반도체 후공정 밸류체인

반도체 전공정 밸류체인 반도체 후공정 밸류체인 반도체강소기업 반도체공정 변화에 따른 업체 분류 반도체 인프라/부대장비 삼성전자 NAND투자 수혜 PCB 전장파워트레인 자동차 샤시/바디/경량화 ADAS/차량용반도체/MLCC 해외시장 동반 진출 자동차 부품사 AMR/스마트팩토리 자율주행 관련 업체 로봇관련주 사이버보안 실리콘음극재/CNT도전재 2차전지 장비주 ESS 관련주 우주항공 밸류체인 수소산업 밸류체인 원전(SMR) 밸류체인 조선기자재 관심
Wafer Test(EDS)
장비
디아이 -0.15 -4.18 10.12 6.58 14.68
와이아이케이 -1.37 -7.51 14.02 7.8 36.83
프로브카드
마이크로투나노 INF INF INF INF 74.65
에이엠에스티
코리아인스트루먼트
티에스이 3.5 3.13 52.05 79.18 186.86
피엠티 INF INF INF INF INF
프로브카드용부품
샘씨엔에스 -4.28 -1.23 38.72 40.87 118.05
화인세라믹
OSAT
LB세미콘 -1.96 -9.56 31.03 29.02 31.97
네패스아크 5.42 2.31 34.12 134.71 131.04
두산테스나 10.86 18.38 59.23 129.64 178.12
Packaging & Assembly
OSAT
LB세미콘 -1.96 -9.56 31.03 29.02 31.97
SFA반도체 1.33 -12.76 22.06 24.04 48.06
네패스 2.66 -5.19 44.08 111.25 94.84
두산테스나 10.86 18.38 59.23 129.64 178.12
하나마이크론 7.81 6.2 37.62 33.96 55.64
기판
LG이노텍 8.9 15.13 79.83 149.1 120.49
대덕전자 9.22 6.94 39.05 104.65 189.54
삼성전기 9.86 15.99 77.82 139.27 236.03
심텍 33.1 30.26 70.29 123.55 170.56
코리아써키트 10.25 4.39 28.72 109.86 114.71
해성디에스 9.1 7.1 57.37 72.58 86.37
재료
덕산하이메탈 -1.03 2.66 41.95 66.7 204.87
엠케이전자 2.15 -0.52 38.35 223.86 239.29
장비
이오테크닉스 2.24 -5.43 8.26 15.86 54.11
한미반도체 5.98 31.98 39.04 27.87 110.02
Packaging Test
OSAT
SFA반도체 1.33 -12.76 22.06 24.04 48.06
네패스 2.66 -5.19 44.08 111.25 94.84
하나마이크론 7.81 6.2 37.62 33.96 55.64
장비
고영 1.12 -3.78 43.56 37.97 52.72
네오셈 -4.66 -5.42 11.95 4.46 49.58
디아이 -0.15 -4.18 10.12 6.58 14.68
엑시콘 2.32 5.77 37.04 37.55 120.88
유니테스트
테크윙 3.49 -4.05 16.73 -13.43 19.08
소켓
ISC 4.54 7.87 -1.36 32.38 128.17
리노공업 -5.62 -9.49 -3.6 -4.74 75.12
마이크로컨텍솔 -0.53 1.78 28.72 34.3 121.69
오킨스전자 22 19.82 31.54 72.55 155.46
티에스이 3.5 3.13 52.05 79.18 186.86
티에프이 -1.49 3.45 19.78 62.76 65.83
Wafer Test(EDS)
ND 디아이 (003160)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
-0.15 -4.18 10.12 6.58 14.68 788 1100 1192 1091 938 19% -14% 57 7.2% 99 9% 122 10.2% 100 9.2% 44 4.7% -22.8% -56% 9,395억
ND 와이아이케이 (232140)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
-1.37 -7.51 14.02 7.8 36.83 639 389 804 666 866 35.5% 30% 10 1.6% -15 0% 43 5.3% 49 7.4% 91 10.5% 810% 85.7% 17,680억
ND 마이크로투나노 (424980)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF 74.65 43 55 53 69 39 90.7% 5 9.1% -11 0% -8 0% 876억
비상장에이엠에스티
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
비상장코리아인스트루먼트
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
ND 티에스이 (131290)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
3.5 3.13 52.05 79.18 186.86 1031 830 1176 1044 1239 46.7% -6.8% 136 13.2% 31 3.7% 148 12.6% 115 11% 198 16% 1411.1% -33.7% 19,324억
ND 피엠티 (147760)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
INF INF INF INF INF 370억
ND 샘씨엔에스 (252990)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
-4.28 -1.23 38.72 40.87 118.05 132 158 187 208 226 65% -15.9% -15 0% 14 8.9% 35 18.7% 54 26% 43 19% 적자 적전 8,219억
비상장화인세라믹
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
ND LB세미콘 (061970)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
-1.96 -9.56 31.03 29.02 31.97 1054 1168 1156 1256 1217 15.5% -3.1% -104 0% -40 0% -33 0% -63 0% -262 0% 적자 적자 3,188억
