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 3.7 7.69 -1.54 12.06 62.79
와이아이케이 11.28 24 15.87 -0.52 35.14
프로브카드
마이크로투나노 -3.89 1.08 -19.71 -19.02 -1.87
에이엠에스티
코리아인스트루먼트
티에스이 0.67 18.27 11.9 8.27 49.19
피엠티 INF INF INF INF INF
프로브카드용부품
샘씨엔에스 -0.14 -0.83 1.41 -3.75 54.24
화인세라믹
OSAT
LB세미콘 -0.22 3.78 -7.26 -22.21 12.53
네패스아크 -1.56 0.92 -8.94 -10.42 13.23
두산테스나 -2.97 3.16 -6.77 -3.93 21.69
Packaging & Assembly
OSAT
LB세미콘 -0.22 3.78 -7.26 -22.21 12.53
SFA반도체 -1.95 7.3 -2.51 -6.98 29.83
네패스 0.46 4.15 6.22 2.09 51.55
두산테스나 -2.97 3.16 -6.77 -3.93 21.69
하나마이크론 -0.59 0.8 3.08 3.08 105.23
기판
LG이노텍 15.52 21.4 15.29 49.37 73.74
대덕전자 2.42 -8.03 2.85 37.43 104.84
삼성전기 3.97 8.49 16.96 24.47 63.95
심텍 8.45 7.82 5.21 6.4 101.43
코리아써키트 14.96 29.37 79.82 98.38 216.9
해성디에스 -0.19 5.5 0.75 26.5 121.44
재료
덕산하이메탈 0.87 2.47 -13.28 -20.3 22.32
엠케이전자 0.12 3.62 -4.88 -20.85 4
장비
이오테크닉스 0.54 12.35 -0.72 7.98 20.65
한미반도체 0.75 1.08 -6.33 1.93 34
Packaging Test
OSAT
SFA반도체 -1.95 7.3 -2.51 -6.98 29.83
네패스 0.46 4.15 6.22 2.09 51.55
하나마이크론 -0.59 0.8 3.08 3.08 105.23
장비
고영 -4.5 38.74 30.22 64.8 73.43
네오셈 -2.4 5.18 -12.8 -19.06 19.27
디아이 3.7 7.69 -1.54 12.06 62.79
엑시콘 5.75 5.17 4.18 -4.27 47.94
유니테스트
테크윙 0 4.99 -21.99 -23.38 62.16
소켓
ISC -0.63 7.31 38.14 36.43 83.19
리노공업 -0.61 3.33 14.59 21.42 39.32
마이크로컨텍솔 1 1.27 -27.91 -28.58 -19.58
오킨스전자 17.09 17.65 8.11 -11.55 36.47
티에스이 0.67 18.27 11.9 8.27 49.19
티에프이 -9.53 -13.74 3.55 1.62 20.71
Wafer Test(EDS)
ND 디아이 (003160)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
3.7 7.69 -1.54 12.06 62.79 542 788 1100 1192 1091 101.3% -8.5% -17 0% 57 7.2% 99 9% 122 10.2% 100 9.2% 흑전 -18% 6,339억
ND 와이아이케이 (232140)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
11.28 24 15.87 -0.52 35.14 483 639 389 804 666 37.9% -17.2% -5 0% 10 1.6% -15 0% 43 5.3% 49 7.4% 흑전 14% 12,462억
ND 마이크로투나노 (424980)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-3.89 1.08 -19.71 -19.02 -1.87 31 43 55 53 69 122.6% 30.2% -12 0% 39 90.7% 5 9.1% -11 0% -8 0% 적자 적자 496억
비상장에이엠에스티
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
비상장코리아인스트루먼트
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
ND 티에스이 (131290)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0.67 18.27 11.9 8.27 49.19 1106 1031 830 1176 1044 43.8% 45.5% 205 18.5% 136 13.2% 31 3.7% 148 12.6% 115 11% 206% 135.6% 6,658억
ND 피엠티 (147760)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
INF INF INF INF INF  0% 370억
ND 샘씨엔에스 (252990)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-0.14 -0.83 1.41 -3.75 54.24 157 132 158 187 208 65.3% 16.3% 31 19.7% -15 0% 14 8.9% 35 18.7% 54 26% 342.9% 3.3% 4,192억
비상장화인세라믹
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
ND LB세미콘 (061970)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-0.22 3.78 -7.26 -22.21 12.53 1193 1054 1168 1156 1256 5.3% 8.7% -21 0% -104 0% -40 0% -33 0% -63 0% 적자 적자 1,985억
ND 네패스아크 (330860)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-1.56 0.92 -8.94 -10.42 13.23 264 256 289 325 277 4.9% -14.8% -57 0% 37 14.5% -8 0% 45 13.8% 11 4% 흑전 -75.6% 2,148억
