Weekly Theme Wrap (Dec 29 – Jan 2)
3 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +11.8%). Best single day this week: Dec 29, +20.5%.
Average change over the period
Chip stocks led the week from Dec 29 to Jan 2. Semiconductor Equipment was strong on 3 days, with an average change of 11.78%.
HBM (High Bandwidth Memory) and Semiconductor Majors (Fabrication) also stayed strong on 3 days. Both had their best day on Jan 2, with peak moves of 11.24% and 6.73%.
Robotics had the highest average gain of any theme. Robotics (Industrial & Collaborative) posted an average change of 17.4% over 2 days, with a best change of 20.5% on Dec 29.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +11.8% | 2026-01-02 (+14.2%) | running | Raon Robotics, JNB, Tes |
| HBM (High Bandwidth Memory) | 3d | +6.5% | 2026-01-02 (+11.2%) | running | KohYoungTechnology, Micro2nano, Wot |
| Semiconductor Majors (Fabrication) | 3d | +4.0% | 2026-01-02 (+6.7%) | running | DB HiTek, SK hynix |
| Robotics (Industrial & Collaborative) | 2d | +17.4% | 2025-12-29 (+20.5%) | recurred | LS THiRA-UTECH, Keyang Electric Machinery |
| AI & Robotics | 2d | +11.6% | 2025-12-29 (+11.7%) | recurred | Nota, Hyulim ROBOT |
| Semiconductor Materials & Components | 2d | +7.6% | 2026-01-02 (+9.4%) | running | HVM, LK Chem |
| Music & Entertainment | 2d | +5.3% | 2026-01-02 (+6.7%) | running | Knowmerce, Chorokbaem Media |
| Space & Aerospace (Nuri Rocket, Satellites) | 1d | +15.2% | 2026-01-02 (+15.2%) | recurred | Sphere |
| Smart Factory | 1d | +13.8% | 2026-01-02 (+13.8%) | recurred | LS THiRA-UTECH |
| Beauty & Cosmetics | 1d | +12.1% | 2026-01-02 (+12.1%) | recurred | Hankook Cosmetics |
Related News by Theme
- Semiconductor Equipment (2026-01-02) [장중수급포착] 테스, 외국인/기관 동시 순매수… 주가 +10.77% — 뉴스핌 (Korean)
- HBM (High Bandwidth Memory) (2026-01-02) [장중수급포착] 고영, 외국인/기관 동시 순매수… 주가 +13.76% — 뉴스핌 (Korean)
- Semiconductor Majors (Fabrication) (2026-01-02) [장중수급포착] DB하이텍, 외국인/기관 동시 순매수… 주가 +8.88% — 뉴스핌 (Korean)
- Robotics (Industrial & Collaborative) (2025-12-29) “줄줄이 상한가 간다”…계양전기·라온테크 등 로봇주 ‘급등’ — 한국경제 (Korean)
- AI & Robotics (2025-12-29) [장중수급포착] 휴림로봇, 외국인/기관 동시 순매수… 주가 +29.68% — 뉴스핌 (Korean)
What to Watch Next Week
Themes that were strong only on Jan 2 included Space & Aerospace (Nuri Rocket, Satellites) at 15.25% and Smart Factory at 13.78%. Beauty & Cosmetics also posted 12.06% that day.
The next question is whether the 3-day chip streak continues. Robotics last peaked on Dec 29, and AI & Robotics averaged 11.57% over 2 days.
Theme heatmap
| 12-29 | 12-30 | 01-02 | |
|---|---|---|---|
| Semiconductor Equipment | +11.7 | +9.4 | +14.2 |
| HBM (High Bandwidth Memory) | +4.3 | +4.0 | +11.2 |
| Semiconductor Majors (Fabrication) | +4.5 | +0.9 | +6.7 |
| Robotics (Industrial & Collaborative) | +20.5 | +14.3 | |
| AI & Robotics | +11.7 | +11.4 | |
| Semiconductor Materials & Components | +5.9 | +9.4 | |
| Music & Entertainment | +4.0 | +6.7 | |
| Space & Aerospace (Nuri Rocket, Satellites) | +15.2 | ||
| Smart Factory | +13.8 | ||
| Beauty & Cosmetics | +12.1 |