Ycchem · 112290
- Weekly Theme Wrap (Sep 28 – Oct 2)
- Sep 2026 Theme Wrap — The Monthly Theme Map
- Sep 30: 8 Strong Themes — Steel (Small & Mid Cap), Battery
- Sep 29: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Sep 10: 8 Strong Themes — Soybeans, Semiconductor Equipment
- Aug 12: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
- Jul 15: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Jul 9: 8 Strong Themes — Semiconductor Materials & Components, Semiconductor Equipment
- Jul 3: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Jun 22: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- May 2026 Theme Wrap — The Monthly Theme Map
- May 26: 8 Strong Themes — Quantum Cryptography & Computing, MLCC (Multilayer Ceramic Capacitors)
- May 11: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
- May 6: 8 Strong Themes — Glass Substrates, Power Equipment
- Apr 8: 8 Strong Themes — Construction Majors, Semiconductor Equipment
- Apr 1: 8 Strong Themes — 5G, Telecom Equipment
- Mar 10: 8 Strong Themes — Semiconductor Equipment, Telecom Equipment
- Feb 26: 8 Strong Themes — Semiconductor Equipment, 5G
- Feb 24: 8 Strong Themes — Semiconductor Equipment, Battery
- Jan 27: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Dec 9: 8 Strong Themes — Cancer Immunotherapy, Wind
- Nov 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Nov 3 – Nov 7)
- Nov 3: 8 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
- Oct 24: 8 Strong Themes — Battery, EV
- Oct 1: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
- Sep 29: 8 Strong Themes — Cybersecurity, Cloud Computing
- Sep 24: 8 Strong Themes — Nuclear, Quantum Cryptography & Computing
- Sep 18: 8 Strong Themes — Semiconductor Equipment, Robotics (Industrial & Collaborative)
- Sep 4: 8 Strong Themes — Nuclear, Drones
- Aug 26: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
- Jun 17: 8 Strong Themes — Battery, Glass Substrates
- Jun 5: 8 Strong Themes — Inter-Korean Economic Cooperation, Nuclear
- May 2025 Theme Wrap — The Monthly Theme Map
- May 26: 8 Strong Themes — Battery, Glass Substrates
- Apr 25: 8 Strong Themes — Battery (Sodium-Ion), Semiconductor Equipment
- Apr 21: 8 Strong Themes — FuriosaAI, Venture Capital
- Feb 2025 Theme Wrap — The Monthly Theme Map
- Feb 17: 8 Strong Themes — Semiconductor Equipment, PCB & Flexible PCB
- Feb 13: 8 Strong Themes — Semiconductor Equipment, EV
- Feb 10: 8 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative)
- Weekly Theme Wrap (Feb 3 – Feb 7)
- Feb 7: 8 Strong Themes — Semiconductor Majors (Fabrication), System Semiconductors
- Feb 6: 8 Strong Themes — Glass Substrates, Semiconductor Materials & Components
- Jan 2025 Theme Wrap — The Monthly Theme Map
- Jan 17: 8 Strong Themes — Power Equipment, Nuclear
- Weekly Theme Wrap (Jan 6 – Jan 10)
- Jan 9: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Equipment
- Jan 7: 8 Strong Themes — Shipbuilding, Shipbuilding Equipment
- Dec 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Dec 16 – Dec 20)
- Nov 25: 8 Strong Themes — Political Ties (Lee Jae-myung), Medical AI
- Oct 25: 8 Strong Themes — EV, Semiconductor Equipment
- Oct 14: 8 Strong Themes — Drones, Defense & War
- Sep 2024 Theme Wrap — The Monthly Theme Map
- Sep 26: 8 Strong Themes — Semiconductor Materials & Components, Semiconductor Equipment
- Sep 11: 8 Strong Themes — Solar, Energy Storage (ESS)
- Sep 9: 7 Strong Themes — Beauty & Cosmetics, GLP-1 & Obesity Drugs
- Aug 20: 8 Strong Themes — Battery (Solid-State), EV Fire Prevention (Thermal Runaway)
- Aug 14: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Equipment
- Jul 9: 8 Strong Themes — Nuclear, Power Equipment
- Jul 1: 8 Strong Themes — GLP-1 & Obesity Drugs, CXL (Compute Express Link)
- Jun 28: 8 Strong Themes — Semiconductor Equipment, Shipping
- Jun 19: 8 Strong Themes — Steel (Small & Mid Cap), Semiconductor Equipment
- May 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (May 27 – May 31)
- Weekly Theme Wrap (Apr 29 – May 3)
- May 2: 8 Strong Themes — Beauty & Cosmetics, AI & Robotics
- Apr 2024 Theme Wrap — The Monthly Theme Map
- Apr 29: 8 Strong Themes — Electric Cables, Power Equipment
- Weekly Theme Wrap (Apr 15 – Apr 19)
- Apr 17: 8 Strong Themes — Semiconductor Equipment, Beauty & Cosmetics
- Apr 11: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Weekly Theme Wrap (Apr 1 – Apr 5)
- Apr 5: 7 Strong Themes — Power Equipment, Electric Cables
- Apr 4: 8 Strong Themes — Semiconductor Equipment, Power Equipment
- Apr 3: 6 Strong Themes — Glass Substrates, Beauty & Cosmetics
- Mar 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Mar 25 – Mar 29)
- Mar 28: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Mar 27: 8 Strong Themes — Battery, EV
- Mar 26: 8 Strong Themes — Cybersecurity, Semiconductor Equipment
- Mar 18: 8 Strong Themes — Political Ties (Cho Kuk), Lithium
- Mar 4: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Feb 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 19 – Feb 23)
- Feb 21: 8 Strong Themes — System Semiconductors, OLED Displays
- Feb 20: 8 Strong Themes — Battery, Superconductors
- Feb 14: 8 Strong Themes — Superconductors, Battery
- Feb 6: 8 Strong Themes — Semiconductor Equipment, Battery (Solid-State)
- Jan 25: 8 Strong Themes — Semiconductor Equipment, System Semiconductors
- Jan 19: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Dec 18: 8 Strong Themes — Battery, Semiconductor Equipment
- Dec 12: 8 Strong Themes — Wind, Semiconductor Equipment
- Nov 24: 8 Strong Themes — Semiconductor Equipment, Power Equipment
- Nov 2: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Oct 17: 8 Strong Themes — Lithium, Semiconductor Equipment
- Oct 12: 8 Strong Themes — Battery, EV
- Aug 30: 8 Strong Themes — Autonomous Driving, AI & Robotics
- Aug 24: 8 Strong Themes — AI & Robotics, ChatGPT & AI Chatbots
- Aug 18: 7 Strong Themes — MXenes, Semiconductor Equipment
- Jul 20: 8 Strong Themes — Semiconductor Equipment, Battery
- Jun 2023 Theme Wrap — The Monthly Theme Map
- Jun 23: 7 Strong Themes — Semiconductor Equipment, Beauty & Cosmetics
- Jun 9: 8 Strong Themes — Battery, EV