ND 두산테스나 (131970)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-2.97 3.16 -6.77 -3.93 21.69 987 828 592 759 832 -15.7% 9.6% 110 11.1% -11 0% -191 0% -21 0% 53 6.4% -51.8% 흑전 8,513억
Packaging & Assembly
ND LB세미콘 (061970)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-0.22 3.78 -7.26 -22.21 12.53 1193 1054 1168 1156 1256 5.3% 8.7% -21 0% -104 0% -40 0% -33 0% -63 0% 적자 적자 1,985억
ND SFA반도체 (036540)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-1.95 7.3 -2.51 -6.98 29.83 951 814 752 761 965 1.5% 26.8% 3 0.3% -56 0% -60 0% -67 0% -63 0% 적전 적자 7,014억
ND 네패스 (033640)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0.46 4.15 6.22 2.09 51.55 1088 1052 1293 1309 1375 26.4% 5% -156 0% 297 28.2% 36 2.8% 79 6% 108 7.9% 흑전 36.7% 4,053억
ND 두산테스나 (131970)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-2.97 3.16 -6.77 -3.93 21.69 987 828 592 759 832 -15.7% 9.6% 110 11.1% -11 0% -191 0% -21 0% 53 6.4% -51.8% 흑전 8,513억
ND 하나마이크론 (067310)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-0.59 0.8 3.08 3.08 105.23 3121 3837 3117 3402 4324 38.5% 27.1% 174 5.6% 599 15.6% 117 3.8% 302 8.9% 384 8.9% 120.7% 27.2% 16,634억
ND LG이노텍 (011070)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
15.52 21.4 15.29 49.37 73.74 56851 66286 49828 39345 53694 -5.6% 36.5% 1304 2.3% 2479 3.7% 1251 2.5% 113 0.3% 2037 3.8% 56.2% 1702.7% 67,806억
ND 대덕전자 (353200)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
2.42 -8.03 2.85 37.43 104.84 2327 2064 2154 2459 2862 -2.1% -2.3% 92 4% -60 0% -62 0% 19 0.8% 224 7.8% 557.1% -15.6% 24,041억
ND 삼성전기 (009150)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
3.97 8.49 16.96 24.47 63.95 26153 24923 27386 27846 28890 10.5% 3.7% 2249 8.6% 1150 4.6% 2006 7.3% 2130 7.6% 2603 9% 15.7% 22.2% 195,697억
ND 심텍 (222800)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
8.45 7.82 5.21 6.4 101.43 3248 3031 3036 3408 3728 13.1% 4.2% 5 0.2% -361 0% -163 0% 55 1.6% 124 3.3% 흑전 -86.1% 17,997억
ND 코리아써키트 (007810)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
14.96 29.37 79.82 98.38 216.9 3413 3352 3545 3313 3757 -2.6% -9.1% -96 0% -98 0% -16 0% 61 1.8% 133 3.5% 적자 적자 9,259억
ND 해성디에스 (195870)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-0.19 5.5 0.75 26.5 121.44 1494 1451 1375 1574 1786 -3.9% -2.7% 117 7.8% 62 4.3% 4 0.3% 82 5.2% 161 9% -39.7% -35% 9,129억
ND 덕산하이메탈 (077360)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0.87 2.47 -13.28 -20.3 22.32 575 568 441 574 615 47.8% -5.1% 24 4.2% 51 9% -13 0% 25 4.4% 16 2.6% 흑전 -65.7% 2,639억
ND 엠케이전자 (033160)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0.12 3.62 -4.88 -20.85 4 2679 3356 2836 3361 3769 40.7% 12.1% 48 1.8% 211 6.3% -11 0% 117 3.5% -64 0% 적전 적전 1,893억
ND 이오테크닉스 (039030)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0.54 12.35 -0.72 7.98 20.65 829 907 848 942 1005 21.2% 6.7% 104 12.5% 87 9.6% 144 17% 258 27.4% 260 25.9% 150% 0.8% 34,186억
