Weekly Theme Wrap (Mar 17 – Mar 21)
5 trading days · top 10 themes — most persistent is Semiconductor Equipment at 4 days (weekly avg. +6.1%). Best single day this week: Mar 17, +13.0%.
Average change over the period
Chip stocks led the week of 2025-03-17 to 2025-03-21. Semiconductor Equipment was strong on 4 days, with an average change of 6.08%.
Semiconductor Materials & Components and HBM (High Bandwidth Memory) were also strong on 4 days. Both had their best day on Mar 17, at 6.13% and 5.49%.
Outside chips, Beauty & Cosmetics posted the week’s biggest single-day move, 13.04% on Mar 17. Defense & War was strong on 3 days, with an average change of 5.67%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 4d | +6.1% | 2025-03-17 (+7.7%) | running | Iste, Imt, Pamtek |
| Semiconductor Materials & Components | 4d | +4.9% | 2025-03-17 (+6.1%) | running | DNFCo, Megatouch, Synopex |
| HBM (High Bandwidth Memory) | 4d | +3.6% | 2025-03-17 (+5.5%) | running | Imt, YC, EO Technics |
| Semiconductor Majors (Fabrication) | 4d | +2.6% | 2025-03-17 (+3.9%) | running | DB HiTek, SK hynix |
| Defense & War | 3d | +5.7% | 2025-03-17 (+7.9%) | running | RF Materials, Ace Technologies, Hanwha Systems |
| Beauty & Cosmetics | 2d | +8.8% | 2025-03-17 (+13.0%) | recurred | DYD, BL Pharmtech |
| Battery | 2d | +7.7% | 2025-03-20 (+8.1%) | recurred | Sungwoo, CK Solution |
| EV | 2d | +5.4% | 2025-03-20 (+5.5%) | recurred | Motivelink, Samwha Electronics |
| Shipbuilding Equipment | 2d | +5.3% | 2025-03-18 (+7.2%) | running | Inhwa Precision, Cape Industries |
| Food | 2d | +4.5% | 2025-03-21 (+5.0%) | recurred | Wooyang, Foodnamoo |
Related News by Theme
- HBM (High Bandwidth Memory) (2025-03-17) [이슈플러스]이재용 메시지·HBM 기대감에 … 삼성전자 하루새 주가 5% 반등 — 전자신문 (Korean)
- Defense & War (2025-03-17) 한화시스템, 호주 계열사 주식 2026억원치 취득 — 아시아경제 (Korean)
What to Watch Next Week
Battery and EV both peaked on Mar 20, at 8.08% and 5.48%. Each was strong on 2 days. Food had its best day on Mar 21, at 5.0%.
The next question is whether the four chip themes, each strong on 4 days, keep that run going. Shipbuilding Equipment was strong on 2 days, with an average change of 5.31%.
Theme heatmap
| 03-17 | 03-18 | 03-19 | 03-20 | 03-21 | |
|---|---|---|---|---|---|
| Semiconductor Equipment | +7.7 | +7.6 | +3.2 | +5.8 | |
| Semiconductor Materials & Components | +6.1 | +5.7 | +2.7 | +5.1 | |
| HBM (High Bandwidth Memory) | +5.5 | +4.9 | +2.1 | +1.8 | |
| Semiconductor Majors (Fabrication) | +3.9 | +1.4 | +2.6 | +2.6 | |
| Defense & War | +7.9 | +3.8 | +5.2 | ||
| Beauty & Cosmetics | +13.0 | +4.5 | |||
| Battery | +7.3 | +8.1 | |||
| EV | +5.4 | +5.5 | |||
| Shipbuilding Equipment | +3.4 | +7.2 | |||
| Food | +4.0 | +5.0 |