Weekly Theme Wrap (Nov 3 – Nov 7)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +8.9%). Best single day this week: Nov 3, +42.9%.
Average change over the period
Chip-related themes led the week of Nov 3 to Nov 7. Semiconductor Equipment was strong on 3 days and posted an average change of 8.86%. Its best day was Nov 6, at 9.65%.
The sharpest move came from AI & Robotics, where Nota was the only leader. The theme’s best change was 42.89%, on Nov 3, with an average change of 25.45%.
Semiconductor Materials & Components and HBM (High Bandwidth Memory) were also strong on 3 days each. Their average changes were 5.95% and 5.26%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +8.9% | 2025-11-06 (+9.7%) | recurred | KohYoungTechnology, Robostar, EO Technics |
| Semiconductor Materials & Components | 3d | +6.0% | 2025-11-06 (+7.4%) | recurred | HLB innoVation, Duksanhimetal, Ram Technology |
| HBM (High Bandwidth Memory) | 3d | +5.3% | 2025-11-06 (+6.8%) | recurred | KohYoungTechnology, Ycchem, EO Technics |
| AI & Robotics | 2d | +25.4% | 2025-11-03 (+42.9%) | running | Nota |
| Battery | 2d | +9.4% | 2025-11-04 (+10.2%) | recurred | Xavis, KEM Tech |
| Glass Substrates | 2d | +8.7% | 2025-11-03 (+11.2%) | recurred | CHEMTRONICSCo, Pie |
| System Semiconductors | 2d | +6.6% | 2025-11-06 (+9.8%) | recurred | Alphachips, Zinitix |
| Power Equipment | 2d | +6.2% | 2025-11-03 (+9.4%) | running | Dawon Cable, Taihan Cable & Solution |
| Electric Cables | 2d | +4.7% | 2025-11-03 (+6.6%) | running | Dawon Cable, Taihan Cable & Solution |
| ChatGPT & AI Chatbots | 2d | +4.0% | 2025-11-03 (+5.8%) | running | SKAI worldwide, Maum.ai |
Related News by Theme
- Semiconductor Equipment (2025-11-06) [급등수사본부] 외국인 관광객 폭증에 호텔 부문 성장 ‘제이에스코퍼레이션’ vs 뇌수술용 의료 로봇 美 수출 시작 日 매출 기대 ‘고영’ — 머니투데이 (Korean)
- Semiconductor Materials & Components (2025-11-06) [리포트 브리핑]덕산하이메탈, ‘기판 + HDD 사이클 반등의 숨겨진 수혜주’ - 메리츠증권 — 뉴스핌 (Korean)
- HBM (High Bandwidth Memory) (2025-11-06) [급등수사본부] 외국인 관광객 폭증에 호텔 부문 성장 ‘제이에스코퍼레이션’ vs 뇌수술용 의료 로봇 美 수출 시작 日 매출 기대 ‘고영’ — 머니투데이 (Korean)
- AI & Robotics (2025-11-03) 노타, 상장 첫날 240% 급등…코스닥 ‘AI 대장주’로 거듭날까 [종목Pick] — 헤럴드경제 (Korean)
- Battery (2025-11-04) [수익 내비게이터] ESS 시장 성장에 2차전지 사업부문 실적 증가 기대 ‘미래나노텍’ VS 에너지 정책 AI 전력 수요 급증…원전 시장 확대 수혜 ‘한국전력’ — 머니투데이 (Korean)
What to Watch Next Week
Power Equipment and Electric Cables were each strong on 2 consecutive days, both led by Dawon Cable and Taihan Cable & Solution. Their average changes were 6.15% and 4.72%.
Semiconductor Equipment and three other chip themes all had their best day on Nov 6. Next week’s data will show whether that strength lasts beyond Nov 7.
Theme heatmap
| 11-03 | 11-04 | 11-05 | 11-06 | 11-07 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +8.9 | +8.0 | +9.7 | ||
| Semiconductor Materials & Components | +5.8 | +4.6 | +7.4 | ||
| HBM (High Bandwidth Memory) | +4.5 | +4.4 | +6.8 | ||
| AI & Robotics | +42.9 | +8.0 | |||
| Battery | +10.1 | +8.6 | |||
| Glass Substrates | +11.2 | +6.2 | |||
| System Semiconductors | +3.5 | +9.8 | |||
| Power Equipment | +9.4 | +2.9 | |||
| Electric Cables | +6.6 | +2.8 | |||
| ChatGPT & AI Chatbots | +5.8 | +2.1 |