반도체 후공정 밸류체인

Wafer Test(EDS)
장비
디아이 23,250( 2.42) -7.19 -2.92 16.31 62.93 55
와이아이케이 13,140( -3.45) -8.37 -6.41 -13.95 13.28 31.53
프로브카드
마이크로투나노 10,350( -7.51) -5.13 12.75 -0.1 21.62 15.38
에이엠에스티 0( )
코리아인스트루먼트 0( )
티에스이 52,700( -2.77) 2.13 4.36 -5.22 29.64 34.61
피엠티 3,420( -1.16) INF INF INF INF INF
프로브카드용부품
샘씨엔에스 7,200( -5.88) -10.56 2.56 -3.49 38.73 50.63
화인세라믹 0( )
OSAT
LB세미콘 4,765( -5.64) -5.46 -12.08 -18.27 11.99 33.66
네패스아크 19,010( -5.89) -8.16 -11.17 -3.4 16.2 35.21
두산테스나 45,600( -5) -12.98 -10.41 -0.55 20.48 66.12
Packaging & Assembly
OSAT
LB세미콘 4,765( -5.64) -5.46 -12.08 -18.27 11.99 33.66
SFA반도체 4,265( -5.43) -1.95 -2.85 -6.98 22.73 36.04
네패스 16,170( -5.49) -7.81 -8.59 -6.1 19.42 50.98
두산테스나 45,600( -5) -12.98 -10.41 -0.55 20.48 66.12
하나마이크론 27,600( -1.08) -6.28 7.81 13.35 63.31 141.05
기판
LG이노텍 253,500( -0.98) 6.96 14.97 32.17 57.65 61.16
대덕전자 42,250( -5.38) 6.02 16.55 19.35 62.81 139.38
삼성전기 222,500( -4.09) -8.44 -2.63 5.7 23.27 62.29
심텍 61,900( -1.28) -2.98 6.17 16.57 116.06 173.89
코리아써키트 21,200( -4.72) 4.95 4.95 7.29 31.27 85.64
해성디에스 52,300( -4.91) 1.95 10.57 23.2 113.47 92.28
재료
덕산하이메탈 6,670( -7.1) 3.09 -0.74 -8.5 39.39 59.57
엠케이전자 8,770( -2.88) -6.5 -13.25 -19.1 1.15 10.87
장비
이오테크닉스 262,000( -4.73) 7.6 11.02 1.95 23.58 22.43
한미반도체 127,200( -1.4) -10.17 -14.97 6.8 45.7 33.33
Packaging Test
OSAT
SFA반도체 4,265( -5.43) -1.95 -2.85 -6.98 22.73 36.04
네패스 16,170( -5.49) -7.81 -8.59 -6.1 19.42 50.98
하나마이크론 27,600( -1.08) -6.28 7.81 13.35 63.31 141.05
장비
고영 18,530( -7.81) 9.39 12.78 15.24 20.32 22.55
네오셈 11,460( -3.62) -5.91 -0.78 -8.61 24.57 28.91
디아이 23,250( 2.42) -7.19 -2.92 16.31 62.93 55
엑시콘 14,400( -4.7) -7.28 -7.34 -10.84 22.87 41.04
유니테스트 0( )
테크윙 60,400( -4.28) -6.5 -9.58 -2.27 47.68 101
소켓
ISC 76,500( -4.38) -5.09 -4.38 -5.2 11.68 25.82
리노공업 54,900( -4.69) -5.34 -4.19 2.23 10.91 9.36
마이크로컨텍솔 25,700( -5.51) -3.02 -12.88 -4.1 48.13 22.09
오킨스전자 8,770( -4.67) -7.49 -8.55 -20.27 21.47 36.18
티에스이 52,700( -2.77) 2.13 4.36 -5.22 29.64 34.61
티에프이 36,700( -6.97) -11.14 -10.05 -8.59 -19.96 19.35
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
23,250( 2.42) -7.19 -2.92 16.31 62.93 55 461 542 788 1100 1192 158.6% 8.4% 2% -17 0% 57 7.2% 99 9% 122 10.2% 1255.6% 23.2% 6,579억
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
13,140( -3.45) -8.37 -6.41 -13.95 13.28 31.53 650 483 639 389 804 23.7% 106.7% 99 15.2% -5 0% 10 1.6% -15 0% 43 5.3% -56.6% 흑전 10,780억
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
10,350( -7.51) -5.13 12.75 -0.1 21.62 15.38 21 31 43 55 53 152.4% -3.6% -34 0% -12 0% 39 90.7% 9.1% -11 0% 적자 적전 612억
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
52,700( -2.77) 2.13 4.36 -5.22 29.64 34.61 760 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 5,829억
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
7,200( -5.88) -10.56 2.56 -3.49 38.73 50.63 135 157 132 158 187 136.8% 23.9% 30 22.2% 31 19.7% -15 0% 14 8.9% 35 18.7% 흑전 400% 4,203억
