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 29,150( 0.69) INF INF -12.2 -3.32 -1.69
와이아이케이 17,950( -2.45) INF INF -16.71 -5.03 -4.47
프로브카드
마이크로투나노 14,810( 4.81) INF INF INF INF INF
에이엠에스티 0( )
코리아인스트루먼트 0( )
티에스이 223,000( 22.87) INF INF 27.65 94.08 148.33
피엠티 3,420( -1.16) INF INF INF INF INF
프로브카드용부품
샘씨엔에스 11,730( 0.09) INF INF -14.07 19.21 9.42
화인세라믹 0( )
OSAT
LB세미콘 5,420( 2.26) INF INF -1.28 29.36 29.51
네패스아크 39,650( -12.95) INF INF -0.63 33.28 68.37
두산테스나 173,400( -2.47) INF INF 19.67 90.55 185.2
Packaging & Assembly
OSAT
LB세미콘 5,420( 2.26) INF INF -1.28 29.36 29.51
SFA반도체 8,500( -1.28) INF INF 1.07 23.37 23.37
네패스 29,200( -6.56) INF INF -11.11 28.07 54.09
두산테스나 173,400( -2.47) INF INF 19.67 90.55 185.2
하나마이크론 48,950( -7.47) INF INF 14.37 57.4 47.66
기판
LG이노텍 760,000( 3.83) INF INF 21.79 119.02 226.88
대덕전자 140,400( 3.39) INF INF 13.96 58.47 138.37
삼성전기 1,031,000( 2.08) INF INF 12.8 100.58 263.03
심텍 100,400( 0.1) INF INF -13.3 47.65 89.79
코리아써키트 82,500( -9.34) INF INF -19.28 3.9 55.66
해성디에스 85,900( -1.94) INF INF -1.83 54.5 38.77
재료
덕산하이메탈 17,190( -3.05) INF INF -5.39 34.3 48.7
엠케이전자 27,700( -2.64) INF INF -2.81 34.47 178.11
장비
이오테크닉스 485,000( 9.73) INF INF 1.36 9.73 22.63
한미반도체 317,000( -14.09) INF INF -18.72 13.01 61.73
Packaging Test
OSAT
SFA반도체 8,500( -1.28) INF INF 1.07 23.37 23.37
네패스 29,200( -6.56) INF INF -11.11 28.07 54.09
하나마이크론 48,950( -7.47) INF INF 14.37 57.4 47.66
장비
고영 36,300( -0.27) INF INF -10.81 28.04 10.67
네오셈 15,180( 2.92) INF INF -14.72 -4.53 -10.12
디아이 29,150( 0.69) INF INF -12.2 -3.32 -1.69
엑시콘 29,150( 0.87) INF INF -22.37 6.39 3.74
유니테스트 0( )
테크윙 49,400( -1.98) INF INF -16.69 -2.76 12.4
소켓
ISC 209,000( -6.9) INF INF -17.55 -18.68 27.83
리노공업 101,000(0) INF INF -10.3 -13.53 5.54
마이크로컨텍솔 31,700( 5.14) INF INF -14.78 9.69 55.77
오킨스전자 18,950( -5.11) INF INF -29.55 -7.33 30.33
티에스이 223,000( 22.87) INF INF 27.65 94.08 148.33
티에프이 57,400( -3.2) INF INF -13.03 4.17 35.38
Wafer Test(EDS)
ND 디아이 (003160)
주가 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
29,150( 0.69) INF INF -12.2 -3.32 -1.69 788 1100 1192 1091 938 19% -14% 57 7.2% 99 9% 122 10.2% 100 9.2% 44 4.7% -22.8% -56% 8,249억
ND 와이아이케이 (232140)
주가 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
17,950( -2.45) INF INF -16.71 -5.03 -4.47 639 389 804 666 866 35.5% 30% 10 1.6% -15 0% 43 5.3% 49 7.4% 91 10.5% 810% 85.7% 14,727억
ND 마이크로투나노 (424980)
주가 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
14,810( 4.81) INF INF INF INF INF 43 55 53 69 39 90.7% 5 9.1% -11 0% -8 0% 876억
비상장에이엠에스티
주가 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( )
비상장코리아인스트루먼트
주가 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( )
ND 티에스이 (131290)
주가 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
223,000( 22.87) INF INF 27.65 94.08 148.33 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% 24,666억
ND 피엠티 (147760)
주가 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
3,420( -1.16) INF INF INF INF INF 370억
ND 샘씨엔에스 (252990)
주가 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
11,730( 0.09) INF INF -14.07 19.21 9.42 132 158 187 208 226 65% -15.9% -15 0% 14 8.9% 35 18.7% 54 26% 43 19% 적자 적전 7,063억
비상장화인세라믹
주가 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( )
