반도체 후공정 밸류체인

Wafer Test(EDS)
장비
디아이 14,480( 4.78) 18.69 27.35 28.94 -21.35 12.25
와이아이케이 10,210( -1.45) -4.85 2.3 8.62 -17.99 -21.64
프로브카드
마이크로투나노 6,290( 8.08) 3.62 4.31 6.43 -24.4 -11.78
에이엠에스티 0( )
코리아인스트루먼트 0( )
티에스이 41,250( 0.86) -1.67 0.49 11.34 -18.8 -15.04
피엠티 3,420( -1.16) INF INF INF -21.83 1.33
프로브카드용부품
샘씨엔에스 3,920( 0.26) -5.08 -6 -2.24 -31.23 -34.34
화인세라믹 0( )
OSAT
LB세미콘 3,560(0) -2.2 -3.52 3.19 -20.36 -22.27
네패스아크 10,430( -0.76) -4.22 -1.51 2.36 -20.74 -30.05
두산테스나 25,000( 0.6) -5.84 -6.37 -6.02 -16.67 -21.63
Packaging & Assembly
OSAT
LB세미콘 3,560(0) -2.2 -3.52 3.19 -20.36 -22.27
SFA반도체 3,085( -0.32) -3.89 -3.74 -4.04 -16.17 -21.5
네패스 6,550( -1.06) -5.07 -5.21 -1.21 -16.77 -31.27
두산테스나 25,000( 0.6) -5.84 -6.37 -6.02 -16.67 -21.63
하나마이크론 9,240( -0.32) -7.23 -4.74 -4.05 -18.73 -24.45
기판
LG이노텍 162,000( -0.37) -1.76 -4.54 0.06 -8.78 -42.14
대덕전자 15,500( -1.08) -0.51 0.26 8.32 -10.04 -22.07
삼성전기 123,800( -0.56) -3.43 -2.9 14.63 4.56 -14.74
심텍 11,030( -0.81) -4.67 -4.58 0.64 -33.47 -47.73
코리아써키트 9,120( -0.65) -5.69 -0.33 14.14 -9.88 -17.84
해성디에스 23,400( 0.21) -0.43 -0.43 8.08 -12.69 -20.81
재료
덕산하이메탈 3,850( 1.58) -1.79 -0.65 2.94 -16.85 -28.84
엠케이전자 6,580( 0.92) -2.37 -0.6 -0.75 -16.71 -20.53
장비
이오테크닉스 139,200( -0.07) 1.16 6.91 19.79 -18.64 -15.07
한미반도체 82,500( -0.84) -4.84 -1.55 10.59 -10.33 -25.94
Packaging Test
OSAT
SFA반도체 3,085( -0.32) -3.89 -3.74 -4.04 -16.17 -21.5
네패스 6,550( -1.06) -5.07 -5.21 -1.21 -16.77 -31.27
하나마이크론 9,240( -0.32) -7.23 -4.74 -4.05 -18.73 -24.45
장비
고영 8,110( 0.62) -4.81 -4.7 -1.34 -26.14 -22.17
네오셈 8,740( -0.68) -6.12 -6.92 -11.63 -23.33 -2.89
디아이 14,480( 4.78) 18.69 27.35 28.94 -21.35 12.25
엑시콘 10,600( -1.03) -1.03 5.37 15.22 -14.45 -12.47
유니테스트 0( )
테크윙 38,450( -2.41) 3.36 13.09 9.54 -13.79 -0.39
소켓
ISC 72,100( 1.98) 4.04 8.75 40.82 10.41 32.78
리노공업 191,600( -0.21) -1.44 8.49 24.17 4.93 -1.24
마이크로컨텍솔 5,120(0) -2.29 0.59 6.33 -6.06 -15.23
오킨스전자 4,430( 0.23) -3.06 1.26 0.45 -25.04 -26.41
티에스이 41,250( 0.86) -1.67 0.49 11.34 -18.8 -15.04
티에프이 16,160( -0.12) -3.58 8.82 9.04 2.86 -12.65
Wafer Test(EDS)
ND 디아이 (003160)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
14,480( 4.78) 18.69 27.35 28.94 -21.35 12.25 576 531 347 461 542 -5.9% 17.6% 26 4.5% -29 0% -18 0% 2% -17 0% 적전 적전 4,097억
ND 와이아이케이 (232140)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
10,210( -1.45) -4.85 2.3 8.62 -17.99 -21.64 547 551 339 650 483 -11.7% -25.7% 0.9% 56 10.2% 0.3% 99 15.2% -5 0% 적전 적전 8,376억
ND 마이크로투나노 (424980)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
6,290( 8.08) 3.62 4.31 6.43 -24.4 -11.78 21 45 6 21 31 47.6% 47.6% -32 0% -65 0% -29 0% -34 0% -12 0% 적자 적자 372억
비상장에이엠에스티
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
0( )
비상장코리아인스트루먼트
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
0( )
ND 티에스이 (131290)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
41,250( 0.86) -1.67 0.49 11.34 -18.8 -15.04 769 703 582 760 1106 -14% 34.2% 67 8.7% 1.3% -30 0% 87 11.4% 205 18.5% -23% 흑전 4,562억
ND 피엠티 (147760)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
3,420( -1.16) INF INF INF -21.83 1.33 106 108 71 53 0.9% -31 0% -13 0% -34 0%  0% 370억
ND 샘씨엔에스 (252990)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
3,920( 0.26) -5.08 -6 -2.24 -31.23 -34.34 95 80 109 135 157 -15.2% 66.7% 7.4% -17 0% 5.5% 30 22.2% 31 19.7% -77.4% 흑전 2,288억
비상장화인세라믹
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
