Weekly Theme Wrap (May 18 – May 22)
5 trading days · top 10 themes — most persistent is 5G at 3 days (weekly avg. +11.5%). Best single day this week: May 21, +18.6%.
Average change over the period
Telecom names led the week of May 18 to May 22. 5G, Telecom Equipment and Optical Communications each stayed strong for 3 days, and all three peaked on May 22.
Telecom Equipment hit a best day of 15.03% on May 22. Lightron Fiber-optic Devices led all three telecom themes. Inno Instrument led two of them.
Semiconductor Equipment led the week with an average change of 17.71%. Semiconductor Materials & Components averaged 15.45% and System Semiconductors 14.95%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| 5G | 3d | +11.5% | 2026-05-22 (+14.2%) | running | LG Electronics, Lightron Fiber-optic Devices, Inno Instrument |
| Telecom Equipment | 3d | +10.1% | 2026-05-22 (+15.0%) | running | Lightron Fiber-optic Devices, Sensorview, Inno Instrument |
| Optical Communications | 3d | +6.7% | 2026-05-22 (+10.3%) | running | Lightron Fiber-optic Devices, Seoul Viosys |
| Semiconductor Equipment | 2d | +17.7% | 2026-05-21 (+18.6%) | running | Raon Robotics, Mirae |
| Semiconductor Materials & Components | 2d | +15.4% | 2026-05-21 (+17.6%) | running | KEC, Unitrontech |
| System Semiconductors | 2d | +14.9% | 2026-05-21 (+15.5%) | running | Sigetronics, Itek |
| Autonomous Driving | 2d | +13.6% | 2026-05-21 (+17.9%) | running | Ace Technologies, Unitrontech |
| Space & Aerospace (Nuri Rocket, Satellites) | 2d | +12.8% | 2026-05-18 (+16.7%) | recurred | HVM, Kencoa Aerospace |
| Hydrogen Energy (Fuel Cells) | 2d | +12.6% | 2026-05-22 (+14.5%) | running | LS ELECTRIC, Samwha Electronics |
| SpaceX | 2d | +12.5% | 2026-05-18 (+16.5%) | recurred | HVM, Kencoa Aerospace |
Related News by Theme
- 5G (2026-05-22) 하나증권 “LIG아큐버, 미국 5G SA 개화 최대 수혜…삼성·애플 시험장비 기대” — 이투데이 (Korean)
- Optical Communications (2026-05-22) [특징주] 루멘텀 급등 영향에 광통신주 강세…빛과전자 28%↑ — 뉴스핌 (Korean)
What to Watch Next Week
Eight of the ten themes ended the week tagged running, while Space & Aerospace (Nuri Rocket, Satellites) and SpaceX were tagged recurred. Both peaked on May 18, led by HVM and Kencoa Aerospace.
Hydrogen Energy (Fuel Cells) had its best day on May 22 at 14.47%, led by LS ELECTRIC and Samwha Electronics. The next sessions will show whether the late-week telecom strength carries on.
Theme heatmap
| 05-18 | 05-19 | 05-20 | 05-21 | 05-22 | |
|---|---|---|---|---|---|
| 5G | +8.2 | +12.1 | +14.2 | ||
| Telecom Equipment | +8.2 | +7.0 | +15.0 | ||
| Optical Communications | +6.6 | +3.1 | +10.3 | ||
| Semiconductor Equipment | +18.6 | +16.8 | |||
| Semiconductor Materials & Components | +17.6 | +13.4 | |||
| System Semiconductors | +15.5 | +14.4 | |||
| Autonomous Driving | +17.9 | +9.4 | |||
| Space & Aerospace (Nuri Rocket, Satellites) | +16.7 | +8.9 | |||
| Hydrogen Energy (Fuel Cells) | +10.7 | +14.5 | |||
| SpaceX | +16.5 | +8.4 |