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 ₩2,967T in total. On Oct 28, 2026 the group moved up 9.82% (weighted by market value); the largest members are Samsung Electronics, SK hynix, Samsung Electronics Pref..
Key facts
- Stocks
- 36
- Total market value
- ₩2,967T
- Day's move
- +9.82%
- As of
- Oct 28, 2026
- Largest members
- Samsung Electronics, SK hynix, Samsung Electronics Pref.
Earnings tracker · 2Q 2025
Past quarter
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 | Aug 14 | ₩75T | +0.7% | ₩4.7T | −55.2% | −30.1% | 6.3%14.1% |
| SK hynix | Aug 14 | ₩22T | +35.4% | ₩9.2T | +68.5% | +23.8% | 41.4%33.3% |
| SK Square | Aug 14 | ₩407B | −13.2% | ₩1.4T | +80.8% | −15.2% | 344.6%165.4% |
| Samsung Electro-Mechanics | Aug 14 | ₩2.8T | +7.9% | ₩213B | +2.4% | +6.2% | 7.6%8.1% |
| Hanmi Semiconductor | Aug 14 | ₩180B | +45.8% | ₩86B | +55.7% | +23.9% | 47.9%44.9% |
| Doosan | Aug 14 | ₩5.3T | +16.4% | ₩358B | +6.2% | +80.3% | 6.7%7.3% |
| Jusung Engineering | Aug 13 | ₩79B | −19.0% | ₩6.6B | −81.8% | −80.6% | 8.3%37.1% |
| Isupetasys | Aug 14 | ₩241B | +17.9% | ₩42B | +53.0% | −11.8% | 17.4%13.4% |
| Leeno Industrial | Aug 13 | ₩113B | +58.5% | ₩53B | +60.9% | +53.0% | 47.5%46.8% |
| Wonik IPS | Aug 14 | ₩242B | +56.3% | ₩36B | Turned to profit | Turned to profit | 15.1%−2.0% |
| DB HiTek | Aug 14 | ₩337B | +13.1% | ₩74B | +9.5% | +40.6% | 21.9%22.6% |
| PSK Holdings | Aug 14 | ₩35B | −14.5% | ₩8.5B | −45.7% | −11.4% | 24.4%38.4% |
| ISC | Aug 14 | ₩52B | +3.8% | ₩14B | −8.0% | +96.1% | 26.5%30.0% |
| Eugene Technology | Aug 13 | ₩105B | +35.0% | ₩20B | +99.3% | +114.5% | 18.8%12.7% |
| Fadu | Aug 12 | ₩24B | +233.9% | −₩13B | Smaller loss | Bigger loss | −53.1%−312.8% |
| Soulbrain | Aug 14 | ₩229B | +5.8% | ₩20B | −55.9% | −44.0% | 8.8%21.2% |
| Hana Micron | Aug 14 | ₩340B | +19.0% | ₩30B | +62.3% | +157.3% | 8.9%6.5% |
| Dongjin Semichem | Aug 14 | ₩377B | +6.0% | ₩54B | +7.7% | −7.9% | 14.3%14.1% |
| Techwing | Aug 14 | ₩49B | −3.7% | ₩6.4B | −11.3% | +256.7% | 13.0%14.1% |
| Jntc | Aug 14 | ₩56B | −14.2% | −₩24B | Bigger loss | Bigger loss | −42.5%−31.9% |
| DI | Aug 14 | ₩119B | +158.5% | ₩12B | +1,198.3% | +23.4% | 10.3%2.0% |
| Hana Materials | Aug 14 | ₩64B | +4.5% | ₩8.5B | −11.2% | −2.5% | 13.3%15.6% |
| TLB | Aug 12 | ₩64B | +62.2% | ₩6.9B | Turned to profit | +266.0% | 10.7%−0.2% |
| S&S Tech | Aug 14 | ₩61B | +43.1% | ₩13B | +56.1% | +11.9% | 21.9%20.1% |
| Nepes | Aug 14 | ₩131B | +1.8% | ₩8B | Turned to profit | +120.0% | 6.1%−2.7% |
| Protec | Aug 14 | ₩64B | +22.6% | ₩9.8B | −16.2% | +236.8% | 15.2%22.3% |
| Gaonchips | Aug 14 | ₩9.1B | −60.7% | −₩4.7B | Turned to loss | Smaller loss | −51.8%0.3% |