0( )
ND LB세미콘 (061970)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
3,560(0) -2.2 -3.52 3.19 -20.36 -22.27 1045 1141 1028 1232 1193 14.2% -3.2% -46 0% -32 0% -75 0% 12 1% -21 0% 적자 적전 1,558억
ND 네패스아크 (330860)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
10,430( -0.76) -4.22 -1.51 2.36 -20.74 -30.05 310 355 331 340 264 -14.8% -22.4% -25 0% 15 4.2% 1.2% -9 0% -57 0% 적자 적자 1,270억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
25,000( 0.6) -5.84 -6.37 -6.02 -16.67 -21.63 893 857 917 998 987 10.5% -1.1% 173 19.4% 132 15.4% 112 12.2% 167 16.7% 110 11.1% -36.4% -34.1% 4,251억
Packaging & Assembly
ND LB세미콘 (061970)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
3,560(0) -2.2 -3.52 3.19 -20.36 -22.27 1045 1141 1028 1232 1193 14.2% -3.2% -46 0% -32 0% -75 0% 12 1% -21 0% 적자 적전 1,558억
ND SFA반도체 (036540)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
3,085( -0.32) -3.89 -3.74 -4.04 -16.17 -21.5 957 969 1220 1113 950 -0.7% -14.6% -107 0% -57 0% 24 2% 0.4% 0.2% 흑전 -50% 5,073억
ND 네패스 (033640)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
6,550( -1.06) -5.07 -5.21 -1.21 -16.77 -31.27 1264 1189 1215 1286 1088 -13.9% -15.4% -146 0% -111 0% -72 0% -34 0% -156 0% 적자 적자 1,510억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
25,000( 0.6) -5.84 -6.37 -6.02 -16.67 -21.63 893 857 917 998 987 10.5% -1.1% 173 19.4% 132 15.4% 112 12.2% 167 16.7% 110 11.1% -36.4% -34.1% 4,251억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
9,240( -0.32) -7.23 -4.74 -4.05 -18.73 -24.45 2393 2414 2689 2859 3121 30.4% 9.2% 158 6.6% 68 2.8% 108 4% 186 6.5% 174 5.6% 10.1% -6.5% 5,282억
ND LG이노텍 (011070)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
162,000( -0.37) -1.76 -4.54 0.06 -8.78 -42.14 47636 75586 43336 45553 56851 19.3% 24.8% 1834 3.9% 4837 6.4% 1760 4.1% 1517 3.3% 1304 2.3% -28.9% -14% 38,340억
ND 대덕전자 (353200)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
15,500( -1.08) -0.51 0.26 8.32 -10.04 -22.07 2378 2344 2148 2382 2327 -36% 8.2% 14 0.6% 64 2.7% -29 0% 109 4.6% 92 4% -98.2% -75% 7,659억
ND 삼성전기 (009150)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
123,800( -0.56) -3.43 -2.9 14.63 4.56 -14.74 23609 23062 26243 25801 26153 10.8% 1.4% 1840 7.8% 1103 4.8% 1803 6.9% 2081 8.1% 2249 8.6% 22.2% 8.1% 92,470억
ND 심텍 (222800)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
11,030( -0.81) -4.67 -4.58 0.64 -33.47 -47.73 2872 2970 2939 3117 3248 -39.4% 13.2% -56 0% -287 0% -149 0% 36 1.2% 0.2% 적전 적자 3,513억
ND 코리아써키트 (007810)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
9,120( -0.65) -5.69 -0.33 14.14 -9.88 -17.84 3503 3124 3548 3754 3413 -19.3% 5.3% -10 0% -89 0% -90 0% -45 0% -96 0% 적전 적자 2,154억
ND 해성디에스 (195870)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
23,400( 0.21) -0.43 -0.43 8.08 -12.69 -20.81 1555 1451 1549 1535 1494 -30.7% -13.2% 194 12.5% 163 11.2% 209 13.5% 180 11.7% 117 7.8% -66.2% -45.7% 3,978억
ND 덕산하이메탈 (077360)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
3,850( 1.58) -1.79 -0.65 2.94 -16.85 -28.84 389 333 608 606 575 -33.7% 10.5% -8 0% -82 0% 39 6.4% 70 11.6% 24 4.2% 적자 적자 1,749억
ND 엠케이전자 (033160)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
6,580( 0.92) -2.37 -0.6 -0.75 -16.71 -20.53 2741 3437 2720 2951 2679 -2.3% -9.2% 53 1.9% 139 4% 87 3.2% 212 7.2% 48 1.8% -9.4% -77.4% 1,451억
