Compound Semiconductors (SiC/GaN) Theme +8.65%, SK Siltron +20.55% Leads
PickStock AI Summary
- As of close on 2026-08-10, the compound semiconductor (SiC/GaN) theme averaged +8.65%, showing strong relative performance.
- The standout winner was SK Siltron (036710), while Terrasemi (084870) remained weak, so theme breadth should be assessed alongside leaders.
- Data passed KOSPI reference day and price outlier guards, and the next trading day should focus on volume persistence and follower spread.
TL;DR
- Strong theme at close today: Compound Semiconductors (SiC/GaN)
- Theme average move: +8.65%
- Lead strong stock: SK Siltron (036710) +20.55%
- Weak stock within theme: Terrasemi (084870) +0.00%
How to read why the compound semiconductor (SiC/GaN) theme was strong today
Compound semiconductors (SiC/GaN) offer higher voltage, frequency, and heat tolerance than silicon, and are used in power semiconductors, RF, 5G, and EV chargers. This enables energy efficiency gains and high-frequency applications, driving investment interest. The theme includes SiC and GaN wafer and device manufacturers, packaging, epitaxy growth equipment, and material suppliers.
The theme averaged +8.65% today. To distinguish a single-stock news effect from a broad theme move, compare the leader and follower performance.
Stock movements
| Stock | Market | Move | Checkpoint |
|---|---|---|---|
| SK Siltron (036710) | KOSPI | +20.55% | Expanding SiC wafer development and production, and is directly and indirectly involved in power SiC wafer business. |
| Wolfspeed (WOLF) | NYSE | +19.14% | A global SiC wafer and power device manufacturer, central to the SiC power semiconductor market. |
| Wolfspeed (formerly Cree) (WOLF) | NYSE | +19.14% | Representative North American company producing SiC and GaN based power and RF devices and wafers. |
| Amotech (052710) | KOSDAQ | +15.45% | Supplies packaging and thermal materials for power semiconductors, involved in SiC device application areas. |
| Wonik IPS (240810) | KOSDAQ | +11.44% | Semiconductor process equipment maker supplying SiC and GaN epitaxy and deposition equipment. |
| SFA Semiconductor (036540) | KOSPI | +10.91% | Provides SiC power semiconductor packaging and module solutions via packaging and module business. |
Next trading day checklist
- Verify whether today’s strength was accompanied by increased trading volume.
- Separate stocks that held gains until the close from those with long upper wicks.
- Check if US market ETFs or peer companies are showing continuation.
- Within the same theme, find less-run stocks while distinguishing simple low-price rotation from structural momentum.
Learn more
- View compound semiconductor (SiC/GaN) related stocks/leaders
- Market close briefing today: PickStock Insights
- Expand the theme yourself: Mindmap
Published: 2026-08-10 16:40 KST. Data sources: PickStock theme DB, Yahoo Finance price cache. Automatically generated after checking price outliers and the index reference day, provided for information only and 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.
