Weekly Theme Wrap (Feb 3 – Feb 7)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +9.7%). Best single day this week: Feb 6, +18.4%.
Average change over the period
Chip stocks set the tone from Feb 3 to Feb 7, 2025. Semiconductor Equipment, HBM (High Bandwidth Memory) and Semiconductor Majors (Fabrication) each ran strong on 4 days.
Semiconductor Majors (Fabrication), led by DB HiTek, SK hynix and Samsung Electronics, hit a best change of 16.82% on Feb 7. Its average change was 5.99%.
Glass Substrates had the highest average change, 13.93%, over 2 strong days. Robotics (Industrial & Collaborative) had an average change of 11.49%, with a best change of 15.36% on Feb 5.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 4d | +9.7% | 2025-02-06 (+12.6%) | running | Laserssel, Cymechs, C&G Hi Tech |
| Semiconductor Majors (Fabrication) | 4d | +6.0% | 2025-02-07 (+16.8%) | running | DB HiTek, SK hynix, Samsung Electronics |
| HBM (High Bandwidth Memory) | 4d | +5.9% | 2025-02-06 (+8.3%) | running | Laserssel, MKElectron, Ycchem |
| Robotics (Industrial & Collaborative) | 3d | +11.5% | 2025-02-05 (+15.4%) | recurred | DaedongGear, Rainbow Robotics, Clobot |
| Semiconductor Materials & Components | 3d | +9.7% | 2025-02-06 (+13.5%) | running | Ram Technology, MKElectron |
| Medical AI | 3d | +9.7% | 2025-02-04 (+13.1%) | running | Oncocross, Tomatosystem |
| ChatGPT & AI Chatbots | 3d | +8.7% | 2025-02-03 (+13.9%) | running | VAIV company, Brainzcompany |
| Quantum Cryptography & Computing | 3d | +5.7% | 2025-02-04 (+12.0%) | running | Alt, Axgate, Korea Computer & Systems |
| Glass Substrates | 2d | +13.9% | 2025-02-06 (+18.4%) | running | Ram Technology |
| System Semiconductors | 2d | +11.5% | 2025-02-07 (+16.3%) | recurred | Iron Device, ABOV Semiconductor |
What to Watch Next Week
Medical AI and ChatGPT & AI Chatbots carried a running status into the close. Robotics (Industrial & Collaborative) and System Semiconductors were marked recurred.
System Semiconductors had a best change of 16.28% on Feb 7, led by Iron Device and ABOV Semiconductor. Whether that late chip strength extends past Feb 7 remains open.
Theme heatmap
| 02-03 | 02-04 | 02-05 | 02-06 | 02-07 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +8.7 | +8.6 | +12.6 | +8.8 | |
| Semiconductor Majors (Fabrication) | +2.1 | +2.5 | +2.5 | +16.8 | |
| HBM (High Bandwidth Memory) | +4.9 | +4.4 | +8.3 | +5.9 | |
| Robotics (Industrial & Collaborative) | +7.7 | +15.4 | +11.5 | ||
| Semiconductor Materials & Components | +6.3 | +13.5 | +9.4 | ||
| Medical AI | +13.1 | +6.8 | +9.2 | ||
| ChatGPT & AI Chatbots | +13.9 | +4.0 | +8.2 | ||
| Quantum Cryptography & Computing | +12.0 | +3.0 | +2.2 | ||
| Glass Substrates | +18.4 | +9.5 | |||
| System Semiconductors | +6.7 | +16.3 |