Skyworks Solutions +13.55%, Samsung Supplier Theme +3.43%, Why the Strength?
픽스톡AI Summary
On close 2026-09-16 the Samsung supplier theme outperformed with an average gain of +3.43%.
Market leader was Skyworks Solutions (SWKS) at +13.55%, while some names like Lam Research (LRCX) fell -0.96%, so check breadth of the move.
This report uses data filtered by KOSPI reference day and price outlier guard, and you should confirm turnover durability and follow-on spreaders on the next trading day.
Today's closing strong theme: Samsung supplier
Theme average change: +3.43%
Leading gainer: Skyworks Solutions (SWKS) +13.55%
Weak name inside theme: Lam Research (LRCX) -0.96%
How to read why the Samsung supplier theme was strong today
This theme groups suppliers of semiconductors, displays, smartphone parts and materials, and equipment to Samsung Electronics.
Check which suppliers are directly exposed to Samsung earnings and capex plans.
The theme averaged +3.43% today.
Distinguish between a single-stock driven move and broad thematic diffusion by comparing leader and laggard performance.
Stock moves
| Stock | Market | Change | Checkpoint |
|---|---|---|---|
| Skyworks Solutions (SWKS) | NASDAQ | +13.55% | A leading supplier of RF and wireless semiconductors used in Samsung smartphones; Galaxy shipment growth typically raises demand for related components. |
| Wonik IPS (240810) | KOSDAQ | +10.15% | Domestic equipment maker for deposition and etch in front-end semiconductor processes and display equipment, with confirmed supply history to Samsung Electronics and Samsung Display... |
| Qorvo (QRVO) | NASDAQ | +9.34% | Supplies RF front-end components for smartphones and is cited as a key supplier in the Samsung mobile device ecosystem, linked to demand for wireless performance parts... |
| Jusung Engineering (036930) | KOSDAQ | +4.77% | Manufacturer of deposition (PECVD/ALD) and display equipment, known to list Samsung Electronics and Samsung Display as major customers. |
| Qualcomm (QCOM) | NASDAQ | +4.25% | Major semiconductor firm supplying mobile APs and modem chips to Samsung Galaxy smartphones, with chip supply linked to Samsung shipment volumes. |
| AP System (265520) | KOSDAQ | +2.77% | Producer of OLED and semiconductor equipment, with supply history to Samsung Display, notably for OLED production tools used in Galaxy displays... |
Next trading day checklist
Confirm whether today's strength was accompanied by higher turnover.
Separate names that held gains into the close from those with long upper wicks.
Check whether related US-listed ETFs or peer stocks are extending the move.
Within the theme, look for under-rotated names while distinguishing simple low-priced rotation from structural momentum.
Read more
- See Samsung supplier related stocks and leaders
- Today's market close briefing: PickStock Insight
- Expand the theme yourself: Mindmap
Published: 2026-09-16 16:40 KST. Data sources: PickStock theme DB, Yahoo Finance price cache. Generated after outlier and reference-day checks, 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.
Keep reading
