반도체 후공정 밸류체인

Wafer Test(EDS)
장비
디아이 19,340( -5.2) -12.29 -10.46 -25.9 -8.12 44.01
와이아이케이 13,280( -5.48) -10.87 -2.71 -1.85 -9.54 20.4
프로브카드
마이크로투나노 7,560( -5.38) -9.03 -13.4 -21.66 -19.14 -7.24
에이엠에스티 0( )
코리아인스트루먼트 0( )
티에스이 53,300( -4.65) -9.35 -10.87 -2.38 3.7 37.55
피엠티 3,420( -1.16) INF INF INF INF INF
프로브카드용부품
샘씨엔에스 6,680( -2.77) -5.92 -7.09 -1.62 -5.92 50.11
화인세라믹 0( )
OSAT
LB세미콘 3,980( -2.21) -11.06 -12.43 -13.95 -26.3 -0.5
네패스아크 15,670( -4.51) -10.41 -12.51 -19.85 -14.7 6.09
두산테스나 41,100( -2.72) -5.41 -9.47 -10.65 -17.55 17.43
Packaging & Assembly
OSAT
LB세미콘 3,980( -2.21) -11.06 -12.43 -13.95 -26.3 -0.5
SFA반도체 3,920( -2.61) -6.44 -9.89 -9.99 -9.36 18.07
네패스 15,930( -5.07) -10.56 -8.97 -11.65 -1.55 40.35
두산테스나 41,100( -2.72) -5.41 -9.47 -10.65 -17.55 17.43
하나마이크론 22,900( -4.58) -8.03 -9.31 -11.92 -11.75 87.86
기판
LG이노텍 280,000( -2.61) -2.61 12.9 14.29 33.65 70.32
대덕전자 45,000( -1.75) -8.16 -5.26 -12.11 39.32 96.94
삼성전기 255,000( -3.23) -5.38 1.19 18.33 23.19 61.19
심텍 48,900( -2.59) -8.94 -6.14 -12.52 -0.41 100.82
코리아써키트 33,900( -5.83) -13.96 -0.59 5.44 81.67 184.16
해성디에스 49,050( -1.9) -8.49 -8.83 -12.1 23.09 107.84
재료
덕산하이메탈 5,730( -2.39) -1.04 -0.52 -12.52 -14.22 29.49
엠케이전자 8,150( -3.89) -5.12 -4.9 -6 -16.84 1.24
장비
이오테크닉스 237,000( -5.95) -12.87 -14.13 -15.66 -4.63 6.28
한미반도체 116,300( -1.86) -4.12 -3.49 -12.09 -18.27 30.97
Packaging Test
OSAT
SFA반도체 3,920( -2.61) -6.44 -9.89 -9.99 -9.36 18.07
네패스 15,930( -5.07) -10.56 -8.97 -11.65 -1.55 40.35
하나마이크론 22,900( -4.58) -8.03 -9.31 -11.92 -11.75 87.86
장비
고영 24,650( -5.19) -10.04 -11.17 26.15 54.45 69.42
네오셈 9,390( -2.69) -6.85 -9.71 -16.53 -19.12 12.32
디아이 19,340( -5.2) -12.29 -10.46 -25.9 -8.12 44.01
엑시콘 14,690( -5.1) -4.86 0.48 -6.43 3.6 46.9
유니테스트 0( )
테크윙 41,750( -2.91) -8.04 -11.83 -25.18 -36.16 47.79
소켓
ISC 98,500( -4.37) -10.21 -11.1 18.39 24.68 61.21
리노공업 59,300( -3.73) -9.19 -9.6 0.34 3.85 28.08
마이크로컨텍솔 17,570( -4.3) -6.89 -7.28 -9.25 -33.19 1.09
오킨스전자 10,100( -2.79) 1.92 21.54 20.96 2.33 53.03
티에스이 53,300( -4.65) -9.35 -10.87 -2.38 3.7 37.55
티에프이 33,650( -6.4) -13.83 -25.39 -21.84 -16.19 7.17
Wafer Test(EDS)
ND 디아이 (003160)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
19,340( -5.2) -12.29 -10.46 -25.9 -8.12 44.01 542 788 1100 1192 1091 101.3% -8.5% -17 0% 57 7.2% 99 9% 122 10.2% 100 9.2% 흑전 -18% 5,473억
ND 와이아이케이 (232140)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
13,280( -5.48) -10.87 -2.71 -1.85 -9.54 20.4 483 639 389 804 666 37.9% -17.2% -5 0% 10 1.6% -15 0% 43 5.3% 49 7.4% 흑전 14% 10,895억
ND 마이크로투나노 (424980)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
7,560( -5.38) -9.03 -13.4 -21.66 -19.14 -7.24 31 43 55 53 69 122.6% 30.2% -12 0% 39 90.7% 9.1% -11 0% -8 0% 적자 적자 447억
비상장에이엠에스티
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0( )
비상장코리아인스트루먼트
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0( )
ND 티에스이 (131290)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
53,300( -4.65) -9.35 -10.87 -2.38 3.7 37.55 1106 1031 830 1176 1044 43.8% 45.5% 205 18.5% 136 13.2% 31 3.7% 148 12.6% 115 11% 206% 135.6% 5,895억
ND 피엠티 (147760)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
3,420( -1.16) INF INF INF INF INF  0% 370억
ND 샘씨엔에스 (252990)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
6,680( -2.77) -5.92 -7.09 -1.62 -5.92 50.11 157 132 158 187 208 65.3% 16.3% 31 19.7% -15 0% 14 8.9% 35 18.7% 54 26% 342.9% 3.3% 3,900억
