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..
Key facts
- 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 · 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% |
| ISC | Oct 27Preliminary | ₩72B | +11.2% | ₩22B | +25.4% | +2.4% | 30.4%27.0% |
| 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 | ||||||
| Hana 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 | ||||||
| Dkme | Expected around Nov 14 | ||||||
| Auros Technology | Expected around Nov 14 | ||||||
| CoAsia | Expected around Nov 14 | ||||||
| Innometry | 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 (2026-10-29)Arirang News · via YouTube
[Econ & Biz] Market reacts differently despite Samsung, SK hynix posting record earningsArirang News · via YouTube
[LIVE] NEWSCENTER (2026-10-29)Arirang News · via YouTube
Samsung Electronics tops 107 tril. won in Q3 operating profit; shares slide on delayed buyback...Arirang News · via YouTube
[FULL] THE DAILY REPORT (2026-10-29)Arirang News · via YouTube
[LIVE] THE DAILY REPORT (2026-10-29)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
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
HBM & AI chips
+0.26%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 · 15 up · 0 flat · 23 down
- Traded value
- ₩15T
- Value vs 20-day average
- 1.13×
- Top gainer
- SK Square +18.23%
- Largest company
- Samsung Electronics ₩1,415T
Companies in this theme
| Company | Price | Weekly | Traded value | Market cap | NPS |
|---|---|---|---|---|---|
Samsung Electronics005930 · KOSPI | ₩242,000 | +8.28% | ₩4.3T | ₩1,415T | 7.76% |
SK hynix000660 · KOSPI | ₩1,487,000 | +14.91% | ₩6.1T | ₩1,086T | 7.90% |
Samsung Electronics Pref.005935 · KOSPI | ₩190,100 | +10.39% | ₩918B | ₩153T | 1.09% |
SK Square402340 · KOSPI | ₩921,000 | +18.23% | ₩1.1T | ₩122T | 8.80% |
Samsung Electro-Mechanics009150 · KOSPI | ₩1,306,000 | +11.82% | ₩1.2T | ₩98T | 9.87% |
Hanmi Semiconductor042700 · KOSPI | ₩203,500 | +0.25% | ₩94B | ₩19T | 5.71% |
Doosan000150 · KOSPI | ₩1,013,000 | −4.07% | ₩101B | ₩14T | 9.58% |
Jusung Engineering036930 · KOSDAQ | ₩185,500 | −9.51% | ₩257B | ₩8.6T | 1.12% |
Isupetasys007660 · KOSPI | ₩96,800 | +0.94% | ₩56B | ₩7.1T | 9.84% |
Wonik IPS240810 · KOSDAQ | ₩99,500 | −5.06% | ₩71B | ₩4.9T | 3.99% |
Leeno Industrial058470 · KOSDAQ | ₩63,500 | −5.79% | ₩52B | ₩4.8T | 4.64% |
DB HiTek000990 · KOSPI | ₩100,200 | −3.47% | ₩38B | ₩4.4T | 7.38% |
PSK Holdings031980 · KOSDAQ | ₩193,000 | +4.95% | ₩59B | ₩4.2T | 4.09% |
ISC095340 · KOSDAQ | ₩165,900 | +4.01% | ₩44B | ₩3.5T | 4.10% |
Eugene Technology084370 · KOSDAQ | ₩115,400 | −2.29% | ₩27B | ₩2.6T | 3.98% |
Soulbrain357780 · KOSDAQ | ₩318,000 | −1.70% | ₩8.2B | ₩2.5T | 4.00% |
Hana Micron067310 · KOSDAQ | ₩37,100 | −4.38% | ₩54B | ₩2.5T | 3.34% |
Dongjin Semichem005290 · KOSDAQ | ₩41,600 | −1.42% | ₩13B | ₩2.1T | 3.27% |
Techwing089030 · KOSDAQ | ₩41,000 | +0.24% | ₩19B | ₩1.5T | 4.06% |
DI003160 · KOSPI | ₩43,300 | +15.47% | ₩87B | ₩1.2T | 1.99% |
Jntc204270 · KOSDAQ | ₩19,000 | −8.21% | ₩5.8B | ₩1.1T | 0.77% |
Hana Materials166090 · KOSDAQ | ₩52,600 | −4.19% | ₩8.5B | ₩1T | 3.71% |
TLB356860 · KOSDAQ | ₩41,600 | +6.53% | ₩34B | ₩986B | 0.97% |
S&S Tech101490 · KOSDAQ | ₩41,200 | −4.63% | ₩5B | ₩879B | 3.95% |
Protec053610 · KOSDAQ | ₩65,500 | +0.61% | ₩1.4B | ₩590B | 1.07% |
Nepes033640 · KOSDAQ | ₩24,800 | −4.06% | ₩6B | ₩572B | 1.06% |
Systems Technology039440 · KOSDAQ | ₩28,550 | −1.55% | ₩5.9B | ₩443B | 6.24% |
Gaonchips399720 · KOSDAQ | ₩36,100 | −3.22% | ₩1.4B | ₩428B | 2.76% |
Zeusco079370 · KOSDAQ | ₩12,660 | +5.41% | ₩8.1B | ₩393B | 0.49% |
Ictk456010 · KOSDAQ | ₩20,200 | +7.33% | ₩19B | ₩296B | 0.49% |
Nextin348210 · KOSDAQ | ₩27,500 | −6.94% | ₩1.2B | ₩288B | 3.92% |
ADTechnology200710 · KOSDAQ | ₩19,600 | −2.49% | ₩1.9B | ₩264B | 2.12% |
Openedges Technology394280 · KOSDAQ | ₩7,660 | −3.89% | ₩333M | ₩202B | 0.62% |
Dkme015590 · KOSPI | ₩1,925 | −3.99% | ₩63M | ₩103B | 0.14% |
Auros Technology322310 · KOSDAQ | ₩10,760 | −0.65% | ₩641M | ₩101B | 1.15% |
Hana Technology299030 · KOSDAQ | ₩12,000 | −13.17% | ₩340M | ₩96B | 0.19% |
CoAsia045970 · KOSDAQ | ₩3,450 | −0.72% | ₩180M | ₩91B | 0.43% |
Innometry302430 · KOSDAQ | ₩6,080 | −4.10% | ₩147M | ₩60B | 0.00% |
Source: KRX statistical information