반도체 후공정 밸류체인

반도체 전공정 밸류체인 반도체 후공정 밸류체인 반도체강소기업 반도체공정 변화에 따른 업체 분류 반도체 인프라/부대장비 삼성전자 NAND투자 수혜 PCB 전장파워트레인 자동차 샤시/바디/경량화 ADAS/차량용반도체/MLCC 해외시장 동반 진출 자동차 부품사 AMR/스마트팩토리 자율주행 관련 업체 로봇관련주 사이버보안 실리콘음극재/CNT도전재 2차전지 장비주 ESS 관련주 우주항공 밸류체인 수소산업 밸류체인 원전(SMR) 밸류체인 조선기자재 관심
Wafer Test(EDS)
장비
디아이 14,650( 3.75) 4.64 2.59 17.29 27.95 -14.88
와이아이케이 10,040( 2.14) 2.24 0.9 4.26 -1.38 -18.04
프로브카드
마이크로투나노 8,430( -1.98) 13.61 25.45 78.79 38.88 16.12
에이엠에스티 0( )
코리아인스트루먼트 0( )
티에스이 42,700( 1.3) 4.15 0.12 4.66 -2.95 -4.79
피엠티 3,420( -1.16) INF INF INF INF INF
프로브카드용부품
샘씨엔에스 4,650( 0.65) 0.43 -1.8 16.25 1.97 -2.62
화인세라믹 0( )
OSAT
LB세미콘 3,290( 0.3) -1.94 -2.66 12.86 -10.72 -19.46
네패스아크 10,380( -0.67) -1.61 -3.35 9.26 -11.58 -16.36
두산테스나 25,450( 1.6) 0.59 4.09 12.11 -12.09 -8.78
Packaging & Assembly
OSAT
LB세미콘 3,290( 0.3) -1.94 -2.66 12.86 -10.72 -19.46
SFA반도체 3,035( 1) 1.34 0.17 14.74 -3.34 -10.07
네패스 6,830( -0.44) -0.58 -1.44 4.59 -3.26 -10.95
두산테스나 25,450( 1.6) 0.59 4.09 12.11 -12.09 -8.78
하나마이크론 11,200( 1.73) 2.94 0.63 8.53 2.94 -2.35
기판
LG이노텍 137,600( -0.72) -1.43 -1.29 7.92 -20.42 -19.77
대덕전자 14,230( 0.35) 1.93 -2.53 6.83 -17.51 -17.41
삼성전기 118,300( 0.6) 0.51 -3.03 4.88 -10.99 -9.83
심텍 16,120( 0.25) 2.41 -5.68 -6.44 -13.7 29.27
코리아써키트 10,380( 1.17) 2.47 3.08 13.57 -9.58 5.06
해성디에스 20,000( -9.91) -13.42 -16.84 -9.71 -29.7 -23.37
재료
덕산하이메탈 4,075( -0.37) 0 -2.63 10.43 1.12 -2.86
엠케이전자 7,620( 2.7) 0.66 1.46 23.1 -5.11 6.13
장비
이오테크닉스 116,800( -1.43) 1.3 -2.34 -1.35 -6.03 -32.25
한미반도체 77,700( 1.83) 2.1 -6.72 26.96 -11.1 -32.9
Packaging Test
OSAT
SFA반도체 3,035( 1) 1.34 0.17 14.74 -3.34 -10.07
네패스 6,830( -0.44) -0.58 -1.44 4.59 -3.26 -10.95
하나마이크론 11,200( 1.73) 2.94 0.63 8.53 2.94 -2.35
장비
고영 14,310( -0.56) 3.7 8.82 15.78 -9.83 59.18
네오셈 10,100( 1.92) 1 4.77 16.9 -3.35 -3.07
디아이 14,650( 3.75) 4.64 2.59 17.29 27.95 -14.88
엑시콘 10,310( 0.59) 1.08 -1.25 -5.59 -13.36 -17.59
유니테스트 0( )
테크윙 35,150( 2.18) 3.69 4.93 22.69 2.03 -26
소켓
ISC 52,400( 1.16) 5.75 1.95 15.04 -14.38 -29.48
리노공업 36,850( 0.27) 2.08 -78.61 -79.05 -80.96 -81.98
마이크로컨텍솔 11,320( -0.61) 0.09 -6.98 31.78 27.48 92.19
오킨스전자 5,110( 4.61) 4.5 2.4 13.81 -9.72 -1.73
티에스이 42,700( 1.3) 4.15 0.12 4.66 -2.95 -4.79
티에프이 17,080( 1.67) 3.45 -2.06 7.35 2.77 -17.09
Wafer Test(EDS)
ND 디아이 (003160)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
14,650( 3.75) 4.64 2.59 17.29 27.95 -14.88 347 461 542 788 -18 0% 9 2% -17 0% 57 7.2% 4,145억
ND 와이아이케이 (232140)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
10,040( 2.14) 2.24 0.9 4.26 -1.38 -18.04 339 650 483 639 1 0.3% 99 15.2% -5 0% 10 1.6% 8,237억
ND 마이크로투나노 (424980)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
8,430( -1.98) 13.61 25.45 78.79 38.88 16.12 6 21 31 43 -29 0% -34 0% -12 0% 39 90.7% 498억
비상장에이엠에스티
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0( )
비상장코리아인스트루먼트
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0( )
ND 티에스이 (131290)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
42,700( 1.3) 4.15 0.12 4.66 -2.95 -4.79 582 760 1106 1031 30.5% -17.2% -30 0% 87 11.4% 205 18.5% 136 13.2% 적자 적전 4,723억
ND 피엠티 (147760)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
