Weekly Theme Wrap (Jan 26 – Jan 30)

January 30, 2026 · #Semiconductor Equipment #Semiconductor Materials & Components #HBM (High Bandwidth Memory) #AI & Robotics #Semiconductor Majors (Fabrication) #Battery #Robotics (Industrial & Collaborative) #SpaceX #Space & Aerospace (Nuri Rocket, Satellites) #System Semiconductors

5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 5 days (weekly avg. +13.9%). Best single day this week: Jan 26, +21.0%.

Trading days5d Most days strong5d weekly avg.+13.9% LeaderNeosem

Average change over the period

Average change of member stocks, by theme · descending
Semiconductor Equipment
+13.9%
Semiconductor Materials & Components
+11.3%
HBM (High Bandwidth Memory)
+7.7%
AI & Robotics
+9.2%
Semiconductor Majors (Fabrication)
+6.1%
Battery
+17.2%
Robotics (Industrial & Collaborative)
+11.7%
SpaceX
+11.6%
Space & Aerospace (Nuri Rocket, Satellites)
+11.3%
System Semiconductors
+10.2%

Chip stocks set the tone for the week of 2026-01-26 to 2026-01-30. Semiconductor Equipment, Semiconductor Materials & Components and HBM (High Bandwidth Memory) were strong on all 5 days.

Semiconductor Equipment posted an average change of 13.91%, and its best day was Jan 28 at 19.37%. Leaders included Neosem, Exicon, Zeus and JT.

The biggest average move came from Battery at 17.16%, a recurring theme led by NanoTIM, Cenotec and Welcron Hantec. Its best day was Jan 26 at 20.97%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductor Equipment5d+13.9%2026-01-28 (+19.4%)runningNeosem, Exicon, Zeus
Semiconductor Materials & Components5d+11.3%2026-01-28 (+15.3%)runningKX Hitech, Lake Materials, SAMYANG NC Chem
HBM (High Bandwidth Memory)5d+7.7%2026-01-30 (+9.7%)runningMirai Semiconductors, YC, Zeus
AI & Robotics4d+9.2%2026-01-26 (+15.0%)runningNepes, Udmtek, Yuilrobotics
Semiconductor Majors (Fabrication)4d+6.1%2026-01-30 (+10.1%)runningDB HiTek, SK hynix, Samsung Electronics
Battery3d+17.2%2026-01-26 (+21.0%)recurredNanoTIM, Cenotec, Welcron Hantec
Robotics (Industrial & Collaborative)3d+11.7%2026-01-26 (+15.1%)runningRaon Robotics, Ajinextek, Y2 Solution
SpaceX3d+11.6%2026-01-29 (+15.4%)runningNanoTIM, Mirae Asset Venture Investment, Aju IB Investment
Space & Aerospace (Nuri Rocket, Satellites)3d+11.3%2026-01-29 (+15.9%)runningLK Samyang, Kencoa Aerospace, Hanyang Eng
System Semiconductors3d+10.2%2026-01-26 (+11.0%)recurredIron Device, Zinitix, HanaMicron

What to Watch Next Week

Next week’s test is whether the 5-day runs in chip themes continue. HBM (High Bandwidth Memory) had its best day on Jan 30 at 9.71%, the week’s final session.

Outside chips, SpaceX and Space & Aerospace (Nuri Rocket, Satellites) both had their best day on Jan 29 after 3 strong days. The next question is whether those themes stay strong.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
01-2601-2701-2801-2901-30
Semiconductor Equipment+12.4+12.2+19.4+11.6+14.1
Semiconductor Materials & Components+11.1+10.1+15.4+7.1+12.6
HBM (High Bandwidth Memory)+8.6+8.0+6.1+6.0+9.7
AI & Robotics+15.0+7.2+4.9+9.5
Semiconductor Majors (Fabrication)+6.3+5.5+2.4+10.1
Battery+21.0+15.5+15.0
Robotics (Industrial & Collaborative)+15.1+12.9+7.2
SpaceX+5.9+15.4+13.5
Space & Aerospace (Nuri Rocket, Satellites)+2.9+15.9+15.2
System Semiconductors+11.0+9.3+10.4
Down UpBlank = not in that day's strong list