Weekly Theme Wrap (Mar 17 – Mar 21)

March 21, 2025 · #Semiconductor Equipment #Semiconductor Materials & Components #HBM (High Bandwidth Memory) #Semiconductor Majors (Fabrication) #Defense & War #Beauty & Cosmetics #Battery #EV #Shipbuilding Equipment #Food

5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +6.1%). Best single day this week: Mar 17, +13.0%.

Trading days5d Most days strong4d weekly avg.+6.1% LeaderIste

Average change over the period

Average change of member stocks, by theme · descending
Semiconductor Equipment
+6.1%
Semiconductor Materials & Components
+4.9%
HBM (High Bandwidth Memory)
+3.6%
Semiconductor Majors (Fabrication)
+2.6%
Defense & War
+5.7%
Beauty & Cosmetics
+8.8%
Battery
+7.7%
EV
+5.4%
Shipbuilding Equipment
+5.3%
Food
+4.5%

Chip stocks led the week of 2025-03-17 to 2025-03-21. Semiconductor Equipment was strong on 4 days, with an average change of 6.08%.

Semiconductor Materials & Components and HBM (High Bandwidth Memory) were also strong on 4 days. Both had their best day on Mar 17, at 6.13% and 5.49%.

Outside chips, Beauty & Cosmetics posted the week’s biggest single-day move, 13.04% on Mar 17. Defense & War was strong on 3 days, with an average change of 5.67%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductor Equipment4d+6.1%2025-03-17 (+7.7%)runningIste, Imt, Pamtek
Semiconductor Materials & Components4d+4.9%2025-03-17 (+6.1%)runningDNFCo, Megatouch, Synopex
HBM (High Bandwidth Memory)4d+3.6%2025-03-17 (+5.5%)runningImt, YC, EO Technics
Semiconductor Majors (Fabrication)4d+2.6%2025-03-17 (+3.9%)runningDB HiTek, SK hynix
Defense & War3d+5.7%2025-03-17 (+7.9%)runningRF Materials, Ace Technologies, Hanwha Systems
Beauty & Cosmetics2d+8.8%2025-03-17 (+13.0%)recurredDYD, BL Pharmtech
Battery2d+7.7%2025-03-20 (+8.1%)recurredSungwoo, CK Solution
EV2d+5.4%2025-03-20 (+5.5%)recurredMotivelink, Samwha Electronics
Shipbuilding Equipment2d+5.3%2025-03-18 (+7.2%)runningInhwa Precision, Cape Industries
Food2d+4.5%2025-03-21 (+5.0%)recurredWooyang, Foodnamoo

What to Watch Next Week

Battery and EV both peaked on Mar 20, at 8.08% and 5.48%. Each was strong on 2 days. Food had its best day on Mar 21, at 5.0%.

The next question is whether the four chip themes, each strong on 4 days, keep that run going. Shipbuilding Equipment was strong on 2 days, with an average change of 5.31%.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
03-1703-1803-1903-2003-21
Semiconductor Equipment+7.7+7.6+3.2+5.8
Semiconductor Materials & Components+6.1+5.7+2.7+5.1
HBM (High Bandwidth Memory)+5.5+4.9+2.1+1.8
Semiconductor Majors (Fabrication)+3.9+1.4+2.6+2.6
Defense & War+7.9+3.8+5.2
Beauty & Cosmetics+13.0+4.5
Battery+7.3+8.1
EV+5.4+5.5
Shipbuilding Equipment+3.4+7.2
Food+4.0+5.0
Down UpBlank = not in that day's strong list