3,420( -1.16) INF INF INF INF INF 71 53 -13 0% -34 0%  0% 370억
ND 샘씨엔에스 (252990)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
4,650( 0.65) 0.43 -1.8 16.25 1.97 -2.62 109 135 157 132 158 45.3% 36.3% 6 5.5% 30 22.2% 31 19.7% -15 0% 14 8.9% 50% 흑전 2,715억
비상장화인세라믹
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0( )
ND LB세미콘 (061970)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
3,290( 0.3) -1.94 -2.66 12.86 -10.72 -19.46 1028 1232 1193 1054 -75 0% 12 1% -21 0% -104 0% 1,440억
ND 네패스아크 (330860)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
10,380( -0.67) -1.61 -3.35 9.26 -11.58 -16.36 331 340 264 256 4 1.2% -9 0% -57 0% 37 14.5% 1,264억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
25,450( 1.6) 0.59 4.09 12.11 -12.09 -8.78 917 998 987 828 112 12.2% 167 16.7% 110 11.1% -11 0% 4,918억
Packaging & Assembly
ND LB세미콘 (061970)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
3,290( 0.3) -1.94 -2.66 12.86 -10.72 -19.46 1028 1232 1193 1054 -75 0% 12 1% -21 0% -104 0% 1,440억
ND SFA반도체 (036540)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
3,035( 1) 1.34 0.17 14.74 -3.34 -10.07 1220 1113 950 718 24 2% 4 0.4% 2 0.2% -33 0% 4,991억
ND 네패스 (033640)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
6,830( -0.44) -0.58 -1.44 4.59 -3.26 -10.95 1215 1286 1088 1052 -72 0% -34 0% -156 0% 297 28.2% 1,574억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
25,450( 1.6) 0.59 4.09 12.11 -12.09 -8.78 917 998 987 828 112 12.2% 167 16.7% 110 11.1% -11 0% 4,918억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
11,200( 1.73) 2.94 0.63 8.53 2.94 -2.35 2689 2859 3121 3863 108 4% 186 6.5% 174 5.6% 598 15.5% 7,422억
ND LG이노텍 (011070)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
137,600( -0.72) -1.43 -1.29 7.92 -20.42 -19.77 43336 45553 56851 66286 49828 15% -24.8% 1760 4.1% 1517 3.3% 1304 2.3% 2479 3.7% 1251 2.5% -28.9% -49.5% 32,565억
ND 대덕전자 (353200)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
14,230( 0.35) 1.93 -2.53 6.83 -17.51 -17.41 2148 2382 2327 2064 2154 -1.3% -8.4% -29 0% 109 4.6% 92 4% -60 0% -62 0% 적전 적전 7,032억
ND 삼성전기 (009150)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
118,300( 0.6) 0.51 -3.03 4.88 -10.99 -9.83 26243 25801 26153 24923 27386 4.4% 9.9% 1803 6.9% 2081 8.1% 2249 8.6% 1150 4.6% 2006 7.3% 11.3% 74.4% 88,362억
ND 심텍 (222800)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
16,120( 0.25) 2.41 -5.68 -6.44 -13.7 29.27 2939 3117 3248 3031 44.1% -1% -149 0% 36 1.2% 5 0.2% -361 0% 적자 적자 5,134억
ND 코리아써키트 (007810)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
10,380( 1.17) 2.47 3.08 13.57 -9.58 5.06 3548 3754 3413 3352 5.4% 13.6% -90 0% -45 0% -96 0% -98 0% 적자 적자 2,451억
ND 해성디에스 (195870)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
20,000( -9.91) -13.42 -16.84 -9.71 -29.7 -23.37 1549 1535 1494 1451 1375 -19.5% 6.8% 209 13.5% 180 11.7% 117 7.8% 62 4.3% 4 0.3% -32.8% 28.2% 3,400억
ND 덕산하이메탈 (077360)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
4,075( -0.37) 0 -2.63 10.43 1.12 -2.86 608 606 575 568 65.2% 82.6% 39 6.4% 70 11.6% 24 4.2% 51 9% 875% 흑전 1,851억
