반도체 전공정 밸류체인

웨이퍼제조
국내
SK실트론
노광
소재
동우화인켐
동진쎄미켐
에스앤에스텍
에프에스티
이엔에프테크놀로지
Etching(식각)
장비
세메스
에이피티씨
가스
SK스페셜티
원익머트리얼즈
후성
에천트
동우화인켐
동진쎄미켐
솔브레인
이엔에프테크놀로지
부품
금강쿼츠
디에스테크노
비씨엔씨
영신쿼츠
원익QnC
월덱스
케이엔제이
티씨케이
하나머트리얼즈
Ashing(에싱)
장비
피에스케이
세정
장비
세메스
제우스
테스
피에스케이
소재
SK스페셜티
원익머트리얼즈
한솔케미칼
부품
뉴파워프라즈마
원익QnC
코미코
한솔아이원스
이온주입
장비
HPSP
이오테크닉스
증착
장비
원익IPS
유진테크
주성엔지니어링
테스
가스
SK스페셜티
원익머트리얼즈
후성
전구체
SK트리켐
덕산테코피아
디엔에프
레이크머티리얼즈
솔브레인
영창케미칼
오션브릿지
한솔케미칼
CMP(평탄화)
장비
케이씨텍
소재
동진쎄미켐
솔브레인
케이씨텍
웨이퍼제조
비상장SK실트론
노광
비상장동우화인켐
ND 동진쎄미켐 (005290)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
39,250( 2.75) 2.75 6.08 9.94 17.34 3771 3733 3450 3313 3111 -17.5% -6.1% 624 16.5% 581 15.6% 512 14.8% 455 13.7% 428 13.8% -31.4% -5.9% 20,180억
ND 에스앤에스텍 (101490)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
45,000( -1.1) -4.26 -14.29 -1.85 1.81 316 322 356 357 385 21.8% 7.8% 49 15.5% 41 12.7% 70 19.7% 61 17.1% 57 14.8% 16.3% -6.6% 9,653억
ND 에프에스티 (036810)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
25,500( 2.82) -3.41 8.97 15.91 27.63 591 658 470 542 552 -6.6% 1.8% 52 8.8% -2 0% -21 0% 12 2.2% 16 2.9% -69.2% 33.3% 5,547억
ND 이엔에프테크놀로지 (102710)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
24,100( 1.05) -1.23 -1.23 20.2 23.91 1752 1629 1419 1384 1419 -19% 2.5% 206 11.8% 85 5.2% 52 3.7% 45 3.3% 103 7.3% -50% 128.9% 3,443억
Etching(식각)
비상장세메스
ND 에이피티씨 (089970)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
14,760( 3.8) -2.32 -4.22 13.02 -3.91 136 150 110 42 71 -47.8% 69% 20 14.7% -43 0% -6 0% -15 0% -45 0% 적전 적자 3,539억
비상장SK스페셜티
ND 원익머트리얼즈 (104830)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
29,500( 2.79) 8.86 7.27 8.86 12.81 1539 1926 1329 911 755 -50.9% -17.1% 258 16.8% 240 12.5% 87 6.5% 50 5.5% 41 5.4% -84.1% -18% 3,719억
ND 후성 (093370)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
11,850( 1.11) -0.67 1.2 10.23 14.16 1532 1491 1532 1400 1238 -19.2% -11.6% 249 16.3% -25 0% -174 0% -30 0% -65 0% 적전 적자 11,180억
비상장동우화인켐
ND 동진쎄미켐 (005290)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
39,250( 2.75) 2.75 6.08 9.94 17.34 3771 3733 3450 3313 3111 -17.5% -6.1% 624 16.5% 581 15.6% 512 14.8% 455 13.7% 428 13.8% -31.4% -5.9% 20,180억
ND 솔브레인 (357780)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
300,000( 1.35) 3.99 11.52 20 25.26 2762 2603 2430 2186 1873 -32.2% -14.3% 501 18.1% 440 16.9% 491 20.2% 330 15.1% 285 15.2% -43.1% -13.6% 23,335억
ND 이엔에프테크놀로지 (102710)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
24,100( 1.05) -1.23 -1.23 20.2 23.91 1752 1629 1419 1384 1419 -19% 2.5% 206 11.8% 85 5.2% 52 3.7% 45 3.3% 103 7.3% -50% 128.9% 3,443억
비상장금강쿼츠
비상장디에스테크노
ND 비씨엔씨 (146320)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
19,710( 3.63) -1.7 -7.03 -1.94 10.61 112 117 75 143 155 38.4% 8.4% 31 27.7% 25 21.4% 5.3% 0.7% 0% - - 2,515억
비상장영신쿼츠
ND 원익QnC (074600)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
27,100( 2.26) 5.04 -2.34 3.44 -5.57 2039 2053 2219 2026 1791 -12.2% -11.6% 371 18.2% 81 3.9% 332 15% 279 13.8% 132 7.4% -64.4% -52.7% 7,124억
ND 월덱스 (101160)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
24,200( 3.86) 0 -2.81 1.68 -13.88 639 765 787 805 681 30.9% 5.8% 138 21.6% 132 17.3% 178 22.6% 196 24.3% 174 25.6% 24.3% 9.5% 3,995억
