Weekly Theme Wrap (Sep 15 – Sep 19)

September 19, 2025 · #Semiconductor Equipment #Robotics (Industrial & Collaborative) #Semiconductor Materials & Components #Quantum Cryptography & Computing #Beauty & Cosmetics #Semiconductor Majors (Fabrication) #Cybersecurity #AI & Robotics #Smart Factory #GLP-1 & Obesity Drugs

5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +9.5%). Best single day this week: Sep 19, +18.3%.

Trading days5d Most days strong4d weekly avg.+9.5% LeaderGigaVis

Average change over the period

Average change of member stocks, by theme · descending
Semiconductor Equipment
+9.5%
Robotics (Industrial & Collaborative)
+10.8%
Semiconductor Materials & Components
+7.9%
Quantum Cryptography & Computing
+5.8%
Beauty & Cosmetics
+4.8%
Semiconductor Majors (Fabrication)
+3.8%
Cybersecurity
+14.1%
AI & Robotics
+12.0%
Smart Factory
+6.6%
GLP-1 & Obesity Drugs
+5.8%

Chip themes led the week of Sep 15 to Sep 19. Semiconductor Equipment was strong on 4 days, more than any other theme, with an average change of 9.48%.

Cybersecurity had the week’s highest average change at 14.06% and peaked at 18.34% on Sep 19. S2W and Hanssak led the theme.

Robostar led three themes, including Robotics (Industrial & Collaborative), which averaged 10.78%. A Seoul Shinmun headline on Sep 15 reported Hallacast up 29.94% at the upper limit.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductor Equipment4d+9.5%2025-09-18 (+15.1%)runningGigaVis, Robostar
Robotics (Industrial & Collaborative)3d+10.8%2025-09-15 (+15.3%)runningRobostar, Hallacast
Semiconductor Materials & Components3d+7.9%2025-09-15 (+10.9%)runningBCnC, LTC, Foosung
Quantum Cryptography & Computing3d+5.8%2025-09-18 (+11.2%)runningIctk, Korea Advanced Materials, HanWool Materials Science
Beauty & Cosmetics3d+4.8%2025-09-18 (+6.3%)runningCSA Cosmic, Bonne, CTK
Semiconductor Majors (Fabrication)3d+3.8%2025-09-16 (+6.0%)runningDB HiTek, SK hynix
Cybersecurity2d+14.1%2025-09-19 (+18.3%)runningS2W, Hanssak
AI & Robotics2d+12.0%2025-09-19 (+15.0%)runningRobostar, S2W
Smart Factory2d+6.6%2025-09-15 (+8.9%)recurredSP Systems, Zenix Robotics
GLP-1 & Obesity Drugs2d+5.8%2025-09-19 (+7.1%)recurredOliX Pharmaceuticals, Il Dong Pharmaceutical

What to Watch Next Week

Eight of the ten themes ended the week tagged running. They include Semiconductor Majors (Fabrication), led by SK hynix and DB HiTek, which had a best day of 6.04% on Sep 16.

Smart Factory and GLP-1 & Obesity Drugs were tagged recurred, and each was strong on 2 days. GLP-1 & Obesity Drugs peaked at 7.09% on Sep 19, led by OliX Pharmaceuticals and Il Dong Pharmaceutical.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
09-1509-1609-1709-1809-19
Semiconductor Equipment+10.7+5.6+15.1+6.5
Robotics (Industrial & Collaborative)+15.3+11.5+5.6
Semiconductor Materials & Components+10.9+10.0+2.9
Quantum Cryptography & Computing+4.1+11.2+2.1
Beauty & Cosmetics+3.6+4.5+6.3
Semiconductor Majors (Fabrication)+6.0+3.2+2.1
Cybersecurity+9.8+18.3
AI & Robotics+9.1+15.0
Smart Factory+8.9+4.2
GLP-1 & Obesity Drugs+4.5+7.1
Down UpBlank = not in that day's strong list