Aug 2026 Theme Wrap — The Monthly Theme Map
20 trading days · 109 recurring themes · top 15 themes — most persistent is Semiconductor Equipment at 13 days (monthly avg. +10.1%). Best single day this month: Aug 4, +21.7%.
Average change over the period
Semiconductor themes dominated August 2026. Semiconductor Equipment led with 13 strong days and an average change of 10.12%, and its best day came on Aug 10.
Semiconductor Materials & Components followed with 12 strong days and a best change of 18.05% on Aug 10. HBM (High Bandwidth Memory) also logged 11 strong days.
The month’s largest best-day move came from AI & Robotics, at 21.7% on Aug 4. Battery posted the highest average change, 12.64%.
109 themes recurred this month.
Monthly Theme Ranking
| Theme | Days strong | Monthly avg. | Best day | Leader |
|---|---|---|---|---|
| Semiconductor Equipment | 13d | +10.1% | 2026-08-10 (+15.0%) | Gigalane, CP System, Exicon |
| Semiconductor Materials & Components | 12d | +8.4% | 2026-08-10 (+18.1%) | Kukjeon, Nepes, Dreamtech |
| HBM (High Bandwidth Memory) | 11d | +6.3% | 2026-08-10 (+10.7%) | Rayence, MKElectron, Yest |
| Semiconductor Substrates (FC-BGA, MLB) | 11d | +6.0% | 2026-08-05 (+10.0%) | LG Innotek, GigaVis, Neotechnicalsystem |
| Semiconductor Majors (Fabrication) | 10d | +3.9% | 2026-08-20 (+8.6%) | DB HiTek, SK hynix, Samsung Electronics |
| AI & Robotics | 8d | +11.0% | 2026-08-04 (+21.7%) | Moadata, VAIV company, Becu AI |
| Construction Majors | 8d | +5.0% | 2026-08-04 (+10.6%) | GS Engineering & Construction, Daewoo Engineering & Construction, Hyundai Engineering & Construction |
| SOCAMM Memory Modules | 8d | +4.6% | 2026-08-10 (+6.5%) | ISC, SK hynix, Simmtech |
| 5G | 7d | +11.3% | 2026-08-05 (+19.5%) | Pentastone Electronics, Gigalane, Sensorview |
| Telecom Equipment | 7d | +11.2% | 2026-08-05 (+18.6%) | RF Materials, Gigalane, Inno Instrument |
| Beauty & Cosmetics | 7d | +10.4% | 2026-08-12 (+16.3%) | Nexa Dynamics, DYD, Leaders Cosmetics |
| Battery (Cell Makers) | 7d | +4.2% | 2026-08-07 (+7.5%) | LG Energy Solution, SK Innovation, Samsung SDI |
| Battery | 6d | +12.6% | 2026-08-27 (+15.6%) | Duksan Techopia, Dongwha Enterprise, Samkee Energy Solutions |
| Robotics (Industrial & Collaborative) | 6d | +10.6% | 2026-08-03 (+18.9%) | I-robotics, Wonik Holdings, Justek |
| Solar | 6d | +9.0% | 2026-08-11 (+11.9%) | SDN Company, SK eternix, Development Advance Solution |
What to Watch Next Month
Semiconductor Equipment, Semiconductor Materials & Components and Construction Majors carried their streaks into Aug 31. The first test is whether those streaks continue.
The other themes were recurrences, and the data counts 109 recurrent entries. HBM (High Bandwidth Memory) and SOCAMM Memory Modules are the memory-linked themes to track next.
Theme heatmap
| 08-03 | 08-04 | 08-05 | 08-06 | 08-07 | 08-10 | 08-11 | 08-12 | 08-13 | 08-14 | 08-18 | 08-19 | 08-20 | 08-21 | 08-24 | 08-25 | 08-26 | 08-27 | 08-28 | 08-31 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Semiconductor Equipment | +10.0 | +12.1 | +15.0 | +10.4 | +11.5 | +9.2 | +7.7 | +13.1 | +8.4 | +4.4 | +13.1 | +8.6 | +8.2 | |||||||
| Semiconductor Materials & Components | +6.9 | +11.3 | +18.1 | +8.0 | +9.5 | +5.5 | +8.2 | +6.0 | +5.0 | +11.8 | +3.4 | +6.8 | ||||||||
| HBM (High Bandwidth Memory) | +8.2 | +10.7 | +5.2 | +6.0 | +7.7 | +4.1 | +4.4 | +6.9 | +3.1 | +9.3 | +3.7 | |||||||||
| Semiconductor Substrates (FC-BGA, MLB) | +6.7 | +10.0 | +9.8 | +6.7 | +4.9 | +3.5 | +6.9 | +2.2 | +3.3 | +7.2 | +4.5 | |||||||||
| Semiconductor Majors (Fabrication) | +4.7 | +2.0 | +4.8 | +5.2 | +2.9 | +1.0 | +8.6 | +3.1 | +3.4 | +2.8 | ||||||||||
| AI & Robotics | +12.6 | +21.7 | +14.2 | +15.0 | +7.9 | +3.1 | +5.8 | +7.7 | ||||||||||||
| Construction Majors | +2.8 | +10.6 | +6.8 | +3.4 | +1.5 | +2.5 | +5.9 | +6.1 | ||||||||||||
| SOCAMM Memory Modules | +6.5 | +2.1 | +4.9 | +3.8 | +5.2 | +3.1 | +6.5 | +4.3 | ||||||||||||
| 5G | +13.9 | +19.5 | +9.3 | +13.8 | +7.5 | +5.6 | +9.3 | |||||||||||||
| Telecom Equipment | +15.9 | +18.7 | +9.5 | +12.6 | +7.4 | +4.3 | +9.9 | |||||||||||||
| Beauty & Cosmetics | +10.8 | +13.4 | +16.3 | +7.2 | +5.6 | +9.1 | +10.3 | |||||||||||||
| Battery (Cell Makers) | +7.5 | +1.1 | +4.3 | +1.4 | +5.8 | +5.5 | +3.5 | |||||||||||||
| Battery | +14.6 | +8.5 | +13.0 | +13.1 | +15.6 | +11.1 | ||||||||||||||
| Robotics (Industrial & Collaborative) | +18.8 | +13.8 | +5.9 | +12.9 | +4.6 | +7.3 | ||||||||||||||
| Solar | +11.2 | +9.3 | +8.6 | +12.0 | +7.9 | +5.0 |