Oct 1: 8 Strong Themes — Biotechnology, Semiconductor Equipment
8 strong themes — 3 running · 5 recurred. Top: Biotechnology +16.7%.
Strong themes8
Top change+16.7%
LeaderG2gbio
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 |
|---|---|---|---|
| Biotechnology | G2gbio | +23.06% | |
| Semiconductor Equipment | SEMI Total Solution | +22.92% | |
| HBM (High Bandwidth Memory) | Winpac | +26.03% | |
| Cancer Immunotherapy | AbClon | +20.36% | |
| Semiconductor Materials & Components | Dreamtech | +14.59% | |
| GLP-1 & Obesity Drugs | G2gbio | +23.06% | |
| Gene Therapy & Genomics | AbClon | +20.36% | |
| Pharma | Sam Chun Dang Pharm | +15.39% |
On Oct 1, Biotechnology led the strong themes with an average change of 16.69%. All 10 of its stocks rose, and the theme came back after a 16-day gap.
Chip names extended a 3-day streak. Semiconductor Equipment averaged 13.37% and HBM (High Bandwidth Memory) 12.97%, with Winpac up 26.03%.
Health care filled the rest of the list, from Cancer Immunotherapy at 12.39% to Pharma at 9.23%. In every theme listed, all 10 of 10 stocks rose.
Today’s Strong Themes at a Glance
| # | Theme | Status | Avg. change | Up/Total | Leader |
|---|---|---|---|---|---|
| 1 | Biotechnology | recurred after 16 days | +16.7% | 10/10 | G2gbio |
| 2 | Semiconductor Equipment | 3 days running | +13.4% | 10/10 | SEMI Total Solution |
| 3 | HBM (High Bandwidth Memory) | 3 days running | +13.0% | 10/10 | Winpac |
| 4 | Cancer Immunotherapy | recurred after 3 days | +12.4% | 10/10 | AbClon |
| 5 | Semiconductor Materials & Components | 3 days running | +10.9% | 10/10 | Dreamtech |
| 6 | GLP-1 & Obesity Drugs | recurred after 16 days | +10.5% | 10/10 | G2gbio |
| 7 | Gene Therapy & Genomics | recurred after 16 days | +9.8% | 10/10 | AbClon |
| 8 | Pharma | recurred after 3 days | +9.2% | 10/10 | Sam Chun Dang Pharm |
Theme by Theme
1. Biotechnology (recurred after 16 days)
- Episode: started 2026-10-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Rznomics 476830 | +23.3% | 29,650 | |
G2gbio 456160 | +23.1% | 43,500 | ★ |
AbClon 174900 | +20.4% | 26,900 | |
GI Innovation 358570 | +20.0% | 9,540 | |
OliX Pharmaceuticals 226950 | +14.1% | 116,900 | |
Aimed Bio 0009K0 | +13.9% | 25,450 | |
Voronoi 310210 | +13.4% | 151,700 | |
Inventage Lab 389470 | +13.2% | 29,200 | |
Samsung Pharmaceutical 001360 | +12.9% | 1,464 | |
GC WellBeing 234690 | +12.8% | 11,180 |
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2. Semiconductor Equipment (3 days running)
- Episode: started 2026-09-29, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
SEMI Total Solution 0017J0 | +22.9% | 3,110 | ★ |
Tfe 425420 | +16.1% | 74,200 | |
Systems Technology 039440 | +13.9% | 26,200 | |
Di 003160 | +13.1% | 41,500 | |
VM 089970 | +12.4% | 70,800 | |
Zeus 079370 | +11.8% | 14,470 | |
Fine Semitech 036810 | +11.2% | 34,700 | |
EugeneTechnology 084370 | +10.9% | 185,900 | |
LEENO Industrial 058470 | +10.9% | 81,400 | |
Techwing 089030 | +10.4% | 57,300 |
3. HBM (High Bandwidth Memory) (3 days running)
- Episode: started 2026-09-29, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
Winpac 097800 | +26.0% | 3,825 | ★ |
Quality Reliability Technology 405100 | +16.8% | 16,520 | |
Systems Technology 039440 | +13.9% | 26,200 | |
Di 003160 | +13.1% | 41,500 | |
Zeus 079370 | +11.8% | 14,470 | |
Techwing 089030 | +10.4% | 57,300 | |
KohYoungTechnology 098460 | +10.0% | 34,050 | |