| Systems Technology | Aug 14 | ₩87B | +15.8% | ₩5.4B | +17.5% | +2.8% | 6.2%6.1% |
| Zeusco | Aug 14 | ₩116B | −11.2% | ₩672M | −92.7% | Turned to profit | 0.6%7.1% |
| Nextin | Aug 14 | ₩23B | +64.0% | ₩2.6B | Turned to profit | −24.4% | 11.1%−0.9% |
| Ictk | Aug 14 | ₩830M | −49.4% | −₩2.6B | Bigger loss | Smaller loss | −313.8%−148.2% |
| ADTechnology | Aug 14 | ₩34B | +68.4% | −₩1B | Smaller loss | Smaller loss | −3.0%−21.9% |
| Openedges Technology | Aug 14 | ₩2.6B | −35.9% | −₩8.8B | Bigger loss | Bigger loss | −337.2%−141.6% |
| Auros Technology | Aug 14 | ₩14B | +15.3% | −₩662M | Bigger loss | Bigger loss | −4.8%−4.3% |
| CoAsia | Aug 13 | ₩99B | +22.6% | ₩3.7B | Turned to profit | +102.5% | 3.8%−7.3% |
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 28, 2026- Above 20-day average
- 16.7%
- Above 60-day average
- 25%
- RSI above 70
- 0%
- RSI below 30
- 0%
- 52-week highs
- 0
- 52-week lows
- 0
Index gauge · Short term
Leaning bearish
2 bullish, 1 neutral, 6 bearish
Index gauge · Medium term
Leaning bearish
2 bullish, 1 neutral, 5 bearish
Technical read
The HBM and AI chips group has 36 members, and only 16.7% of them are trading above their 20-day averages while 25% are above their 60-day averages. No members are recorded at 52-week highs or lows, and none show RSI readings in the extreme overbought or oversold zones. The equal-weighted member index screens lean bearish on both short-term (6 bearish, 2 bullish, 1 neutral) and medium-term (5 bearish, 2 bullish, 1 neutral) signals, with RSI at 46.2 and price inside the 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₩8.4T+₩23B
- KODEX Semiconductor₩5T−₩47B
- SOL AI Semiconductor TOP2 Plus₩4.9T−₩3.2B
- KODEX AI Semiconductor TOP2 Plus₩3.6T+₩18B
- HANARO Fn K-Semiconductor₩3.1T−₩41B
- TIGER Semiconductor₩1.2T−₩4.9B
- SOL AI Semiconductor Materials & Parts₩1.2T−₩11B
- ACE AI Semiconductor TOP3+₩1T−₩13B
AUM · Flow 1w
Creators talking about this
Samsung Electronics reports record profit in Q3 driven by robust demand for AI chipsArirang News · via YouTube
[FULL] 12:00 ARIRANG NEWS (2026-10-29)Arirang News · via YouTube
Samsung Electronics reports record profit in Q3 driven by robust demand for AI chipsArirang News · via YouTube
[LIVE] 12:00 ARIRANG NEWS (2026-10-29)Arirang News · via YouTube
[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
HBM & AI chips
+7.37%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
- ₩15T
- Value vs 20-day average
- 1.13×
- Top gainer
- Ictk +16.76%
- Largest company
- Samsung Electronics ₩1,415T
Companies in this theme
| Company | Price | Daily | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
