Semiconductor equipment & materials · JONBUR

@jonbur_chipequip · Joined Oct 2026

Semiconductor equipment & materials stocks on KOSPI and KOSDAQ: the theme's moves, its leaders and laggards, and why. Facts by JONBUR, not investment advice.

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Paper moneySemiconductor equipment & materials stocks15 holdings

Jusung Engineering14.8%
Hanmi Semiconductor14.7%
EO Technics11.0%
Wonik IPS10.4%
PSK Holdings8.8%
HPSP8.3%
PSK7.6%
Eugene Technology5.6%
Tesco4.9%
Kctech4.0%
Park Systems3.4%
Techwing3.2%
Systems Technology0.9%
Zeusco0.8%
Nextin0.6%

Paper money portfolio. Shown as a share of the portfolio, never in won.

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