ND 네패스아크 (330860)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
5.42 2.31 34.12 134.71 131.04 256 289 325 277 248 -3.1% -10.5% 37 14.5% -8 0% 45 13.8% 11 4% -2 0% 적전 적전 4,861억
ND 두산테스나 (131970)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
10.86 18.38 59.23 129.64 178.12 828 592 759 832 854 3.1% 2.6% -11 0% -191 0% -21 0% 53 6.4% 150 17.6% 흑전 183% 28,005억
Packaging & Assembly
ND LB세미콘 (061970)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
-1.96 -9.56 31.03 29.02 31.97 1054 1168 1156 1256 1217 15.5% -3.1% -104 0% -40 0% -33 0% -63 0% -262 0% 적자 적자 3,188억
ND SFA반도체 (036540)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
1.33 -12.76 22.06 24.04 48.06 814 752 761 965 1194 46.7% 23.7% -56 0% -60 0% -67 0% -63 0% -6 0% 적자 적자 13,831억
ND 네패스 (033640)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
2.66 -5.19 44.08 111.25 94.84 1052 1293 1309 1375 1236 17.5% -10.1% 297 28.2% 36 2.8% 79 6% 108 7.9% 13 1.1% -95.6% -88% 7,574억
ND 두산테스나 (131970)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
10.86 18.38 59.23 129.64 178.12 828 592 759 832 854 3.1% 2.6% -11 0% -191 0% -21 0% 53 6.4% 150 17.6% 흑전 183% 28,005억
ND 하나마이크론 (067310)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
7.81 6.2 37.62 33.96 55.64 3837 3117 3402 4324 4500 17.3% 4.1% 599 15.6% 117 3.8% 302 8.9% 384 8.9% 474 10.5% -20.9% 23.4% 28,431억
ND LG이노텍 (011070)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
8.9 15.13 79.83 149.1 120.49 66286 49828 39345 53694 76098 14.8% 41.7% 2479 3.7% 1251 2.5% 113 0.3% 2037 3.8% 3248 4.3% 31% 59.5% 147,682억
ND 대덕전자 (353200)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
9.22 6.94 39.05 104.65 189.54 2064 2154 2459 2862 3177 -11.9% -11.3% -60 0% -62 0% 19 0.8% 224 7.8% 290 9.1% 적전 적전 60,881억
ND 삼성전기 (009150)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
9.86 15.99 77.82 139.27 236.03 24923 27386 27846 28890 29022 16.4% 0.5% 1150 4.6% 2006 7.3% 2130 7.6% 2603 9% 2394 8.2% 108.2% -8% 682,700억
ND 심텍 (222800)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
33.1 30.26 70.29 123.55 170.56 3031 3036 3408 3728 3933 2.1% -6.7% -361 0% -163 0% 55 1.6% 124 3.3% 110 2.8% 적자 적전 43,242억
ND 코리아써키트 (007810)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
10.25 4.39 28.72 109.86 114.71 3352 3545 3313 3757 4481 7.3% -1.8% -98 0% -16 0% 61 1.8% 133 3.5% 360 8% 적자 적자 24,140억
ND 해성디에스 (195870)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
9.1 7.1 57.37 72.58 86.37 1451 1375 1574 1786 1798 0% -2.9% 62 4.3% 4 0.3% 82 5.2% 161 9% 217 12.1% -62% -47% 14,875억
ND 덕산하이메탈 (077360)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
-1.03 2.66 41.95 66.7 204.87 568 441 574 615 733 70.6% -1.2% 51 9% -13 0% 25 4.4% 16 2.6% 0 0% 흑전 112.5% 8,255억
ND 엠케이전자 (033160)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
2.15 -0.52 38.35 223.86 239.29 3356 2836 3361 3769 4075 21.4% 8.1% 211 6.3% -11 0% 117 3.5% -64 0% 101 2.5% -52.1% 흑전 6,510억
ND 이오테크닉스 (039030)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
2.24 -5.43 8.26 15.86 54.11 907 848 942 1005 1012 11.6% 0.7% 87 9.6% 144 17% 258 27.4% 260 25.9% 144 14.2% 65.5% -44.6% 58,949억