Samsung Electronics005930 · KOSPI | ₩242,000 | +9.01% | ₩4.3T | ₩1,415T | 7.76% |
SK hynix000660 · KOSPI | ₩1,487,000 | +10.89% | ₩6.1T | ₩1,086T | 7.90% |
Samsung Electronics Pref.005935 · KOSPI | ₩190,100 | +11.10% | ₩918B | ₩153T | 1.09% |
SK Square402340 · KOSPI | ₩921,000 | +11.23% | ₩1.1T | ₩122T | 8.80% |
Samsung Electro-Mechanics009150 · KOSPI | ₩1,306,000 | +8.74% | ₩1.2T | ₩98T | 9.87% |
Hanmi Semiconductor042700 · KOSPI | ₩203,500 | +6.32% | ₩94B | ₩19T | 5.71% |
Doosan000150 · KOSPI | ₩1,013,000 | +6.41% | ₩101B | ₩14T | 9.58% |
Jusung Engineering036930 · KOSDAQ | ₩185,500 | +6.12% | ₩257B | ₩8.6T | 1.12% |
Isupetasys007660 · KOSPI | ₩96,800 | +8.76% | ₩56B | ₩7.1T | 9.84% |
Wonik IPS240810 · KOSDAQ | ₩99,500 | +6.08% | ₩71B | ₩4.9T | 3.99% |
Leeno Industrial058470 · KOSDAQ | ₩63,500 | +3.42% | ₩52B | ₩4.8T | 4.64% |
DB HiTek000990 · KOSPI | ₩100,200 | +5.70% | ₩38B | ₩4.4T | 7.38% |
PSK Holdings031980 · KOSDAQ | ₩193,000 | +14.07% | ₩59B | ₩4.2T | 4.09% |
ISC095340 · KOSDAQ | ₩165,900 | +9.65% | ₩44B | ₩3.5T | 4.10% |
Eugene Technology084370 · KOSDAQ | ₩115,400 | +6.46% | ₩27B | ₩2.6T | 3.98% |
Fadu440110 · KOSDAQ | ₩51,000 | +6.25% | ₩27B | ₩2.6T | 0.29% |
Soulbrain357780 · KOSDAQ | ₩318,000 | +3.58% | ₩8.2B | ₩2.5T | 4.00% |
Hana Micron067310 · KOSDAQ | ₩37,100 | +4.51% | ₩54B | ₩2.5T | 3.34% |
Dongjin Semichem005290 · KOSDAQ | ₩41,600 | +7.63% | ₩13B | ₩2.1T | 3.27% |
Techwing089030 · KOSDAQ | ₩41,000 | +7.19% | ₩19B | ₩1.5T | 4.06% |
DI003160 · KOSPI | ₩43,300 | +14.55% | ₩87B | ₩1.2T | 1.99% |
Jntc204270 · KOSDAQ | ₩19,000 | +2.32% | ₩5.8B | ₩1.1T | 0.77% |
Hana Materials166090 · KOSDAQ | ₩52,600 | +3.54% | ₩8.5B | ₩1T | 3.71% |
TLB356860 · KOSDAQ | ₩41,600 | +9.04% | ₩34B | ₩986B | 0.97% |
S&S Tech101490 · KOSDAQ | ₩41,200 | +6.19% | ₩5B | ₩879B | 3.95% |
Protec053610 · KOSDAQ | ₩65,500 | +7.73% | ₩1.4B | ₩590B | 1.07% |
Nepes033640 · KOSDAQ | ₩24,800 | +3.33% | ₩6B | ₩572B | 1.06% |
Systems Technology039440 · KOSDAQ | ₩28,550 | +12.62% | ₩5.9B | ₩443B | 6.24% |
Gaonchips399720 · KOSDAQ | ₩36,100 | +6.65% | ₩1.4B | ₩428B | 2.76% |
Zeusco079370 · KOSDAQ | ₩12,660 | +5.32% | ₩8.1B | ₩393B | 0.49% |
Ictk456010 · KOSDAQ | ₩20,200 | +16.76% | ₩19B | ₩296B | 0.49% |
Nextin348210 · KOSDAQ | ₩27,500 | +3.38% | ₩1.2B | ₩288B | 3.92% |
ADTechnology200710 · KOSDAQ | ₩19,600 | +8.05% | ₩1.9B | ₩264B | 2.12% |
Openedges Technology394280 · KOSDAQ | ₩7,660 | +2.96% | ₩333M | ₩202B | 0.62% |
Auros Technology322310 · KOSDAQ | ₩10,760 | +5.70% | ₩641M | ₩101B | 1.15% |
CoAsia045970 · KOSDAQ | ₩3,450 | +4.07% | ₩180M | ₩91B | 0.43% |
Source: KRX statistical information