ND 이오테크닉스 (039030)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
139,200( -0.07) 1.16 6.91 19.79 -18.64 -15.07 739 715 728 744 829 12.2% 11.4% 29 3.9% 48 6.7% 55 7.6% 65 8.7% 104 12.5% 258.6% 60% 17,148억
ND 한미반도체 (042700)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
82,500( -0.84) -4.84 -1.55 10.59 -10.33 -25.94 312 522 773 1235 2085 568.3% 68.8% 29 9.3% 184 35.2% 287 37.1% 554 44.9% 993 47.6% 3324.1% 79.2% 80,019억
Packaging Test
ND SFA반도체 (036540)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
3,085( -0.32) -3.89 -3.74 -4.04 -16.17 -21.5 957 969 1220 1113 950 -0.7% -14.6% -107 0% -57 0% 24 2% 0.4% 0.2% 흑전 -50% 5,073억
ND 네패스 (033640)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
6,550( -1.06) -5.07 -5.21 -1.21 -16.77 -31.27 1264 1189 1215 1286 1088 -13.9% -15.4% -146 0% -111 0% -72 0% -34 0% -156 0% 적자 적자 1,510억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
9,240( -0.32) -7.23 -4.74 -4.05 -18.73 -24.45 2393 2414 2689 2859 3121 30.4% 9.2% 158 6.6% 68 2.8% 108 4% 186 6.5% 174 5.6% 10.1% -6.5% 5,282억
ND 고영 (098460)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
8,110( 0.62) -4.81 -4.7 -1.34 -26.14 -22.17 501 588 530 525 463 -7.6% -11.8% 18 3.6% 57 9.7% 22 4.2% 32 6.1% 1.5% -61.1% -78.1% 5,567억
ND 네오셈 (253590)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
8,740( -0.68) -6.12 -6.92 -11.63 -23.33 -2.89 204 249 284 99 332 -17.1% -40% 2.5% 20 8% 26 9.2% -15 0% 104 31.3% -81.5% -90% 3,834억
ND 디아이 (003160)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
14,480( 4.78) 18.69 27.35 28.94 -21.35 12.25 576 531 347 461 542 -5.9% 17.6% 26 4.5% -29 0% -18 0% 2% -17 0% 적전 적전 4,097억
ND 엑시콘 (092870)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
10,600( -1.03) -1.03 5.37 15.22 -14.45 -12.47 172 111 71 77 38 -77.9% -50.6% -14 0% -46 0% -47 0% -30 0% -67 0% 적자 적자 1,383억
ND 유니테스트 (086390)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
0( )
ND 테크윙 (089030)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
38,450( -2.41) 3.36 13.09 9.54 -13.79 -0.39 244 412 403 508 467 -62.4% -38.2% -27 0% 30 7.3% 56 13.9% 72 14.2% 62 13.3% 적전 적전 14,362억
ND ISC (095340)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
72,100( 1.98) 4.04 8.75 40.82 10.41 32.78 329 249 351 498 504 53.2% 1.2% -79 0% 24 9.6% 86 24.5% 149 29.9% 138 27.4% 흑전 -7.4% 15,283억
ND 리노공업 (058470)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
191,600( -0.21) -1.44 8.49 24.17 4.93 -1.24 734 579 548 709 689 -18.5% -2.3% 332 45.2% 301 52% 233 42.5% 332 46.8% 306 44.4% -21% -0.9% 29,204억
ND 마이크로컨텍솔 (098120)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
5,120(0) -2.29 0.59 6.33 -6.06 -15.23 199 145 143 151 184 -7.5% 21.9% 53 26.6% -12 0% 19 13.3% 15 9.9% 26 14.1% -50.9% 73.3% 425억
ND 오킨스전자 (080580)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
4,430( 0.23) -3.06 1.26 0.45 -25.04 -26.41 133 185 155 160 171 28.6% 6.9% 2.3% -3 0% 1.3% 13 8.1% -4 0% 적전 적전 783억
ND 티에스이 (131290)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
41,250( 0.86) -1.67 0.49 11.34 -18.8 -15.04 769 703 582 760 1106 -14% 34.2% 67 8.7% 1.3% -30 0% 87 11.4% 205 18.5% -23% 흑전 4,562억
ND 티에프이 (425420)
주가 7 14 30 60 120 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 2023.3Q 2023.4Q 2024.1Q 2024.2Q 2024.3Q YoY QoQ 시총
16,160( -0.12) -3.58 8.82 9.04 2.86 -12.65 209 246 173 182 172 -17.7% -5.5% 21 10% 35 14.2% 13 7.5% 16 8.8% 1.2% -90.5% -87.5% 1,839억