반도체 후공정 밸류체인

Wafer Test(EDS)
장비
디아이 14,280( 0.21) 5.93 4.23 -4.42 -12.93 17.82
와이아이케이 9,950( -1.97) -1.58 -5.15 -19.43 -18.11 -5.69
프로브카드
마이크로투나노 6,720( 2.6) 20.43 31.76 12.56 6.67 11.63
에이엠에스티 0( )
코리아인스트루먼트 0( )
티에스이 42,650( -3.94) -1.95 3.77 -16.21 -10.12 6.23
피엠티 3,420( -1.16) INF INF INF INF INF
프로브카드용부품
샘씨엔에스 4,735( -0.73) 4.41 5.93 -2.77 -8.94 18.67
화인세라믹 0( )
OSAT
LB세미콘 3,380( -0.88) 3.52 10.64 -4.11 -16.44 -3.84
네패스아크 10,740(0) 1.8 3.77 -9.9 -19.79 2.09
두산테스나 24,450( -0.61) 2.09 2.3 -14.51 -26.13 -2.78
Packaging & Assembly
OSAT
LB세미콘 3,380( -0.88) 3.52 10.64 -4.11 -16.44 -3.84
SFA반도체 3,030( 0.33) 4.84 8.21 -8.32 -13.06 -3.19
네패스 6,930( 0.43) 0.43 2.82 -8.21 -17.7 2.82
두산테스나 24,450( -0.61) 2.09 2.3 -14.51 -26.13 -2.78
하나마이크론 11,130( -3.13) 2.77 1.18 -15.1 -4.79 18.4
기판
LG이노텍 139,400( -4.19) 0.29 1.16 -20.25 -15 -16.38
대덕전자 14,600( -0.68) 1.32 0.97 -17.23 -24.94 -3.57
삼성전기 122,000( -0.33) 0.83 3.57 -12.36 -15.1 -3.1
심텍 17,090( -1.84) 1.85 -4.04 -21.43 -10.29 53.83
코리아써키트 10,070( -1.76) 0.5 2.55 -18 -24 9.34
해성디에스 24,050( -1.84) 0.21 2.56 -17.64 -18.34 -2.24
재료
덕산하이메탈 4,185( -0.59) 2.83 6.76 -4.67 -7.31 10.42
엠케이전자 7,510( -0.92) -0.53 13.1 -0.92 -12.47 12.93
장비
이오테크닉스 119,600( -0.83) 3.28 -1.73 -22.14 -20.05 -9.39
한미반도체 83,300( -2.69) 13.8 21.25 -2 -17.44 0.97
Packaging Test
OSAT
SFA반도체 3,030( 0.33) 4.84 8.21 -8.32 -13.06 -3.19
네패스 6,930( 0.43) 0.43 2.82 -8.21 -17.7 2.82
하나마이크론 11,130( -3.13) 2.77 1.18 -15.1 -4.79 18.4
장비
고영 13,150( -1.05) -0.45 -2.23 -9.87 -31.55 59.59
네오셈 9,640( 2.88) 6.17 4.56 -9.91 -20 8.44
디아이 14,280( 0.21) 5.93 4.23 -4.42 -12.93 17.82
엑시콘 10,440( 0.1) 1.16 -2.61 -18.44 -24.35 0.97
유니테스트 0( )
테크윙 33,500( -1.76) 6.18 12.98 -9.95 -23.25 -8.72
소켓
ISC 51,400( -0.58) 5.33 4.79 -15.88 -26.99 -24.74
리노공업 172,300(0) 0 0 -14.7 -23.42 -11.6
마이크로컨텍솔 12,170( -0.25) 11.86 32.28 24.18 38.93 137.7
오킨스전자 4,990( 2.99) 4.28 4.83 -13.07 -19.52 13.8
티에스이 42,650( -3.94) -1.95 3.77 -16.21 -10.12 6.23
티에프이 17,440( 0.17) 1.69 7.26 -3.65 -5.63 13.47
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
14,280( 0.21) 5.93 4.23 -4.42 -12.93 17.82 531 347 461 542 788 48.4% 45.4% -29 0% -18 0% 2% -17 0% 57 7.2% 흑전 흑전 4,041억
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
9,950( -1.97) -1.58 -5.15 -19.43 -18.11 -5.69 551 339 650 483 639 16% 32.3% 56 10.2% 0.3% 99 15.2% -5 0% 10 1.6% -82.1% 흑전 8,163억
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
6,720( 2.6) 20.43 31.76 12.56 6.67 11.63 45 6 21 31 43 -4.4% 38.7% -65 0% -29 0% -34 0% -12 0% 39 90.7% 흑전 흑전 397억
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
42,650( -3.94) -1.95 3.77 -16.21 -10.12 6.23 703 582 760 1106 1031 -13.8% -8.6% 1.3% -30 0% 87 11.4% 205 18.5% 136 13.2% -71% -86.6% 4,717억
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 INF 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
4,735( -0.73) 4.41 5.93 -2.77 -8.94 18.67 80 109 135 157 132 -31.6% -15.8% -17 0% 5.5% 30 22.2% 31 19.7% -15 0% 적전 적전 2,764억
