KOSDAQ Gains on Robot and Semiconductor Strength as KOSPI Slips

On September 15, 2026, the South Korean stock market closed mixed, with the KOSPI dropping 0.85% to 6,627.26 and the KOSDAQ rising 0.70% to 812.41. Foreign and institutional investors heavily sold KOSPI shares, recording net sales of 1,565,287 million KRW and 909,850 million KRW respectively, while net-buying KOSDAQ shares by 23,786 million KRW and 111,564 million KRW. This divergence supported gains in tech-heavy sectors, particularly robot and semiconductor equities.

WONIK HOLDINGS CO.,LTD. (030530) +16.21%

Wonik Holdings surged 16.21% on September 15, rebounding from a two-day decline to lead the rally among robot-related stocks [1]. The stock also benefited from high expectations regarding its gas supply equipment business, which is anticipated to gain from semiconductor production line expansions [2]. While these factors drove the sharp upward movement, further details or additional reasons behind the surge could not be confirmed from the available headlines.

SPG CO., LTD (058610) +14.00%

SPG Co., Ltd. rose 14.00% on September 15, trading at 103,900 KRW during the day [3]. The gain was primarily driven by a general rally in KOSDAQ robot-related stocks, including Robotis [5]. This rebound followed a sharp drop on September 14, when the broader KOSDAQ market fell, dragging down SPG alongside other tech stocks [6]. Specific internal drivers for SPG's sharp rise remain unconfirmed from the available headlines [4].

SFA Semicon Co., Ltd (036540) +14.87%

SFA Semicon Co., Ltd. rose 14.87%, building on its previous day's gain of 7.53% [7]. The stock was propelled by expectations of becoming a key player in Samsung's DDR5 value chain as outsourcing for back-end processing expands, leading to raised target prices and earnings estimates [10][11][12]. Positive sentiment was also bolstered by an NDR review from a brokerage advising investors to buy [8], alongside net buying from both foreign and institutional investors during the session [9].

DB HiTek Co.,LTD (000990) +5.48%

DB HiTek Co., Ltd. gained 5.48% following news of establishing the world's first 8-inch SiC all-in-one process, which helped its stock price rise 21% over ten days [14]. The company is also experiencing a doubling of orders for legacy semiconductors [16]. Strong institutional buying, with net purchases for seven consecutive days [13], and buy recommendations from brokerages like KB Securities [15] further supported the stock. Detailed financial information or specific reasons for the order surge remain unconfirmed.

Doosan Fuel Cell (336260) +6.90%

Doosan Fuel Cell rose 6.90%, with headlines noting that the stock traded at 50,100 KRW, up 4.81% during the September 15 session [17]. However, the specific business drivers, market catalysts, or internal developments behind this upward movement remain unconfirmed, as the available headlines do not provide details on contract wins, earnings changes, or other fundamental factors [17].

Sources

1. 원익홀딩스 18%대 급등 2만6000원…2거래일 하락 딛고 로봇주 반등 선봉 — CBC뉴스 · 2026-09-15
2. 반도체 생산라인 증설 훈풍… 원익홀딩스, 가스 공급 설비 수혜 기대 — 핀포인트뉴스 · 2026-09-15
3. 에스피지 주가, 9월 15일 장중 103,900원 14.55% 상승 — 톱스타뉴스 · 2026-09-15
4. 에스피지 주가, 급등세... 이유는? — 금강일보 · 2026-09-15
5. 코스닥 로봇주 강세...로보티즈 8%·에스피지 18%↑ — 월요신문 · 2026-09-15
6. 코스닥 '뚝'...이오테크닉스 · HPSP · 에스피지 '급락' — 초이스경제 · 2026-09-14
7. SFA반도체 주가, 9월 14일 7,570원 7.53% 상승 — 톱스타뉴스 · 2026-09-14
8. SFA반도체 NDR 후기: 짧게 말해서 사자는 글 증권사 발표에 강세…4.12% — 매일경제 · 2026-09-14
9. [장중수급포착] SFA반도체, 외국인/기관 동시 순매수… 주가 +3.13% — 뉴스핌 · 2026-09-14
10. "SFA반도체, 목표가↑…DDR5 외주물량 증가세"-한투 - 머니투데이 — 머니투데이 · 2026-09-13
11. SFA반도체, 삼성 DDR5 밸류체인 '핵심 기업' 주목…"후공정 외주 확대에 추정치 상향" — 프라임경제 · 2026-09-13
12. SFA반도체, 삼성 DDR5 밸류체인 '핵심 기업' 주목…"후공정 외주 확대에 추정치 상향" - 와우넷 오늘장전략 — 한국경제TV · 2026-09-14
13. [장중수급포착] DB하이텍, 기관 7일 연속 순매수행진... 주가 +7.47% — 뉴스핌 · 2026-09-14
14. DB하이텍, 세계 첫 8인치 SiC 일괄공정…주가도 열흘새 21%↑ — ER 이코노믹리뷰 · 2026-09-13
15. KB증권, 9월 둘째주 DB하이텍 등 3종목 매수 추천 — 빅터뉴스 · 2026-09-11
16. “구형 반도체라고 무시했는데, 주문 2배 폭주”…한달새 21% 뛴 DB하이텍 [이주의 Bull기둥] — 매일경제 · 2026-09-12
17. 두산퓨얼셀 주가, 9월 15일 장중 50,100원 4.81% 상승 — 톱스타뉴스 · 2026-09-15

This is market commentary, not investment advice.