MKElectron 033160 | +9.6% | 18,800 | |
YC 232140 | +9.5% | 16,000 | |
PSK Holdings 031980 | +8.6% | 194,000 |
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4. Cancer Immunotherapy (recurred after 3 days)
- Episode: started 2026-10-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
AbClon 174900 | +20.4% | 26,900 | ★ |
GI Innovation 358570 | +20.0% | 9,540 | |
Aimed Bio 0009K0 | +13.9% | 25,450 | |
Qurient 115180 | +12.1% | 24,650 | |
ABL Bio 298380 | +10.5% | 53,600 | |
Stcube 052020 | +10.5% | 8,110 | |
Kanaph Therapeutics 0082N0 | +10.0% | 13,090 | |
IMBiologics 493280 | +9.3% | 18,000 | |
TiumBio 321550 | +9.3% | 4,895 | |
LigaChem Biosciences 141080 | +8.0% | 86,200 |
5. Semiconductor Materials & Components (3 days running)
- Episode: started 2026-09-29, day 8
| Stock | Change | Close | Leader |
|---|---|---|---|
S&S Tech 101490 | +15.4% | 52,100 | |
Dreamtech 192650 | +14.6% | 9,110 | ★ |
Hanyang Digitech 078350 | +12.7% | 36,000 | |
Dongjin Semichem 005290 | +11.4% | 53,100 | |
Fine Semitech 036810 | +11.2% | 34,700 | |
MKElectron 033160 | +9.6% | 18,800 | |
GO Element 311320 | +9.0% | 9,000 | |
SAMYANG NC Chem 482630 | +8.8% | 15,330 | |
HanaMicron 067310 | +8.1% | 51,200 | |
HVM 295310 | +8.0% | 64,600 |
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6. GLP-1 & Obesity Drugs (recurred after 16 days)
- Episode: started 2026-10-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
G2gbio 456160 | +23.1% | 43,500 | ★ |
Sam Chun Dang Pharm 000250 | +15.4% | 199,400 | |
OliX Pharmaceuticals 226950 | +14.1% | 116,900 | |
Inventage Lab 389470 | +13.2% | 29,200 | |
Peptron 087010 | +8.3% | 142,500 | |
D&D Pharmatech 347850 | +8.1% | 45,250 | |
Icure Pharmaceutical Incorporation 175250 | +6.9% | 1,710 | |
Raphas 214260 | +6.0% | 7,790 | |
Caregen 214370 | +5.6% | 43,150 | |
Il Dong Pharmaceutical 249420 | +4.4% | 14,570 |
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7. Gene Therapy & Genomics (recurred after 16 days)
- Episode: started 2026-10-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Rznomics 476830 | +23.3% | 29,650 | |
AbClon 174900 | +20.4% | 26,900 | ★ |
Kanaph Therapeutics 0082N0 | +10.0% | 13,090 | |
TiumBio 321550 | +9.3% | 4,895 | |
GC Genome 340450 | +7.0% | 9,270 | |
LabGenomics 084650 | +5.9% | 2,770 | |
Samyang Biopharm 0120G0 | +5.7% | 49,200 | |
Genome&Company 314130 | +5.7% | 5,390 | |
Geninus 389030 | +5.6% | 2,095 | |
Curocell 372320 | +5.5% | 22,850 |
8. Pharma (recurred after 3 days)
- Episode: started 2026-10-01, day 1
| Stock | Change | Close | Leader |
|---|---|---|---|
Sam Chun Dang Pharm 000250 | +15.4% | 199,400 | ★ |
Samsung Pharmaceutical 001360 | +12.9% | 1,464 | |
GC WellBeing 234690 | +12.8% | 11,180 | |
Keeps Biopharma 256940 | +11.1% | 6,830 | |
Hanall Biopharma 009420 | +10.0% | 48,500 | |
Icure Pharmaceutical Incorporation 175250 | +6.9% | 1,710 | |
ChoA Pharmaceutical 034940 | +6.3% | 2,705 | |
Myungin Pharm 317450 | +6.0% | 44,800 | |
Telcon RF Pharmaceutical 200230 | +5.5% | 2,290 | |
Prestige Biologics 334970 | +5.4% | 1,427 |
Closing Thoughts
The chip theme episodes run from Sep 29 to Oct 6, so the next sessions will show whether the 3-day streak continues. SEMI Total Solution led equipment, up 22.92%.
The bio rally is a first day back after gaps of 16 and 3 days. Some stocks, such as G2gbio and AbClon, led several health care themes at once.