Weekly Theme Wrap (Apr 21 – Apr 25)
5 trading days · top 10 themes — most persistent is Semiconductor Materials & Components at 3 days (weekly avg. +7.7%). Best single day this week: Apr 22, +19.3%.
Average change over the period
Semiconductors led the week from Apr 21 to Apr 25. Semiconductor Materials & Components and Semiconductor Equipment were each strong for 3 days.
Semiconductor Equipment had a best change of 9.47% on Apr 23, and HANMI Semiconductor was among its leaders. Semiconductor Materials & Components peaked at 8.31% on Apr 25.
Solar had a best change of 19.28% on Apr 22 and an average change of 13.08%. Wind peaked on the same day at 12.67%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Materials & Components | 3d | +7.7% | 2025-04-25 (+8.3%) | recurred | 3S Korea, Micro2nano |
| Semiconductor Equipment | 3d | +7.3% | 2025-04-23 (+9.5%) | recurred | Imt, Yest, HANMI Semiconductor |
| Solar | 2d | +13.1% | 2025-04-22 (+19.3%) | running | SDN Company, Cnplus |
| Wind | 2d | +8.6% | 2025-04-22 (+12.7%) | running | Kumyang Green Power, Cnplus |
| Telecom Equipment | 2d | +6.5% | 2025-04-25 (+6.8%) | running | Wooriro, Fino |
| Shipbuilding | 2d | +5.4% | 2025-04-24 (+5.5%) | running | Hanwha Ocean, HD Hyundai Mipo |
| Shipbuilding Equipment | 2d | +4.5% | 2025-04-25 (+4.8%) | running | Samyoung M-tek C0, Hankuk Carbon |
| Semiconductor Majors (Fabrication) | 2d | +2.8% | 2025-04-25 (+3.1%) | recurred | SK hynix |
| Rare Earths & Rare Metals | 2d | +2.4% | 2025-04-21 (+3.3%) | recurred | Novatech, Dongkuk Refractories & Steel |
| FuriosaAI | 1d | +19.1% | 2025-04-21 (+19.1%) | recurred | Xperix |
Related News by Theme
- Semiconductor Equipment (2025-04-23) [머닝(Money-Ing)] 고조되는 노이즈 한미반도체 급등엔 이유가 있다? — 머니투데이 (Korean)
- Solar (2025-04-22) [특징주] SDN, 미 중국 외 동남아 4개국 태양광도 3500% 관세 소식에 상승세 — 이투데이 (Korean)
- Wind (2025-04-22) 금양그린파워, 14% 급등 배경?…SK이터닉스·동국S&C·유니슨·DGP 등 풍력에너지株 ‘들썩’ — 영남일보 (Korean)
What to Watch Next Week
Solar, Wind and Shipbuilding were all tagged running, which marks consecutive strong runs. Next week will show whether those streaks continue.
SK hynix led Semiconductor Majors (Fabrication) to a best change of 3.12% on Apr 25. FuriosaAI was strong only on Apr 21 and had an average change of 19.15%, led by Xperix.
Theme heatmap
| 04-21 | 04-22 | 04-23 | 04-24 | 04-25 | |
|---|---|---|---|---|---|
| Semiconductor Materials & Components | +7.2 | +7.6 | +8.3 | ||
| Semiconductor Equipment | +3.6 | +9.5 | +8.8 | ||
| Solar | +19.3 | +6.9 | |||
| Wind | +12.7 | +4.6 | |||
| Telecom Equipment | +6.1 | +6.8 | |||
| Shipbuilding | +5.5 | +5.3 | |||
| Shipbuilding Equipment | +4.2 | +4.8 | |||
| Semiconductor Majors (Fabrication) | +2.4 | +3.1 | |||
| Rare Earths & Rare Metals | +3.3 | +1.5 | |||
| FuriosaAI | +19.2 |