반도체 후공정 밸류체인

Wafer Test(EDS)
장비
디아이 16,260( 5.93) 2.85 -11.63 -9.31 43.39 -8.65
와이아이케이 12,380( 13.06) 17.9 7.84 8.22 21.37 -12.76
프로브카드
마이크로투나노 6,140( 0.82) 2.68 -9.84 -6.4 1.15 -34.33
에이엠에스티 0( )
코리아인스트루먼트 0( )
티에스이 45,000( 0.78) 7.91 -0.77 9.49 14.8 -15.57
피엠티 3,420( -1.16) INF INF INF INF -8.19
프로브카드용부품
샘씨엔에스 4,920( 1.34) 6.72 -3.34 4.57 20.88 -20.52
화인세라믹 0( )
OSAT
LB세미콘 4,335( 2.73) 15.6 7.97 12.89 19.75 4.84
네패스아크 13,580( 2.03) 21.79 8.81 12.7 31.84 -1.24
두산테스나 37,900( 18.44) 38.57 26.76 46.62 36.58 21.28
Packaging & Assembly
OSAT
LB세미콘 4,335( 2.73) 15.6 7.97 12.89 19.75 4.84
SFA반도체 3,705( 1.51) 18.56 8.18 15.96 16.14 -0.27
네패스 8,200( 0.49) 25.77 14.37 13.42 21.66 -2.5
두산테스나 37,900( 18.44) 38.57 26.76 46.62 36.58 21.28
하나마이크론 11,670( 5.32) 18.6 5.14 10.51 21.06 -4.27
기판
LG이노텍 153,000( 1.66) 7.14 2.96 -5.67 -10.63 -24.82
대덕전자 19,000( 1.6) 11.7 -5 18.6 18.82 5.03
삼성전기 144,100( 4.04) 9.33 12.49 13.82 14.27 10.08
심텍 14,770( 2.5) 31.64 13.35 25.38 27.22 -19.33
코리아써키트 10,420( 2.76) 10.85 2.26 13.51 14.25 -3.61
해성디에스 26,150( 1.36) 11.75 -1.51 -0.95 11.51 -10.6
재료
덕산하이메탈 3,990( 3.77) 8.28 -1.12 1.92 4.04 -22.37
엠케이전자 8,740( 0.11) -2.24 27.78 28.15 35.5 9.66
장비
이오테크닉스 150,200( 5.03) 8.06 -5.18 -5 15.1 -16.32
한미반도체 99,600( -6.04) -6.13 -17.41 -6.83 20 -12.25
Packaging Test
OSAT
SFA반도체 3,705( 1.51) 18.56 8.18 15.96 16.14 -0.27
네패스 8,200( 0.49) 25.77 14.37 13.42 21.66 -2.5
하나마이크론 11,670( 5.32) 18.6 5.14 10.51 21.06 -4.27
장비
고영 18,090( -0.17) 8.13 14.49 109.13 112.57 72.29
네오셈 10,450( 3.47) 17.68 3.88 4.92 11.29 -13.49
디아이 16,260( 5.93) 2.85 -11.63 -9.31 43.39 -8.65
엑시콘 13,640( 2.71) 14.33 4.84 6.23 40.47 6.31
유니테스트 0( )
테크윙 43,700(0) 6.59 -11.72 -5 27.22 13.51
소켓
ISC 70,300( 0.57) 16.01 -3.57 0.29 14.87 19.15
리노공업 226,500( 5.1) 11.85 5.1 14.45 31.23 12.97
마이크로컨텍솔 6,100( 2.69) 10.71 -0.81 9.52 24.62 10.31
오킨스전자 5,690( 0.89) 7.56 -2.4 15.65 30.5 -8.08
티에스이 45,000( 0.78) 7.91 -0.77 9.49 14.8 -15.57
티에프이 18,140( 7.59) 16.21 6.58 -6.2 19.66 -5.96
Wafer Test(EDS)
ND 디아이 (003160)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
16,260( 5.93) 2.85 -11.63 -9.31 43.39 -8.65 531 347 461 542 -29 0% -18 0% 2% -17 0% 4,601억
ND 와이아이케이 (232140)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
12,380( 13.06) 17.9 7.84 8.22 21.37 -12.76 551 339 650 483 56 10.2% 0.3% 99 15.2% -5 0% 10,157억
ND 마이크로투나노 (424980)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
6,140( 0.82) 2.68 -9.84 -6.4 1.15 -34.33 45 6 21 31 -65 0% -29 0% -34 0% -12 0% 363억
비상장에이엠에스티
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
0( )
비상장코리아인스트루먼트
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
0( )
ND 티에스이 (131290)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
45,000( 0.78) 7.91 -0.77 9.49 14.8 -15.57 703 582 760 1106 -13.8% -8.6% 1.3% -30 0% 87 11.4% 205 18.5% -71% -86.6% 4,977억
ND 피엠티 (147760)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
3,420( -1.16) INF INF INF INF -8.19 108 71 53 -31 0% -13 0% -34 0%  0% 370억
ND 샘씨엔에스 (252990)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