ND 한미반도체 (042700)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0.75 1.08 -6.33 1.93 34 2085 1496 1473 1800 1662 -20.3% -7.7% 993 47.6% 719 48.1% 696 47.3% 863 47.9% 678 40.8% -31.7% -21.4% 117,289억
Packaging Test
ND SFA반도체 (036540)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-1.95 7.3 -2.51 -6.98 29.83 951 814 752 761 965 1.5% 26.8% 3 0.3% -56 0% -60 0% -67 0% -63 0% 적전 적자 7,014억
ND 네패스 (033640)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0.46 4.15 6.22 2.09 51.55 1088 1052 1293 1309 1375 26.4% 5% -156 0% 297 28.2% 36 2.8% 79 6% 108 7.9% 흑전 36.7% 4,053억
ND 하나마이크론 (067310)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-0.59 0.8 3.08 3.08 105.23 3121 3837 3117 3402 4324 38.5% 27.1% 174 5.6% 599 15.6% 117 3.8% 302 8.9% 384 8.9% 120.7% 27.2% 16,634억
ND 고영 (098460)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-4.5 38.74 30.22 64.8 73.43 463 507 511 521 603 30.2% 15.7% 7 1.5% -27 0% 32 6.3% 25 4.8% 47 7.8% 571.4% 88% 18,193억
ND 네오셈 (253590)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-2.4 5.18 -12.8 -19.06 19.27 332 331 148 163 102 62.7% 235.4% 104 31.3% 49 14.8% 15 10.1% 5 3.1% -5 0% 1980% 흑전 4,452억
ND 디아이 (003160)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
3.7 7.69 -1.54 12.06 62.79 542 788 1100 1192 1091 101.3% -8.5% -17 0% 57 7.2% 99 9% 122 10.2% 100 9.2% 흑전 -18% 6,339억
ND 엑시콘 (092870)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
5.75 5.17 4.18 -4.27 47.94 38 129 19 75 114 200% 52% -67 0% -11 0% -57 0% -29 0% -20 0% 적자 적자 2,017억
ND 유니테스트 (086390)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
ND 테크윙 (089030)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0 4.99 -21.99 -23.38 62.16 467 477 346 489 418 91.4% -8.1% 62 13.3% 44 9.2% 18 5.2% 62 12.7% 71 17% 흑전 -13.9% 17,686억
ND ISC (095340)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-0.63 7.31 38.14 36.43 83.19 504 391 317 517 645 28% 24.8% 138 27.4% 74 18.9% 70 22.1% 137 26.5% 174 27% 26.1% 27% 23,337억
ND 리노공업 (058470)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-0.61 3.33 14.59 21.42 39.32 689 834 784 1125 968 -6.1% -2.8% 306 44.4% 370 44.4% 349 44.5% 534 47.5% 483 49.9% -7.8% -7.8% 49,690억
ND 마이크로컨텍솔 (098120)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
1 1.27 -27.91 -28.58 -19.58 184 217 253 223 254 38% 13.9% 26 14.1% 41 18.9% 49 19.4% 36 16.1% 39 15.4% 50% 8.3% 1,591억
ND 오킨스전자 (080580)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
17.09 17.65 8.11 -11.55 36.47 171 178 188 270 233 36.3% -13.7% -4 0% 9 5.1% 16 8.5% 31 11.5% 37 15.9% 흑전 19.4% 1,720억
ND 티에스이 (131290)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0.67 18.27 11.9 8.27 49.19 1106 1031 830 1176 1044 43.8% 45.5% 205 18.5% 136 13.2% 31 3.7% 148 12.6% 115 11% 206% 135.6% 6,658억
ND 티에프이 (425420)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-9.53 -13.74 3.55 1.62 20.71 172 206 220 250 272 58.1% 8.8% 2 1.2% 12 5.8% 29 13.2% 39 15.6% 48 17.6% 2300% 23.1% 4,643억