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 -2.3 -5.95 -14.46 -2.75 24.69
와이아이케이 -3.23 -2.85 -4.9 -5.81 -0.4
프로브카드
마이크로투나노 -0.71 -8.62 -10.66 1.7 38.51
에이엠에스티
코리아인스트루먼트
티에스이 -1.89 -2.26 -7.27 -14.41 -21.02
피엠티 INF INF INF INF INF
프로브카드용부품
샘씨엔에스 -4.44 -6.52 -3.37 -1.36 4.99
화인세라믹
OSAT
LB세미콘 -2.5 -3.83 -3.17 1.88 -3.43
네패스아크 -3.6 -5.24 9.67 23.89 14.46
두산테스나 -2.7 -4.42 -7.06 6.3 -2.35
Packaging & Assembly
OSAT
LB세미콘 -2.5 -3.83 -3.17 1.88 -3.43
SFA반도체 -4.5 -4.5 -2.54 -0.97 0.16
네패스 -5.56 -9.76 2.03 47.83 51.65
두산테스나 -2.7 -4.42 -7.06 6.3 -2.35
하나마이크론 -6.96 -7.49 -4.7 -3.97 3.93
기판
LG이노텍 3.61 6.83 5.34 5.62 -1.13
대덕전자 0.34 2.52 9.68 18.3 3.11
삼성전기 -1.08 1.18 3.55 8.98 -0.72
심텍 -2.62 -4.09 -4.29 29.05 6.44
코리아써키트 1.34 2.25 1.16 4.98 -1.56
해성디에스 -6.12 -2.13 16.7 40.46 -4.99
재료
덕산하이메탈 -1.32 -0.84 -4.52 -3.29 2.87
엠케이전자 -0.63 2.59 -0.75 -2.58 -0.13
장비
이오테크닉스 9.56 17.99 34.64 57.26 48.25
한미반도체 3.39 -5.25 13.64 17.47 7.14
Packaging Test
OSAT
SFA반도체 -4.5 -4.5 -2.54 -0.97 0.16
네패스 -5.56 -9.76 2.03 47.83 51.65
하나마이크론 -6.96 -7.49 -4.7 -3.97 3.93
장비
고영 -4.08 -7.68 -4.08 -11.12 -8.58
네오셈 -4.52 -6.04 -9.4 -13.55 -17.87
디아이 -2.3 -5.95 -14.46 -2.75 24.69
엑시콘 -2.59 -6.18 -13.08 -5.83 -14.47
유니테스트
테크윙 -3.22 -8.38 -15.35 -14.75 -12.9
소켓
ISC -1.65 0.34 5.11 8.56 -0.33
리노공업 -0.5 -1.87 0.2 30.58 -76.02
마이크로컨텍솔 8.05 -2.7 40.35 78.96 135.04
오킨스전자 5.09 -2.74 3.39 22.14 10.92
티에스이 -1.89 -2.26 -7.27 -14.41 -21.02
티에프이 1.21 4.09 16.04 66.29 57.87
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
-2.3 -5.95 -14.46 -2.75 24.69 347 461 542 788 1100 217% 39.6% -18 0% 9 2% -17 0% 57 7.2% 99 9% 흑전 73.7% 4,202억
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
-3.23 -2.85 -4.9 -5.81 -0.4 339 650 483 639 389 14.7% -39.1% 1 0.3% 99 15.2% -5 0% 10 1.6% -15 0% 적전 적전 8,114억
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
-0.71 -8.62 -10.66 1.7 38.51 6 21 31 43 55 816.7% 27.9% -29 0% -34 0% -12 0% 39 90.7% 5 9.1% 흑전 -87.2% 496억
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
-1.89 -2.26 -7.27 -14.41 -21.02 582 760 1106 1031 830 30.5% -17.2% -30 0% 87 11.4% 205 18.5% 136 13.2% 31 3.7% 적자 적전 4,302억
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
-4.44 -6.52 -3.37 -1.36 4.99 109 135 157 132 158 45.3% 36.3% 6 5.5% 30 22.2% 31 19.7% -15 0% 14 8.9% 50% 흑전 2,761억
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
-2.5 -3.83 -3.17 1.88 -3.43 1028 1232 1193 1054 1168 13.6% 10.8% -75 0% 12 1% -21 0% -104 0% -40 0% 적자 적자 1,539억
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
-3.6 -5.24 9.67 23.89 14.46 331 340 264 256 289 -12.7% 12.9% 4 1.2% -9 0% -57 0% 37 14.5% -8 0% 적전 적전 1,630억
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
-2.7 -4.42 -7.06 6.3 -2.35 917 998 987 828 592 -35.4% -28.5% 112 12.2% 167 16.7% 110 11.1% -11 0% -191 0% 적전 적자 5,218억
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
-2.5 -3.83 -3.17 1.88 -3.43 1028 1232 1193 1054 1168 13.6% 10.8% -75 0% 12 1% -21 0% -104 0% -40 0% 적자 적자 1,539억
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
-4.5 -4.5 -2.54 -0.97 0.16 1220 1113 951 814 752 -38.4% -7.6% 24 2% 4 0.4% 3 0.3% -56 0% -60 0% 적전 적자 5,057억
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
-5.56 -9.76 2.03 47.83 51.65 1215 1286 1088 1052 1293 6.4% 22.9% -72 0% -34 0% -156 0% 297 28.2% 36 2.8% 흑전 -87.9% 2,430억
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
-2.7 -4.42 -7.06 6.3 -2.35 917 998 987 828 592 -35.4% -28.5% 112 12.2% 167 16.7% 110 11.1% -11 0% -191 0% 적전 적자 5,218억
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
-6.96 -7.49 -4.7 -3.97 3.93 2689 2859 3121 3837 3117 15.9% -18.8% 108 4% 186 6.5% 174 5.6% 599 15.6% 117 3.8% 8.3% -80.5% 7,528억
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
3.61 6.83 5.34 5.62 -1.13 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% 37,370억
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
