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 1.63 -3.04 15.63 25.33 -16.76
와이아이케이 1.63 -1.67 5.94 -1.87 -17.1
프로브카드
마이크로투나노 -6.86 -8.25 75.27 31.96 14.76
에이엠에스티
코리아인스트루먼트
티에스이 4.15 0.23 11.99 -0.23 0.57
피엠티 INF INF INF INF INF
프로브카드용부품
샘씨엔에스 0.87 -3.92 20.1 2.19 -9.86
화인세라믹
OSAT
LB세미콘 1.07 -3.35 15.1 -10.04 -18.15
네패스아크 -1.15 -5.23 10.25 -12.01 -13.99
두산테스나 -3.39 -2.42 8.28 -16.41 -10.87
Packaging & Assembly
OSAT
LB세미콘 1.07 -3.35 15.1 -10.04 -18.15
SFA반도체 0.5 -1.95 17.28 -3.82 -8.35
네패스 -1.31 -3.42 6.28 -4.11 -9.25
두산테스나 -3.39 -2.42 8.28 -16.41 -10.87
하나마이크론 -0.73 -3.87 7.26 0.46 -1.44
기판
LG이노텍 -0.14 -2.47 13.44 -19.95 -17.62
대덕전자 0.07 -3.73 8.16 -17.74 -15.54
삼성전기 0.17 -4.23 7.58 -11.36 -8.82
심텍 -1.43 -7.26 -7.96 -15.15 29.92
코리아써키트 0.39 -0.19 14.7 -10.28 6.3
해성디에스 -14.37 -21.93 -12.6 -33.18 -25.3
재료
덕산하이메탈 0 -3.76 14.25 1.49 -1.09
엠케이전자 6.06 3.15 29.87 -1.99 11.95
장비
이오테크닉스 -1.69 -3.4 3.01 -6.28 -31.07
한미반도체 1.44 -6.18 30.08 -11.44 -32.99
Packaging Test
OSAT
SFA반도체 0.5 -1.95 17.28 -3.82 -8.35
네패스 -1.31 -3.42 6.28 -4.11 -9.25
하나마이크론 -0.73 -3.87 7.26 0.46 -1.44
장비
고영 20.92 31.22 43.92 9.64 96.61
네오셈 -0.71 -5.11 17.28 -5.84 -3.34
디아이 1.63 -3.04 15.63 25.33 -16.76
엑시콘 0.2 -5.08 1.48 -13.7 -21.78
유니테스트
테크윙 -2.47 -3.59 22.67 -2.61 -31.25
소켓
ISC 3.47 1.32 22.94 -12.42 -27.57
리노공업 -1.36 -5.6 -78.96 -81.27 -82.32
마이크로컨텍솔 -2.02 -7.15 33.33 25.68 89.47
오킨스전자 4.2 -2.49 18.79 -10.07 0
티에스이 4.15 0.23 11.99 -0.23 0.57
티에프이 -2.26 -7.23 3.86 -1.2 -21.81
Wafer Test(EDS)
ND 디아이 (003160)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
1.63 -3.04 15.63 25.33 -16.76 347 461 542 788 -18 0% 9 2% -17 0% 57 7.2% 4,061억
ND 와이아이케이 (232140)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
1.63 -1.67 5.94 -1.87 -17.1 339 650 483 639 1 0.3% 99 15.2% -5 0% 10 1.6% 8,196억
ND 마이크로투나노 (424980)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-6.86 -8.25 75.27 31.96 14.76 6 21 31 43 -29 0% -34 0% -12 0% 39 90.7% 474억
비상장에이엠에스티
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
비상장코리아인스트루먼트
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
ND 티에스이 (131290)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
4.15 0.23 11.99 -0.23 0.57 582 760 1106 1031 30.5% -17.2% -30 0% 87 11.4% 205 18.5% 136 13.2% 적자 적전 4,855억
ND 피엠티 (147760)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
INF INF INF INF INF 71 53 -13 0% -34 0%  0% 370억
ND 샘씨엔에스 (252990)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0.87 -3.92 20.1 2.19 -9.86 109 135 157 132 158 45.3% 36.3% 6 5.5% 30 22.2% 31 19.7% -15 0% 14 8.9% 50% 흑전 2,720억
비상장화인세라믹
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
ND LB세미콘 (061970)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
1.07 -3.35 15.1 -10.04 -18.15 1028 1232 1193 1054 -75 0% 12 1% -21 0% -104 0% 1,451억
ND 네패스아크 (330860)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.15 -5.23 10.25 -12.01 -13.99 331 340 264 256 4 1.2% -9 0% -57 0% 37 14.5% 1,258억
ND 두산테스나 (131970)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.39 -2.42 8.28 -16.41 -10.87 917 998 987 828 112 12.2% 167 16.7% 110 11.1% -11 0% 4,677억
Packaging & Assembly
ND LB세미콘 (061970)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
1.07 -3.35 15.1 -10.04 -18.15 1028 1232 1193 1054 -75 0% 12 1% -21 0% -104 0% 1,451억
ND SFA반도체 (036540)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0.5 -1.95 17.28 -3.82 -8.35 1220 1113 950 718 24 2% 4 0.4% 2 0.2% -33 0% 4,966억
ND 네패스 (033640)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.31 -3.42 6.28 -4.11 -9.25 1215 1286 1088 1052 -72 0% -34 0% -156 0% 297 28.2% 1,561억
ND 두산테스나 (131970)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-3.39 -2.42 8.28 -16.41 -10.87 917 998 987 828 112 12.2% 167 16.7% 110 11.1% -11 0% 4,677억
ND 하나마이크론 (067310)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-0.73 -3.87 7.26 0.46 -1.44 2689 2859 3121 3863 108 4% 186 6.5% 174 5.6% 598 15.5% 7,243억
ND LG이노텍 (011070)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-0.14 -2.47 13.44 -19.95 -17.62 43336 45553 56851 66286 49828 15% -24.8% 1760 4.1% 1517 3.3% 1304 2.3% 2479 3.7% 1251 2.5% -28.9% -49.5% 32,755억
