Weekly Theme Wrap (Jan 26 – Jan 30)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 5 days (weekly avg. +13.9%). Best single day this week: Jan 26, +21.0%.
Average change over the period
Chip stocks set the tone for the week of 2026-01-26 to 2026-01-30. Semiconductor Equipment, Semiconductor Materials & Components and HBM (High Bandwidth Memory) were strong on all 5 days.
Semiconductor Equipment posted an average change of 13.91%, and its best day was Jan 28 at 19.37%. Leaders included Neosem, Exicon, Zeus and JT.
The biggest average move came from Battery at 17.16%, a recurring theme led by NanoTIM, Cenotec and Welcron Hantec. Its best day was Jan 26 at 20.97%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 5d | +13.9% | 2026-01-28 (+19.4%) | running | Neosem, Exicon, Zeus |
| Semiconductor Materials & Components | 5d | +11.3% | 2026-01-28 (+15.3%) | running | KX Hitech, Lake Materials, SAMYANG NC Chem |
| HBM (High Bandwidth Memory) | 5d | +7.7% | 2026-01-30 (+9.7%) | running | Mirai Semiconductors, YC, Zeus |
| AI & Robotics | 4d | +9.2% | 2026-01-26 (+15.0%) | running | Nepes, Udmtek, Yuilrobotics |
| Semiconductor Majors (Fabrication) | 4d | +6.1% | 2026-01-30 (+10.1%) | running | DB HiTek, SK hynix, Samsung Electronics |
| Battery | 3d | +17.2% | 2026-01-26 (+21.0%) | recurred | NanoTIM, Cenotec, Welcron Hantec |
| Robotics (Industrial & Collaborative) | 3d | +11.7% | 2026-01-26 (+15.1%) | running | Raon Robotics, Ajinextek, Y2 Solution |
| SpaceX | 3d | +11.6% | 2026-01-29 (+15.4%) | running | NanoTIM, Mirae Asset Venture Investment, Aju IB Investment |
| Space & Aerospace (Nuri Rocket, Satellites) | 3d | +11.3% | 2026-01-29 (+15.9%) | running | LK Samyang, Kencoa Aerospace, Hanyang Eng |
| System Semiconductors | 3d | +10.2% | 2026-01-26 (+11.0%) | recurred | Iron Device, Zinitix, HanaMicron |
Related News by Theme
- Semiconductor Equipment (2026-01-28) [급등락주 짚어보기] 반도체 소·부·장 슈퍼사이클 수혜…네오셈·알트 등 上 — 이투데이 (Korean)
- Semiconductor Materials & Components (2026-01-28) [장중수급포착] 에스앤에스텍, 외국인/기관 동시 순매수… 주가 +10.29% — 뉴스핌 (Korean)
- HBM (High Bandwidth Memory) (2026-01-30) SK하이닉스, 8년 만에 신용등급 ‘AA+‘로 상향…“HBM 리더십 계속될 것” — 메트로경제 (Korean)
- AI & Robotics (2026-01-26) [특징주]유일로보틱스, 로봇 핵심부품 개발 소식에 30%↑ — 아시아경제 (Korean)
- Semiconductor Majors (Fabrication) (2026-01-30) 경북대-삼성전자, ‘모바일 AI’ 계약학과 추진 — KBS (Korean)
What to Watch Next Week
Next week’s test is whether the 5-day runs in chip themes continue. HBM (High Bandwidth Memory) had its best day on Jan 30 at 9.71%, the week’s final session.
Outside chips, SpaceX and Space & Aerospace (Nuri Rocket, Satellites) both had their best day on Jan 29 after 3 strong days. The next question is whether those themes stay strong.
Theme heatmap
| 01-26 | 01-27 | 01-28 | 01-29 | 01-30 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +12.4 | +12.2 | +19.4 | +11.6 | +14.1 |
| Semiconductor Materials & Components | +11.1 | +10.1 | +15.4 | +7.1 | +12.6 |
| HBM (High Bandwidth Memory) | +8.6 | +8.0 | +6.1 | +6.0 | +9.7 |
| AI & Robotics | +15.0 | +7.2 | +4.9 | +9.5 | |
| Semiconductor Majors (Fabrication) | +6.3 | +5.5 | +2.4 | +10.1 | |
| Battery | +21.0 | +15.5 | +15.0 | ||
| Robotics (Industrial & Collaborative) | +15.1 | +12.9 | +7.2 | ||
| SpaceX | +5.9 | +15.4 | +13.5 | ||
| Space & Aerospace (Nuri Rocket, Satellites) | +2.9 | +15.9 | +15.2 | ||
| System Semiconductors | +11.0 | +9.3 | +10.4 |