비상장화인세라믹
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0( )
ND LB세미콘 (061970)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
3,980( -2.21) -11.06 -12.43 -13.95 -26.3 -0.5 1193 1054 1168 1156 1256 5.3% 8.7% -21 0% -104 0% -40 0% -33 0% -63 0% 적자 적자 1,742억
ND 네패스아크 (330860)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
15,670( -4.51) -10.41 -12.51 -19.85 -14.7 6.09 264 256 289 325 277 4.9% -14.8% -57 0% 37 14.5% -8 0% 45 13.8% 11 4% 흑전 -75.6% 1,909억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
41,100( -2.72) -5.41 -9.47 -10.65 -17.55 17.43 987 828 592 759 832 -15.7% 9.6% 110 11.1% -11 0% -191 0% -21 0% 53 6.4% -51.8% 흑전 7,943억
Packaging & Assembly
ND LB세미콘 (061970)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
3,980( -2.21) -11.06 -12.43 -13.95 -26.3 -0.5 1193 1054 1168 1156 1256 5.3% 8.7% -21 0% -104 0% -40 0% -33 0% -63 0% 적자 적자 1,742억
ND SFA반도체 (036540)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
3,920( -2.61) -6.44 -9.89 -9.99 -9.36 18.07 951 814 752 761 965 1.5% 26.8% 0.3% -56 0% -60 0% -67 0% -63 0% 적전 적자 6,446억
ND 네패스 (033640)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
15,930( -5.07) -10.56 -8.97 -11.65 -1.55 40.35 1088 1052 1293 1309 1375 26.4% 5% -156 0% 297 28.2% 36 2.8% 79 6% 108 7.9% 흑전 36.7% 3,673억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
41,100( -2.72) -5.41 -9.47 -10.65 -17.55 17.43 987 828 592 759 832 -15.7% 9.6% 110 11.1% -11 0% -191 0% -21 0% 53 6.4% -51.8% 흑전 7,943억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
22,900( -4.58) -8.03 -9.31 -11.92 -11.75 87.86 3121 3837 3117 3402 4324 38.5% 27.1% 174 5.6% 599 15.6% 117 3.8% 302 8.9% 384 8.9% 120.7% 27.2% 15,176억
ND LG이노텍 (011070)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
280,000( -2.61) -2.61 12.9 14.29 33.65 70.32 56851 66286 49828 39345 53694 -5.6% 36.5% 1304 2.3% 2479 3.7% 1251 2.5% 113 0.3% 2037 3.8% 56.2% 1702.7% 66,267억
ND 대덕전자 (353200)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
45,000( -1.75) -8.16 -5.26 -12.11 39.32 96.94 2327 2064 2154 2459 2862 -2.1% -2.3% 92 4% -60 0% -62 0% 19 0.8% 224 7.8% 557.1% -15.6% 22,237억
ND 삼성전기 (009150)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
255,000( -3.23) -5.38 1.19 18.33 23.19 61.19 26153 24923 27386 27846 28890 10.5% 3.7% 2249 8.6% 1150 4.6% 2006 7.3% 2130 7.6% 2603 9% 15.7% 22.2% 190,468억
ND 심텍 (222800)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
48,900( -2.59) -8.94 -6.14 -12.52 -0.41 100.82 3248 3031 3036 3408 3728 13.1% 4.2% 0.2% -361 0% -163 0% 55 1.6% 124 3.3% 흑전 -86.1% 15,576억
ND 코리아써키트 (007810)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
33,900( -5.83) -13.96 -0.59 5.44 81.67 184.16 3413 3352 3545 3313 3757 -2.6% -9.1% -96 0% -98 0% -16 0% 61 1.8% 133 3.5% 적자 적자 8,007억
ND 해성디에스 (195870)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
49,050( -1.9) -8.49 -8.83 -12.1 23.09 107.84 1494 1451 1375 1574 1786 -3.9% -2.7% 117 7.8% 62 4.3% 0.3% 82 5.2% 161 9% -39.7% -35% 8,338억
ND 덕산하이메탈 (077360)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
5,730( -2.39) -1.04 -0.52 -12.52 -14.22 29.49 575 568 441 574 615 47.8% -5.1% 24 4.2% 51 9% -13 0% 25 4.4% 16 2.6% 흑전 -65.7% 2,603억
ND 엠케이전자 (033160)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
8,150( -3.89) -5.12 -4.9 -6 -16.84 1.24 2679 3356 2836 3361 3769 40.7% 12.1% 48 1.8% 211 6.3% -11 0% 117 3.5% -64 0% 적전 적전 1,798억
