Weekly Theme Wrap (Aug 24 – Aug 28)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +8.6%). Best single day this week: Aug 24, +18.5%.
Average change over the period
Semiconductor themes led the week of Aug 24 to Aug 28. Semiconductor Equipment was strong on 4 days, with an average change of 8.56%.
All five chip-related themes had their best day on Aug 25. Semiconductor Equipment peaked at 13.06%, led by Gigalane, CP System, Exicon and Tfe.
Outside chips, COVID (Diagnostics, Treatments, Vaccines) had the highest average change at 14.99%. Battery followed at 14.35% over 2 strong days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 4d | +8.6% | 2026-08-25 (+13.1%) | running | Gigalane, CP System, Exicon |
| Semiconductor Materials & Components | 4d | +6.8% | 2026-08-25 (+11.8%) | running | Kukjeon, Nepes, Dreamtech |
| HBM (High Bandwidth Memory) | 3d | +5.4% | 2026-08-25 (+9.3%) | recurred | YC, Quality Reliability Technology |
| Semiconductor Substrates (FC-BGA, MLB) | 3d | +5.0% | 2026-08-25 (+7.2%) | recurred | Simmtech, TLB |
| SOCAMM Memory Modules | 3d | +4.7% | 2026-08-25 (+6.5%) | recurred | Simmtech, TLB |
| COVID (Diagnostics, Treatments, Vaccines) | 2d | +15.0% | 2026-08-24 (+18.5%) | recurred | Cellid, ZGOO Holdings |
| Battery | 2d | +14.3% | 2026-08-27 (+15.6%) | recurred | Sama Aluminium, KNS |
| Nuclear | 2d | +12.1% | 2026-08-25 (+12.3%) | running | Aprogen, KEPCO Engineering & Construction Company |
| EV | 2d | +10.3% | 2026-08-27 (+12.4%) | recurred | Enchem, L&F |
| Beauty & Cosmetics | 2d | +9.7% | 2026-08-28 (+10.2%) | recurred | Nexa Dynamics, DYD |
Related News by Theme
- Semiconductor Materials & Components (2026-08-25) [특징주]에프에스티, 반도체 약세장서 20% 폭등…삼성 2나노 ‘CNT 펠리클’ 증설 부각 — 남도일보 (Korean)
- Semiconductor Substrates (FC-BGA, MLB) (2026-08-25) [특징주]티엘비, 엔비디아 실적 앞두고 10% 강세…‘소캠 대장주’ 수주 확대 기대 — 남도일보 (Korean)
- SOCAMM Memory Modules (2026-08-25) [특징주]티엘비, 엔비디아 실적 앞두고 10% 강세…‘소캠 대장주’ 수주 확대 기대 — 남도일보 (Korean)
What to Watch Next Week
Semiconductor Equipment, Semiconductor Materials & Components and Nuclear are flagged as continuing streaks (running). The open question is whether those runs extend past Aug 28.
News on Aug 25 linked TLB to SOCAMM Memory Modules ahead of Nvidia results. Beauty & Cosmetics had its best day in the final session on Aug 28, at 10.25%.
Theme heatmap
| 08-24 | 08-25 | 08-26 | 08-27 | 08-28 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +4.4 | +13.1 | +8.6 | +8.2 | |
| Semiconductor Materials & Components | +5.0 | +11.8 | +3.4 | +6.8 | |
| HBM (High Bandwidth Memory) | +3.1 | +9.3 | +3.7 | ||
| Semiconductor Substrates (FC-BGA, MLB) | +3.3 | +7.2 | +4.5 | ||
| SOCAMM Memory Modules | +3.1 | +6.5 | +4.3 | ||
| COVID (Diagnostics, Treatments, Vaccines) | +18.5 | +11.5 | |||
| Battery | +13.1 | +15.6 | |||
| Nuclear | +12.3 | +11.9 | |||
| EV | +8.2 | +12.4 | |||
| Beauty & Cosmetics | +9.1 | +10.3 |