Weekly Theme Wrap (Apr 21 – Apr 25)

April 25, 2025 · #Semiconductor Materials & Components #Semiconductor Equipment #Solar #Wind #Telecom Equipment #Shipbuilding #Shipbuilding Equipment #Semiconductor Majors (Fabrication) #Rare Earths & Rare Metals #FuriosaAI

5 trading days · top 10 themes — most persistent is Semiconductor Materials & Components at 3 days (weekly avg. +7.7%). Best single day this week: Apr 22, +19.3%.

Trading days5d Most days strong3d weekly avg.+7.7% Leader3S Korea

Average change over the period

Average change of member stocks, by theme · descending
Semiconductor Materials & Components
+7.7%
Semiconductor Equipment
+7.3%
Solar
+13.1%
Wind
+8.6%
Telecom Equipment
+6.5%
Shipbuilding
+5.4%
Shipbuilding Equipment
+4.5%
Semiconductor Majors (Fabrication)
+2.8%
Rare Earths & Rare Metals
+2.4%
FuriosaAI
+19.1%

Semiconductors led the week from Apr 21 to Apr 25. Semiconductor Materials & Components and Semiconductor Equipment were each strong for 3 days.

Semiconductor Equipment had a best change of 9.47% on Apr 23, and HANMI Semiconductor was among its leaders. Semiconductor Materials & Components peaked at 8.31% on Apr 25.

Solar had a best change of 19.28% on Apr 22 and an average change of 13.08%. Wind peaked on the same day at 12.67%.

This Week’s Theme Ranking

ThemeDays strongWeekly avg.Best dayLast statusLeader
Semiconductor Materials & Components3d+7.7%2025-04-25 (+8.3%)recurred3S Korea, Micro2nano
Semiconductor Equipment3d+7.3%2025-04-23 (+9.5%)recurredImt, Yest, HANMI Semiconductor
Solar2d+13.1%2025-04-22 (+19.3%)runningSDN Company, Cnplus
Wind2d+8.6%2025-04-22 (+12.7%)runningKumyang Green Power, Cnplus
Telecom Equipment2d+6.5%2025-04-25 (+6.8%)runningWooriro, Fino
Shipbuilding2d+5.4%2025-04-24 (+5.5%)runningHanwha Ocean, HD Hyundai Mipo
Shipbuilding Equipment2d+4.5%2025-04-25 (+4.8%)runningSamyoung M-tek C0, Hankuk Carbon
Semiconductor Majors (Fabrication)2d+2.8%2025-04-25 (+3.1%)recurredSK hynix
Rare Earths & Rare Metals2d+2.4%2025-04-21 (+3.3%)recurredNovatech, Dongkuk Refractories & Steel
FuriosaAI1d+19.1%2025-04-21 (+19.1%)recurredXperix

What to Watch Next Week

Solar, Wind and Shipbuilding were all tagged running, which marks consecutive strong runs. Next week will show whether those streaks continue.

SK hynix led Semiconductor Majors (Fabrication) to a best change of 3.12% on Apr 25. FuriosaAI was strong only on Apr 21 and had an average change of 19.15%, led by Xperix.

Theme heatmap

Themes × trading days · value is that day's theme average (%)
04-2104-2204-2304-2404-25
Semiconductor Materials & Components+7.2+7.6+8.3
Semiconductor Equipment+3.6+9.5+8.8
Solar+19.3+6.9
Wind+12.7+4.6
Telecom Equipment+6.1+6.8
Shipbuilding+5.5+5.3
Shipbuilding Equipment+4.2+4.8
Semiconductor Majors (Fabrication)+2.4+3.1
Rare Earths & Rare Metals+3.3+1.5
FuriosaAI+19.2
Down UpBlank = not in that day's strong list