0.34 2.52 9.68 18.3 3.11 2148 2382 2327 2064 2154 -1.3% -8.4% -29 0% 109 4.6% 92 4% -60 0% -62 0% 적전 적전 8,850억
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
-1.08 1.18 3.55 8.98 -0.72 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% 102,405억
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
-2.62 -4.09 -4.29 29.05 6.44 2939 3117 3248 3031 3036 44.1% -1% -149 0% 36 1.2% 5 0.2% -361 0% -163 0% 적자 적자 7,103억
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
1.34 2.25 1.16 4.98 -1.56 3548 3754 3413 3352 3545 5.4% 13.6% -90 0% -45 0% -96 0% -98 0% -16 0% 적자 적자 2,688억
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
-6.12 -2.13 16.7 40.46 -4.99 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% 4,692억
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
-1.32 -0.84 -4.52 -3.29 2.87 608 606 575 568 441 65.2% 82.6% 39 6.4% 70 11.6% 24 4.2% 51 9% -13 0% 875% 흑전 1,872억
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
-0.63 2.59 -0.75 -2.58 -0.13 2720 2951 2679 3356 2836 4.3% -15.5% 87 3.2% 212 7.2% 48 1.8% 211 6.3% -11 0% 적전 적전 1,749억
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
9.56 17.99 34.64 57.26 48.25 728 744 829 907 848 16.5% -6.5% 55 7.6% 65 8.7% 104 12.5% 87 9.6% 144 17% 161.8% 65.5% 24,565억
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
3.39 -5.25 13.64 17.47 7.14 773 1235 2085 1496 1473 90.6% -1.5% 287 37.1% 554 44.9% 993 47.6% 719 48.1% 696 47.3% 142.5% -3.2% 94,198억
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
-4.5 -4.5 -2.54 -0.97 0.16 1220 1113 951 814 752 -38.4% -7.6% 24 2% 4 0.4% 3 0.3% -56 0% -60 0% 적전 적자 5,057억
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
-5.56 -9.76 2.03 47.83 51.65 1215 1286 1088 1052 1293 6.4% 22.9% -72 0% -34 0% -156 0% 297 28.2% 36 2.8% 흑전 -87.9% 2,430억
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
-6.96 -7.49 -4.7 -3.97 3.93 2689 2859 3121 3837 3117 15.9% -18.8% 108 4% 186 6.5% 174 5.6% 599 15.6% 117 3.8% 8.3% -80.5% 7,528억
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
-4.08 -7.68 -4.08 -11.12 -8.58 530 525 463 507 511 -3.6% 0.8% 22 4.2% 32 6.1% 7 1.5% -27 0% 32 6.3% 45.5% 흑전 10,318억
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
-4.52 -6.04 -9.4 -13.55 -17.87 284 99 332 331 148 31.5% 14.1% 26 9.2% -15 0% 104 31.3% 49 14.8% 15 10.1% 550% 30% 3,891억
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
-2.3 -5.95 -14.46 -2.75 24.69 347 461 542 788 1100 217% 39.6% -18 0% 9 2% -17 0% 57 7.2% 99 9% 흑전 73.7% 4,202억
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
-2.59 -6.18 -13.08 -5.83 -14.47 71 77 38 129 19 -73.2% -85.3% -47 0% -30 0% -67 0% -11 0% -57 0% 적자 적자 1,327억
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
-3.22 -8.38 -15.35 -14.75 -12.9 403 508 467 477 346 40.9% -2.2% 56 13.9% 72 14.2% 62 13.3% 44 9.2% 18 5.2% 1300% 86.7% 11,224억
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
-1.65 0.34 5.11 8.56 -0.33 351 498 504 391 317 -9.7% -18.9% 86 24.5% 149 29.9% 138 27.4% 74 18.9% 70 22.1% -18.6% -5.4% 12,633억
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
-0.5 -1.87 0.2 30.58 -76.02 548 709 689 834 784 11.6% -5.4% 233 42.5% 332 46.8% 306 44.4% 370 44.4% 349 44.5% 34.7% -22.6% 37,915억
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
8.05 -2.7 40.35 78.96 135.04 143 151 184 217 253 76.9% 16.6% 19 13.3% 15 9.9% 26 14.1% 41 18.9% 49 19.4% 157.9% 19.5% 1,795억
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
5.09 -2.74 3.39 22.14 10.92 155 160 171 178 188 21.3% 5.6% 2 1.3% 13 8.1% -4 0% 9 5.1% 16 8.5% 700% 77.8% 1,131억
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
-1.89 -2.26 -7.27 -14.41 -21.02 582 760 1106 1031 830 30.5% -17.2% -30 0% 87 11.4% 205 18.5% 136 13.2% 31 3.7% 적자 적전 4,302억
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
1.21 4.09 16.04 66.29 57.87 173 182 172 206 220 27.2% 6.8% 13 7.5% 16 8.8% 2 1.2% 12 5.8% 29 13.2% 123.1% 141.7% 3,334억