반도체 후공정 밸류체인

Wafer Test(EDS)
장비
디아이 12,940( -0.92) 1.09 -7.37 -6.37 -14.87 -8.36
와이아이케이 11,000( -0.36) 0.09 -4.84 -1.79 9.78 11.9
프로브카드
마이크로투나노 7,520( -0.66) 0.27 -11.94 -10.58 -13.26 -12.56
에이엠에스티 0( )
코리아인스트루먼트 0( )
티에스이 37,550( -0.53) 1.62 -8.41 -3.72 -3.72 -10.91
피엠티 3,420( -1.16) INF INF INF INF INF
프로브카드용부품
샘씨엔에스 4,910( 3.26) 11.72 6.97 -1.5 0.92 6.28
화인세라믹 0( )
OSAT
LB세미콘 4,045( -1.7) 5.06 -0.86 0.75 12.05 23.32
네패스아크 15,030( -1.18) 7.43 -1.51 -2.78 13.61 43.83
두산테스나 36,450( 1.67) 3.26 0.14 12.15 41.28 45.51
Packaging & Assembly
OSAT
LB세미콘 4,045( -1.7) 5.06 -0.86 0.75 12.05 23.32
SFA반도체 3,460( 1.47) 7.45 4.53 5.65 9.84 15.14
네패스 12,860( -0.54) 17.98 8.52 11.54 11.83 87.46
두산테스나 36,450( 1.67) 3.26 0.14 12.15 41.28 45.51
하나마이크론 13,950( 0.87) 19.64 12.77 8.22 17.03 26.7
기판
LG이노텍 169,100( 1.26) 6.55 1.32 8.05 12.51 22.01
대덕전자 24,050( 0.63) 7.13 3 0.63 37.82 69.61
삼성전기 160,500( -0.86) 3.75 -1.29 7.94 18.71 36.48
심텍 25,500( -1.92) 8.05 2 10.63 8.28 58.58
코리아써키트 12,540( 1.21) 10 2.45 4.24 11.57 22.22
해성디에스 22,450( -1.32) -0.22 -10.56 -8.18 -18.36 1.13
재료
덕산하이메탈 4,455( -1.55) 0.68 -5.11 -10.36 8.66 8.92
엠케이전자 8,110( -0.49) 4.65 -2.52 -0.12 3.84 9.3
장비
이오테크닉스 206,500( -1.2) -1.2 -12.13 -5.49 18.75 74.26
한미반도체 87,000( -1.58) 0.23 -6.45 -5.33 -10.03 14.02
Packaging Test
OSAT
SFA반도체 3,460( 1.47) 7.45 4.53 5.65 9.84 15.14
네패스 12,860( -0.54) 17.98 8.52 11.54 11.83 87.46
하나마이크론 13,950( 0.87) 19.64 12.77 8.22 17.03 26.7
장비
고영 14,600( 0.34) 5.26 -5.62 0.62 -6.17 1.46
네오셈 7,910( -0.88) -0.13 -9.29 -7.7 -14.85 -20.18
디아이 12,940( -0.92) 1.09 -7.37 -6.37 -14.87 -8.36
엑시콘 9,880( 1.13) 4.44 -4.36 -3.8 -4.73 -3.61
유니테스트 0( )
테크윙 32,700( 7.04) 13.34 11.99 16.79 1.24 -4.94
소켓
ISC 58,200( 0.17) 1.57 -9.63 -3.8 -0.85 12.36
리노공업 47,000( -0.42) 4.56 0.32 -1.47 -8.02 27.89
마이크로컨텍솔 16,020( -3.09) 0 -31.54 -34.07 -25.83 40.65
오킨스전자 6,150( -0.97) 1.32 -18.11 -5.96 -3.61 25.9
티에스이 37,550( -0.53) 1.62 -8.41 -3.72 -3.72 -10.91
티에프이 37,850( -2.32) 12.82 14.87 14.7 32.81 125.3
Wafer Test(EDS)
ND 디아이 (003160)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
12,940( -0.92) 1.09 -7.37 -6.37 -14.87 -8.36 461 542 788 1100 1192 158.6% 8.4% 2% -17 0% 57 7.2% 99 9% 122 10.2% 1255.6% 23.2% 3,662억
ND 와이아이케이 (232140)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
11,000( -0.36) 0.09 -4.84 -1.79 9.78 11.9 650 483 639 389 804 23.7% 106.7% 99 15.2% -5 0% 10 1.6% -15 0% 43 5.3% -56.6% 흑전 9,024억
ND 마이크로투나노 (424980)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
7,520( -0.66) 0.27 -11.94 -10.58 -13.26 -12.56 21 31 43 55 53 152.4% -3.6% -34 0% -12 0% 39 90.7% 9.1% -11 0% 적자 적전 445억
비상장에이엠에스티
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
0( )
비상장코리아인스트루먼트
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
0( )
ND 티에스이 (131290)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
37,550( -0.53) 1.62 -8.41 -3.72 -3.72 -10.91 760 1106 1031 830 1176 32.6% 30.6% 87 11.4% 205 18.5% 136 13.2% 31 3.7% 148 12.6% 흑전 흑전 4,153억
ND 피엠티 (147760)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
3,420( -1.16) INF INF INF INF INF 53 -34 0%  0% 370억
ND 샘씨엔에스 (252990)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
4,910( 3.26) 11.72 6.97 -1.5 0.92 6.28 135 157 132 158 187 136.8% 23.9% 30 22.2% 31 19.7% -15 0% 14 8.9% 35 18.7% 흑전 400% 2,866억
비상장화인세라믹
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
