Weekly Theme Wrap (Sep 21 – Sep 23)
3 trading days · top 10 themes — most persistent is Semiconductor Equipment at 3 days (weekly avg. +11.3%). Best single day this week: Sep 21, +13.9%.
Average change over the period
Chip themes dominated the Sep 21 to Sep 23 window. Semiconductor Equipment stayed strong on all 3 days, with an average change of 11.32%.
Semiconductor Materials & Components also held for 3 days, peaking at 12.89% on Sep 21. HBM (High Bandwidth Memory) followed with an average change of 6.28%.
The biggest one-day move came from System Semiconductors, up 13.9% on Sep 21, led by Signetics. Outside chips, Crypto & Bitcoin posted an average change of 5.59%.
This Week’s Theme Ranking
| Theme | Days strong | Weekly avg. | Best day | Last status | Leader |
|---|---|---|---|---|---|
| Semiconductor Equipment | 3d | +11.3% | 2026-09-21 (+13.6%) | running | Dawon Nexview, Asflow, Teraview Holdings |
| Semiconductor Materials & Components | 3d | +9.6% | 2026-09-21 (+12.9%) | running | Megatouch, Mi, Temc |
| HBM (High Bandwidth Memory) | 3d | +6.3% | 2026-09-21 (+9.4%) | running | MKElectron, YC, Zeus |
| Semiconductor Majors (Fabrication) | 3d | +2.0% | 2026-09-21 (+3.4%) | running | SK hynix, Samsung Electronics |
| Semiconductor Substrates (FC-BGA, MLB) | 2d | +8.0% | 2026-09-22 (+12.4%) | running | Simmtech Holdings, Korea Circuit |
| Crypto & Bitcoin | 2d | +5.6% | 2026-09-21 (+8.4%) | running | Bitplanet |
| Stablecoins | 2d | +3.9% | 2026-09-21 (+4.9%) | running | Dozn, Itcenpns |
| STO (Security Token Offering) | 2d | +3.3% | 2026-09-21 (+4.5%) | running | Finger, Hecto Financial |
| SOCAMM Memory Modules | 2d | +2.8% | 2026-09-21 (+3.0%) | recurred | ISC, Daeduck Electronics |
| System Semiconductors | 1d | +13.9% | 2026-09-21 (+13.9%) | running | Signetics |
Related News by Theme
- HBM (High Bandwidth Memory) (2026-09-21) [美특징주]마이크론, D램 공급 부족·HBM 가격 상승 전망에 프리마켓서↑ — 이데일리 (Korean)
- Semiconductor Substrates (FC-BGA, MLB) (2026-09-22) 유가 반등에 ‘브레이크’ 코스피 강보합 마감, 반도체 기판·게임주 강세 — 머니투데이 (Korean)
What to Watch Next Week
Semiconductor Substrates (FC-BGA, MLB) peaked on Sep 22 at 12.42%, the only theme whose best day was not Sep 21. Whether that later strength carries on is one thread to follow.
SOCAMM Memory Modules is the one theme flagged recurred rather than running, with an average change of 2.76%. Stablecoins and STO (Security Token Offering) also stayed strong for 2 days.
Theme heatmap
| 09-21 | 09-22 | 09-23 | |
|---|---|---|---|
| Semiconductor Equipment | +13.6 | +8.8 | +11.7 |
| Semiconductor Materials & Components | +12.9 | +5.7 | +10.2 |
| HBM (High Bandwidth Memory) | +9.4 | +3.4 | +6.1 |
| Semiconductor Majors (Fabrication) | +3.4 | +0.9 | +1.8 |
| Semiconductor Substrates (FC-BGA, MLB) | +12.4 | +3.6 | |
| Crypto & Bitcoin | +8.4 | +2.8 | |
| Stablecoins | +4.9 | +2.9 | |
| STO (Security Token Offering) | +4.5 | +2.2 | |
| SOCAMM Memory Modules | +3.0 | +2.5 | |
| System Semiconductors | +13.9 |