ND 이오테크닉스 (039030)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
237,000( -5.95) -12.87 -14.13 -15.66 -4.63 6.28 829 907 848 942 1005 21.2% 6.7% 104 12.5% 87 9.6% 144 17% 258 27.4% 260 25.9% 150% 0.8% 29,197억
ND 한미반도체 (042700)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
116,300( -1.86) -4.12 -3.49 -12.09 -18.27 30.97 2085 1496 1473 1800 1662 -20.3% -7.7% 993 47.6% 719 48.1% 696 47.3% 863 47.9% 678 40.8% -31.7% -21.4% 112,362억
Packaging Test
ND SFA반도체 (036540)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
3,920( -2.61) -6.44 -9.89 -9.99 -9.36 18.07 951 814 752 761 965 1.5% 26.8% 0.3% -56 0% -60 0% -67 0% -63 0% 적전 적자 6,446억
ND 네패스 (033640)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
15,930( -5.07) -10.56 -8.97 -11.65 -1.55 40.35 1088 1052 1293 1309 1375 26.4% 5% -156 0% 297 28.2% 36 2.8% 79 6% 108 7.9% 흑전 36.7% 3,673억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
22,900( -4.58) -8.03 -9.31 -11.92 -11.75 87.86 3121 3837 3117 3402 4324 38.5% 27.1% 174 5.6% 599 15.6% 117 3.8% 302 8.9% 384 8.9% 120.7% 27.2% 15,176억
ND 고영 (098460)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
24,650( -5.19) -10.04 -11.17 26.15 54.45 69.42 463 507 511 521 603 30.2% 15.7% 1.5% -27 0% 32 6.3% 25 4.8% 47 7.8% 571.4% 88% 16,923억
ND 네오셈 (253590)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
9,390( -2.69) -6.85 -9.71 -16.53 -19.12 12.32 332 331 148 163 102 62.7% 235.4% 104 31.3% 49 14.8% 15 10.1% 3.1% -5 0% 1980% 흑전 4,119억
ND 디아이 (003160)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
19,340( -5.2) -12.29 -10.46 -25.9 -8.12 44.01 542 788 1100 1192 1091 101.3% -8.5% -17 0% 57 7.2% 99 9% 122 10.2% 100 9.2% 흑전 -18% 5,473억
ND 엑시콘 (092870)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
14,690( -5.1) -4.86 0.48 -6.43 3.6 46.9 38 129 19 75 114 200% 52% -67 0% -11 0% -57 0% -29 0% -20 0% 적자 적자 1,917억
ND 유니테스트 (086390)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0( )
ND 테크윙 (089030)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
41,750( -2.91) -8.04 -11.83 -25.18 -36.16 47.79 467 477 346 489 418 91.4% -8.1% 62 13.3% 44 9.2% 18 5.2% 62 12.7% 71 17% 흑전 -13.9% 15,595억
ND ISC (095340)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
98,500( -4.37) -10.21 -11.1 18.39 24.68 61.21 504 391 317 517 645 28% 24.8% 138 27.4% 74 18.9% 70 22.1% 137 26.5% 174 27% 26.1% 27% 20,879억
ND 리노공업 (058470)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
59,300( -3.73) -9.19 -9.6 0.34 3.85 28.08 689 834 784 1125 968 -6.1% -2.8% 306 44.4% 370 44.4% 349 44.5% 534 47.5% 483 49.9% -7.8% -7.8% 45,193억
ND 마이크로컨텍솔 (098120)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
17,570( -4.3) -6.89 -7.28 -9.25 -33.19 1.09 184 217 253 223 254 38% 13.9% 26 14.1% 41 18.9% 49 19.4% 36 16.1% 39 15.4% 50% 8.3% 1,460억
ND 오킨스전자 (080580)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
10,100( -2.79) 1.92 21.54 20.96 2.33 53.03 171 178 188 270 233 36.3% -13.7% -4 0% 5.1% 16 8.5% 31 11.5% 37 15.9% 흑전 19.4% 1,785억
ND 티에스이 (131290)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
53,300( -4.65) -9.35 -10.87 -2.38 3.7 37.55 1106 1031 830 1176 1044 43.8% 45.5% 205 18.5% 136 13.2% 31 3.7% 148 12.6% 115 11% 206% 135.6% 5,895억
ND 티에프이 (425420)
주가 7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
33,650( -6.4) -13.83 -25.39 -21.84 -16.19 7.17 172 206 220 250 272 58.1% 8.8% 1.2% 12 5.8% 29 13.2% 39 15.6% 48 17.6% 2300% 23.1% 3,829억