Solbrain +9.79% Leads, SK Hynix Suppliers Theme +5.82%, Why the Strength?
픽스톡AI 요약
As of market close on 2026-09-23, the SK Hynix suppliers theme showed a strong relative move with an average of +5.82%.
The standout leader was Solbrain (357780), while Hanmi Semiconductor (042700) remained weak, so the theme's breadth should be assessed.
This report uses data that passed KOSPI reference date and price outlier checks, and on the next trading day you should first confirm sustained volume and follower stock spread.
Today's closing strong theme: SKhyinx suppliers
Theme average change: +5.82%
Representative strong stock: Solbrain (357780) +9.79%
Weak stock within theme: Hanmi Semiconductor (042700) +1.46%
How to view why the SK Hynix suppliers theme was strong today
This theme groups suppliers of HBM, memory materials, parts, and equipment to SK Hynix.
Check which companies benefit from HBM expansion investments.
The SK Hynix suppliers theme recorded an average gain of +5.82% today.
Distinguish single-stock driven moves from broader theme diffusion by comparing the leader and follower performances.
Stock-level moves
| Stock | Market | Change | Checkpoint |
|---|---|---|---|
| Solbrain (357780) | KOSDAQ | +9.79% | Supplies high-purity electronic materials and wet chemical materials used in semiconductor manufacturing processes, classified as a materials supplier for SK Hynix's memory semiconductor manufacturing. |
| Dongjin Semichem (005290) | KOSDAQ | +8.96% | A leading materials company producing photoresists and etch/cleaning related materials for semiconductors, linked to core material supply chains for SK Hynix's memory processes. |
| Lam Research (LRCX) | NASDAQ | +7.93% | Supplies etch and deposition equipment, playing an important role in memory manufacturing processes such as DRAM/HBM, and connected to SK hynix's advanced memory production investments... |
| Onto Innovation (ONTO) | NYSE | +7.74% | Provides semiconductor metrology, inspection, and packaging process solutions, and links to process control demand for SK hynix's high-bandwidth memory production due to HBM stacking and packaging complexity. |
| KLA (KLAC) | NASDAQ | +6.40% | Supplies process control and inspection equipment essential for yield management in HBM/DRAM production, related to defect detection and process monitoring for memory makers like SK hynix... |
| Applied Materials (AMAT) | NASDAQ | +6.27% | Supplies core memory semiconductor process equipment such as deposition, etch, and CMP, connected to SK hynix's HBM/DRAM production lines as a general core equipment provider... |
Next trading day checklist
Confirm whether today's strength accompanied higher trading volume.
Separate names that held gains into the close from those with long upper wicks.
Check whether related US-listed ETFs and peer companies continue the flow.
Within the same theme, look for under-rotated names while distinguishing simple low-price rotation from structural momentum.
Read more
- View SK Hynix suppliers/lead stocks
- Today's market close briefing: PickStock Insight
- Expand the theme yourself: Mindmap
Published: 2026-09-23 16:40 KST. Data sources: PickStock theme DB, Yahoo Finance price cache. Generated after price outlier and reference date checks, for information purposes 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.
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