Neosem · 253590
- Nov 4: 8 Strong Themes — Solar, Battery
- Oct 27: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Oct 16: 8 Strong Themes — Biotechnology, Beauty & Cosmetics
- Sep 9: 8 Strong Themes — Telecom Equipment, Optical Communications
- Aug 25: 8 Strong Themes — Semiconductor Equipment, Nuclear
- Weekly Theme Wrap (Aug 10 – Aug 14)
- Aug 12: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
- Aug 11: 8 Strong Themes — Beauty & Cosmetics, Solar
- May 6: 8 Strong Themes — Glass Substrates, Power Equipment
- Apr 13: 8 Strong Themes — Telecom Equipment, 5G
- Apr 6: 8 Strong Themes — Telecom Equipment, Metals (Non-Ferrous)
- Mar 6: 8 Strong Themes — Defense & War, Solar
- Feb 2026 Theme Wrap — The Monthly Theme Map
- Feb 3: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Feb 2: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jan 2026 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 26 – Jan 30)
- Jan 30: 8 Strong Themes — Ukraine Reconstruction, Construction Equipment
- Jan 28: 8 Strong Themes — Semiconductor Equipment, Battery
- Jan 6: 8 Strong Themes — Semiconductor Equipment, Space & Aerospace (Nuri Rocket, Satellites)
- Dec 30: 8 Strong Themes — Semiconductor Equipment, Construction (Small & Mid Cap)
- Oct 2: 8 Strong Themes — Semiconductor Materials & Components, Semiconductor Equipment
- Sep 30: 8 Strong Themes — Shipbuilding Equipment, System Semiconductors
- Sep 9: 8 Strong Themes — Robotics (Industrial & Collaborative), Steel (Small & Mid Cap)
- Sep 5: 8 Strong Themes — Robotics (Industrial & Collaborative), Smart Factory
- Aug 12: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Semiconductor Equipment
- Apr 25: 8 Strong Themes — Battery (Sodium-Ion), Semiconductor Equipment
- Feb 2025 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Feb 10 – Feb 14)
- Feb 14: 6 Strong Themes — CXL (Compute Express Link), Semiconductor Materials & Components
- Feb 7: 8 Strong Themes — Semiconductor Majors (Fabrication), System Semiconductors
- Jan 20: 8 Strong Themes — System Semiconductors, Battery
- Jan 3: 8 Strong Themes — Quantum Cryptography, Semiconductor Equipment
- Nov 22: 8 Strong Themes — ChatGPT & AI Chatbots, Nuclear
- Nov 21: 8 Strong Themes — Construction (Small & Mid Cap), Ukraine Reconstruction
- Oct 28: 8 Strong Themes — Battery, Solar
- Oct 23: 8 Strong Themes — Dementia, Semiconductor Equipment
- Sep 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Sep 23 – Sep 27)
- Sep 26: 8 Strong Themes — Semiconductor Materials & Components, Semiconductor Equipment
- Sep 12: 8 Strong Themes — Nuclear, Robotics (Industrial & Collaborative)
- Jul 29: 8 Strong Themes — Pipe Fittings & Valves, Beauty & Cosmetics
- Jul 18: 5 Strong Themes — Pipe Fittings & Valves, CXL (Compute Express Link)
- Weekly Theme Wrap (Jul 1 – Jul 5)
- Jul 4: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Jul 1: 8 Strong Themes — GLP-1 & Obesity Drugs, CXL (Compute Express Link)
- Jun 28: 8 Strong Themes — Semiconductor Equipment, Shipping
- Jun 26: 8 Strong Themes — Semiconductor Equipment, Rivian
- Apr 25: 5 Strong Themes — Semiconductor Equipment, Solar
- Apr 18: 8 Strong Themes — Semiconductor Equipment, Power Equipment
- Apr 12: 8 Strong Themes — Beauty & Cosmetics, Semiconductor Equipment
- Apr 2: 5 Strong Themes — CXL (Compute Express Link), LPG (Liquefied Petroleum Gas)
- Mar 15: 5 Strong Themes — Ukraine Reconstruction, Semiconductor Equipment
- Mar 12: 8 Strong Themes — Semiconductor Equipment, Battery
- Mar 7: 8 Strong Themes — Battery, Battery (Solid-State)
- Mar 6: 8 Strong Themes — OLED Displays, Cancer Immunotherapy
- Mar 4: 8 Strong Themes — Semiconductor Equipment, Semiconductor Materials & Components
- Feb 2024 Theme Wrap — The Monthly Theme Map
- Feb 28: 8 Strong Themes — Semiconductor Equipment, OLED Displays
- Weekly Theme Wrap (Feb 13 – Feb 16)
- Feb 14: 8 Strong Themes — Superconductors, Battery
- Feb 8: 8 Strong Themes — Semiconductor Equipment, HBM (High Bandwidth Memory)
- Jan 2024 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jan 22 – Jan 26)
- Jan 22: 8 Strong Themes — Semiconductor Equipment, Smartphones
- Jan 19: 8 Strong Themes — System Semiconductors, Semiconductor Equipment
- Jan 15: 8 Strong Themes — Natural Gas Utilities, 5G
- Jan 8: 8 Strong Themes — ChatGPT & AI Chatbots, Superconductors
- Jan 5: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics
- Jan 2: 8 Strong Themes — Semiconductor Equipment, Political Ties (Lee Jun-seok)
- Dec 2023 Theme Wrap — The Monthly Theme Map
- Dec 18: 8 Strong Themes — Battery, Semiconductor Equipment
- Weekly Theme Wrap (Dec 11 – Dec 15)
- Dec 14: 8 Strong Themes — CXL (Compute Express Link), Battery
- Dec 13: 8 Strong Themes — CXL (Compute Express Link), Yanolja
- Dec 12: 8 Strong Themes — Wind, Semiconductor Equipment
- Oct 17: 8 Strong Themes — Lithium, Semiconductor Equipment
- Oct 11: 8 Strong Themes — Smartphones, Battery
- Sep 14: 8 Strong Themes — Semiconductor Equipment, OLED Displays
- Jul 2023 Theme Wrap — The Monthly Theme Map
- Weekly Theme Wrap (Jul 17 – Jul 21)
- Jul 17: 8 Strong Themes — AI & Robotics, Semiconductor Equipment
- Jul 14: 8 Strong Themes — PCB & Flexible PCB, Semiconductor Equipment
- Jul 4: 8 Strong Themes — Shipbuilding Equipment, Semiconductor Materials & Components
- Jun 9: 8 Strong Themes — Battery, EV
- Jan 3: 8 Strong Themes — Crypto & Bitcoin, Media & Content
- Nov 23: 8 Strong Themes — Media & Content, Webtoons
- Oct 6: 8 Strong Themes — Semiconductor Equipment, Battery