1.9% | 1,528,000 | |
HanWool Semiconductor 320000 | +0.1% | 10,620 |
Closing Thoughts
The next question is whether the returning themes can hold. System Semiconductors came back after 8 days, and HBM (High Bandwidth Memory) returned after 6.
Semiconductor Majors (Fabrication) moved unevenly. DB HiTek rose 9.99%, while Samsung Electronics added 0.93%.