Weekly Theme Wrap (Apr 13 – Apr 17)

April 17, 2026 · #Semiconductor Equipment #Semiconductor Materials & Components #Semiconductor Majors (Fabrication) #Cybersecurity #Quantum Cryptography & Computing #HBM (High Bandwidth Memory) #Beauty & Cosmetics #Telecom Equipment #5G #COVID (Diagnostics, Treatments, Vaccines)

5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 5 days (weekly avg. +12.2%). Best single day this week: Apr 15, +29.9%.

Trading days5d Most days strong5d weekly avg.+12.2% LeaderGigalane

Average change over the period

Average change of member stocks, by theme · descending
Semiconductor Equipment
+12.2%
Semiconductor Materials & Components
+10.7%
Semiconductor Majors (Fabrication)
+2.5%
Cybersecurity
+23.8%
Quantum Cryptography & Computing
+22.5%
HBM (High Bandwidth Memory)
+6.4%
Beauty & Cosmetics
+6.2%
Telecom Equipment
+26.9%
5G
+21.1%
COVID (Diagnostics, Treatments, Vaccines)
+16.5%

Chip themes set the tone for the week of Apr 13 to Apr 17. Semiconductor Equipment and Semiconductor Materials & Components were both strong on all 5 days.

Quantum Cryptography & Computing posted the week’s biggest single-day move, a best change of 29.94% on Apr 15. Dream Security led both that theme and Cybersecurity.

Telecom Equipment had the highest average change of the week, 26.87%, led by Frtek and Woori-Net. Semiconductor Majors (Fabrication) moved less, with an average change of 2.54%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductor Equipment5d+12.2%2026-04-17 (+13.5%)runningGigalane, N2tech, Justem
Semiconductor Materials & Components5d+10.7%2026-04-14 (+13.8%)runningDuksanhimetal, Ram Technology, MKElectron
Semiconductor Majors (Fabrication)4d+2.5%2026-04-16 (+3.2%)runningDB HiTek, SK hynix
Cybersecurity3d+23.8%2026-04-15 (+29.2%)runningDream Security, Softcamp, Inspien
Quantum Cryptography & Computing3d+22.5%2026-04-15 (+29.9%)runningDream Security, Satoshi Holdings, Korea Computer & Systems
HBM (High Bandwidth Memory)3d+6.4%2026-04-14 (+9.1%)runningMKElectron, UniTest
Beauty & Cosmetics3d+6.2%2026-04-13 (+7.7%)recurredCQV, GFC Life Science, Hyundai Bioscience
Telecom Equipment2d+26.9%2026-04-13 (+29.9%)runningFrtek, Woori-Net
5G2d+21.1%2026-04-13 (+28.7%)runningFrtek, Woori-Net
COVID (Diagnostics, Treatments, Vaccines)2d+16.5%2026-04-17 (+23.6%)runningNanoSilikhan Advanced Materials, Sugentech

What to Watch Next Week

The open question is whether Semiconductor Equipment extends a run that peaked at 13.51% on Apr 17. That same day brought news of a Gigalane telecom equipment supply contract.

COVID (Diagnostics, Treatments, Vaccines) also had its best change on Apr 17, at 23.63%. Whether these late-week moves continue into the next session is the other thing to follow.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-1304-1404-1504-1604-17
Semiconductor Equipment+11.8+12.3+13.5+10.1+13.5
Semiconductor Materials & Components+8.3+13.8+8.6+13.3+9.4
Semiconductor Majors (Fabrication)+1.5+3.0+2.4+3.2
Cybersecurity+16.1+29.2+26.0
Quantum Cryptography & Computing+15.7+29.9+21.8
HBM (High Bandwidth Memory)+9.1+4.6+5.6
Beauty & Cosmetics+7.6+5.3+5.5
Telecom Equipment+29.9+23.8
5G+28.7+13.4
COVID (Diagnostics, Treatments, Vaccines)+9.3+23.6
Down UpBlank = not in that day's strong list