Weekly Theme Wrap (Sep 7 – Sep 11)
5 trading days · top 10 themes — most persistent is Nuclear at 3 days (weekly avg. +11.7%). Best single day this week: Sep 8, +13.5%.
Average change over the period
Nuclear led the week of Sep 7 to Sep 11 with an average change of 11.71%. Sammi Metal Products and Enertork led the theme, which peaked at 13.51% on Sep 8.
Chip names crowded the list. Semiconductor Equipment averaged 10.72%, led by The Codi after a Sep 9 report of a planned acquisition by the wider LG family.
DB HiTek led Semiconductor Majors (Fabrication) to a best day of 8.69% on Sep 7, as news cited an 8-inch foundry supply imbalance. HBM (High Bandwidth Memory) averaged 5.43%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Nuclear | 3d | +11.7% | 2026-09-08 (+13.5%) | running | Sammi Metal Products, Enertork |
| Semiconductor Equipment | 3d | +10.7% | 2026-09-09 (+11.2%) | running | The Codi |
| AI & Robotics | 3d | +7.5% | 2026-09-10 (+9.4%) | running | Madup, Smec, CMES Robotics |
| Semiconductor Materials & Components | 3d | +7.2% | 2026-09-07 (+7.6%) | running | Micro2nano, Mi, Ji-tech |
| Semiconductor Majors (Fabrication) | 3d | +5.9% | 2026-09-07 (+8.7%) | running | DB HiTek |
| HBM (High Bandwidth Memory) | 3d | +5.4% | 2026-09-10 (+6.2%) | running | Nextin, Micro2nano, Genesem |
| Semiconductor Substrates (FC-BGA, MLB) | 3d | +3.6% | 2026-09-09 (+5.8%) | running | Dawon Nexview, Intekplus |
| Construction Majors | 3d | +3.4% | 2026-09-07 (+5.8%) | running | Daewoo Engineering & Construction, Hyundai Engineering & Construction |
| Hydrogen Energy (Fuel Cells) | 2d | +9.2% | 2026-09-09 (+10.4%) | recurred | Doosan Fuel Cell, Bumhan Fuel Cell |
| Solid Oxide Fuel Cells (SOFC) | 2d | +8.7% | 2026-09-09 (+10.0%) | recurred | Doosan Fuel Cell, Bumhan Fuel Cell |
Related News by Theme
- Semiconductor Equipment (2026-09-09) [특징주] 더코디, 범LG가 인수 예정 소식에 ‘上’…29.86% 급등 — 메트로경제 (Korean)
- Semiconductor Majors (Fabrication) (2026-09-07) “8인치 파운드리 수급 불균형”…DB하이텍, 14%대 급등 — 머니투데이 (Korean)
What to Watch Next Week
Eight themes, from Nuclear to Construction Majors, logged 3 strong days in a consecutive run. The open question is whether that streak carries into next week.
Hydrogen Energy (Fuel Cells) and Solid Oxide Fuel Cells (SOFC) came back with 2 strong days each. Doosan Fuel Cell and Bumhan Fuel Cell led both themes, which peaked on Sep 9.
Theme heatmap
| 09-07 | 09-08 | 09-09 | 09-10 | 09-11 | |
|---|---|---|---|---|---|
| Nuclear | +11.5 | +13.5 | +10.1 | ||
| Semiconductor Equipment | +10.0 | +11.2 | +11.0 | ||
| AI & Robotics | +7.0 | +6.1 | +9.4 | ||
| Semiconductor Materials & Components | +7.6 | +6.3 | +7.5 | ||
| Semiconductor Majors (Fabrication) | +8.7 | +5.7 | +3.3 | ||
| HBM (High Bandwidth Memory) | +5.4 | +4.7 | +6.2 | ||
| Semiconductor Substrates (FC-BGA, MLB) | +3.0 | +5.8 | +2.1 | ||
| Construction Majors | +5.8 | +2.6 | +1.8 | ||
| Hydrogen Energy (Fuel Cells) | +8.1 | +10.4 | |||
| Solid Oxide Fuel Cells (SOFC) | +7.3 | +10.0 |