0( )
ND LB세미콘 (061970)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
4,045( -1.7) 5.06 -0.86 0.75 12.05 23.32 1232 1193 1054 1168 1156 -6.2% -1% 12 1% -21 0% -104 0% -40 0% -33 0% 적전 적자 1,771억
ND 네패스아크 (330860)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
15,030( -1.18) 7.43 -1.51 -2.78 13.61 43.83 340 264 256 289 325 -4.4% 12.5% -9 0% -57 0% 37 14.5% -8 0% 45 13.8% 흑전 흑전 1,831억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
36,450( 1.67) 3.26 0.14 12.15 41.28 45.51 998 987 828 592 759 -23.9% 28.2% 167 16.7% 110 11.1% -11 0% -191 0% -21 0% 적전 적자 7,044억
Packaging & Assembly
ND LB세미콘 (061970)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
4,045( -1.7) 5.06 -0.86 0.75 12.05 23.32 1232 1193 1054 1168 1156 -6.2% -1% 12 1% -21 0% -104 0% -40 0% -33 0% 적전 적자 1,771억
ND SFA반도체 (036540)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
3,460( 1.47) 7.45 4.53 5.65 9.84 15.14 1113 951 814 752 761 -31.6% 1.2% 0.4% 0.3% -56 0% -60 0% -67 0% 적전 적자 5,690억
ND 네패스 (033640)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
12,860( -0.54) 17.98 8.52 11.54 11.83 87.46 1286 1088 1052 1293 1309 1.8% 1.2% -34 0% -156 0% 297 28.2% 36 2.8% 79 6% 흑전 119.4% 2,965억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
36,450( 1.67) 3.26 0.14 12.15 41.28 45.51 998 987 828 592 759 -23.9% 28.2% 167 16.7% 110 11.1% -11 0% -191 0% -21 0% 적전 적자 7,044억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
13,950( 0.87) 19.64 12.77 8.22 17.03 26.7 2859 3121 3837 3117 3402 19% 9.1% 186 6.5% 174 5.6% 599 15.6% 117 3.8% 302 8.9% 62.4% 158.1% 9,244억
ND LG이노텍 (011070)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
169,100( 1.26) 6.55 1.32 8.05 12.51 22.01 45553 56851 66286 49828 39345 -13.6% -21% 1517 3.3% 1304 2.3% 2479 3.7% 1251 2.5% 113 0.3% -92.6% -91% 40,021억
ND 대덕전자 (353200)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
24,050( 0.63) 7.13 3 0.63 37.82 69.61 2382 2327 2064 2154 2459 8.4% 10.9% 109 4.6% 92 4% -60 0% -62 0% 19 0.8% 94.6% 흑전 11,884억
ND 삼성전기 (009150)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
160,500( -0.86) 3.75 -1.29 7.94 18.71 36.48 25801 26153 24923 27386 27846 7.9% 1.7% 2081 8.1% 2249 8.6% 1150 4.6% 2006 7.3% 2130 7.6% 2.4% 6.2% 119,883억
ND 심텍 (222800)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
25,500( -1.92) 8.05 2 10.63 8.28 58.58 3117 3248 3031 3036 3408 22.9% 6.1% 36 1.2% 0.2% -361 0% -163 0% 55 1.6% 흑전 흑전 8,122억
ND 코리아써키트 (007810)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
12,540( 1.21) 10 2.45 4.24 11.57 22.22 3754 3413 3352 3545 3313 12.8% 5.8% -45 0% -96 0% -98 0% -16 0% 61 1.8% 적자 적자 2,962억
ND 해성디에스 (195870)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
22,450( -1.32) -0.22 -10.56 -8.18 -18.36 1.13 1535 1494 1451 1375 1574 -14.3% -0.9% 180 11.7% 117 7.8% 62 4.3% 0.3% 82 5.2% -49.6% -13.9% 3,816억
ND 덕산하이메탈 (077360)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
4,455( -1.55) 0.68 -5.11 -10.36 8.66 8.92 606 575 568 441 574 72.2% -0.3% 70 11.6% 24 4.2% 51 9% -13 0% 25 4.4% 흑전 79.5% 2,024억
ND 엠케이전자 (033160)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
8,110( -0.49) 4.65 -2.52 -0.12 3.84 9.3 2951 2679 3356 2836 3361 13.9% 18.5% 212 7.2% 48 1.8% 211 6.3% -11 0% 117 3.5% -44.8% 흑전 1,789억
ND 이오테크닉스 (039030)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
