Temc CNS · 241790

25 posts · 2019-07-03 ~ 2026-08-13

• Aug 13: 8 Strong Themes — Space & Aerospace (Nuri Rocket, Satellites), Semiconductor Equipment 2026-08-13
• May 6: 8 Strong Themes — Glass Substrates, Power Equipment 2026-05-06
• Apr 21: 8 Strong Themes — Battery, Energy Storage (ESS) 2026-04-21
• Mar 30: 8 Strong Themes — Battery, Plastic Alternatives & Biodegradables 2026-03-30
• Sep 29: 8 Strong Themes — Cybersecurity, Cloud Computing 2025-09-29
• Sep 18: 8 Strong Themes — Semiconductor Equipment, Robotics (Industrial & Collaborative) 2025-09-18
• Sep 4: 8 Strong Themes — Nuclear, Drones 2025-09-04
• Sep 3: 8 Strong Themes — Battery, Foldable Phones 2025-09-03
• Jul 3: 8 Strong Themes — Plastic Alternatives & Biodegradables, Battery 2025-07-03
• Jun 2025 Theme Wrap — The Monthly Theme Map 2025-06-30
• Weekly Theme Wrap (Jun 23 – Jun 27) 2025-06-27
• Jun 25: 8 Strong Themes — STO (Security Token Offering), Semiconductor Materials & Components 2025-06-25
• Jun 11: 8 Strong Themes — Cybersecurity, Solar 2025-06-11
• May 13: 8 Strong Themes — Gene Therapy & Genomics, Cancer Immunotherapy 2025-05-13
• Apr 25: 8 Strong Themes — Battery (Sodium-Ion), Semiconductor Equipment 2025-04-25
• Feb 17: 8 Strong Themes — Semiconductor Equipment, PCB & Flexible PCB 2025-02-17
• Feb 13: 8 Strong Themes — Semiconductor Equipment, EV 2025-02-13
• Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction 2024-11-21
• Sep 26: 8 Strong Themes — Semiconductor Materials & Components, Semiconductor Equipment 2024-09-26
• Aug 12: 8 Strong Themes — Battery, EV 2024-08-12
• Dec 2021 Theme Wrap — The Monthly Theme Map 2021-12-30
• Weekly Theme Wrap (Dec 13 – Dec 17) 2021-12-17
• Dec 13: 8 Strong Themes — AI & Robotics, Cybersecurity 2021-12-13
• Apr 16: 5 Strong Themes — Political Ties (Yoon Suk-yeol), Baby & Birth Rate / Infant & Child Products 2021-04-16
• Jul 3: 3 Strong Themes — Semiconductor Equipment, Materials & Components, Battery 2019-07-03