DI +16.46% Leads SK Hynix Suppliers Theme, Watch If Rally Spreads Intraday
픽스톡AI 요약
The pre-market focus is SK Hynix suppliers.
The theme strength over the last 5 trading days is +10.31%, ranking 2nd out of 100 themes.
The key point is whether DI (003160) will lead and spread to laggards after the open.
This note is not a buy signal but a checklist at 08:40 to narrow focus, and it should be reconfirmed by intraday news and flows.
Pre-market theme: SK하이닉스 협력사
5-day theme average change: +10.31%, 2nd of 100 themes
Recent leading mover: DI (003160) +16.46%
Why watch SK Hynix suppliers before the open
This theme groups suppliers that provide HBM, memory materials, parts, and equipment to SK Hynix.
Check which companies may benefit if HBM expansion investment continues.
08:40 is a good time to narrow watchlists before orders are placed.
This is a checklist, not a buy recommendation, and it tells you which news and flows to verify intraday.
Intraday checks for today
Sustainment of prior strength: confirm whether SK Hynix supplier stocks remain stronger than the theme average after the open.
Gap between leader and followers: check if gains are limited to the names in front or if 2nd to 3rd tier stocks also catch up.
News and volume confirmation: movements with accompanying volume matter more than simple gap-ups.
Related stocks to monitor
| 종목 | 시장 | 직전 거래일 등락 | 체크 포인트 |
|---|---|---|---|
| 엔테그리스 (ENTG) | NASDAQ | +5.04% | Supplies high-purity materials, filters, wafer carriers and control solutions for semiconductor processes, directly relevant to ultra-clean processes like SK hynix's memory/HBM production... |
| 온토 이노베이션 (ONTO) | NYSE | +4.09% | Provides metrology, inspection and packaging process solutions; HBM stacking and packaging complexity links to process control demand from SK hynix's high bandwidth memory production. |
| KLA (KLAC) | NASDAQ | +3.27% | Supplies process control and inspection equipment critical for yield management in HBM/DRAM production; used by memory manufacturers like SK hynix for defect detection and process monitoring... |
| ASML (ASML) | NASDAQ | +3.25% | Global supplier of EUV lithography equipment, essential for advanced DRAM/HBM processes; SK hynix's expansion of advanced memory production... |
| 디아이 (003160) | KOSPI | +3.13% | Supplies burn-in testers and other test equipment for memory semiconductors, connected to quality verification and reliability testing processes at memory manufacturers like SK Hynix. |
| 램 리서치 (LRCX) | NASDAQ | +2.17% | Supplies etch and deposition equipment, playing a key role in memory manufacturing processes such as DRAM/HBM; commercially linked to SK hynix's advanced memory process investments... |
Risks
If the SK Hynix suppliers theme has already run up in the short term, maintaining volume through pullbacks matters more than chasing the open.
Theme strength early in the session can change quickly, so check index direction, the currency, and US futures together.
Watch recovery intraday for relatively weak names over the past 5 sessions (ISC (095340) -3.06%).
For deeper research
- SK하이닉스 협력사 관련주/대장주 보기
- Market-wide flow today: 픽스톡 인사이트
- Explore other themes: 테마 탐색
Published: 2026-10-05 08:40 KST. Data sources: PickStock theme DB, Yahoo Finance price cache. Auto-generated after outlier removal, for informational purposes only, 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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