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 2026
Reporting season · reports due by Nov 14
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 | Oct 8Preliminary | ₩195T | +126.6% | ₩107T | +782.8% | +20.0% | 55.1%14.1% |
| SK hynix | Oct 28Preliminary | ₩105T | +327.9% | ₩83T | +632.1% | +37.6% | 79.7%46.6% |
| Samsung Electro-Mechanics | Oct 28Preliminary | ₩3.8T | +30.3% | ₩691B | +165.5% | +56.9% | 18.4%9.0% |
| ISC | Oct 27Preliminary | ₩72B | +11.2% | ₩22B | +25.4% | +2.4% | 30.4%27.0% |
| Fadu | Oct 19Preliminary | ₩11B | −57.7% | ₩12B | Turned to profit | −23.8% | 113.9%−44.6% |
| Techwing | Oct 14Preliminary | ₩88B | +110.2% | ₩18B | +153.0% | +43.9% | 20.5%17.0% |
| Jusung Engineering | Expected around Oct 27 | ||||||
| S&S Tech | Expected around Oct 27 | ||||||
| Hanmi Semiconductor | Expected around Oct 31 | ||||||
| Dongjin Semichem | Expected around Nov 5 | ||||||
| Wonik IPS | Expected around Nov 7 | ||||||
| Doosan | Expected around Nov 10 | ||||||
| DB HiTek | Expected around Nov 10 | ||||||
| TLB | Expected around Nov 12 | ||||||
| SK Square | Expected around Nov 13 | ||||||
| Leeno Industrial | Expected around Nov 13 | ||||||
| PSK Holdings | Expected around Nov 13 | ||||||
| Hana Materials | Expected around Nov 13 | ||||||
| Systems Technology | Expected around Nov 13 | ||||||
| Isupetasys | Expected around Nov 14 | ||||||
| Eugene Technology | Expected around Nov 14 | ||||||
| Soulbrain | Expected around Nov 14 | ||||||
| Hana Micron | Expected around Nov 14 | ||||||
| DI | Expected around Nov 14 | ||||||
| Jntc | Expected around Nov 14 | ||||||
| Protec | Expected around Nov 14 | ||||||
| Nepes | Expected around Nov 14 | ||||||
| Gaonchips | Expected around Nov 14 | ||||||
| Zeusco | Expected around Nov 14 | ||||||
| Ictk | Expected around Nov 14 | ||||||
| Nextin | Expected around Nov 14 | ||||||
| ADTechnology | Expected around Nov 14 | ||||||
| Openedges Technology | Expected around Nov 14 | ||||||
| Auros Technology | Expected around Nov 14 | ||||||
| CoAsia | Expected around Nov 14 | ||||||
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] 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
[FULL] 12:00 ARIRANG NEWS (2026-10-28)Arirang News · via YouTube
AI boom drives SK hynix Q3 operating profit to US$ 62.5 bil.Arirang News · via YouTube
[LIVE] 12:00 ARIRANG NEWS (2026-10-28)Arirang 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% |
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% |
Isupetasys007660 · KOSPI | ₩96,800 | +8.76% | ₩56B | ₩7.1T | 9.84% |
DB HiTek000990 · KOSPI | ₩100,200 | +5.70% | ₩38B | ₩4.4T | 7.38% |
Source: KRX statistical information