HBM & AI chips stocks
HBM·AI반도체
What are HBM & AI chips stocks in Korea?
The HBM & AI chips theme on jonbur groups 36 Korean stocks listed on KOSPI and KOSDAQ, worth ₩2,702T in total. On Oct 27, 2026 the group moved up 4.85% (weighted by market value); the largest members are Samsung Electronics, SK hynix, Samsung Electronics Pref..
Key facts
- Stocks
- 36
- Total market value
- ₩2,702T
- Day's move
- +4.85%
- As of
- Oct 27, 2026
- Largest members
- Samsung Electronics, SK hynix, Samsung Electronics Pref.
Earnings tracker · 3Q 2026
Reporting season · reports due by Nov 14
Combined, for the companies that have reported, vs the same quarter a year ago
| Company | Reported | Revenue | vs a year ago | Operating profit | vs a year ago | vs last quarter | Op. margin |
|---|---|---|---|---|---|---|---|
| Samsung Electronics | Oct 8Preliminary | ₩195T | +126.6% | ₩107T | +782.8% | +20.0% | 55.1%14.1% |
| SK hynix | Oct 28Preliminary | ₩105T | +327.9% | ₩83T | +632.1% | +37.6% | 79.7%46.6% |
| Samsung Electro-Mechanics | Oct 28Preliminary | ₩3.8T | +30.3% | ₩691B | +165.5% | +56.9% | 18.4%9.0% |
| ISC | Oct 27Preliminary | ₩72B | +11.2% | ₩22B | +25.4% | +2.4% | 30.4%27.0% |
| Fadu | Oct 19Preliminary | ₩11B | −57.7% | ₩12B | Turned to profit | −23.8% | 113.9%−44.6% |
| Techwing | Oct 14Preliminary | ₩88B | +110.2% | ₩18B | +153.0% | +43.9% | 20.5%17.0% |
| Jusung Engineering | Expected around Oct 27 | ||||||
| S&S Tech | Expected around Oct 27 | ||||||
| Hanmi Semiconductor | Expected around Oct 31 | ||||||
| Dongjin Semichem | Expected around Nov 5 | ||||||
| Wonik IPS | Expected around Nov 7 | ||||||
| Doosan | Expected around Nov 10 | ||||||
| DB HiTek | Expected around Nov 10 | ||||||
| TLB | Expected around Nov 12 | ||||||
| SK Square | Expected around Nov 13 | ||||||
| Leeno Industrial | Expected around Nov 13 | ||||||
| PSK Holdings | Expected around Nov 13 | ||||||
| Hana Materials | Expected around Nov 13 | ||||||
| Systems Technology | Expected around Nov 13 | ||||||
| Isupetasys | Expected around Nov 14 | ||||||
| Eugene Technology | Expected around Nov 14 | ||||||
| Soulbrain | Expected around Nov 14 | ||||||
| Hana Micron | Expected around Nov 14 | ||||||
| Jntc | Expected around Nov 14 | ||||||
| DI | Expected around Nov 14 | ||||||
| Nepes | Expected around Nov 14 | ||||||
| Protec | Expected around Nov 14 | ||||||
| Gaonchips | Expected around Nov 14 | ||||||
| Zeusco | Expected around Nov 14 | ||||||
| Nextin | Expected around Nov 14 | ||||||
| Ictk | Expected around Nov 14 | ||||||
| ADTechnology | Expected around Nov 14 | ||||||
| Openedges Technology | Expected around Nov 14 | ||||||
| Auros Technology | Expected around Nov 14 | ||||||
| CoAsia | Expected around Nov 14 | ||||||
Single-quarter figures. Preliminary figures are the company's own early numbers and are replaced by the quarterly report when it's filed. Expected dates are around when each company reported a year ago.
