Weekly Theme Wrap (Sep 29 – Oct 2)
4 trading days · top 10 themes — most persistent is Semiconductor Materials & Components at 4 days (weekly avg. +7.7%). Best single day this week: Sep 29, +11.6%.
Average change over the period
Semiconductor themes led the week of Sep 29 to Oct 2. Semiconductor Materials & Components stayed strong on all 4 days, with an average change of 7.69%.
Semiconductor Equipment and HBM (High Bandwidth Memory) also ran 4 days in a row. Di appeared among the leaders in three chip themes.
Outside chips, Battery came back with an average change of 7.93%. Cybersecurity posted the week’s top single-day gain of 11.56% on Sep 29.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Materials & Components | 4d | +7.7% | 2025-10-02 (+11.1%) | running | FNS Tech, OKins Electronics, Purit |
| Semiconductor Equipment | 4d | +7.5% | 2025-10-01 (+10.1%) | running | Di, Wonik IPS, Withtech |
| HBM (High Bandwidth Memory) | 4d | +5.0% | 2025-10-02 (+7.4%) | running | Di, Winpac, Zeus |
| System Semiconductors | 3d | +5.9% | 2025-10-01 (+9.0%) | running | Di, Ranix, PSK |
| Semiconductor Majors (Fabrication) | 3d | +3.8% | 2025-10-02 (+6.7%) | running | DB HiTek, SK hynix |
| Battery | 2d | +7.9% | 2025-10-02 (+8.6%) | recurred | Daejin Advanced Materials, Korchip |
| Shipbuilding Equipment | 2d | +7.8% | 2025-10-01 (+7.9%) | running | KS Industry |
| Gene Therapy & Genomics | 2d | +7.7% | 2025-09-29 (+8.6%) | recurred | ToolGen |
| Cybersecurity | 2d | +6.7% | 2025-09-29 (+11.6%) | recurred | Piolink |
| AI & Robotics | 2d | +5.5% | 2025-09-29 (+7.4%) | recurred | Datasolution |
Related News by Theme
- Semiconductor Materials & Components (2025-10-02) [장중수급포착] 퓨릿, 외국인/기관 동시 순매수… 주가 +10.48% — 뉴스핌 (Korean)
- Semiconductor Equipment (2025-10-01) [장중수급포착] 디아이, 기관 7일 연속 순매수행진… 주가 +9.24% — 뉴스핌 (Korean)
- System Semiconductors (2025-10-01) [장중수급포착] 디아이, 기관 7일 연속 순매수행진… 주가 +9.24% — 뉴스핌 (Korean)
- Semiconductor Majors (Fabrication) (2025-10-02) 코스피, 첫 3500선 돌파…삼성전자·SK하이닉스 ‘쌍끌이’ — 전남일보 (Korean)
What to Watch Next Week
The open question is whether the chip run holds. Five semiconductor themes ended on a continuing streak, led by Semiconductor Materials & Components at 11.06% on Oct 2.
Shipbuilding Equipment also kept its streak, with an average change of 7.84%. Gene Therapy & Genomics and AI & Robotics also came back this week.
Theme heatmap
| 09-29 | 09-30 | 10-01 | 10-02 | |
|---|---|---|---|---|
| Semiconductor Materials & Components | +8.0 | +3.7 | +8.0 | +11.1 |
| Semiconductor Equipment | +6.0 | +4.3 | +10.1 | +9.7 |
| HBM (High Bandwidth Memory) | +3.8 | +1.7 | +7.0 | +7.4 |
| System Semiconductors | +3.6 | +5.2 | +9.0 | |
| Semiconductor Majors (Fabrication) | +2.0 | +2.7 | +6.7 | |
| Battery | +7.3 | +8.6 | ||
| Shipbuilding Equipment | +7.8 | +7.9 | ||
| Gene Therapy & Genomics | +8.6 | +6.8 | ||
| Cybersecurity | +11.6 | +1.9 | ||
| AI & Robotics | +7.4 | +3.5 |