Semiconductor Equipment Theme +19.66%, SK Hynix and Hanmi Semiconductor Lead Gains
PickStock AI Summary
- As of the close on 2026-07-31, the semiconductor equipment theme posted a strong relative move, averaging +19.66%.
- The representative outperformer was SK Hynix (000660), while some names such as KLA (KLAC) lagged, so theme breadth should be checked.
- This report uses KOSPI reference and outlier-guarded intraday prices, and the next session should focus on the persistence of volume and spread to laggards.
TL;DR
- Strong theme at close today: Semiconductor Equipment
- Theme average return: +19.66%
- Leading outperformer: SK Hynix (000660) +29.95%
- Relative laggard within theme: KLA (KLAC) +5.96%
How to interpret today’s strength in semiconductor equipment
The semiconductor equipment theme covers companies that supply equipment and services for semiconductor manufacturing. Major targets include lithography, etch, deposition, inspection, test, packaging equipment, and suppliers of materials and parts.
Today the theme averaged +19.66%. To distinguish a single-stock move from a broad theme rotation, compare the moves of the market leaders and the followers.
Stock-level moves
| Stock | Market | Move | Checkpoint |
|---|---|---|---|
| SK Hynix (000660) | KOSPI | +29.95% | A memory semiconductor manufacturer that generates demand for wafer processing, inspection, deposition and other equipment. |
| Hanmi Semiconductor (042700) | KOSPI | +27.98% | A leading equipment maker supplying assembly and inspection equipment for semiconductor and LED packaging. |
| Wonik IPS (240810) | KOSDAQ | +27.92% | Produces process equipment for etch, deposition and display equipment. |
| Samsung Electronics (005930) | KOSPI | +26.81% | Operates foundry and memory manufacturing in-house, driving demand for related equipment and process tech. |
| KC Tech (281820) | KOSDAQ | +26.68% | Supplies transport, vacuum, and cleanroom equipment and parts for semiconductor manufacturing. |
| Amotech (052710) | KOSPI | +25.02% | Provides handlers, tester equipment and modules for semiconductor test and packaging. |
Next-session checklist
- Confirm whether today’s strength was accompanied by increased trading volume.
- Separate names that held gains into the close from those with long upper shadows.
- Check whether flows continued in related US ETFs and peer companies.
- Within the theme, identify names that lagged but differentiate mere low-price rotation from structural momentum.
Read more
- See semiconductor equipment names and leaders
- Market close briefing today: PickStock Insight
- Expand the theme yourself: Mindmap
Published: 2026-07-31 16:40 KST. Data sources: PickStock theme DB, Yahoo Finance price cache. Generated after outlier checks and reference to the day’s index, for informational purposes only and not investment advice.
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