Technical breadth
After the close on Oct 27, 2026- Above 20-day average
- 0%
- Above 60-day average
- 20.5%
- RSI above 70
- 0%
- RSI below 30
- 2.6%
- 52-week highs
- 0
- 52-week lows
- 0
Index gauge · Short term
Bearish
1 bullish, 1 neutral, 7 bearish
Index gauge · Medium term
Leaning bearish
2 bullish, 1 neutral, 5 bearish
Technical read
The HBM & AI chips theme covers 39 members, and none of them currently sit above their 20-day average, while 20.5% are above their 60-day average. Breadth is weak on the short-term measure, with no members at 52-week highs or lows and an RSI reading of 2.6 at the low end and none at the high end. The equal-weighted member index gauge reads bearish over the short term with 7 bearish signals against 1 bullish, leans bearish over the medium term, shows an RSI of 39.1, and sits inside its cloud.
Written by AI from the indicator values above. Not advice.
Share of members, from each member's own indicators; the gauge reads an equal-weighted index of the members. Technical indicators describe past price and volume patterns. They are not predictions or recommendations.
Credit & macro
- MaturitiesOct 20, 202685SK Reit: ₩130bn of bonds due in the next 6 months vs ₩54bn cash₩350bn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2025 FY.SK ReitSK hynixSK NetworksSK DiscoverySKCSK Telecom
- MaturitiesOct 20, 202675DB Securities: ₩1.3tn of bonds due in the next 6 months vs ₩821bn cash₩1.4tn due within 12 months, from the bond filings so far; cash and cash equivalents as of 2026 H1.DB SecuritiesDB HiTekDB InsuranceDB
ETFs for this theme
All ETFs →- TIGER Semiconductor TOP10₩7.7T+₩28B
- KODEX Semiconductor₩4.7T−₩19B
- SOL AI Semiconductor TOP2 Plus₩4.5T+₩738M
- KODEX AI Semiconductor TOP2 Plus₩3.3T+₩23B
- HANARO Fn K-Semiconductor₩2.8T−₩32B
- TIGER Semiconductor₩1.1T0
- SOL AI Semiconductor Materials & Parts₩1.1T+₩17B
- ACE AI Semiconductor TOP3+₩959B−₩9.8B
AUM · Flow 1w
Creators talking about this
[FULL] NEWSCENTER (2026-10-28)Arirang News · via YouTube
[LIVE] NEWSCENTER (2026-10-28)Arirang News · via YouTube
[FULL] THE DAILY REPORT (2026-10-28)Arirang News · via YouTube
KOSPI reclaims 6,000 mark after ten sessions, chip-led rally lifts index by over 6.6%Arirang News · via YouTube
[LIVE] THE DAILY REPORT (2026-10-28)Arirang News · via YouTube
KOSPI climbs to around 6,000 mark, triggers second straight sidecar as Samsung, SK hynix rallyArirang News · via YouTube
AI boom drives SK hynix Q3 sales to US$ 78.5 bil., topping 2025 totalArirang News · via YouTube
[FULL] 12:00 ARIRANG NEWS (2026-10-28)Arirang News · via YouTube
AI boom drives SK hynix Q3 operating profit to US$ 62.5 bil.Arirang News · via YouTube
[LIVE] 12:00 ARIRANG NEWS (2026-10-28)Arirang News · via YouTube
HBM & AI chips
+5.16%HBM·AI반도체
The HBM and AI chip theme covers Korean companies that make high-bandwidth memory (HBM), a stacked DRAM design used alongside AI accelerators, as well as firms working on AI-focused semiconductors and related packaging and equipment. Korean investors tend to group these companies together because the memory makers are central suppliers to global AI data-center buildouts, so their fortunes are often discussed in relation to one another and to demand for advanced chips.
