Weekly Theme Wrap (Dec 11 – Dec 15)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +8.9%). Best single day this week: Dec 12, +38.2%.
Average change over the period
Chip-related themes led the week of Dec 11 to Dec 15. Semiconductor Equipment was strong on 4 of 5 days, with an average change of 8.86%. Its best day was Dec 13, at 10.92%.
Wind had the biggest single-day move, a best change of 38.17% on Dec 12. The theme posted an average change of 15.92%, led by SeAH Steel Holdings, CS Wind and Taewoong.
CXL (Compute Express Link) posted an average change of 12.56%, led by OKins Electronics. On-Device AI and HBM (High Bandwidth Memory) were also strong for 4 days each.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 4d | +8.9% | 2023-12-13 (+10.9%) | running | SFA Semicon, Neosem, The Codi |
| On-Device AI | 4d | +4.2% | 2023-12-12 (+6.7%) | running | HPSP, Taesung |
| HBM (High Bandwidth Memory) | 4d | +3.0% | 2023-12-13 (+4.0%) | running | Auros Technology, Winpac, Genesem |
| Wind | 3d | +15.9% | 2023-12-12 (+38.2%) | running | SeAH Steel Holdings, CS Wind, Taewoong |
| Semiconductor Majors (Fabrication) | 3d | +1.4% | 2023-12-14 (+1.9%) | recurred | DB HiTek, SK hynix |
| CXL (Compute Express Link) | 2d | +12.6% | 2023-12-13 (+14.5%) | running | OKins Electronics |
| Battery | 2d | +9.4% | 2023-12-15 (+11.3%) | running | G.I.Tech, Koyj |
| Semiconductor Materials & Components | 2d | +8.2% | 2023-12-12 (+9.2%) | running | Nepes, OKins Electronics |
| Lithium | 2d | +7.7% | 2023-12-15 (+9.1%) | running | Hydro Lithium |
| AI & Robotics | 2d | +6.5% | 2023-12-11 (+10.1%) | recurred | Artist Company, Hyulim ROBOT |
Related News by Theme
- Semiconductor Equipment (2023-12-13) [MTN머니로 상한가 포착] 최우수 협력사 수장이력, 실적개선 기대감 물씬…네오셈 상한가 — 머니투데이 (Korean)
- On-Device AI (2023-12-12) 온디바이스 AI 열풍…3배 오른 제주반도체 — 한국경제 (Korean)
- HBM (High Bandwidth Memory) (2023-12-13) [장중수급포착] 오로스테크놀로지, 기관 8일 연속 순매수행진… 주가 +16.11% — 뉴스핌 (Korean)
- Wind (2023-12-12) [특징주]SK오션플랜트·씨에스윈드, 내년 호실적 증권가 전망에 ‘강세’ — 이데일리 (Korean)
- Semiconductor Majors (Fabrication) (2023-12-14) ‘산타 파월’에 증시 들썩…삼성전자∙SK하이닉스 장중 신고가 — 중앙일보 (Korean)
What to Watch Next Week
Battery and Lithium both had their best day on Dec 15, at 11.34% and 9.08%. One question for next week is whether that late-week strength continues.
Semiconductor Majors (Fabrication) showed up again with an average change of 1.44%, led by DB HiTek and SK hynix. Another thing to follow is how it moves compared with the equipment names.
Theme heatmap
| 12-11 | 12-12 | 12-13 | 12-14 | 12-15 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +8.0 | +10.8 | +10.9 | +5.7 | |
| On-Device AI | +1.8 | +6.6 | +5.5 | +2.9 | |
| HBM (High Bandwidth Memory) | +1.7 | +4.0 | +4.0 | +2.3 | |
| Wind | +38.2 | +5.3 | +4.3 | ||
| Semiconductor Majors (Fabrication) | +0.8 | +1.6 | +1.9 | ||
| CXL (Compute Express Link) | +14.5 | +10.7 | |||
| Battery | +7.5 | +11.3 | |||
| Semiconductor Materials & Components | +9.2 | +7.1 | |||
| Lithium | +6.4 | +9.1 | |||
| AI & Robotics | +10.1 | +3.0 |