What Is a Superconductor?
A superconductor is a material that exhibits zero electrical resistance and expels magnetic fields (the Meissner effect) when cooled below a critical cryogenic temperature, allowing electrical current to flow without any energy loss.
While superconductors enable ultra-efficient power transmission, MRI machines, maglev trains, and nuclear fusion tokamaks, traditional superconductors require expensive cryogenic cooling using liquid helium or liquid nitrogen.
The Room-Temperature Superconductor Claim (LK-99)
In mid-2023, preprints claiming the discovery of LK-99—allegedly the world's first room-temperature, ambient-pressure superconductor—sparked massive global scientific scrutiny and extreme speculative trading across equity markets.
Top 5 Korean Superconductor Theme Stocks
During the LK-99 market frenzy, five Korean-listed small- and mid-cap stocks tied to superconducting wire, cryogenic equipment, or venture capital stakes became the epicenter of speculative trading:
- SuNam (294630)
- Shinsung Delta Tech (065350)
- Duksung (004830)
- Mobiis (250060)
- Wonik PNE (217820)
1. SuNam (294630)
SuNam possesses proprietary 2nd-generation high-temperature superconductor (HTS) wire manufacturing technology and ultra-high-field magnet capabilities used in power cables, fault current limiters, fusion reactors, and motors. It was the first stock to hit the daily upper price limit during the superconductor rally.
SuNam (294630) Stock Price & News - Google Finance
2. Shinsung Delta Tech (065350)
Shinsung Delta Tech manufactures home appliance components and EV battery parts. It surged as the primary LK-99 proxy because it held an approximately 52% stake in L&S Venture Capital, which in turn held an early equity stake in the Quantum Energy Research Centre (the research team behind LK-99).
Shinsung Delta Tech (065350) Stock Price & News - Google Finance
3. Duksung (004830)
Duksung produces synthetic leather and electronic materials. Having participated in past national superconducting research projects and holding patents related to superconducting flywheel energy storage testing, it became a major momentum play.
Duksung (004830) Stock Price & News - Google Finance
4. Mobiis (250060)
Mobiis supplies precision control systems (CIS) for nuclear fusion tokamak reactors (such as ITER) and particle accelerators that rely on cryogenic superconducting coils.
Mobiis (250060) Stock Price & News - Google Finance
5. Wonik PNE (217820)
Wonik PNE manufactures secondary battery formation and cycler equipment and previously supplied power exciters used in superconducting and plasma testing applications.