반도체 후공정 밸류체인

Wafer Test(EDS)
장비
디아이 12,940( -0.92) -0.77 -3.65 -1.3 -13.1 -8.36
와이아이케이 11,000( -0.36) -1.17 -0.27 0.82 10.22 11.9
프로브카드
마이크로투나노 7,520( -0.66) -1.57 -7.73 -7.62 -12.86 -12.56
에이엠에스티 0( )
코리아인스트루먼트 0( )
티에스이 37,550( -0.53) 0.4 -3.1 0.67 -3.1 -10.91
피엠티 3,420( -1.16) INF INF INF INF INF
프로브카드용부품
샘씨엔에스 4,910( 3.26) 8.15 10.34 4.58 3.26 6.28
화인세라믹 0( )
OSAT
LB세미콘 4,045( -1.7) 1.63 1.13 5.89 14.75 23.32
네패스아크 15,030( -1.18) 5.18 1.76 2.04 13.69 43.83
두산테스나 36,450( 1.67) 1.25 4.14 17.39 43.22 45.51
Packaging & Assembly
OSAT
LB세미콘 4,045( -1.7) 1.63 1.13 5.89 14.75 23.32
SFA반도체 3,460( 1.47) 4.37 4.22 10.9 10.9 15.14
네패스 12,860( -0.54) 15.44 13.3 17.87 16.59 87.46
두산테스나 36,450( 1.67) 1.25 4.14 17.39 43.22 45.51
하나마이크론 13,950( 0.87) 16.93 14.44 14.91 18.82 26.7
기판
LG이노텍 169,100( 1.26) 6.55 2.86 10.81 10.6 22.01
대덕전자 24,050( 0.63) 4.34 5.25 5.95 40.97 69.61
삼성전기 160,500( -0.86) 1.84 1.45 12 19.33 36.48
심텍 25,500( -1.92) 4.08 4.72 17.78 13.59 58.58
코리아써키트 12,540( 1.21) 6.09 5.11 10 12.67 22.22
해성디에스 22,450( -1.32) -1.97 -4.87 -3.23 -20.53 1.13
재료
덕산하이메탈 4,455( -1.55) -1.98 0.68 -2.94 9.19 8.92
엠케이전자 8,110( -0.49) 2.79 0.75 4.38 5.32 9.3
장비
이오테크닉스 206,500( -1.2) -2.36 -7.4 1.47 18.47 74.26
한미반도체 87,000( -1.58) -2.25 -2.03 0.23 -7.35 14.02
Packaging Test
OSAT
SFA반도체 3,460( 1.47) 4.37 4.22 10.9 10.9 15.14
네패스 12,860( -0.54) 15.44 13.3 17.87 16.59 87.46
하나마이크론 13,950( 0.87) 16.93 14.44 14.91 18.82 26.7
장비
고영 14,600( 0.34) -0.07 0.34 3.99 -5.62 1.46
네오셈 7,910( -0.88) -1.25 -5.38 -3.65 -14.85 -20.18
디아이 12,940( -0.92) -0.77 -3.65 -1.3 -13.1 -8.36
엑시콘 9,880( 1.13) 1.86 -1.2 -0.1 -4.54 -3.61
유니테스트 0( )
테크윙 32,700( 7.04) 6.51 15.75 22.7 3.97 -4.94
소켓
ISC 58,200( 0.17) 0.52 -4.75 0 0.69 12.36
리노공업 47,000( -0.42) 0.53 1.51 4.1 -4.47 27.89
마이크로컨텍솔 16,020( -3.09) -3.44 -7.83 -23.71 -25.49 40.65
오킨스전자 6,150( -0.97) -0.81 -6.82 -4.8 0.49 25.9
티에스이 37,550( -0.53) 0.4 -3.1 0.67 -3.1 -10.91
티에프이 37,850( -2.32) 11.49 20.54 18.65 31.65 125.3
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) -0.77 -3.65 -1.3 -13.1 -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) -1.17 -0.27 0.82 10.22 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) -1.57 -7.73 -7.62 -12.86 -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) 0.4 -3.1 0.67 -3.1 -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) 8.15 10.34 4.58 3.26 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) 1.63 1.13 5.89 14.75 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) 5.18 1.76 2.04 13.69 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) 1.25 4.14 17.39 43.22 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) 1.63 1.13 5.89 14.75 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) 4.37 4.22 10.9 10.9 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) 15.44 13.3 17.87 16.59 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) 1.25 4.14 17.39 43.22 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) 16.93 14.44 14.91 18.82 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 2.86 10.81 10.6 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) 4.34 5.25 5.95 40.97 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) 1.84 1.45 12 19.33 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) 4.08 4.72 17.78 13.59 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) 6.09 5.11 10 12.67 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) -1.97 -4.87 -3.23 -20.53 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) -1.98 0.68 -2.94 9.19 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) 2.79 0.75 4.38 5.32 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) -2.36 -7.4 1.47 18.47 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) -2.25 -2.03 0.23 -7.35 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) 4.37 4.22 10.9 10.9 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) 15.44 13.3 17.87 16.59 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) 16.93 14.44 14.91 18.82 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) -0.07 0.34 3.99 -5.62 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) -1.25 -5.38 -3.65 -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) -0.77 -3.65 -1.3 -13.1 -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) 1.86 -1.2 -0.1 -4.54 -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) 6.51 15.75 22.7 3.97 -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) 0.52 -4.75 0 0.69 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) 0.53 1.51 4.1 -4.47 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) -3.44 -7.83 -23.71 -25.49 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) -0.81 -6.82 -4.8 0.49 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) 0.4 -3.1 0.67 -3.1 -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) 11.49 20.54 18.65 31.65 125.3 182 172 206 220 250 37.4% 13.6% 16 8.8% 1.2% 12 5.8% 29 13.2% 39 15.6% 143.8% 34.5% 4,307억