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 · 3Q 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 | Nov 14 | ₩86T | +8.8% | ₩12T | +32.5% | +160.2% | 14.1%11.6% |
| SK hynix | Nov 14 | ₩24T | +39.1% | ₩11T | +61.9% | +23.6% | 46.6%40.0% |
| SK Square | Nov 13 | ₩408B | −10.8% | ₩2.6T | +127.7% | +88.8% | 648.6%254.0% |
| Samsung Electro-Mechanics | Nov 14 | ₩2.9T | +11.2% | ₩260B | +12.4% | +22.2% | 9.0%8.9% |
| Hanmi Semiconductor | Nov 14 | ₩166B | −20.3% | ₩68B | −31.7% | −21.4% | 40.8%47.6% |
| Doosan | Nov 14 | ₩4.5T | +14.8% | ₩231B | +109.9% | −35.4% | 5.2%2.8% |
| Jusung Engineering | Nov 12 | ₩59B | −60.1% | ₩3.4B | −93.6% | −49.0% | 5.7%35.4% |
| Isupetasys | Nov 14 | ₩296B | +43.5% | ₩58B | +125.5% | +38.9% | 19.7%12.6% |
| Wonik IPS | Nov 14 | ₩268B | +45.4% | ₩28B | +90.4% | −24.5% | 10.3%7.8% |
| Leeno Industrial | Nov 13 | ₩97B | +40.5% | ₩48B | +57.4% | −9.7% | 49.8%44.5% |
| DB HiTek | Nov 14 | ₩375B | +30.2% | ₩81B | +71.3% | +9.1% | 21.5%16.3% |
| PSK Holdings | Nov 13 | ₩91B | +131.9% | ₩41B | +188.8% | +388.0% | 45.5%36.6% |
| ISC | Nov 14 | ₩65B | +28.0% | ₩17B | +26.1% | +27.0% | 27.0%27.4% |
| Eugene Technology | Nov 14 | ₩62B | −19.5% | ₩5.2B | −67.1% | −73.7% | 8.3%20.3% |
| Fadu | Nov 12 | ₩26B | +154.0% | −₩11B | Smaller loss | Smaller loss | −44.6%−302.6% |
| Soulbrain | Nov 14 | ₩241B | +9.6% | ₩34B | −13.4% | +70.5% | 14.3%18.1% |
| Hana Micron | Nov 14 | ₩432B | +38.5% | ₩38B | +119.8% | +27.1% | 8.9%5.6% |
| Dongjin Semichem | Nov 14 | ₩140B | −61.1% | ₩19B | −70.0% | −65.6% | 13.2%17.2% |
| Techwing | Nov 14 | ₩42B | −10.6% | ₩7.1B | +15.1% | +11.8% | 17.0%13.2% |
| DI | Nov 14 | ₩109B | +101.0% | ₩10B | Turned to profit | −18.3% | 9.2%−3.2% |
| Jntc | Nov 14 | ₩39B | +19.7% | −₩18B | Smaller loss | Smaller loss | −45.9%−77.3% |
| Hana Materials | Nov 13 | ₩70B | +10.1% | ₩12B | 0.0% | +41.2% | 17.2%18.9% |
| TLB | Nov 12 | ₩69B | +48.3% | ₩8.7B | +212.4% | +26.2% | 12.6%6.0% |
| S&S Tech | Nov 13 | ₩62B | +32.2% | ₩12B | +24.1% | −10.4% | 19.4%20.6% |
| Protec | Nov 14 | ₩51B | +18.4% | ₩16B | +286.4% | +58.2% | 30.5%9.3% |
| Nepes | Nov 14 | ₩137B | +26.3% | ₩11B | Turned to profit | +34.7% | 7.8%−14.4% |
| Systems Technology | Nov 13 | ₩70B | +14.1% | ₩2.3B | −3.6% | −57.6% | 3.3%3.8% |
| Gaonchips | Nov 14 | ₩11B | −61.7% | −₩7.3B | Turned to loss | Bigger loss | −65.8%7.7% |
| Zeusco | Nov 14 | ₩87B | −30.6% | −₩2.5B | Turned to loss | Turned to loss | −2.9%13.3% |
| Ictk | Nov 14 | ₩399M | −81.3% | −₩2.9B | Bigger loss | Bigger loss | −724.0%−94.4% |
| Nextin | Nov 14 | ₩11B | −69.1% | −₩3.7B | Turned to loss | Turned to loss | −34.2%42.0% |
| ADTechnology | Nov 14 | ₩37B | +6.9% | ₩2.7B | Turned to profit | Turned to profit | 7.2%−4.9% |
| Openedges Technology | Nov 14 | ₩5.3B | −20.6% | −₩6B | Bigger loss | Smaller loss | −113.7%−37.4% |
| Auros Technology | Nov 14 | ₩7.6B | −54.5% | −₩5.8B | Turned to loss | Bigger loss | −76.8%14.8% |
| CoAsia | Nov 14 | ₩91B | +2.6% | −₩1.2B | Smaller loss | Turned to loss | −1.3%−9.5% |
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
[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
AI boom drives SK hynix Q3 sales to US$ 78.5 bil., topping 2025 totalArirang 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