ND LB세미콘 (061970)
주가 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
5,420( 2.26) INF INF -1.28 29.36 29.51 1054 1168 1156 1256 1217 15.5% -3.1% -104 0% -40 0% -33 0% -63 0% -262 0% 적자 적자 3,148억
ND 네패스아크 (330860)
주가 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
39,650( -12.95) INF INF -0.63 33.28 68.37 256 289 325 277 248 -3.1% -10.5% 37 14.5% -8 0% 45 13.8% 11 4% -2 0% 적전 적전 4,830억
ND 두산테스나 (131970)
주가 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
173,400( -2.47) INF INF 19.67 90.55 185.2 828 592 759 832 854 3.1% 2.6% -11 0% -191 0% -21 0% 53 6.4% 150 17.6% 흑전 183% 33,513억
Packaging & Assembly
ND LB세미콘 (061970)
주가 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
5,420( 2.26) INF INF -1.28 29.36 29.51 1054 1168 1156 1256 1217 15.5% -3.1% -104 0% -40 0% -33 0% -63 0% -262 0% 적자 적자 3,148억
ND SFA반도체 (036540)
주가 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
8,500( -1.28) INF INF 1.07 23.37 23.37 814 752 761 965 1194 46.7% 23.7% -56 0% -60 0% -67 0% -63 0% -6 0% 적자 적자 13,979억
ND 네패스 (033640)
주가 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
29,200( -6.56) INF INF -11.11 28.07 54.09 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% 6,733억
ND 두산테스나 (131970)
주가 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
173,400( -2.47) INF INF 19.67 90.55 185.2 828 592 759 832 854 3.1% 2.6% -11 0% -191 0% -21 0% 53 6.4% 150 17.6% 흑전 183% 33,513억
ND 하나마이크론 (067310)
주가 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
48,950( -7.47) INF INF 14.37 57.4 47.66 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% 32,516억
ND LG이노텍 (011070)
주가 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
760,000( 3.83) INF INF 21.79 119.02 226.88 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% 179,870억
ND 대덕전자 (353200)
주가 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
140,400( 3.39) INF INF 13.96 58.47 138.37 2064 2154 2459 2862 3177 -11.9% -11.3% -60 0% -62 0% 19 0.8% 224 7.8% 290 9.1% 적전 적전 69,381억
ND 삼성전기 (009150)
주가 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
1,031,000( 2.08) INF INF 12.8 100.58 263.03 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% 770,092억
ND 심텍 (222800)
주가 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
100,400( 0.1) INF INF -13.3 47.65 89.79 3031 3036 3408 3728 3933 2.1% -6.7% -361 0% -163 0% 55 1.6% 124 3.3% 110 2.8% 적자 적전 37,491억
ND 코리아써키트 (007810)
주가 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
82,500( -9.34) INF INF -19.28 3.9 55.66 3352 3545 3313 3757 4481 7.3% -1.8% -98 0% -16 0% 61 1.8% 133 3.5% 360 8% 적자 적자 19,487억
ND 해성디에스 (195870)
주가 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
85,900( -1.94) INF INF -1.83 54.5 38.77 1451 1375 1574 1786 1798 0% -2.9% 62 4.3% 4 0.3% 82 5.2% 161 9% 217 12.1% -62% -47% 14,603억
ND 덕산하이메탈 (077360)
주가 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
17,190( -3.05) INF INF -5.39 34.3 48.7 568 441 574 615 733 70.6% -1.2% 51 9% -13 0% 25 4.4% 16 2.6% 0 0% 흑전 112.5% 7,810억
ND 엠케이전자 (033160)
주가 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
27,700( -2.64) INF INF -2.81 34.47 178.11 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 6,327억
ND 이오테크닉스 (039030)
주가 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