ND 케이엔제이 (272110)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
17,400( 2.35) 2.59 -4.71 3.82 -5.95 269 117 189 194 159 -40.9% -18% 67 24.9% 14 12% 36 19% 49 25.3% 34 21.4% -49.3% -30.6% 1,382억
ND 티씨케이 (064760)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
106,600( 5.86) 7.68 8 29.37 13.89 822 747 636 474 537 19.7% -3.1% 351 42.7% 293 39.2% 221 34.7% 129 27.2% 149 27.7% 32% 4.5% 12,445억
ND 하나머트리얼즈 (166090)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
49,000( -0.91) 9.74 3.92 -4.11 -3.35 710 752 685 651 530 -2.3% -12.1% 219 30.8% 226 30.1% 157 22.9% 129 19.8% 76 14.3% -2.2% -11.7% 9,678억
Ashing(에싱)
ND 피에스케이 (319660)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
19,650( 1.71) 0.26 -1.55 1.5 -2 1421 909 837 655 939 -33.9% 43.4% 453 31.9% 0% 113 13.5% 14 2.1% 254 27.1% -43.9% 1714.3% 5,691억
세정
비상장세메스
ND 제우스 (079370)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
45,350( 10.61) -0.77 6.96 15.25 43.97 1451 1488 970 951 1013 -30.2% 6.5% 231 15.9% 147 9.9% 0.3% -1 0% 38 3.8% -83.5% 흑전 4,709억
ND 테스 (095610)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
19,360( 1.1) -3.01 -6.47 -11.8 -5.1 918 754 363 569 277 -69.8% -51.3% 154 16.8% 85 11.3% -23 0% 94 16.5% -53 0% 적전 적전 3,827억
ND 피에스케이 (319660)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
19,650( 1.71) 0.26 -1.55 1.5 -2 1421 909 837 655 939 -33.9% 43.4% 453 31.9% 0% 113 13.5% 14 2.1% 254 27.1% -43.9% 1714.3% 5,691억
비상장SK스페셜티
ND 원익머트리얼즈 (104830)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
29,500( 2.79) 8.86 7.27 8.86 12.81 1539 1926 1329 911 755 -50.9% -17.1% 258 16.8% 240 12.5% 87 6.5% 50 5.5% 41 5.4% -84.1% -18% 3,719억
ND 한솔케미칼 (014680)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
208,500( 0.48) 2.21 15 23.52 21.57 2160 2165 1973 1946 1882 -12.9% -3.3% 457 21.2% 257 11.9% 349 17.7% 326 16.8% 355 18.9% -22.3% 8.9% 23,633억
ND 뉴파워프라즈마 (144960)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
5,290( -7.19) 6.33 5.8 0.95 1.34 785 1168 711 975 798 1.7% -18.2% 10 1.3% 56 4.8% 1.1% 71 7.3% 47 5.9% 370% -33.8% 2,311억
ND 원익QnC (074600)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
27,100( 2.26) 5.04 -2.34 3.44 -5.57 2039 2053 2219 2026 1791 -12.2% -11.6% 371 18.2% 81 3.9% 332 15% 279 13.8% 132 7.4% -64.4% -52.7% 7,124억
ND 코미코 (183300)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
58,500( -1.18) -2.66 -0.34 22.26 19.27 752 716 631 628 916 21.8% 45.9% 161 21.4% 70 9.8% 68 10.8% 64 10.2% 116 12.7% -28% 81.3% 5,861억
ND 한솔아이원스 (114810)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
8,820( 2.44) -1.01 -2.54 0.34 3.52 463 346 362 292 257 -44.5% -12% 103 22.2% 63 18.2% 32 8.8% 17 5.8% 19 7.4% -81.6% 11.8% 2,588억
이온주입
ND HPSP (403870)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
45,100(0) -2.7 19.15 18.06 41.6 476 439 588 478 419 -12% -12.3% 286 60.1% 189 43.1% 349 59.4% 265 55.4% 215 51.3% -24.8% -18.9% 36,602억
ND 이오테크닉스 (039030)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
140,900( 1.88) -3.43 -10.94 -15.48 -4.15 1158 1053 839 868 739 -36.2% -14.9% 235 20.3% 158 15% 96 11.4% 109 12.6% 29 3.9% -87.7% -73.4% 17,358억
증착
ND 원익IPS (240810)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
32,450( 0.62) -2.41 -6.48 -8.98 -2.7 2831 3199 1504 1346 1799 -36.5% 33.7% 305 10.8% 265 8.3% -107 0% -182 0% -11 0% 적전 적자 15,927억