ND 엠케이전자 (033160)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
7,620( 2.7) 0.66 1.46 23.1 -5.11 6.13 2720 2951 2679 3356 87 3.2% 212 7.2% 48 1.8% 211 6.3% 1,681억
ND 이오테크닉스 (039030)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
116,800( -1.43) 1.3 -2.34 -1.35 -6.03 -32.25 728 744 829 907 55 7.6% 65 8.7% 104 12.5% 87 9.6% 14,389억
ND 한미반도체 (042700)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
77,700( 1.83) 2.1 -6.72 26.96 -11.1 -32.9 773 1235 2085 1496 287 37.1% 554 44.9% 993 47.6% 719 48.1% 75,069억
Packaging Test
ND SFA반도체 (036540)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
3,035( 1) 1.34 0.17 14.74 -3.34 -10.07 1220 1113 950 718 24 2% 4 0.4% 2 0.2% -33 0% 4,991억
ND 네패스 (033640)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
6,830( -0.44) -0.58 -1.44 4.59 -3.26 -10.95 1215 1286 1088 1052 -72 0% -34 0% -156 0% 297 28.2% 1,574억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
11,200( 1.73) 2.94 0.63 8.53 2.94 -2.35 2689 2859 3121 3863 108 4% 186 6.5% 174 5.6% 598 15.5% 7,422억
ND 고영 (098460)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
14,310( -0.56) 3.7 8.82 15.78 -9.83 59.18 530 525 463 507 511 -3.6% 0.8% 22 4.2% 32 6.1% 7 1.5% -27 0% 32 6.3% 45.5% 흑전 9,824억
ND 네오셈 (253590)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
10,100( 1.92) 1 4.77 16.9 -3.35 -3.07 284 99 332 331 31.5% 14.1% 26 9.2% -15 0% 104 31.3% 49 14.8% 550% 30% 4,430억
ND 디아이 (003160)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
14,650( 3.75) 4.64 2.59 17.29 27.95 -14.88 347 461 542 788 -18 0% 9 2% -17 0% 57 7.2% 4,145억
ND 엑시콘 (092870)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
10,310( 0.59) 1.08 -1.25 -5.59 -13.36 -17.59 71 77 38 129 -47 0% -30 0% -67 0% -11 0% 1,345억
ND 유니테스트 (086390)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0( )
ND 테크윙 (089030)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
35,150( 2.18) 3.69 4.93 22.69 2.03 -26 403 508 467 477 346 40.9% -2.2% 56 13.9% 72 14.2% 62 13.3% 44 9.2% 18 5.2% 1300% 86.7% 13,129억
ND ISC (095340)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
52,400( 1.16) 5.75 1.95 15.04 -14.38 -29.48 351 498 504 391 317 -9.7% -18.9% 86 24.5% 149 29.9% 138 27.4% 74 18.9% 70 22.1% -18.6% -5.4% 11,107억
ND 리노공업 (058470)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
36,850( 0.27) 2.08 -78.61 -79.05 -80.96 -81.98 548 709 689 834 11.6% -5.4% 233 42.5% 332 46.8% 306 44.4% 370 44.4% 34.7% -22.6% 5,616억
ND 마이크로컨텍솔 (098120)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
11,320( -0.61) 0.09 -6.98 31.78 27.48 92.19 143 151 184 217 19 13.3% 15 9.9% 26 14.1% 41 18.9% 941억
ND 오킨스전자 (080580)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
5,110( 4.61) 4.5 2.4 13.81 -9.72 -1.73 155 160 171 178 2 1.3% 13 8.1% -4 0% 9 5.1% 903억
ND 티에스이 (131290)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
42,700( 1.3) 4.15 0.12 4.66 -2.95 -4.79 582 760 1106 1031 30.5% -17.2% -30 0% 87 11.4% 205 18.5% 136 13.2% 적자 적전 4,723억
ND 티에프이 (425420)
주가 7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
17,080( 1.67) 3.45 -2.06 7.35 2.77 -17.09 173 182 172 206 13 7.5% 16 8.8% 2 1.2% 12 5.8% 1,943억