Foundry Theme +7.08%, LG Innotek Leads with +14.48%
PickStock AI Summary
- As of the close on 2026-08-05, the foundry theme averaged +7.08%, showing strong relative strength.
- The clear leader was LG Innotek (011070), while weaker names such as SFA Semiconductor (SFA Engineering) (056190) remained, so breadth should be assessed.
- Data passed KOSPI reference day and price outlier guards for the day, and next trading day should confirm turnover persistence and follower participation.
TL;DR
- Strong theme at close: Foundry
- Theme average change: +7.08%
- Leading stock: LG Innotek (011070) +14.48%
- Weak name within theme: SFA Semiconductor (SFA Engineering) (056190) +2.35%
How to view why the foundry theme was strong today
The foundry theme includes contract wafer manufacturers that produce chips to fabless designs, plus foundry-related equipment, materials, and parts suppliers. Performance depends on manufacturing capacity, process node transitions, customer portfolios, and equipment and material supply chains.
The foundry theme averaged +7.08% today. To distinguish a single-stock move from broad-based strength, check the leader and the follower moves together.
Stock movements
| Stock | Market | Change | Checkpoint |
|---|---|---|---|
| LG Innotek (011070) | KOSPI | +14.48% | Produces semiconductor packages, components, and some parts related to the foundry supply chain, contributing to the foundry ecosystem. |
| Hanwha Solutions (009830) | KOSPI | +12.50% | Its broad materials and chemical portfolio links it to semiconductor process materials and parts supply. |
| Amkor Technology (AMKR) | NASDAQ | +9.89% | Packaging and test specialist that plays a key role in post-fabrication packaging markets for foundry products. |
| Lam Research (LRCX) | NASDAQ | +7.85% | Global equipment supplier providing etch and deposition tools essential to foundry processes. |
| KLA (KLAC) | NASDAQ | +6.95% | Supplies process monitoring and metrology tools critical for foundry yield and process control. |
| SK hynix (000660) | KOSPI | +5.77% | Memory-focused company, but its foundry collaborations and investments increase its relevance to the theme. |
Next trading day checklist
- Confirm whether today s strength came with higher turnover.
- Separate names that held gains into the close from those with long upper wicks.
- Check whether U.S. market ETFs and peer flows continue.
- Within the theme, look for underperformers, while distinguishing simple low-price rotation from structural momentum.
Deep dive
- View foundry related/leading stocks
- Today's market close briefing: PickStock Insight
- Expand the theme interactively: Mindmap
Published: 2026-08-05 16:40 KST. Data sources: PickStock theme DB, Yahoo Finance price cache. Generated after checking price outliers and the day s index reference, for informational purposes not investment advice.
관련 테마의 대표 기업을 확인하고, 내 관심 종목은 뉴스·시그널·시장 맥락으로 이어서 볼 수 있습니다.
종목명을 입력하면 재무, 뉴스, 시장 데이터를 정보 제공용 점검 리포트로 정리합니다.
관심 테마로 저장하면 마이페이지에서 다시 볼 수 있고, 강한 움직임이 생길 때 주간 테마 시그널과 연결해 확인할 수 있습니다.
