Weekly Theme Wrap (Feb 19 – Feb 23)
5 trading days · top 10 themes — most persistent is System Semiconductors at 3 days (weekly avg. +11.5%). Best single day this week: Feb 22, +14.3%.
Average change over the period
Semiconductor themes dominated the week of Feb 19 to Feb 23. System Semiconductors led with 3 strong days and an average change of 11.49%.
Neuromorphic Semiconductors had the highest average change at 12.12%, led by NC&. NC& also led System Semiconductors, which peaked at 14.34% on Feb 22.
Outside chips, AI & Robotics also had 3 strong days, peaking at 10.96% on Feb 19. Telemedicine, Lithium and Defense & War each had 2 strong days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| System Semiconductors | 3d | +11.5% | 2024-02-22 (+14.3%) | running | Nepes Ark, NC& |
| AI & Robotics | 3d | +7.3% | 2024-02-19 (+11.0%) | recurred | Advanced Digital Chips, Innodep |
| Neuromorphic Semiconductors | 2d | +12.1% | 2024-02-23 (+13.3%) | running | NC& |
| Semiconductor Equipment | 2d | +7.4% | 2024-02-20 (+7.8%) | running | Nepes Ark, Intekplus |
| Telemedicine | 2d | +6.6% | 2024-02-19 (+8.9%) | recurred | NanoenTek, GC MediAI |
| Lithium | 2d | +6.1% | 2024-02-20 (+8.1%) | running | MNTECHCo, Cosmochemical |
| Defense & War | 2d | +6.0% | 2024-02-19 (+6.4%) | recurred | Ace Technologies, Hyundai-Rotem |
| HBM (High Bandwidth Memory) | 2d | +6.0% | 2024-02-22 (+8.8%) | running | Openedges Technology, PSK Holdings |
| Webtoons | 2d | +5.8% | 2024-02-20 (+7.6%) | running | Mr. Blue, Ylab |
| Semiconductor Materials & Components | 2d | +5.6% | 2024-02-20 (+8.1%) | running | Duksan Techopia, Ycchem |
Related News by Theme
- System Semiconductors (2024-02-22) [MTN머니로 상한가 포착] 앱티브에 SW 공급계약 체결된 앤씨앤, 상한가 — 머니투데이 (Korean)
- AI & Robotics (2024-02-19) [장중수급포착] 이노뎁, 외국인 29,601주 대량 순매수… 주가 +11.38% — 뉴스핌 (Korean)
- Semiconductor Equipment (2024-02-20) [장중수급포착] 인텍플러스, 외국인/기관 동시 순매수… 주가 +13.38% — 뉴스핌 (Korean)
- Telemedicine (2024-02-19) 원격진료·휴머노이드 로봇 기술 개발에 523억 투자…전년 대비 4배↑ — 이투데이 (Korean)
What to Watch Next Week
Semiconductor Equipment, HBM (High Bandwidth Memory) and Semiconductor Materials & Components each had 2 strong days. The next question is whether chip strength carries on.
Webtoons had 2 strong days with an average change of 5.84%, led by Mr. Blue and Ylab. Recurring themes like Telemedicine are also worth following next week.
Theme heatmap
| 02-19 | 02-20 | 02-21 | 02-22 | 02-23 | |
|---|---|---|---|---|---|
| System Semiconductors | +10.0 | +14.3 | +10.2 | ||
| AI & Robotics | +11.0 | +4.2 | +6.7 | ||
| Neuromorphic Semiconductors | +10.9 | +13.3 | |||
| Semiconductor Equipment | +7.8 | +6.9 | |||
| Telemedicine | +8.9 | +4.3 | |||
| Lithium | +8.1 | +4.1 | |||
| Defense & War | +6.4 | +5.6 | |||
| HBM (High Bandwidth Memory) | +3.1 | +8.8 | |||
| Webtoons | +4.1 | +7.6 | |||
| Semiconductor Materials & Components | +8.1 | +3.1 |