Weekly Theme Wrap (May 12 – May 16)
5 trading days · top 10 themes — most persistent is Solar at 3 days (weekly avg. +10.4%). Best single day this week: May 14, +19.0%.
Average change over the period
Energy themes led the week of May 12 to May 16. Solar posted the top single-day move, a best change of 19.03% on May 14, with an average change of 10.36%.
Wind also peaked on May 14 at 13.48%, and Nuclear peaked on May 16 at 9.79%. Both were strong on 3 days, as were three chip themes.
AI & Robotics had the top average change, 12.89%, led by Yujin Robot. All three chip themes peaked on May 12, led by Semiconductor Equipment at 8.74%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Solar | 3d | +10.4% | 2025-05-14 (+19.0%) | recurred | HD Hyundai Energy Solutions, DSM, GnBS eco |
| Wind | 3d | +8.2% | 2025-05-14 (+13.5%) | recurred | Cnplus, Woori Technology, Incorporation, Unison |
| Nuclear | 3d | +6.6% | 2025-05-16 (+9.8%) | recurred | Kumyang Green Power, Doosan Enerbility, Bhi |
| Semiconductor Equipment | 3d | +6.4% | 2025-05-12 (+8.7%) | running | Raon Robotics, Wot, JT |
| HBM (High Bandwidth Memory) | 3d | +4.4% | 2025-05-12 (+5.9%) | running | Mirai Semiconductors, Wot, HANMI Semiconductor |
| Semiconductor Majors (Fabrication) | 3d | +2.5% | 2025-05-12 (+3.6%) | running | SK hynix, Samsung Electronics |
| AI & Robotics | 2d | +12.9% | 2025-05-14 (+13.1%) | recurred | Yujin Robot |
| Hydrogen (Fuel Cells, Vehicles) | 2d | +7.8% | 2025-05-16 (+9.0%) | recurred | S-Energy, S Connect |
| Education & E-Learning | 2d | +6.2% | 2025-05-12 (+8.4%) | recurred | Visang Education, The Willbes & |
| FuriosaAI | 2d | +5.2% | 2025-05-12 (+6.5%) | recurred | Xperix, 4by4 |
Related News by Theme
- Solar (2025-05-14) [특징주] 대성파인텍, 이재명 ‘햇빛연금’ 공약에 급등…태양광 테마주↑ — 메트로경제 (Korean)
- Nuclear (2025-05-16) 비에이치아이 급등…시총 1조클럽 진입 — 한국경제 (Korean)
- Semiconductor Equipment (2025-05-12) 제이티, 엔비디아 중국용 AI칩 ‘GDDR’ 쓴다…마이크론 번인소재 독점 공급 부각↑ [특징주] — 파이낸셜뉴스 (Korean)
- HBM (High Bandwidth Memory) (2025-05-12) 반도체 부활 자신하는 삼성전자… HBM4에 승부 건다 — 파이낸셜뉴스 (Korean)
What to Watch Next Week
Next week, watch whether the energy rally holds after Solar and Wind both peaked on May 14. Nuclear’s 9.79% best day came on May 16, the final session.
Semiconductor Majors (Fabrication) was strong on 3 days, led by SK hynix and Samsung Electronics. Whether that chip strength carries forward is the other open question.
Theme heatmap
| 05-12 | 05-13 | 05-14 | 05-15 | 05-16 | |
|---|---|---|---|---|---|
| Solar | +5.7 | +19.0 | +6.3 | ||
| Wind | +4.7 | +13.5 | +6.3 | ||
| Nuclear | +4.7 | +5.3 | +9.8 | ||
| Semiconductor Equipment | +8.7 | +4.3 | +6.2 | ||
| HBM (High Bandwidth Memory) | +5.9 | +2.7 | +4.5 | ||
| Semiconductor Majors (Fabrication) | +3.6 | +1.6 | +2.3 | ||
| AI & Robotics | +12.7 | +13.1 | |||
| Hydrogen (Fuel Cells, Vehicles) | +6.6 | +9.0 | |||
| Education & E-Learning | +8.4 | +4.1 | |||
| FuriosaAI | +6.5 | +4.0 |