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
3,380( -0.88) 3.52 10.64 -4.11 -16.44 -3.84 1141 1028 1232 1193 1054 -7.6% -11.7% -32 0% -75 0% 12 1% -21 0% -104 0% 적자 적자 1,479억
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
10,740(0) 1.8 3.77 -9.9 -19.79 2.09 355 331 340 264 256 -27.9% -3% 15 4.2% 1.2% -9 0% -57 0% 37 14.5% 146.7% 흑전 1,308억
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
24,450( -0.61) 2.09 2.3 -14.51 -26.13 -2.78 857 917 998 987 828 -3.4% -16.1% 132 15.4% 112 12.2% 167 16.7% 110 11.1% -11 0% 적전 적전 4,725억
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
3,380( -0.88) 3.52 10.64 -4.11 -16.44 -3.84 1141 1028 1232 1193 1054 -7.6% -11.7% -32 0% -75 0% 12 1% -21 0% -104 0% 적자 적자 1,479억
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
3,030( 0.33) 4.84 8.21 -8.32 -13.06 -3.19 969 1220 1113 950 718 -25.9% -24.4% -57 0% 24 2% 0.4% 0.2% -33 0% 적자 적전 4,983억
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
6,930( 0.43) 0.43 2.82 -8.21 -17.7 2.82 1189 1215 1286 1088 1052 -11.5% -3.3% -111 0% -72 0% -34 0% -156 0% 297 28.2% 흑전 흑전 1,598억
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
24,450( -0.61) 2.09 2.3 -14.51 -26.13 -2.78 857 917 998 987 828 -3.4% -16.1% 132 15.4% 112 12.2% 167 16.7% 110 11.1% -11 0% 적전 적전 4,725억
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
11,130( -3.13) 2.77 1.18 -15.1 -4.79 18.4 2414 2689 2859 3121 3863 60% 23.8% 68 2.8% 108 4% 186 6.5% 174 5.6% 598 15.5% 779.4% 243.7% 7,376억
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
139,400( -4.19) 0.29 1.16 -20.25 -15 -16.38 75586 43336 45553 56851 66286 -12.3% 16.6% 4837 6.4% 1760 4.1% 1517 3.3% 1304 2.3% 2479 3.7% -48.7% 90.1% 32,991억
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
14,600( -0.68) 1.32 0.97 -17.23 -24.94 -3.57 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% 7,214억
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
122,000( -0.33) 0.83 3.57 -12.36 -15.1 -3.1 22892 26243 25801 26153 24923 8.9% -4.7% 1315 5.7% 1803 6.9% 2081 8.1% 2249 8.6% 1150 4.6% -12.5% -48.9% 91,126억
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
17,090( -1.84) 1.85 -4.04 -21.43 -10.29 53.83 2970 2939 3117 3248 3031 -9.5% 3.4% -287 0% -149 0% 36 1.2% 0.2% -361 0% 적전 적자 5,443억
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
10,070( -1.76) 0.5 2.55 -18 -24 9.34 3124 3548 3754 3413 3352 -11.9% -10.8% -89 0% -90 0% -45 0% -96 0% -98 0% 적자 적자 2,378억
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
24,050( -1.84) 0.21 2.56 -17.64 -18.34 -2.24 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% 4,088억
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
4,185( -0.59) 2.83 6.76 -4.67 -7.31 10.42 333 608 606 575 568 -31.1% -14.4% -82 0% 39 6.4% 70 11.6% 24 4.2% 51 9% 적자 적자 1,901억
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
7,510( -0.92) -0.53 13.1 -0.92 -12.47 12.93 3437 2720 2951 2679 3356 -2.4% 25.3% 139 4% 87 3.2% 212 7.2% 48 1.8% 211 6.3% 51.8% 339.6% 1,657억