4,920( 1.34) 6.72 -3.34 4.57 20.88 -20.52 80 109 135 157 132 -31.6% -15.8% -17 0% 5.5% 30 22.2% 31 19.7% -15 0% 적전 적전 2,872억
비상장화인세라믹
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
0( )
ND LB세미콘 (061970)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
4,335( 2.73) 15.6 7.97 12.89 19.75 4.84 1141 1028 1232 1193 -32 0% -75 0% 12 1% -21 0% 1,898억
ND 네패스아크 (330860)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
13,580( 2.03) 21.79 8.81 12.7 31.84 -1.24 355 331 340 264 15 4.2% 1.2% -9 0% -57 0% 1,654억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
37,900( 18.44) 38.57 26.76 46.62 36.58 21.28 857 917 998 987 132 15.4% 112 12.2% 167 16.7% 110 11.1% 7,325억
Packaging & Assembly
ND LB세미콘 (061970)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
4,335( 2.73) 15.6 7.97 12.89 19.75 4.84 1141 1028 1232 1193 -32 0% -75 0% 12 1% -21 0% 1,898억
ND SFA반도체 (036540)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
3,705( 1.51) 18.56 8.18 15.96 16.14 -0.27 969 1220 1113 950 -57 0% 24 2% 0.4% 0.2% 6,093억
ND 네패스 (033640)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
8,200( 0.49) 25.77 14.37 13.42 21.66 -2.5 1189 1215 1286 1088 -111 0% -72 0% -34 0% -156 0% 1,890억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
37,900( 18.44) 38.57 26.76 46.62 36.58 21.28 857 917 998 987 132 15.4% 112 12.2% 167 16.7% 110 11.1% 7,325억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
11,670( 5.32) 18.6 5.14 10.51 21.06 -4.27 2414 2689 2859 3121 68 2.8% 108 4% 186 6.5% 174 5.6% 7,733억
ND LG이노텍 (011070)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
153,000( 1.66) 7.14 2.96 -5.67 -10.63 -24.82 75586 43336 45553 56851 4837 6.4% 1760 4.1% 1517 3.3% 1304 2.3% 36,210억
ND 대덕전자 (353200)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
19,000( 1.6) 11.7 -5 18.6 18.82 5.03 2344 2148 2382 2327 2064 -20.9% -1.4% 64 2.7% -29 0% 109 4.6% 92 4% -60 0% -86.7% 357.1% 9,389억
ND 삼성전기 (009150)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
144,100( 4.04) 9.33 12.49 13.82 14.27 10.08 23062 26243 25801 26153 1103 4.8% 1803 6.9% 2081 8.1% 2249 8.6% 107,633억
ND 심텍 (222800)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
14,770( 2.5) 31.64 13.35 25.38 27.22 -19.33 2970 2939 3117 3248 -9.5% 3.4% -287 0% -149 0% 36 1.2% 0.2% 적전 적자 4,704억
ND 코리아써키트 (007810)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
10,420( 2.76) 10.85 2.26 13.51 14.25 -3.61 3124 3548 3754 3413 -11.9% -10.8% -89 0% -90 0% -45 0% -96 0% 적자 적자 2,461억
ND 해성디에스 (195870)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
26,150( 1.36) 11.75 -1.51 -0.95 11.51 -10.6 1451 1549 1535 1494 1451 -27.2% -6.7% 163 11.2% 209 13.5% 180 11.7% 117 7.8% 62 4.3% -63.5% -16% 4,445억
ND 덕산하이메탈 (077360)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
3,990( 3.77) 8.28 -1.12 1.92 4.04 -22.37 333 608 606 575 -31.1% -14.4% -82 0% 39 6.4% 70 11.6% 24 4.2% 적자 적자 1,812억
ND 엠케이전자 (033160)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
8,740( 0.11) -2.24 27.78 28.15 35.5 9.66 3437 2720 2951 2679 139 4% 87 3.2% 212 7.2% 48 1.8% 1,928억
