Weekly Theme Wrap (May 26 – May 29)
4 trading days · top 10 themes — most persistent is Semiconductor Equipment at 2 days (weekly avg. +11.2%). Best single day this week: May 26, +22.9%.
Average change over the period
Chip-related themes led the week from May 26 to May 29. Semiconductor Equipment posted an average change of 11.22% across 2 strong days.
MLCC (Multilayer Ceramic Capacitors) also stayed strong for 2 days, peaking at 15.49% on May 26. Semiconductor Majors (Fabrication) averaged 7.95%, led by DB HiTek and SK hynix.
The single biggest move came from Quantum Cryptography & Computing, up 22.87% on May 26 behind Dream Security. On May 29, LG Electronics drove AI & Robotics to 17.32%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 2d | +11.2% | 2026-05-26 (+14.2%) | running | Nepes Ark, Raon Robotics |
| MLCC (Multilayer Ceramic Capacitors) | 2d | +10.4% | 2026-05-26 (+15.5%) | recurred | Samwha Capacitor, Hanchem |
| Semiconductor Majors (Fabrication) | 2d | +8.0% | 2026-05-26 (+9.9%) | running | DB HiTek, SK hynix |
| Quantum Cryptography & Computing | 1d | +22.9% | 2026-05-26 (+22.9%) | running | Dream Security |
| AI & Robotics | 1d | +17.3% | 2026-05-29 (+17.3%) | recurred | LG Electronics |
| Battery | 1d | +13.5% | 2026-05-28 (+13.5%) | recurred | Korchip |
| EV | 1d | +12.0% | 2026-05-28 (+12.0%) | recurred | NanoTIM |
| Semiconductor Materials & Components | 1d | +11.5% | 2026-05-26 (+11.5%) | running | Haesung DS |
| Cloud Computing | 1d | +11.3% | 2026-05-29 (+11.3%) | recurred | LG CNS |
| ChatGPT & AI Chatbots | 1d | +11.3% | 2026-05-29 (+11.3%) | recurred | Flitto |
Related News by Theme
- Semiconductor Equipment (2026-05-26) 네패스아크, 667억 규모 신규시설 투자 결정 — 헤럴드경제 (Korean)
- MLCC (Multilayer Ceramic Capacitors) (2026-05-26) [일본 증시] 4일 만에 반락…MLCC 기대감에 무라타 강세 지속 — 뉴스핌 (Korean)
- Semiconductor Majors (Fabrication) (2026-05-26) [특징주]DB하이텍, 코스피200 편입 호재에 17% 폭등… 역대 최고가 경신 — 남도일보 (Korean)
- AI & Robotics (2026-05-29) ‘젠슨 황 덕’ LG전자 또 상한가, 삼전 시총 2000조 돌파···코스피 8500 턱밑 추격 — 경향신문 (Korean)
What to Watch Next Week
On May 29, Cloud Computing hit 11.34% and ChatGPT & AI Chatbots reached 11.31%. Battery peaked at 13.54% on May 28, led by Korchip.
The open question is whether Semiconductor Equipment extends its 2-day run into another week. EV, which hit 12.0% on May 28, also showed only a single strong day.
Theme heatmap
| 05-26 | 05-27 | 05-28 | 05-29 | |
|---|---|---|---|---|
| Semiconductor Equipment | +14.2 | +8.2 | ||
| MLCC (Multilayer Ceramic Capacitors) | +15.5 | +5.2 | ||
| Semiconductor Majors (Fabrication) | +9.9 | +6.0 | ||
| Quantum Cryptography & Computing | +22.9 | |||
| AI & Robotics | +17.3 | |||
| Battery | +13.5 | |||
| EV | +12.0 | |||
| Semiconductor Materials & Components | +11.5 | |||
| Cloud Computing | +11.3 | |||
| ChatGPT & AI Chatbots | +11.3 |