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
4,765( -5.64) -5.46 -12.08 -18.27 11.99 33.66 1232 1193 1054 1168 1156 -6.2% -1% 12 1% -21 0% -104 0% -40 0% -33 0% 적전 적자 2,086억
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
19,010( -5.89) -8.16 -11.17 -3.4 16.2 35.21 340 264 256 289 325 -4.4% 12.5% -9 0% -57 0% 37 14.5% -8 0% 45 13.8% 흑전 흑전 2,316억
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
45,600( -5) -12.98 -10.41 -0.55 20.48 66.12 998 987 828 592 759 -23.9% 28.2% 167 16.7% 110 11.1% -11 0% -191 0% -21 0% 적전 적자 8,813억
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
4,765( -5.64) -5.46 -12.08 -18.27 11.99 33.66 1232 1193 1054 1168 1156 -6.2% -1% 12 1% -21 0% -104 0% -40 0% -33 0% 적전 적자 2,086억
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
4,265( -5.43) -1.95 -2.85 -6.98 22.73 36.04 1113 951 814 752 761 -31.6% 1.2% 0.4% 0.3% -56 0% -60 0% -67 0% 적전 적자 7,014억
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
16,170( -5.49) -7.81 -8.59 -6.1 19.42 50.98 1286 1088 1052 1293 1309 1.8% 1.2% -34 0% -156 0% 297 28.2% 36 2.8% 79 6% 흑전 119.4% 3,728억
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
45,600( -5) -12.98 -10.41 -0.55 20.48 66.12 998 987 828 592 759 -23.9% 28.2% 167 16.7% 110 11.1% -11 0% -191 0% -21 0% 적전 적자 8,813억
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
27,600( -1.08) -6.28 7.81 13.35 63.31 141.05 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% 18,291억
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
253,500( -0.98) 6.96 14.97 32.17 57.65 61.16 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% 59,996억
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
42,250( -5.38) 6.02 16.55 19.35 62.81 139.38 2382 2327 2064 2154 2459 8.4% 10.9% 109 4.6% 92 4% -60 0% -62 0% 19 0.8% 94.6% 흑전 20,878억
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
222,500( -4.09) -8.44 -2.63 5.7 23.27 62.29 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% 166,193억
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
61,900( -1.28) -2.98 6.17 16.57 116.06 173.89 3117 3248 3031 3036 3408 22.9% 6.1% 36 1.2% 0.2% -361 0% -163 0% 55 1.6% 흑전 흑전 19,717억
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
21,200( -4.72) 4.95 4.95 7.29 31.27 85.64 3754 3413 3352 3545 3313 12.8% 5.8% -45 0% -96 0% -98 0% -16 0% 61 1.8% 적자 적자 5,007억
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
52,300( -4.91) 1.95 10.57 23.2 113.47 92.28 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% 8,891억
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
6,670( -7.1) 3.09 -0.74 -8.5 39.39 59.57 606 575 568 441 574 72.2% -0.3% 70 11.6% 24 4.2% 51 9% -13 0% 25 4.4% 흑전 79.5% 3,030억
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
8,770( -2.88) -6.5 -13.25 -19.1 1.15 10.87 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 1,935억
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