36 companies · 36 up · 0 flat · 0 down
- Traded value
- ₩11T
- Value vs 20-day average
- 0.79×
- Top gainer
- Nepes +9.09%
- Largest company
- Samsung Electronics ₩1,298T
Companies in this theme
| Company | Price | Daily | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
Samsung Electronics005930 · KOSPI | ₩222,000 | +4.23% | ₩3.2T | ₩1,298T | 7.76% |
SK hynix000660 · KOSPI | ₩1,341,000 | +5.18% | ₩4.3T | ₩980T | 7.90% |
Samsung Electronics Pref.005935 · KOSPI | ₩171,100 | +4.20% | ₩488B | ₩137T | 1.09% |
SK Square402340 · KOSPI | ₩828,000 | +7.67% | ₩702B | ₩109T | 8.80% |
Samsung Electro-Mechanics009150 · KOSPI | ₩1,201,000 | +7.42% | ₩933B | ₩90T | 9.87% |
Hanmi Semiconductor042700 · KOSPI | ₩191,400 | +4.02% | ₩127B | ₩18T | 5.71% |
Doosan000150 · KOSPI | ₩952,000 | +5.66% | ₩74B | ₩14T | 9.58% |
Jusung Engineering036930 · KOSDAQ | ₩174,800 | +4.30% | ₩301B | ₩8.1T | 1.12% |
Isupetasys007660 · KOSPI | ₩89,000 | +6.59% | ₩40B | ₩6.5T | 9.84% |
Leeno Industrial058470 · KOSDAQ | ₩61,400 | +4.07% | ₩34B | ₩4.7T | 4.64% |
Wonik IPS240810 · KOSDAQ | ₩93,800 | +4.92% | ₩62B | ₩4.6T | 3.99% |
DB HiTek000990 · KOSPI | ₩94,800 | +1.83% | ₩47B | ₩4.1T | 7.38% |
PSK Holdings031980 · KOSDAQ | ₩169,200 | +7.29% | ₩22B | ₩3.6T | 4.09% |
ISC095340 · KOSDAQ | ₩151,300 | +7.61% | ₩51B | ₩3.2T | 4.10% |
Eugene Technology084370 · KOSDAQ | ₩108,400 | +8.29% | ₩26B | ₩2.5T | 3.98% |
Fadu440110 · KOSDAQ | ₩48,000 | +7.14% | ₩36B | ₩2.4T | 0.29% |
Soulbrain357780 · KOSDAQ | ₩307,000 | +6.41% | ₩10B | ₩2.4T | 4.00% |
Hana Micron067310 · KOSDAQ | ₩35,500 | +5.34% | ₩35B | ₩2.4T | 3.34% |
Dongjin Semichem005290 · KOSDAQ | ₩38,650 | +3.76% | ₩11B | ₩2T | 3.27% |
Techwing089030 · KOSDAQ | ₩38,250 | +4.51% | ₩14B | ₩1.4T | 4.06% |
Jntc204270 · KOSDAQ | ₩18,570 | +4.03% | ₩5B | ₩1.1T | 0.77% |
DI003160 · KOSPI | ₩37,800 | +4.71% | ₩19B | ₩1.1T | 1.99% |
Hana Materials166090 · KOSDAQ | ₩50,800 | +3.36% | ₩5.7B | ₩1T | 3.71% |
TLB356860 · KOSDAQ | ₩38,150 | +8.69% | ₩17B | ₩904B | 0.97% |
S&S Tech101490 · KOSDAQ | ₩38,800 | +5.58% | ₩6.4B | ₩828B | 3.95% |
Nepes033640 · KOSDAQ | ₩24,000 | +9.09% | ₩6.2B | ₩553B | 1.06% |
Protec053610 · KOSDAQ | ₩60,800 | +6.29% | ₩1.3B | ₩547B | 1.07% |
Gaonchips399720 · KOSDAQ | ₩33,850 | +2.42% | ₩1.6B | ₩401B | 2.76% |
Systems Technology039440 · KOSDAQ | ₩25,350 | +7.42% | ₩5.7B | ₩393B | 6.24% |
Zeusco079370 · KOSDAQ | ₩12,020 | +1.01% | ₩9.7B | ₩373B | 0.49% |
Nextin348210 · KOSDAQ | ₩26,600 | +2.31% | ₩1.4B | ₩279B | 3.92% |
Ictk456010 · KOSDAQ | ₩17,300 | +3.53% | ₩4.7B | ₩253B | 0.49% |
ADTechnology200710 · KOSDAQ | ₩18,140 | +3.95% | ₩1.7B | ₩244B | 2.12% |
Openedges Technology394280 · KOSDAQ | ₩7,440 | +4.64% | ₩311M | ₩196B | 0.62% |
Auros Technology322310 · KOSDAQ | ₩10,180 | +5.71% | ₩602M | ₩95B | 1.15% |
CoAsia045970 · KOSDAQ | ₩3,315 | +2.63% | ₩75M | ₩87B | 0.43% |
Source: KRX statistical information