206,500( -1.2) -1.2 -12.13 -5.49 18.75 74.26 744 829 907 848 942 26.6% 11.1% 65 8.7% 104 12.5% 87 9.6% 144 17% 258 27.4% 296.9% 79.2% 25,439억
ND 한미반도체 (042700)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
87,000( -1.58) 0.23 -6.45 -5.33 -10.03 14.02 1235 2085 1496 1473 1800 45.7% 22.2% 554 44.9% 993 47.6% 719 48.1% 696 47.3% 863 47.9% 55.8% 24% 84,054억
Packaging Test
ND SFA반도체 (036540)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
3,460( 1.47) 7.45 4.53 5.65 9.84 15.14 1113 951 814 752 761 -31.6% 1.2% 0.4% 0.3% -56 0% -60 0% -67 0% 적전 적자 5,690억
ND 네패스 (033640)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
12,860( -0.54) 17.98 8.52 11.54 11.83 87.46 1286 1088 1052 1293 1309 1.8% 1.2% -34 0% -156 0% 297 28.2% 36 2.8% 79 6% 흑전 119.4% 2,965억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
13,950( 0.87) 19.64 12.77 8.22 17.03 26.7 2859 3121 3837 3117 3402 19% 9.1% 186 6.5% 174 5.6% 599 15.6% 117 3.8% 302 8.9% 62.4% 158.1% 9,244억
ND 고영 (098460)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
14,600( 0.34) 5.26 -5.62 0.62 -6.17 1.46 525 463 507 511 521 -0.8% 2% 32 6.1% 1.5% -27 0% 32 6.3% 25 4.8% -21.9% -21.9% 10,023억
ND 네오셈 (253590)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
7,910( -0.88) -0.13 -9.29 -7.7 -14.85 -20.18 99 332 331 148 163 -70.9% -65.1% -15 0% 104 31.3% 49 14.8% 15 10.1% 3.1% 적전 적전 3,470억
ND 디아이 (003160)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
12,940( -0.92) 1.09 -7.37 -6.37 -14.87 -8.36 461 542 788 1100 1192 158.6% 8.4% 2% -17 0% 57 7.2% 99 9% 122 10.2% 1255.6% 23.2% 3,662억
ND 엑시콘 (092870)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
9,880( 1.13) 4.44 -4.36 -3.8 -4.73 -3.61 77 38 129 19 75 -2.6% 294.7% -30 0% -67 0% -11 0% -57 0% -29 0% 적자 적자 1,289억
ND 유니테스트 (086390)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
0( )
ND 테크윙 (089030)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
32,700( 7.04) 13.34 11.99 16.79 1.24 -4.94 508 467 477 346 489 28.6% 26.1% 72 14.2% 62 13.3% 44 9.2% 18 5.2% 62 12.7% 200% 28.6% 12,214억
ND ISC (095340)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
58,200( 0.17) 1.57 -9.63 -3.8 -0.85 12.36 498 504 391 317 517 3.8% 63.1% 149 29.9% 138 27.4% 74 18.9% 70 22.1% 137 26.5% -8.1% 95.7% 12,336억
ND 리노공업 (058470)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
47,000( -0.42) 4.56 0.32 -1.47 -8.02 27.89 709 689 834 784 1125 -5.6% 29.4% 332 46.8% 306 44.4% 370 44.4% 349 44.5% 534 47.5% -0.9% 42.5% 35,819억
ND 마이크로컨텍솔 (098120)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
16,020( -3.09) 0 -31.54 -34.07 -25.83 40.65 151 184 217 253 223 47.7% -11.9% 15 9.9% 26 14.1% 41 18.9% 49 19.4% 36 16.1% 140% -26.5% 1,331억
ND 오킨스전자 (080580)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
6,150( -0.97) 1.32 -18.11 -5.96 -3.61 25.9 160 171 178 188 270 68.8% 43.6% 13 8.1% -4 0% 5.1% 16 8.5% 31 11.5% 138.5% 93.8% 1,087억
ND 티에스이 (131290)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
37,550( -0.53) 1.62 -8.41 -3.72 -3.72 -10.91 760 1106 1031 830 1176 32.6% 30.6% 87 11.4% 205 18.5% 136 13.2% 31 3.7% 148 12.6% 흑전 흑전 4,153억
ND 티에프이 (425420)
주가 7 14 30 60 120 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 2024.2Q 2024.3Q 2024.4Q 2025.1Q 2025.2Q YoY QoQ 시총
37,850( -2.32) 12.82 14.87 14.7 32.81 125.3 182 172 206 220 250 37.4% 13.6% 16 8.8% 1.2% 12 5.8% 29 13.2% 39 15.6% 143.8% 34.5% 4,307억