262,000( -4.73) 7.6 11.02 1.95 23.58 22.43 744 829 907 848 942 26.6% 11.1% 65 8.7% 104 12.5% 87 9.6% 144 17% 258 27.4% 296.9% 79.2% 32,277억
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
127,200( -1.4) -10.17 -14.97 6.8 45.7 33.33 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% 122,893억
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
4,265( -5.43) -1.95 -2.85 -6.98 22.73 36.04 1113 951 814 752 761 -31.6% 1.2% 0.4% 0.3% -56 0% -60 0% -67 0% 적전 적자 7,014억
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
16,170( -5.49) -7.81 -8.59 -6.1 19.42 50.98 1286 1088 1052 1293 1309 1.8% 1.2% -34 0% -156 0% 297 28.2% 36 2.8% 79 6% 흑전 119.4% 3,728억
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
27,600( -1.08) -6.28 7.81 13.35 63.31 141.05 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% 18,291억
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
18,530( -7.81) 9.39 12.78 15.24 20.32 22.55 525 463 507 511 521 -0.8% 2% 32 6.1% 1.5% -27 0% 32 6.3% 25 4.8% -21.9% -21.9% 12,721억
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
11,460( -3.62) -5.91 -0.78 -8.61 24.57 28.91 99 332 331 148 163 -70.9% -65.1% -15 0% 104 31.3% 49 14.8% 15 10.1% 3.1% 적전 적전 5,027억
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
23,250( 2.42) -7.19 -2.92 16.31 62.93 55 461 542 788 1100 1192 158.6% 8.4% 2% -17 0% 57 7.2% 99 9% 122 10.2% 1255.6% 23.2% 6,579억
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
14,400( -4.7) -7.28 -7.34 -10.84 22.87 41.04 77 38 129 19 75 -2.6% 294.7% -30 0% -67 0% -11 0% -57 0% -29 0% 적자 적자 1,879억
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
60,400( -4.28) -6.5 -9.58 -2.27 47.68 101 508 467 477 346 489 28.6% 26.1% 72 14.2% 62 13.3% 44 9.2% 18 5.2% 62 12.7% 200% 28.6% 22,561억
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
76,500( -4.38) -5.09 -4.38 -5.2 11.68 25.82 498 504 391 317 517 3.8% 63.1% 149 29.9% 138 27.4% 74 18.9% 70 22.1% 137 26.5% -8.1% 95.7% 16,215억
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
54,900( -4.69) -5.34 -4.19 2.23 10.91 9.36 709 689 834 784 1125 -5.6% 29.4% 332 46.8% 306 44.4% 370 44.4% 349 44.5% 534 47.5% -0.9% 42.5% 41,840억
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
25,700( -5.51) -3.02 -12.88 -4.1 48.13 22.09 151 184 217 253 223 47.7% -11.9% 15 9.9% 26 14.1% 41 18.9% 49 19.4% 36 16.1% 140% -26.5% 2,136억
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
8,770( -4.67) -7.49 -8.55 -20.27 21.47 36.18 160 171 178 188 270 68.8% 43.6% 13 8.1% -4 0% 5.1% 16 8.5% 31 11.5% 138.5% 93.8% 1,550억
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
52,700( -2.77) 2.13 4.36 -5.22 29.64 34.61 760 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 5,829억
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
36,700( -6.97) -11.14 -10.05 -8.59 -19.96 19.35 182 172 206 220 250 37.4% 13.6% 16 8.8% 1.2% 12 5.8% 29 13.2% 39 15.6% 143.8% 34.5% 4,176억