ND 대덕전자 (353200)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0.07 -3.73 8.16 -17.74 -15.54 2148 2382 2327 2064 2154 -1.3% -8.4% -29 0% 109 4.6% 92 4% -60 0% -62 0% 적전 적전 7,012억
ND 삼성전기 (009150)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0.17 -4.23 7.58 -11.36 -8.82 26243 25801 26153 24923 27386 4.4% 9.9% 1803 6.9% 2081 8.1% 2249 8.6% 1150 4.6% 2006 7.3% 11.3% 74.4% 87,989억
ND 심텍 (222800)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.43 -7.26 -7.96 -15.15 29.92 2939 3117 3248 3031 3036 44.1% -1% -149 0% 36 1.2% 5 0.2% -361 0% -163 0% 적자 적자 5,048억
ND 코리아써키트 (007810)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0.39 -0.19 14.7 -10.28 6.3 3548 3754 3413 3352 5.4% 13.6% -90 0% -45 0% -96 0% -98 0% 적자 적자 2,432억
ND 해성디에스 (195870)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-14.37 -21.93 -12.6 -33.18 -25.3 1549 1535 1494 1451 1375 -19.5% 6.8% 209 13.5% 180 11.7% 117 7.8% 62 4.3% 4 0.3% -32.8% 28.2% 3,231억
ND 덕산하이메탈 (077360)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0 -3.76 14.25 1.49 -1.09 608 606 575 568 65.2% 82.6% 39 6.4% 70 11.6% 24 4.2% 51 9% 875% 흑전 1,858억
ND 엠케이전자 (033160)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
6.06 3.15 29.87 -1.99 11.95 2720 2951 2679 3356 87 3.2% 212 7.2% 48 1.8% 211 6.3% 1,736억
ND 이오테크닉스 (039030)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.69 -3.4 3.01 -6.28 -31.07 728 744 829 907 55 7.6% 65 8.7% 104 12.5% 87 9.6% 14,352억
ND 한미반도체 (042700)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
1.44 -6.18 30.08 -11.44 -32.99 773 1235 2085 1496 287 37.1% 554 44.9% 993 47.6% 719 48.1% 74,779억
Packaging Test
ND SFA반도체 (036540)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0.5 -1.95 17.28 -3.82 -8.35 1220 1113 950 718 24 2% 4 0.4% 2 0.2% -33 0% 4,966억
ND 네패스 (033640)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.31 -3.42 6.28 -4.11 -9.25 1215 1286 1088 1052 -72 0% -34 0% -156 0% 297 28.2% 1,561억
ND 하나마이크론 (067310)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-0.73 -3.87 7.26 0.46 -1.44 2689 2859 3121 3863 108 4% 186 6.5% 174 5.6% 598 15.5% 7,243억
ND 고영 (098460)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
20.92 31.22 43.92 9.64 96.61 530 525 463 507 511 -3.6% 0.8% 22 4.2% 32 6.1% 7 1.5% -27 0% 32 6.3% 45.5% 흑전 11,945억
ND 네오셈 (253590)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-0.71 -5.11 17.28 -5.84 -3.34 284 99 332 331 31.5% 14.1% 26 9.2% -15 0% 104 31.3% 49 14.8% 550% 30% 4,316억
ND 디아이 (003160)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
1.63 -3.04 15.63 25.33 -16.76 347 461 542 788 -18 0% 9 2% -17 0% 57 7.2% 4,061억
ND 엑시콘 (092870)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
0.2 -5.08 1.48 -13.7 -21.78 71 77 38 129 -47 0% -30 0% -67 0% -11 0% 1,340억
ND 유니테스트 (086390)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
ND 테크윙 (089030)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.47 -3.59 22.67 -2.61 -31.25 403 508 467 477 346 40.9% -2.2% 56 13.9% 72 14.2% 62 13.3% 44 9.2% 18 5.2% 1300% 86.7% 12,532억
ND ISC (095340)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
3.47 1.32 22.94 -12.42 -27.57 351 498 504 391 317 -9.7% -18.9% 86 24.5% 149 29.9% 138 27.4% 74 18.9% 70 22.1% -18.6% -5.4% 11,361억
ND 리노공업 (058470)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-1.36 -5.6 -78.96 -81.27 -82.32 548 709 689 834 11.6% -5.4% 233 42.5% 332 46.8% 306 44.4% 370 44.4% 34.7% -22.6% 5,525억
ND 마이크로컨텍솔 (098120)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.02 -7.15 33.33 25.68 89.47 143 151 184 217 19 13.3% 15 9.9% 26 14.1% 41 18.9% 927억
ND 오킨스전자 (080580)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
4.2 -2.49 18.79 -10.07 0 155 160 171 178 2 1.3% 13 8.1% -4 0% 9 5.1% 899억
ND 티에스이 (131290)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
4.15 0.23 11.99 -0.23 0.57 582 760 1106 1031 30.5% -17.2% -30 0% 87 11.4% 205 18.5% 136 13.2% 적자 적전 4,855억
ND 티에프이 (425420)
7 14 30 60 120 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 2024.1Q 2024.2Q 2024.3Q 2024.4Q 2025.1Q YoY QoQ 시총
-2.26 -7.23 3.86 -1.2 -21.81 173 182 172 206 13 7.5% 16 8.8% 2 1.2% 12 5.8% 1,868억