ND 이오테크닉스 (039030)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
150,200( 5.03) 8.06 -5.18 -5 15.1 -16.32 715 728 744 829 48 6.7% 55 7.6% 65 8.7% 104 12.5% 18,503억
ND 한미반도체 (042700)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
99,600( -6.04) -6.13 -17.41 -6.83 20 -12.25 522 773 1235 2085 1496 186.6% -28.2% 184 35.2% 287 37.1% 554 44.9% 993 47.6% 719 48.1% 290.8% -27.6% 96,227억
Packaging Test
ND SFA반도체 (036540)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
3,705( 1.51) 18.56 8.18 15.96 16.14 -0.27 969 1220 1113 950 -57 0% 24 2% 0.4% 0.2% 6,093억
ND 네패스 (033640)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
8,200( 0.49) 25.77 14.37 13.42 21.66 -2.5 1189 1215 1286 1088 -111 0% -72 0% -34 0% -156 0% 1,890억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
11,670( 5.32) 18.6 5.14 10.51 21.06 -4.27 2414 2689 2859 3121 68 2.8% 108 4% 186 6.5% 174 5.6% 7,733억
ND 고영 (098460)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
18,090( -0.17) 8.13 14.49 109.13 112.57 72.29 588 530 525 463 507 -13.8% 9.5% 57 9.7% 22 4.2% 32 6.1% 1.5% -27 0% 적전 적전 12,419억
ND 네오셈 (253590)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
10,450( 3.47) 17.68 3.88 4.92 11.29 -13.49 249 284 99 332 331 -23.4% 22.1% 20 8% 26 9.2% -15 0% 104 31.3% 49 14.8% -63.6% 300% 4,584억
ND 디아이 (003160)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
16,260( 5.93) 2.85 -11.63 -9.31 43.39 -8.65 531 347 461 542 -29 0% -18 0% 2% -17 0% 4,601억
ND 엑시콘 (092870)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
13,640( 2.71) 14.33 4.84 6.23 40.47 6.31 111 71 77 38 -46 0% -47 0% -30 0% -67 0% 1,780억
ND 유니테스트 (086390)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
0( )
ND 테크윙 (089030)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
43,700(0) 6.59 -11.72 -5 27.22 13.51 412 403 508 467 477 -19.2% 68.9% 30 7.3% 56 13.9% 72 14.2% 62 13.3% 41 8.6% -57.7% 흑전 16,323억
ND ISC (095340)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
70,300( 0.57) 16.01 -3.57 0.29 14.87 19.15 249 351 498 504 391 57% -22.4% 24 9.6% 86 24.5% 149 29.9% 138 27.4% 74 18.9% 208.3% -46.4% 14,901억
ND 리노공업 (058470)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
226,500( 5.1) 11.85 5.1 14.45 31.23 12.97 579 548 709 689 12.2% -21.1% 301 52% 233 42.5% 332 46.8% 306 44.4% 90.5% -9.3% 34,523억
ND 마이크로컨텍솔 (098120)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
6,100( 2.69) 10.71 -0.81 9.52 24.62 10.31 145 143 151 184 -12 0% 19 13.3% 15 9.9% 26 14.1% 507억
ND 오킨스전자 (080580)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
5,690( 0.89) 7.56 -2.4 15.65 30.5 -8.08 185 155 160 171 -3 0% 1.3% 13 8.1% -4 0% 1,005억
ND 티에스이 (131290)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
45,000( 0.78) 7.91 -0.77 9.49 14.8 -15.57 703 582 760 1106 -13.8% -8.6% 1.3% -30 0% 87 11.4% 205 18.5% -71% -86.6% 4,977억
ND 티에프이 (425420)
주가 7 14 30 60 120 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 2023.4Q 2024.1Q 2024.2Q 2024.3Q 2024.4Q YoY QoQ 시총
18,140( 7.59) 16.21 6.58 -6.2 19.66 -5.96 246 173 182 172 35 14.2% 13 7.5% 16 8.8% 1.2% 2,064억