ND 유진테크 (084370)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
39,750( 0.38) -6.91 -5.36 -11.07 -2.57 625 574 775 780 503 -19.5% -35.5% 136 21.8% 15 2.6% 97 12.5% 85 10.9% 1.4% -94.9% -91.8% 9,109억
ND 주성엔지니어링 (036930)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
32,550( 0.93) -3.13 -2.11 -0.46 13.61 1052 1068 687 316 861 -18.2% 172.5% 306 29.1% 280 26.2% 116 16.9% -87 0% 62 7.2% -79.7% 흑전 15,705억
ND 테스 (095610)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
19,360( 1.1) -3.01 -6.47 -11.8 -5.1 918 754 363 569 277 -69.8% -51.3% 154 16.8% 85 11.3% -23 0% 94 16.5% -53 0% 적전 적전 3,827억
비상장SK스페셜티
ND 원익머트리얼즈 (104830)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
29,500( 2.79) 8.86 7.27 8.86 12.81 1539 1926 1329 911 755 -50.9% -17.1% 258 16.8% 240 12.5% 87 6.5% 50 5.5% 41 5.4% -84.1% -18% 3,719억
ND 후성 (093370)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
11,850( 1.11) -0.67 1.2 10.23 14.16 1532 1491 1532 1400 1238 -19.2% -11.6% 249 16.3% -25 0% -174 0% -30 0% -65 0% 적전 적자 11,180억
비상장SK트리켐
ND 덕산테코피아 (317330)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
20,750( 12.53) 7.24 23.29 18.98 35.27 231 295 236 271 207 -10.4% -23.6% 11 4.8% 14 4.7% -1 0% 3.3% -28 0% 적전 적전 3,813억
ND 디엔에프 (092070)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
24,500( 1.45) 3.59 16.11 32.29 50.68 364 298 288 262 216 -40.7% -17.6% 55 15.1% 19 6.4% 1.7% -10 0% -21 0% 적전 적자 2,835억
ND 레이크머티리얼즈 (281740)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
14,980( 3.17) 12.8 7.31 31.29 9.74 323 375 302 290 268 -17% -7.6% 82 25.4% 101 26.9% 83 27.5% 79 27.2% 40 14.9% -51.2% -49.4% 9,846억
ND 솔브레인 (357780)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
300,000( 1.35) 3.99 11.52 20 25.26 2762 2603 2430 2186 1873 -32.2% -14.3% 501 18.1% 440 16.9% 491 20.2% 330 15.1% 285 15.2% -43.1% -13.6% 23,335억
비상장영창케미칼
ND 오션브릿지 (241790)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
12,070( 0.17) -1.31 -0.98 4.41 -14.4 538 483 336 240 227 -57.8% -5.4% 104 19.3% 33 6.8% 80 23.8% 52 21.7% 2.2% -95.2% -90.4% 1,207억
ND 한솔케미칼 (014680)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
208,500( 0.48) 2.21 15 23.52 21.57 2160 2165 1973 1946 1882 -12.9% -3.3% 457 21.2% 257 11.9% 349 17.7% 326 16.8% 355 18.9% -22.3% 8.9% 23,633억
CMP(평탄화)
ND 케이씨텍 (281820)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
26,950( 6.31) 0.56 1.32 30.19 20.04 950 995 625 687 842 -11.4% 22.6% 152 16% 120 12.1% 0.5% 83 12.1% 131 15.6% -13.8% 57.8% 5,622억
ND 동진쎄미켐 (005290)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
39,250( 2.75) 2.75 6.08 9.94 17.34 3771 3733 3450 3313 3111 -17.5% -6.1% 624 16.5% 581 15.6% 512 14.8% 455 13.7% 428 13.8% -31.4% -5.9% 20,180억
ND 솔브레인 (357780)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
300,000( 1.35) 3.99 11.52 20 25.26 2762 2603 2430 2186 1873 -32.2% -14.3% 501 18.1% 440 16.9% 491 20.2% 330 15.1% 285 15.2% -43.1% -13.6% 23,335억
ND 케이씨텍 (281820)
주가 7 14 30 60 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 2022.3Q 2022.4Q 2023.1Q 2023.2Q 2023.3Q YoY QoQ 시총
26,950( 6.31) 0.56 1.32 30.19 20.04 950 995 625 687 842 -11.4% 22.6% 152 16% 120 12.1% 0.5% 83 12.1% 131 15.6% -13.8% 57.8% 5,622억