Weekly Theme Wrap (Sep 28 – Oct 2)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +9.7%). Best single day this week: Sep 29, +16.6%.
Average change over the period
Chip themes dominated the week of Sep 28 to Oct 2. Four semiconductor groups, led by Semiconductor Equipment, were strong on 4 of the 5 trading days.
Semiconductor Equipment posted an average change of 9.73%, peaking at 13.37% on Oct 1. HBM (High Bandwidth Memory) followed at 8.14%, with Winpac among its leaders.
Outside chips, Cancer Immunotherapy reappeared with the week’s highest average change of 11.43%, led by HLB and AbClon. Battery followed at 11.17%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 4d | +9.7% | 2026-10-01 (+13.4%) | running | Laserssel, SEMI Total Solution, N2tech |
| HBM (High Bandwidth Memory) | 4d | +8.1% | 2026-10-01 (+13.0%) | running | Systems Technology, Winpac |
| Semiconductor Materials & Components | 4d | +7.9% | 2026-10-01 (+10.9%) | running | Dreamtech, Micro2nano, Ycchem |
| Semiconductor Substrates (FC-BGA, MLB) | 4d | +5.0% | 2026-10-01 (+7.4%) | running | LG Innotek, Dawon Nexview, Daeduck Electronics |
| CXL (Compute Express Link) | 3d | +4.4% | 2026-10-01 (+7.8%) | running | OKins Electronics, Korea Circuit, Qualitas Semiconductor |
| Cancer Immunotherapy | 2d | +11.4% | 2026-10-01 (+12.4%) | recurred | HLB, AbClon |
| Battery | 2d | +11.2% | 2026-09-30 (+11.2%) | recurred | Global SM Tech, Ivisionworks |
| System Semiconductors | 2d | +10.4% | 2026-09-29 (+16.6%) | recurred | Global Technologies, Winpac |
| Telecom Equipment | 2d | +9.9% | 2026-10-02 (+16.0%) | recurred | VISSEM Electronics, TMC |
| Pharma | 2d | +9.2% | 2026-10-01 (+9.2%) | recurred | HLB Pharmaceutical, Sam Chun Dang Pharm |
Related News by Theme
- HBM (High Bandwidth Memory) (2026-10-01) 동일스틸럭스·윈팩·KBI동양철관·빅웨이브로보틱스 29%대↑ — 광주매일신문 (Korean)
- Semiconductor Materials & Components (2026-10-01) [장중수급포착] 드림텍, 외국인/기관 동시 순매수… 주가 +14.47% — 뉴스핌 (Korean)
What to Watch Next Week
The four semiconductor themes and CXL (Compute Express Link) ended the week on continuing streaks, all with Oct 1 as their best day. Whether that run holds is the first thing to track.
System Semiconductors had the week’s top single-day gain of 16.58% on Sep 29, while Telecom Equipment peaked at 15.96% on Oct 2. Both were strong on only 2 days.
Theme heatmap
| 09-28 | 09-29 | 09-30 | 10-01 | 10-02 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +11.2 | +7.9 | +13.4 | +6.4 | |
| HBM (High Bandwidth Memory) | +6.3 | +8.4 | +13.0 | +4.8 | |
| Semiconductor Materials & Components | +7.3 | +7.4 | +10.9 | +6.0 | |
| Semiconductor Substrates (FC-BGA, MLB) | +4.4 | +6.0 | +7.4 | +2.3 | |
| CXL (Compute Express Link) | +2.3 | +7.9 | +3.1 | ||
| Cancer Immunotherapy | +10.5 | +12.4 | |||
| Battery | +11.2 | +11.1 | |||
| System Semiconductors | +16.6 | +4.2 | |||
| Telecom Equipment | +3.8 | +16.0 | |||
| Pharma | +9.1 | +9.2 |