HBM & AI chips stocks
HBM·AI반도체
What are HBM & AI chips stocks in Korea?
The HBM & AI chips theme on jonbur groups 40 Korean stocks listed on KOSPI and KOSDAQ, worth ₩2,789T in total. On Oct 30, 2026 the group moved down 5.06% (weighted by market value); the largest members are Samsung Electronics, SK hynix, Samsung Electronics Pref..
Key facts
- Stocks
- 40
- Total market value
- ₩2,789T
- Day's move
- −5.06%
- As of
- Oct 30, 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 29Preliminary | ₩195T | +126.9% | ₩107T | +783.1% | +20.1% | 55.0%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% |
| Hanmi Semiconductor | Oct 30Preliminary | ₩181B | +8.9% | ₩91B | +33.9% | −30.3% | 50.2%40.8% |
| 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 | ||||||
| Daeduck Electronics | Expected around Nov 4 | ||||||
| Dongjin Semichem | Expected around Nov 5 | ||||||
| Wonik IPS | Expected around Nov 7 | ||||||
| Doosan | Expected around Nov 10 | ||||||
| DB HiTek | Expected around Nov 10 | ||||||
| Simmtech Holdings | 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 | ||||||
| Global Technologies | Not yet | ||||||
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 30, 2026- Above 20-day average
- 0%
- Above 60-day average
- 10.5%
- RSI above 70
- 0%
- RSI below 30
- 0%
- 52-week highs
- 0
- 52-week lows
- 4
Index gauge · Short term
Bearish
1 bullish, 1 neutral, 7 bearish
Index gauge · Medium term
Leaning bearish
2 bullish, 1 neutral, 5 bearish
Technical read
The HBM & AI chips group has 38 members, and only 10.5% of them are trading above their 60-day average, while none are above their 20-day average in the data provided. No members registered RSI extremes on either side, and 4 stocks sit at 52-week lows with none at 52-week highs. The equal-weighted member index reads bearish on the short-term gauge and lean bearish on the medium-term gauge, with an RSI of 39.2 and the 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
- MaturitiesNov 1, 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
- MacroOct 30, 202678Semis (SOXX ETF) −8.2% to 471.51That's about 3.1 times its typical daily swing over the last 60 trading days.Samsung ElectronicsSK hynixSamsung Electronics Pref.Hanmi SemiconductorJusung EngineeringEO Technics
- MacroOct 30, 202674Nasdaq 100 (QQQ) −3.5% to 690.49That's about 2.8 times its typical daily swing over the last 60 trading days.NAVERKakaoSamsung SDSSK hynixSK Telecom
- 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 →- WON Semiconductor Value Chain Active—−₩2B
- 1Q K Semiconductor TOP2+—+₩4.8B
- ACE AI Semiconductor TOP3+—−₩7.3B
- ACE K Semiconductor TOP2+—+₩57B
- ACE Semiconductor Plus Strategic Industry—0
- DAISHIN AI Semiconductor & Infrastructure Active—0
- DS AI Semiconductor Active—+₩398M
- FOCUS AI Semiconductor Weekly Fixed Covered Call—0
AUM · Flow 1w
Creators talking about this
[WEEKLY FOCUS] Samsung, SK hynix announce record Q3 earnings, shareholder payoutsArirang News · via YouTube
[FULL] NEWSCENTER (2026-10-29)Arirang News · via YouTube
[FULL] THE DAILY REPORT (2026-10-29)Arirang News · via YouTube
[Econ & Biz] Market reacts differently despite Samsung, SK hynix posting record earningsArirang News · via YouTube
Samsung Electronics tops 107 tril. won in Q3 operating profit; shares slide on delayed buyback...Arirang News · via YouTube
[On-point] Samsung Electronics, SK hynix post record profits boosted by strong memory chip demandArirang News · via YouTube
[FULL] NEW DAY at arirang (2026-10-30)Arirang News · via YouTube
[LIVE] NEW DAY at arirang (2026-10-30)Arirang News · via YouTube
Samsung Electronics reports record profit in Q3 driven by robust demand for AI chipsArirang News · via YouTube
[FULL] 12:00 ARIRANG NEWS (2026-10-29)Arirang News · via YouTube
HBM & AI chips
−0.99%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.
40 companies · 13 up · 0 flat · 27 down
- Traded value
- ₩13T
- Value vs 20-day average
- 1.00×
- Top gainer
- Ictk +15.88%
- Largest company
- Samsung Electronics ₩1,315T
Companies in this theme
| Company | Price | Weekly | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
Samsung Electronics005930 · KOSPI | ₩225,000 | +4.41% | ₩4.4T | ₩1,315T | 7.76% |
SK hynix000660 · KOSPI | ₩1,418,000 | +11.04% | ₩5.5T | ₩1,036T | 7.90% |
SK Square402340 · KOSPI | ₩897,000 | +15.74% | ₩552B | ₩118T | 8.80% |
Samsung Electro-Mechanics009150 · KOSPI | ₩1,196,000 | +6.60% | ₩1T | ₩89T | 9.87% |
Hanmi Semiconductor042700 · KOSPI | ₩182,700 | −4.35% | ₩174B | ₩17T | 5.71% |
Doosan000150 · KOSPI | ₩891,000 | −7.57% | ₩88B | ₩13T | 9.58% |
Isupetasys007660 · KOSPI | ₩84,200 | −3.22% | ₩62B | ₩6.2T | 9.84% |
Daeduck Electronics353200 · KOSPI | ₩119,400 | −3.86% | ₩243B | ₩5.9T | 9.67% |
DB HiTek000990 · KOSPI | ₩92,000 | −5.93% | ₩29B | ₩4T | 7.38% |
Systems Technology039440 · KOSDAQ | ₩25,350 | −6.11% | ₩3.4B | ₩393B | 6.24% |
Source: KRX statistical information