485,000( 9.73) INF INF 1.36 9.73 22.63 907 848 942 1005 1012 11.6% 0.7% 87 9.6% 144 17% 258 27.4% 260 25.9% 144 14.2% 65.5% -44.6% 59,749억
ND 한미반도체 (042700)
주가 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
317,000( -14.09) INF INF -18.72 13.01 61.73 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% 302,139억
Packaging Test
ND SFA반도체 (036540)
주가 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
8,500( -1.28) INF INF 1.07 23.37 23.37 814 752 761 965 1194 46.7% 23.7% -56 0% -60 0% -67 0% -63 0% -6 0% 적자 적자 13,979억
ND 네패스 (033640)
주가 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
29,200( -6.56) INF INF -11.11 28.07 54.09 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% 6,733억
ND 하나마이크론 (067310)
주가 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
48,950( -7.47) INF INF 14.37 57.4 47.66 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% 32,516억
ND 고영 (098460)
주가 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
36,300( -0.27) INF INF -10.81 28.04 10.67 507 511 521 603 691 36.3% 14.6% -27 0% 32 6.3% 25 4.8% 47 7.8% 69 10% 흑전 46.8% 24,921억
ND 네오셈 (253590)
주가 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
15,180( 2.92) INF INF -14.72 -4.53 -10.12 331 148 163 102 225 32.9% -0.3% 49 14.8% 15 10.1% 5 3.1% -5 0% 25 11.1% 145% -52.9% 6,659억
ND 디아이 (003160)
주가 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
29,150( 0.69) INF INF -12.2 -3.32 -1.69 788 1100 1192 1091 938 19% -14% 57 7.2% 99 9% 122 10.2% 100 9.2% 44 4.7% -22.8% -56% 8,249억
ND 엑시콘 (092870)
주가 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
29,150( 0.87) INF INF -22.37 6.39 3.74 129 19 75 114 451 249.6% 295.6% -11 0% -57 0% -29 0% -20 0% 106 23.5% 흑전 흑전 3,804억
ND 유니테스트 (086390)
주가 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( )
ND 테크윙 (089030)
주가 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
49,400( -1.98) INF INF -16.69 -2.76 12.4 477 346 489 418 338 15.8% 2.1% 44 9.2% 18 5.2% 62 12.7% 71 17% 5 1.5% 46.7% -29% 18,304억
ND ISC (095340)
주가 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
209,000( -6.9) INF INF -17.55 -18.68 27.83 391 317 517 645 722 84.7% 11.9% 74 18.9% 70 22.1% 137 26.5% 174 27% 219 30.3% 195.9% 25.9% 44,301억
ND 리노공업 (058470)
주가 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
101,000(0) INF INF -10.3 -13.53 5.54 834 784 1125 968 848 44% 21% 370 44.4% 349 44.5% 534 47.5% 483 49.9% 403 47.5% 22.9% 20.9% 76,973억
ND 마이크로컨텍솔 (098120)
주가 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
31,700( 5.14) INF INF -14.78 9.69 55.77 217 253 223 254 272 25.3% 7.1% 41 18.9% 49 19.4% 36 16.1% 39 15.4% 51 18.8% 24.4% 30.8% 2,635억
ND 오킨스전자 (080580)
주가 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
18,950( -5.11) INF INF -29.55 -7.33 30.33 178 188 270 233 250 40.4% 7.3% 9 5.1% 16 8.5% 31 11.5% 37 15.9% 35 14% 288.9% -5.4% 3,900억
ND 티에스이 (131290)
주가 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
223,000( 22.87) INF INF 27.65 94.08 148.33 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% 24,666억
ND 티에프이 (425420)
주가 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
57,400( -3.2) INF INF -13.03 4.17 35.38 206 220 250 272 374 81.6% 37.5% 12 5.8% 29 13.2% 39 15.6% 48 17.6% 73 19.5% 508.3% 52.1% 6,865억