Weekly Theme Wrap (May 4 – May 8)
4 trading days · top 10 themes — most persistent is Semiconductor Majors (Fabrication) at 4 days (weekly avg. +5.5%). Best single day this week: May 4, +25.1%.
Average change over the period
The week of May 4 to May 8 had four trading days, and Semiconductor Majors (Fabrication) was the only theme strong on all four. Its best day came on May 6, with a change of 8.41%.
Power Equipment posted the week’s top single-day move, 25.09% on May 4, and the highest average change of 16.13%. Electric Cables, sharing leaders KBI Metal and Gaon Cable, averaged 13.03%.
Robotics themes built late in the week: Robotics (Industrial & Collaborative) peaked at 16.53% on May 8, with Physical AI & Humanoid Robots at 13.81% the same day. Ajinextek led both.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | 4d | +5.5% | 2026-05-06 (+8.4%) | running | DB HiTek, SK hynix, Samsung Electronics |
| Power Equipment | 3d | +16.1% | 2026-05-04 (+25.1%) | recurred | KBI Metal, Gaon Cable |
| Semiconductor Equipment | 3d | +13.3% | 2026-05-04 (+15.5%) | recurred | Dawon Nexview, Auros Technology, Wot |
| Electric Cables | 3d | +13.0% | 2026-05-04 (+17.0%) | recurred | KBI Metal, Gaon Cable |
| Robotics (Industrial & Collaborative) | 3d | +11.9% | 2026-05-08 (+16.5%) | running | Ajinextek, Oneul E&m, Elensys |
| Physical AI & Humanoid Robots | 3d | +11.1% | 2026-05-08 (+13.8%) | running | Ajinextek, Elensys, Hyundai Autoever |
| Telecom Equipment | 2d | +14.7% | 2026-05-04 (+17.4%) | recurred | VISSEM Electronics, HFR |
| Securities Brokers | 2d | +12.0% | 2026-05-06 (+13.5%) | running | Samsung Securities, Yuanta Securities Korea |
| System Semiconductors | 2d | +11.1% | 2026-05-04 (+14.5%) | running | Mirai Semiconductors, Sigetronics |
| Optical Communications | 2d | +10.2% | 2026-05-04 (+13.5%) | recurred | Mercury, Seoul Viosys |
Related News by Theme
- Electric Cables (2026-05-04) “AI도 ‘밥’ 먹어야지”… 지난달 코스피 이끈 전력기기·전선株 급등 — 국민일보 (Korean)
- Robotics (Industrial & Collaborative) (2026-05-08) ‘7,500 턱밑’ 코스피…로봇·관세 판결에 현대차그룹 급등 — YTN (Korean)
What to Watch Next Week
Five themes, among them Semiconductor Equipment at an average change of 13.31%, returned after a gap, and all five peaked on May 4. Whether that burst persists is one to track.
The other five, including Securities Brokers at an average change of 12.04%, were tagged as continuing streaks. The robotics pair peaked on May 8, the final session.
Theme heatmap
| 05-04 | 05-06 | 05-07 | 05-08 | |
|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | +6.7 | +8.4 | +2.7 | +4.3 |
| Power Equipment | +25.1 | +15.7 | +7.6 | |
| Semiconductor Equipment | +15.5 | +13.5 | +10.9 | |
| Electric Cables | +17.0 | +11.8 | +10.3 | |
| Robotics (Industrial & Collaborative) | +11.2 | +8.1 | +16.5 | |
| Physical AI & Humanoid Robots | +11.1 | +8.3 | +13.8 | |
| Telecom Equipment | +17.4 | +12.0 | ||
| Securities Brokers | +10.5 | +13.5 | ||
| System Semiconductors | +14.5 | +7.7 | ||
| Optical Communications | +13.5 | +6.9 |