Weekly Theme Wrap (Aug 10 – Aug 14)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 5 days (weekly avg. +10.7%). Best single day this week: Aug 10, +18.1%.
Average change over the period
Chip themes ran the week of Aug 10 to Aug 14. Semiconductor Equipment stayed strong on all 5 days, with an average change of 10.74%.
HBM (High Bandwidth Memory) also stayed strong for 5 days, with an average change of 6.73%. Semiconductor Materials & Components had the best chip-theme day: 18.05% on Aug 10.
Outside chips, Beauty & Cosmetics posted an average change of 14.86% over 2 strong days. Space & Aerospace (Nuri Rocket, Satellites) peaked at 17.04% on Aug 10.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 5d | +10.7% | 2026-08-10 (+15.0%) | running | N2tech, Innotech, GnBS eco |
| HBM (High Bandwidth Memory) | 5d | +6.7% | 2026-08-10 (+10.7%) | running | Yest, Winpac, Pemtron |
| Semiconductor Materials & Components | 4d | +10.3% | 2026-08-10 (+18.1%) | running | Synopex, Fine Semitech, Welkeeps Hitech |
| Semiconductor Substrates (FC-BGA, MLB) | 4d | +6.2% | 2026-08-10 (+9.8%) | running | LG Innotek, Neotechnicalsystem, Samsung Electro-mechanics |
| CXL (Compute Express Link) | 4d | +4.8% | 2026-08-10 (+6.9%) | running | Neosem, OKins Electronics, Qualitas Semiconductor |
| Semiconductor Majors (Fabrication) | 4d | +3.7% | 2026-08-13 (+5.2%) | running | DB HiTek, SK hynix, Samsung Electronics |
| SOCAMM Memory Modules | 3d | +4.5% | 2026-08-10 (+6.5%) | recurred | ISC, Tfe, Pemtron |
| Beauty & Cosmetics | 2d | +14.9% | 2026-08-12 (+16.3%) | running | Bonne, Beautyskin |
| Space & Aerospace (Nuri Rocket, Satellites) | 2d | +13.7% | 2026-08-10 (+17.0%) | recurred | Vitzro Nextech, KNS Space and Defence |
| Battery | 2d | +10.8% | 2026-08-14 (+13.0%) | running | Samkee Energy Solutions, Sebitchem |
Related News by Theme
- Semiconductor Equipment (2026-08-10) [장중수급포착] 티씨케이, 외국인/기관 동시 순매수… 주가 +20.44% — 뉴스핌 (Korean)
What to Watch Next Week
The open question is whether the chip run extends past Aug 14. Most semiconductor themes, including CXL (Compute Express Link), ended the week on continuing streaks.
Battery peaked on the last day, at 13.01% on Aug 14. Semiconductor Majors (Fabrication), led by SK hynix and Samsung Electronics, had its best day on Aug 13 at 5.22%.
Theme heatmap
| 08-10 | 08-11 | 08-12 | 08-13 | 08-14 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +15.0 | +10.4 | +11.5 | +9.2 | +7.7 |
| HBM (High Bandwidth Memory) | +10.7 | +5.2 | +6.0 | +7.7 | +4.1 |
| Semiconductor Materials & Components | +18.1 | +8.0 | +9.5 | +5.5 | |
| Semiconductor Substrates (FC-BGA, MLB) | +9.8 | +6.7 | +4.9 | +3.5 | |
| CXL (Compute Express Link) | +6.9 | +5.3 | +3.9 | +3.1 | |
| Semiconductor Majors (Fabrication) | +2.0 | +4.8 | +5.2 | +2.9 | |
| SOCAMM Memory Modules | +6.5 | +2.1 | +4.9 | ||
| Beauty & Cosmetics | +13.4 | +16.3 | |||
| Space & Aerospace (Nuri Rocket, Satellites) | +17.0 | +10.3 | |||
| Battery | +8.5 | +13.0 |