HBM & AI chips stocks

HBM·AI반도체

What are HBM & AI chips stocks in Korea?

The HBM & AI chips theme on jonbur groups 38 Korean stocks listed on KOSPI and KOSDAQ, worth ₩2,934T in total. On Oct 29, 2026 the group moved down 1.05% (weighted by market value); the largest members are Samsung Electronics, SK hynix, Samsung Electronics Pref..

Stocks: 38
Total market value: ₩2,934T
Day's move: −1.05%
As of: Oct 29, 2026
Largest members: Samsung Electronics, SK hynix, Samsung Electronics Pref.

Earnings tracker · 4Q 2025

Past quarter

37 of 37 reportedOperating profit up vs a year ago: 20 of 37

Revenue+29.8%

Operating profit+154.2%

Net profit+53.6%

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	Mar 10	₩94T	+23.8%	₩20T	+209.2%	+65.0%	21.4%8.6%
SK hynix	Mar 17	₩33T	+66.1%	₩19T	+137.2%	+68.4%	58.4%40.9%
SK Square	Mar 17	₩194B	−59.7%	₩3.1T	+87.6%	+17.1%	1,595.3%342.6%
Samsung Electro-Mechanics	Mar 10	₩2.9T	+16.4%	₩239B	+108.2%	−8.0%	8.3%4.6%
Hanmi Semiconductor	Mar 12	₩83B	−44.5%	₩28B	−61.6%	−59.3%	33.3%48.1%
Doosan	Mar 23	₩5.7T	+9.4%	₩275B	+31.7%	+19.0%	4.8%4.0%
Jusung Engineering	Mar 18	₩52B	−51.7%	−₩13B	Turned to loss	Turned to loss	−24.1%1.8%
Isupetasys	Mar 23	₩298B	+31.8%	₩57B	+121.9%	−3.2%	19.0%11.3%
Wonik IPS	Mar 16	₩275B	−6.7%	₩17B	−33.8%	−37.5%	6.3%8.8%
Leeno Industrial	Mar 18	₩85B	+1.6%	₩40B	+9.0%	−16.4%	47.6%44.4%
DB HiTek	Mar 16	₩388B	+36.8%	₩70B	+99.4%	−12.7%	18.1%12.4%
PSK Holdings	Mar 20	₩51B	−47.5%	₩14B	−67.2%	−65.6%	27.6%44.2%
ISC	Mar 18	₩72B	+84.3%	₩22B	+192.4%	+25.9%	30.3%19.1%
Eugene Technology	Mar 19	₩100B	−12.8%	₩18B	−44.4%	+238.6%	17.6%27.6%
Hana Micron	Mar 19	₩450B	+17.3%	₩47B	−20.9%	+23.3%	10.5%15.6%
Soulbrain	Mar 16	₩244B	+12.7%	₩43B	+18.2%	+25.2%	17.6%16.8%
Jeju Semiconductor	Mar 23	₩92B	+149.1%	₩14B	+2,649.8%	+0.2%	15.2%1.4%
Dongjin Semichem	Mar 19	₩309B	−14.2%	₩42B	−15.6%	+124.5%	13.5%13.7%
Techwing	Mar 16	₩34B	−28.9%	₩582M	−87.0%	−91.8%	1.7%9.4%
BHI	Mar 20	₩265B	+80.0%	₩24B	+217.5%	+32.5%	9.2%5.2%
DI	Mar 12	₩94B	+19.1%	₩4.3B	−24.5%	−56.7%	4.6%7.3%
Jntc	Mar 23	₩42B	−11.9%	−₩22B	Smaller loss	Bigger loss	−52.0%−65.9%
Hana Materials	Mar 13	₩81B	+17.0%	₩21B	+36.4%	+73.9%	25.8%22.1%
TLB	Mar 20	₩73B	+45.6%	₩8.6B	+844.4%	−0.8%	11.8%1.8%
S&S Tech	Mar 16	₩64B	+40.6%	₩13B	+232.7%	+11.7%	20.9%8.8%
Protec	Mar 19	₩85B	+71.7%	₩18B	+635.9%	+15.8%	21.3%5.0%
Nepes	Mar 18	₩124B	+17.5%	₩1.3B	−95.5%	−87.5%	1.1%28.2%
Duksanhimetalco	Mar 19	₩73B	+29.0%	₩58M	−98.9%	−96.3%	0.1%9.1%
Systems Technology	—	₩87B	−34.3%	₩6.8B	−62.9%	+198.1%	7.9%13.9%
Gaonchips	Mar 19	₩33B	+25.5%	₩1.7B	−6.6%	Turned to profit	5.2%6.9%
Zeusco	Mar 23	₩99B	−32.7%	−₩2.2B	Turned to loss	Smaller loss	−2.3%10.7%
Nextin	Mar 16	₩16B	−48.1%	−₩3.5B	Turned to loss	Smaller loss	−21.8%44.3%
Ictk	Mar 20	₩2.4B	−0.7%	−₩766M	Bigger loss	Smaller loss	−32.2%−31.6%
ADTechnology	Mar 20	₩61B	+186.1%	₩2.8B	Turned to profit	+3.3%	4.5%−33.1%
Openedges Technology	Mar 19	₩3.4B	+56.8%	−₩7.6B	Smaller loss	Bigger loss	−222.2%−428.3%
Auros Technology	—	₩14B	−52.2%	−₩1.6B	Turned to loss	Smaller loss	−11.5%35.0%
CoAsia	Mar 19	₩82B	−3.7%	−₩6.6B	Smaller loss	Bigger loss	−8.0%−25.2%

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 29, 2026

Above 20-day average: 15.8%
Above 60-day average: 23.7%
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 theme covers 38 member stocks, of which 15.8% trade above their 20-day averages and 23.7% above their 60-day averages, indicating a weak short- and medium-term breadth picture. No members recorded a 52-week high or low, and none registered RSI readings in the extreme zones. The equal-weighted member index shows a lean-bearish gauge on both short and medium horizons, with its RSI at 44.1 and price sitting 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 Reit SK hynix SK Networks SK Discovery SKC SK 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 Securities DB HiTek DB Insurance DB

ETFs for this theme

All ETFs →

AUM · Flow 1w

Creators talking about this

HBM & AI chips

−2.24%

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.