ND 한미반도체 (042700)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
5.98 31.98 39.04 27.87 110.02 1496 1473 1800 1662 830 -44.5% -50.1% 719 48.1% 696 47.3% 863 47.9% 678 40.8% 277 33.4% -61.5% -59.1% 371,717억
Packaging Test
ND SFA반도체 (036540)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
1.33 -12.76 22.06 24.04 48.06 814 752 761 965 1194 46.7% 23.7% -56 0% -60 0% -67 0% -63 0% -6 0% 적자 적자 13,831억
ND 네패스 (033640)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
2.66 -5.19 44.08 111.25 94.84 1052 1293 1309 1375 1236 17.5% -10.1% 297 28.2% 36 2.8% 79 6% 108 7.9% 13 1.1% -95.6% -88% 7,574억
ND 하나마이크론 (067310)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
7.81 6.2 37.62 33.96 55.64 3837 3117 3402 4324 4500 17.3% 4.1% 599 15.6% 117 3.8% 302 8.9% 384 8.9% 474 10.5% -20.9% 23.4% 28,431억
ND 고영 (098460)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
1.12 -3.78 43.56 37.97 52.72 507 511 521 603 691 36.3% 14.6% -27 0% 32 6.3% 25 4.8% 47 7.8% 69 10% 흑전 46.8% 27,942억
ND 네오셈 (253590)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
-4.66 -5.42 11.95 4.46 49.58 331 148 163 102 225 32.9% -0.3% 49 14.8% 15 10.1% 5 3.1% -5 0% 25 11.1% 145% -52.9% 7,808억
ND 디아이 (003160)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
-0.15 -4.18 10.12 6.58 14.68 788 1100 1192 1091 938 19% -14% 57 7.2% 99 9% 122 10.2% 100 9.2% 44 4.7% -22.8% -56% 9,395억
ND 엑시콘 (092870)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
2.32 5.77 37.04 37.55 120.88 129 19 75 114 451 249.6% 295.6% -11 0% -57 0% -29 0% -20 0% 106 23.5% 흑전 흑전 4,900억
ND 유니테스트 (086390)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
ND 테크윙 (089030)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
3.49 -4.05 16.73 -13.43 19.08 477 346 489 418 338 15.8% 2.1% 44 9.2% 18 5.2% 62 12.7% 71 17% 5 1.5% 46.7% -29% 21,972억
ND ISC (095340)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
4.54 7.87 -1.36 32.38 128.17 391 317 517 645 722 84.7% 11.9% 74 18.9% 70 22.1% 137 26.5% 174 27% 219 30.3% 195.9% 25.9% 53,734억
ND 리노공업 (058470)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
-5.62 -9.49 -3.6 -4.74 75.12 834 784 1125 968 848 44% 21% 370 44.4% 349 44.5% 534 47.5% 483 49.9% 403 47.5% 22.9% 20.9% 85,814억
ND 마이크로컨텍솔 (098120)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
-0.53 1.78 28.72 34.3 121.69 217 253 223 254 272 25.3% 7.1% 41 18.9% 49 19.4% 36 16.1% 39 15.4% 51 18.8% 24.4% 30.8% 3,092억
ND 오킨스전자 (080580)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
22 19.82 31.54 72.55 155.46 178 188 270 233 250 40.4% 7.3% 9 5.1% 16 8.5% 31 11.5% 37 15.9% 35 14% 288.9% -5.4% 5,536억
ND 티에스이 (131290)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
3.5 3.13 52.05 79.18 186.86 1031 830 1176 1044 1239 46.7% -6.8% 136 13.2% 31 3.7% 148 12.6% 115 11% 198 16% 1411.1% -33.7% 19,324억
ND 티에프이 (425420)
7 14 30 60 120 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 2024.4Q 2025.1Q 2025.2Q 2025.3Q 2025.4Q YoY QoQ 시총
-1.49 3.45 19.78 62.76 65.83 206 220 250 272 374 81.6% 37.5% 12 5.8% 29 13.2% 39 15.6% 48 17.6% 73 19.5% 508.3% 52.1% 7,894억