Weekly Theme Wrap (Sep 8 – Sep 12)
5 trading days · top 10 themes — most persistent is Semiconductor Majors (Fabrication) at 5 days (weekly avg. +2.8%). Best single day this week: Sep 12, +13.0%.
Average change over the period
Chip themes led the week of 2025-09-08 to 2025-09-12. Semiconductor Majors (Fabrication) was strong on all 5 days, with an average change of 2.76%.
Semiconductor Materials & Components had the week’s biggest single-day move, 12.98% on Sep 12. Semiconductor Equipment averaged 7.35%, led by UniTest, Tokai Carbon Korea and Pemtron.
Outside chips, Steel (Small & Mid Cap) had the highest average change at 9.5%, peaking at 10.61% on Sep 10. Robotics (Industrial & Collaborative) hit 10.34% on Sep 9.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | 5d | +2.8% | 2025-09-10 (+5.2%) | running | DB HiTek, SK hynix |
| Semiconductor Equipment | 3d | +7.3% | 2025-09-12 (+9.8%) | recurred | UniTest, Tokai Carbon Korea, Pemtron |
| Pharma | 3d | +4.6% | 2025-09-08 (+5.0%) | recurred | Wsi, Il Dong Pharmaceutical, Kolon Life Science |
| Steel (Small & Mid Cap) | 2d | +9.5% | 2025-09-10 (+10.6%) | running | Dongyang S·TEC, Dongil Steelux |
| Semiconductor Materials & Components | 2d | +8.8% | 2025-09-12 (+13.0%) | recurred | ENF Technology, Hanyang Digitech |
| Robotics (Industrial & Collaborative) | 2d | +8.5% | 2025-09-09 (+10.3%) | running | Samhyun, Kornic Automation |
| Defense & War | 2d | +8.4% | 2025-09-11 (+8.6%) | running | HJ Shipbuilding & Construction, Speco |
| Holding Companies | 2d | +7.1% | 2025-09-09 (+7.5%) | running | Wonik Holdings, Hanjin Heavy Ind. & Const. Holdings |
| Securities Brokers | 2d | +6.8% | 2025-09-09 (+8.1%) | running | Bookook Securities, Sangsangininvestment&securities |
| Solar | 2d | +5.1% | 2025-09-08 (+5.6%) | recurred | SK eternix, UniTest |
Related News by Theme
- Semiconductor Majors (Fabrication) (2025-09-10) [장중수급포착] DB하이텍, 외국인 6일 연속 순매수행진… 주가 +3.45% — 뉴스핌 (Korean)
- Semiconductor Equipment (2025-09-12) [장중수급포착] 티씨케이, 외국인/기관 동시 순매수… 주가 +14.67% — 뉴스핌 (Korean)
- Steel (Small & Mid Cap) (2025-09-10) [급등락주 짚어보기] 코오롱모빌리티그룹우·삼영엠텍·동양에스텍 ‘上’ — 이투데이 (Korean)
- Semiconductor Materials & Components (2025-09-12) [장중수급포착] 한양디지텍, 외국인 8일 연속 순매수행진… 주가 +14.73% — 뉴스핌 (Korean)
What to Watch Next Week
One question is whether Semiconductor Equipment keeps up a move that peaked at 9.82% on Sep 12. Defense & War logged 2 strong days with an average change of 8.39%.
Another is whether Pharma stays among the leading themes after an average change of 4.59% over 3 strong days.
Theme heatmap
| 09-08 | 09-09 | 09-10 | 09-11 | 09-12 | |
|---|---|---|---|---|---|
| Semiconductor Majors (Fabrication) | +0.9 | +2.9 | +5.2 | +1.3 | +3.4 |
| Semiconductor Equipment | +6.0 | +6.2 | +9.8 | ||
| Pharma | +5.0 | +4.8 | +3.9 | ||
| Steel (Small & Mid Cap) | +8.4 | +10.6 | |||
| Semiconductor Materials & Components | +4.7 | +13.0 | |||
| Robotics (Industrial & Collaborative) | +10.3 | +6.6 | |||
| Defense & War | +8.2 | +8.6 | |||
| Holding Companies | +7.5 | +6.8 | |||
| Securities Brokers | +8.1 | +5.4 | |||
| Solar | +5.6 | +4.6 |