38 companies · 8 up · 1 flat · 29 down

Traded value: ₩18T
Value vs 20-day average: 1.37×
Top gainer: SK Square
Largest company: Samsung Electronics

Companies in this theme

Market cap Value traded Gainers Losers NPS stake

All KOSPI KOSDAQ

NPS owns > 5%

Company	Price	Daily	Traded value	Market cap	NPS
Samsung Electronics005930 · KOSPI	₩232,000	−4.13%	₩5.9T	₩1,356T	7.76%
SK hynix000660 · KOSPI	₩1,526,000	+2.62%	₩6.9T	₩1,115T	7.90%
Samsung Electronics Pref.005935 · KOSPI	₩183,900	−3.26%	₩1.6T	₩148T	1.09%
SK Square402340 · KOSPI	₩953,000	+3.47%	₩872B	₩126T	8.80%
Samsung Electro-Mechanics009150 · KOSPI	₩1,293,000	−1.00%	₩1.5T	₩97T	9.87%
Hanmi Semiconductor042700 · KOSPI	₩196,900	−3.24%	₩118B	₩19T	5.71%
Doosan000150 · KOSPI	₩961,000	−5.13%	₩133B	₩14T	9.58%
Jusung Engineering036930 · KOSDAQ	₩177,000	−4.58%	₩215B	₩8.2T	1.12%
Isupetasys007660 · KOSPI	₩92,600	−4.34%	₩47B	₩6.8T	9.84%
Wonik IPS240810 · KOSDAQ	₩95,900	−3.62%	₩45B	₩4.7T	3.99%
Leeno Industrial058470 · KOSDAQ	₩61,700	−2.83%	₩33B	₩4.7T	4.64%
DB HiTek000990 · KOSPI	₩99,000	−1.20%	₩34B	₩4.3T	7.38%
PSK Holdings031980 · KOSDAQ	₩194,200	+0.62%	₩37B	₩4.2T	4.09%
ISC095340 · KOSDAQ	₩166,200	+0.18%	₩37B	₩3.5T	4.10%
Eugene Technology084370 · KOSDAQ	₩112,800	−2.25%	₩13B	₩2.6T	3.98%
Hana Micron067310 · KOSDAQ	₩37,100	0.00%	₩42B	₩2.5T	3.34%
Soulbrain357780 · KOSDAQ	₩313,500	−1.42%	₩14B	₩2.4T	4.00%
Jeju Semiconductor080220 · KOSDAQ	₩70,300	+1.15%	₩149B	₩2.4T	1.45%
Dongjin Semichem005290 · KOSDAQ	₩41,300	−0.72%	₩11B	₩2.1T	3.27%
Techwing089030 · KOSDAQ	₩39,700	−3.17%	₩15B	₩1.5T	4.06%
BHI083650 · KOSDAQ	₩42,900	−3.92%	₩19B	₩1.3T	1.27%
DI003160 · KOSPI	₩43,500	+0.46%	₩64B	₩1.2T	1.99%
Jntc204270 · KOSDAQ	₩17,820	−6.21%	₩9.4B	₩1T	0.77%
Hana Materials166090 · KOSDAQ	₩51,700	−1.71%	₩5.4B	₩1T	3.71%
TLB356860 · KOSDAQ	₩40,700	−2.16%	₩18B	₩965B	0.97%
S&S Tech101490 · KOSDAQ	₩40,250	−2.31%	₩5.4B	₩859B	3.95%
Protec053610 · KOSDAQ	₩64,700	−1.22%	₩1.6B	₩582B	1.07%
Nepes033640 · KOSDAQ	₩25,050	+1.01%	₩6.4B	₩578B	1.06%
Duksanhimetalco077360 · KOSDAQ	₩10,200	−4.49%	₩8.4B	₩463B	3.93%
Systems Technology039440 · KOSDAQ	₩27,500	−3.68%	₩4B	₩426B	6.24%
Gaonchips399720 · KOSDAQ	₩34,900	−3.32%	₩1.9B	₩414B	2.76%
Zeusco079370 · KOSDAQ	₩11,630	−8.14%	₩7.2B	₩361B	0.49%
Nextin348210 · KOSDAQ	₩27,100	−1.45%	₩1.5B	₩284B	3.92%
Ictk456010 · KOSDAQ	₩18,910	−6.39%	₩7.6B	₩277B	0.49%
ADTechnology200710 · KOSDAQ	₩18,800	−4.08%	₩1.8B	₩253B	2.12%
Openedges Technology394280 · KOSDAQ	₩7,490	−2.22%	₩760M	₩197B	0.62%
Auros Technology322310 · KOSDAQ	₩10,450	−2.88%	₩707M	₩98B	1.15%
CoAsia045970 · KOSDAQ	₩3,470	+0.58%	₩200M	₩91B	0.43%

Source: KRX statistical information