Weekly Theme Wrap (Jun 8 – Jun 12)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +21.8%). Best single day this week: Jun 12, +23.4%.
Average change over the period
Chip-related themes dominated the week of Jun 8 to Jun 12. Semiconductor Equipment led with an average change of 21.81%, and its best day was 23.39% on Jun 12.
Semiconductor Materials & Components averaged 17.36% and HBM (High Bandwidth Memory) averaged 16.02%. Both were strong on 3 days, as was Semiconductor Majors (Fabrication).
Outside chips, Solar averaged 8.38%, Music & Entertainment 8.05% and Space & Aerospace (Nuri Rocket, Satellites) 7.84%. Each was strong on 2 days.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +21.8% | 2026-06-12 (+23.4%) | running | Wonik IPS, KoMi, Techwing |
| Semiconductor Materials & Components | 3d | +17.4% | 2026-06-12 (+17.8%) | running | Soulbrain, MKElectron, Tiger Elec |
| HBM (High Bandwidth Memory) | 3d | +16.0% | 2026-06-09 (+17.3%) | running | ISC, MKElectron, Techwing |
| Semiconductor Majors (Fabrication) | 3d | +6.7% | 2026-06-09 (+10.7%) | running | DB HiTek, SK hynix |
| Semiconductor Substrates (FC-BGA, MLB) | 2d | +12.0% | 2026-06-11 (+12.7%) | recurred | Samsung Electro-mechanics, Simmtech |
| SOCAMM Memory Modules | 2d | +10.6% | 2026-06-09 (+12.7%) | recurred | ISC, Tfe |
| PCB & Flexible PCB | 2d | +9.6% | 2026-06-11 (+12.4%) | running | Lotte Energy Materials, Simmtech |
| Solar | 2d | +8.4% | 2026-06-09 (+9.1%) | running | SK eternix, UniTest |
| Music & Entertainment | 2d | +8.1% | 2026-06-11 (+9.9%) | recurred | SM Entertainment, Cube Entertainment |
| Space & Aerospace (Nuri Rocket, Satellites) | 2d | +7.8% | 2026-06-09 (+8.0%) | recurred | Green Optics, KP Aero Industries |
Related News by Theme
- Semiconductor Equipment (2026-06-12) AI 소부장株 들썩…HPSP·원익IPS 나란히 상한가 [이런국장 저런주식] — 서울경제 (Korean)
- HBM (High Bandwidth Memory) (2026-06-09) [급등수사본부] 엔비디아와 피지컬 AI 협력 기대 고조 ‘현대차’ vs 메모리 3사에 반도체 테스트 장비 공급 ‘테크윙’ — 머니투데이 (Korean)
- Semiconductor Substrates (FC-BGA, MLB) (2026-06-11) [서울데이터랩]코스닥 시총 상위주 혼조세…주성엔지니어링·심텍 급등, 2차전지주는 약세 — 서울신문 (Korean)
What to Watch Next Week
How far the chip rally spreads is the thread to follow. HBM (High Bandwidth Memory) and Semiconductor Equipment were both tagged running at week’s end, and Techwing was a leader in both.
Semiconductor Substrates (FC-BGA, MLB) and SOCAMM Memory Modules were marked recurred, with best days of 12.69% and 12.67%. Whether they come back again is the open question.
Theme heatmap
| 06-08 | 06-09 | 06-10 | 06-11 | 06-12 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +22.2 | +19.8 | +23.4 | ||
| Semiconductor Materials & Components | +17.7 | +16.6 | +17.8 | ||
| HBM (High Bandwidth Memory) | +17.3 | +15.7 | +15.1 | ||
| Semiconductor Majors (Fabrication) | +10.7 | +1.8 | +7.5 | ||
| Semiconductor Substrates (FC-BGA, MLB) | +11.4 | +12.7 | |||
| SOCAMM Memory Modules | +12.7 | +8.5 | |||
| PCB & Flexible PCB | +12.4 | +6.7 | |||
| Solar | +9.1 | +7.6 | |||
| Music & Entertainment | +6.2 | +9.9 | |||
| Space & Aerospace (Nuri Rocket, Satellites) | +8.0 | +7.7 |