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 ₩2,964T 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..

Stocks: 38
Total market value: ₩2,964T
Day's move: +9.82%
As of: Oct 28, 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+29.7%

Operating profit+154.3%

Net profit+54.2%

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%
Soulbrain	Mar 16	₩244B	+12.7%	₩43B	+18.2%	+25.2%	17.6%16.8%
Hana Micron	Mar 19	₩450B	+17.3%	₩47B	−20.9%	+23.3%	10.5%15.6%
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%
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%
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%
Ictk	Mar 20	₩2.4B	−0.7%	−₩766M	Bigger loss	Smaller loss	−32.2%−31.6%
Nextin	Mar 16	₩16B	−48.1%	−₩3.5B	Turned to loss	Smaller loss	−21.8%44.3%
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%
Dkme	Mar 23	₩27B	−26.2%	₩378M	−93.4%	+30.5%	1.4%15.6%
Auros Technology	—	₩14B	−52.2%	−₩1.6B	Turned to loss	Smaller loss	−11.5%35.0%
Hana Technology	Mar 23	₩9.8B	−61.8%	₩277M	Turned to profit	−93.5%	2.8%−36.7%
CoAsia	Mar 19	₩82B	−3.7%	−₩6.6B	Smaller loss	Bigger loss	−8.0%−25.2%
Innometry	Mar 20	₩9.7B	+7.1%	−₩4.2B	Smaller loss	Bigger loss	−43.4%−115.4%

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 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

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AUM · Flow 1w

Creators talking about this

HBM & AI chips

+6.91%

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 · 38 up · 0 flat · 0 down

Traded value: ₩15T
Value vs 20-day average: 1.13×
Top gainer: Ictk
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	₩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%
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%
Dkme015590 · KOSPI	₩1,925	+0.26%	₩63M	₩103B	0.14%
Auros Technology322310 · KOSDAQ	₩10,760	+5.70%	₩641M	₩101B	1.15%
Hana Technology299030 · KOSDAQ	₩12,000	+2.13%	₩340M	₩96B	0.19%
CoAsia045970 · KOSDAQ	₩3,450	+4.07%	₩180M	₩91B	0.43%
Innometry302430 · KOSDAQ	₩6,080	+1.00%	₩147M	₩60B	0.00%

Source: KRX statistical information