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 · 1Q 2026
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 | May 15 | ₩134T | +69.2% | ₩57T | +756.1% | +185.1% | 42.8%8.4% |
| SK hynix | May 15 | ₩53T | +198.1% | ₩38T | +405.5% | +96.2% | 71.5%42.2% |
| SK Square | May 14 | ₩300B | −25.4% | ₩8.3T | +401.0% | +167.2% | 2,756.2%410.2% |
| Samsung Electro-Mechanics | May 15 | ₩3.2T | +17.2% | ₩281B | +39.9% | +17.2% | 8.7%7.3% |
| Hanmi Semiconductor | May 15 | ₩51B | −65.5% | ₩8.5B | −87.9% | −69.4% | 16.6%47.2% |
| Doosan | May 15 | ₩5.1T | +17.7% | ₩341B | +71.7% | +23.8% | 6.7%4.6% |
| Jusung Engineering | May 14 | ₩55B | −54.6% | −₩7B | Turned to loss | Smaller loss | −12.8%28.1% |
| Isupetasys | May 15 | ₩340B | +34.8% | ₩67B | +41.0% | +18.9% | 19.8%18.9% |
| Wonik IPS | May 15 | ₩165B | +32.8% | ₩11B | Turned to profit | −37.6% | 6.5%−5.9% |
| Leeno Industrial | May 14 | ₩100B | +27.2% | ₩47B | +35.4% | +17.2% | 47.4%44.6% |
| DB HiTek | May 15 | ₩375B | +26.0% | ₩64B | +21.4% | −9.5% | 17.0%17.7% |
| PSK Holdings | May 15 | ₩28B | −10.2% | ₩9.2B | −3.9% | −35.3% | 32.8%30.6% |
| ISC | May 15 | ₩68B | +115.5% | ₩24B | +237.8% | +7.7% | 34.6%22.1% |
| Eugene Technology | May 13 | ₩102B | +22.5% | ₩19B | +104.7% | +7.3% | 18.5%11.1% |
| Fadu | May 12 | ₩60B | +209.8% | ₩7.7B | Turned to profit | Turned to profit | 12.9%−62.4% |
| Soulbrain | May 15 | ₩264B | +25.9% | ₩45B | +24.0% | +3.9% | 16.9%17.2% |
| Hana Micron | May 14 | ₩508B | +62.8% | ₩72B | +513.6% | +52.2% | 14.2%3.8% |
| Dongjin Semichem | May 15 | ₩328B | −10.9% | ₩67B | +13.9% | +60.0% | 20.3%15.9% |
| Techwing | May 15 | ₩52B | +51.5% | ₩9.7B | +444.0% | +1,567.0% | 18.5%5.2% |
| DI | May 15 | ₩106B | −3.9% | ₩19B | +90.1% | +336.0% | 17.9%9.0% |
| Jntc | May 15 | ₩40B | −16.8% | −₩11B | Smaller loss | Smaller loss | −28.6%−29.5% |
| Hana Materials | May 14 | ₩93B | +59.3% | ₩21B | +144.3% | +2.1% | 22.8%14.9% |
| TLB | May 12 | ₩76B | +43.1% | ₩11B | +472.1% | +24.9% | 14.1%3.5% |
| S&S Tech | May 14 | ₩62B | +6.6% | ₩11B | −4.2% | −14.5% | 18.4%20.5% |
| Protec | May 14 | ₩62B | +105.3% | ₩15B | +428.3% | −14.4% | 24.7%9.6% |
| Nepes | May 15 | ₩134B | +3.5% | ₩11B | +199.0% | +705.2% | 8.1%2.8% |
| Systems Technology | May 15 | ₩74B | −12.2% | ₩365M | −93.0% | −94.6% | 0.5%6.2% |
| Gaonchips | May 15 | ₩21B | +35.3% | −₩3.9B | Smaller loss | Turned to loss | −19.0%−42.3% |
| Zeusco | May 15 | ₩55B | −32.7% | −₩17B | Bigger loss | Bigger loss | −31.2%−0.5% |
| Ictk | May 15 | ₩605M | +46.0% | −₩3B | Bigger loss | Bigger loss | −503.0%−629.5% |
| Nextin | May 15 | ₩7.9B | −53.6% | −₩5.5B | Turned to loss | Bigger loss | −69.9%20.0% |
| ADTechnology | May 15 | ₩36B | +10.4% | −₩357M | Smaller loss | Turned to loss | −1.0%−4.8% |
| Openedges Technology | May 15 | ₩2.7B | −44.3% | −₩9B | Bigger loss | Bigger loss | −337.3%−137.7% |
| Auros Technology | May 15 | ₩6.8B | −59.6% | −₩6.8B | Bigger loss | Bigger loss | −100.1%−1.8% |
| CoAsia | May 15 | ₩122B | +17.2% | −₩2B | Turned to loss | Smaller loss | −1.7%1.8% |
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