Twim · 290090

34 posts · 2022-03-18 ~ 2026-09-22

Sep 22: 8 Strong Themes — Semiconductor Substrates (FC-BGA, MLB), PCB & Flexible PCB 2026-09-22
Aug 28: 8 Strong Themes — COVID (Diagnostics, Treatments, Vaccines), Beauty & Cosmetics 2026-08-28
Apr 14: 8 Strong Themes — Telecom Equipment, Cybersecurity 2026-04-14
Mar 18: 8 Strong Themes — Nuclear, Drones 2026-03-18
Dec 1: 8 Strong Themes — Battery, Cybersecurity 2025-12-01
Sep 15: 8 Strong Themes — Robotics (Industrial & Collaborative), Semiconductor Materials & Components 2025-09-15
Jul 15: 8 Strong Themes — AI & Robotics, Cancer Immunotherapy 2025-07-15
May 28: 8 Strong Themes — Battery, Holding Companies 2025-05-28
Apr 15: 8 Strong Themes — Auto Parts, Steel (Small & Mid Cap) 2025-04-15
Apr 2: 5 Strong Themes — Political Ties (Lee Jae-myung), AI & Robotics 2025-04-02
Feb 5: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics 2025-02-05
Nov 18: 8 Strong Themes — Autonomous Driving, ChatGPT & AI Chatbots 2024-11-18
Aug 20: 8 Strong Themes — Battery (Solid-State), EV Fire Prevention (Thermal Runaway) 2024-08-20
Jul 12: 8 Strong Themes — Beauty & Cosmetics, Cancer Immunotherapy 2024-07-12
Jul 5: 8 Strong Themes — Pharma, Biosimilars 2024-07-05
May 3: 8 Strong Themes — ChatGPT & AI Chatbots, System Semiconductors 2024-05-03
May 2: 8 Strong Themes — Beauty & Cosmetics, AI & Robotics 2024-05-02
Nov 24: 8 Strong Themes — Semiconductor Equipment, Power Equipment 2023-11-24
Nov 16: 8 Strong Themes — Alcoholic Beverages & Ethanol, Semiconductor Equipment 2023-11-16
Oct 2023 Theme Wrap — The Monthly Theme Map 2023-10-31
Oct 27: 8 Strong Themes — Auto Parts, EV 2023-10-27
Weekly Theme Wrap (Oct 4 – Oct 6) 2023-10-06
Oct 6: 8 Strong Themes — Quantum Cryptography, Cybersecurity 2023-10-06
Sep 4: 8 Strong Themes — Robotics (Industrial & Collaborative), AI & Robotics 2023-09-04
Jun 28: 8 Strong Themes — Semiconductor Equipment, Smart Factory 2023-06-28
Apr 28: 8 Strong Themes — Mobile Games, Games 2023-04-28
Mar 17: 8 Strong Themes — AI & Robotics, Robotics (Industrial & Collaborative) 2023-03-17
Feb 8: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics 2023-02-08
Feb 7: 8 Strong Themes — ChatGPT & AI Chatbots, AI & Robotics 2023-02-07
Jan 18: 8 Strong Themes — AI & Robotics, Metaverse & VR 2023-01-18
Jan 10: 8 Strong Themes — ChatGPT & AI Chatbots, Smart Factory 2023-01-10
Sep 8: 8 Strong Themes — Battery, AI & Robotics 2022-09-08
May 18: 8 Strong Themes — Animal Feed / Chicken (Poultry), Currency & ATM Systems (incl. CBDC) 2022-05-18
Mar 18: 7 Strong Themes — AI & Robotics, Steel (Small & Mid Cap) 2022-03-18