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
119,600( -0.83) 3.28 -1.73 -22.14 -20.05 -9.39 715 728 744 829 907 26.9% 9.4% 48 6.7% 55 7.6% 65 8.7% 104 12.5% 87 9.6% 81.3% -16.3% 14,734억
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
83,300( -2.69) 13.8 21.25 -2 -17.44 0.97 522 773 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% 80,479억
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
3,030( 0.33) 4.84 8.21 -8.32 -13.06 -3.19 969 1220 1113 950 718 -25.9% -24.4% -57 0% 24 2% 0.4% 0.2% -33 0% 적자 적전 4,983억
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
6,930( 0.43) 0.43 2.82 -8.21 -17.7 2.82 1189 1215 1286 1088 1052 -11.5% -3.3% -111 0% -72 0% -34 0% -156 0% 297 28.2% 흑전 흑전 1,598억
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
11,130( -3.13) 2.77 1.18 -15.1 -4.79 18.4 2414 2689 2859 3121 3863 60% 23.8% 68 2.8% 108 4% 186 6.5% 174 5.6% 598 15.5% 779.4% 243.7% 7,376억
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
13,150( -1.05) -0.45 -2.23 -9.87 -31.55 59.59 588 530 525 463 507 -13.8% 9.5% 57 9.7% 22 4.2% 32 6.1% 1.5% -27 0% 적전 적전 9,028억
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
9,640( 2.88) 6.17 4.56 -9.91 -20 8.44 249 284 99 332 331 -23.4% 22.1% 20 8% 26 9.2% -15 0% 104 31.3% 49 14.8% -63.6% 300% 4,228억
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
14,280( 0.21) 5.93 4.23 -4.42 -12.93 17.82 531 347 461 542 788 48.4% 45.4% -29 0% -18 0% 2% -17 0% 57 7.2% 흑전 흑전 4,041억
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
10,440( 0.1) 1.16 -2.61 -18.44 -24.35 0.97 111 71 77 38 129 16.2% 239.5% -46 0% -47 0% -30 0% -67 0% -11 0% 적자 적자 1,362억
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
33,500( -1.76) 6.18 12.98 -9.95 -23.25 -8.72 412 403 508 467 477 -19.2% 68.9% 30 7.3% 56 13.9% 72 14.2% 62 13.3% 44 9.2% -57.7% 흑전 12,513억
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
51,400( -0.58) 5.33 4.79 -15.88 -26.99 -24.74 249 351 498 504 391 57% -22.4% 24 9.6% 86 24.5% 149 29.9% 138 27.4% 74 18.9% 208.3% -46.4% 10,895억
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
172,300(0) 0 0 -14.7 -23.42 -11.6 579 548 709 689 834 12.2% -21.1% 301 52% 233 42.5% 332 46.8% 306 44.4% 370 44.4% 90.5% -9.3% 26,262억
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
12,170( -0.25) 11.86 32.28 24.18 38.93 137.7 145 143 151 184 217 49.7% 17.9% -12 0% 19 13.3% 15 9.9% 26 14.1% 41 18.9% 흑전 57.7% 1,011억
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
4,990( 2.99) 4.28 4.83 -13.07 -19.52 13.8 185 155 160 171 178 -3.8% 4.1% -3 0% 1.3% 13 8.1% -4 0% 5.1% 흑전 흑전 882억
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
42,650( -3.94) -1.95 3.77 -16.21 -10.12 6.23 703 582 760 1106 1031 -13.8% -8.6% 1.3% -30 0% 87 11.4% 205 18.5% 136 13.2% -71% -86.6% 4,717억
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
17,440( 0.17) 1.69 7.26 -3.65 -5.63 13.47 246 173 182 172 206 -16.3% 19.8% 35 14.2% 13 7.5% 16 8.8% 1.2% 12 5.8% -65.7% 500% 1,984억