반도체 후공정 밸류체인

Wafer Test(EDS)
장비
디아이 14,180( 1.72) 0.14 25.27 -10.37 -19.89 -26.03
와이아이케이 13,500( 0.3) 1.12 18.63 -9.64 -18.28 -11.13
프로브카드
마이크로투나노 6,130( 0.66) -2.54 5.51 -19.13 -36.08 -59.99
에이엠에스티 0( )
코리아인스트루먼트 0( )
티에스이 42,250( 1.93) -1.17 1.81 -16.34 -5.69 -32.29
피엠티 3,230(0) -0.92 0.94 -8.63 -26.34 -45.53
프로브카드용부품
샘씨엔에스 5,300( 0.57) -0.93 4.33 -15.74 -10.62 -29.71
화인세라믹 0( )
OSAT
LB세미콘 3,975( 0.25) -2.81 -2.93 -21.91 -28.38 -41.54
네패스아크 12,890( -1.23) -3.81 0.39 -20.58 -31.73 -49.94
두산테스나 28,550( -1.38) -0.87 0.35 -16.03 -24.87 -34.37
Packaging & Assembly
OSAT
LB세미콘 3,975( 0.25) -2.81 -2.93 -21.91 -28.38 -41.54
SFA반도체 3,605( -1.5) -0.55 4.64 -13.03 -25.05 -35.51
네패스 8,080( -2.42) -4.49 -6.37 -26.01 -37.12 -52.78
두산테스나 28,550( -1.38) -0.87 0.35 -16.03 -24.87 -34.37
하나마이크론 11,020( -0.36) -3.76 -1.08 -21.45 -43.08 -51.35
기판
LG이노텍 230,500( 0.88) -0.43 -0.43 -9.25 -17.83 -2.54
대덕전자 18,890( -1.15) -2.53 7.82 -9.4 -13.15 -19.62
삼성전기 133,000( 1.76) 1.76 1.99 -8.72 -16.82 -15.02
심텍 18,060( 0.78) -0.44 2.73 -20.79 -40 -44.77
코리아써키트 12,130( 1.42) 8.3 18.92 4.39 -11.4 -20.46
해성디에스 26,700( -3.96) -1.11 1.33 -11.3 -34.16 -45.23
재료
덕산하이메탈 4,895( -0.2) -3.64 2.41 -12.28 -19.49 -37.32
엠케이전자 7,600( 0.26) -1.3 2.29 -13.14 -23.15 -38.76
장비
이오테크닉스 149,400( -1.78) -0.86 6.64 -16.07 -21.78 -28.69
한미반도체 100,300( 4.26) 0.8 3.94 -16.9 -31.07 -32.09
Packaging Test
OSAT
SFA반도체 3,605( -1.5) -0.55 4.64 -13.03 -25.05 -35.51
네패스 8,080( -2.42) -4.49 -6.37 -26.01 -37.12 -52.78
하나마이크론 11,020( -0.36) -3.76 -1.08 -21.45 -43.08 -51.35
장비
고영 10,290( 2.08) 1.18 5.54 -7.13 -14.11 -29.81
네오셈 8,400( -2.67) -4.55 8.81 -16.42 -37.96 -15.66
디아이 14,180( 1.72) 0.14 25.27 -10.37 -19.89 -26.03
엑시콘 10,950( 0.09) -1.79 5.29 -21.05 -43.26 -42.25
유니테스트 0( )
테크윙 35,200( 1.44) -0.98 11.04 -22.12 -29.74 -9.63
소켓
ISC 54,100( 3.84) 6.71 15.6 -3.91 2.66 -29.65
리노공업 179,000( -1.27) -0.06 3.11 -10.95 -14.35 -31.68
마이크로컨텍솔 5,390( 2.28) 0.56 2.67 -13.9 -30.72 -41.6
오킨스전자 5,490(0) 0.55 6.19 -9.85 -22.57 -21.35
티에스이 42,250( 1.93) -1.17 1.81 -16.34 -5.69 -32.29
티에프이 15,060( 1.62) -3.59 -0.92 -29.3 -38.15 -52.64
Wafer Test(EDS)
ND 디아이 (003160)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
14,180( 1.72) 0.14 25.27 -10.37 -19.89 -26.03 645 576 531 347 461 -28.5% 32.9% 55 8.5% 26 4.5% -29 0% -18 0% 2% -83.6% 흑전 4,012억
ND 와이아이케이 (232140)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
13,500( 0.3) 1.12 18.63 -9.64 -18.28 -11.13 774 547 551 339 650 -16% 91.7% 0% 0.9% 56 10.2% 0.3% 99 15.2% - 9800% 11,076억
ND 마이크로투나노 (424980)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
6,130( 0.66) -2.54 5.51 -19.13 -36.08 -59.99 49 21 45 6 21 -57.1% 250% -49 0% -32 0% -65 0% -29 0% -34 0% 적자 적자 362억
비상장에이엠에스티
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
0( )
비상장코리아인스트루먼트
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
0( )
ND 티에스이 (131290)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
42,250( 1.93) -1.17 1.81 -16.34 -5.69 -32.29 573 769 703 582 760 -34.4% 28.5% -35 0% 67 8.7% 1.3% -30 0% 87 11.4% 적전 적자 4,673억
ND 피엠티 (147760)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
3,230(0) -0.92 0.94 -8.63 -26.34 -45.53 81 106 108 71 53 -34.6% -25.4% -16 0% 0.9% -31 0% -13 0% -34 0% 적자 적자 349억
ND 샘씨엔에스 (252990)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
5,300( 0.57) -0.93 4.33 -15.74 -10.62 -29.71 57 95 80 109 135 -51.3% -24% -22 0% 7.4% -17 0% 5.5% 30 22.2% 적전 적전 3,094억
비상장화인세라믹
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
0( )
ND LB세미콘 (061970)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
3,975( 0.25) -2.81 -2.93 -21.91 -28.38 -41.54 1032 1045 1141 1028 1232 19.4% 19.8% 0.4% -46 0% -32 0% -75 0% 12 1% 200% 흑전 1,740억
ND 네패스아크 (330860)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
12,890( -1.23) -3.81 0.39 -20.58 -31.73 -49.94 315 310 355 331 340 7.9% 2.7% -14 0% -25 0% 15 4.2% 1.2% -9 0% 적자 적전 1,570억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
28,550( -1.38) -0.87 0.35 -16.03 -24.87 -34.37 889 893 857 917 998 12.3% 8.8% 181 20.4% 173 19.4% 132 15.4% 112 12.2% 167 16.7% -7.7% 49.1% 4,855억
Packaging & Assembly
ND LB세미콘 (061970)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
3,975( 0.25) -2.81 -2.93 -21.91 -28.38 -41.54 1032 1045 1141 1028 1232 19.4% 19.8% 0.4% -46 0% -32 0% -75 0% 12 1% 200% 흑전 1,740억
ND SFA반도체 (036540)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
3,605( -1.5) -0.55 4.64 -13.03 -25.05 -35.51 1276 957 969 1220 1113 -12.8% -8.8% 0.6% -107 0% -57 0% 24 2% 0.4% -50% -83.3% 5,928억
ND 네패스 (033640)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
8,080( -2.42) -4.49 -6.37 -26.01 -37.12 -52.78 1253 1264 1189 1215 1286 2.6% 5.8% -142 0% -146 0% -111 0% -72 0% -34 0% 적자 적자 1,863억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
28,550( -1.38) -0.87 0.35 -16.03 -24.87 -34.37 889 893 857 917 998 12.3% 8.8% 181 20.4% 173 19.4% 132 15.4% 112 12.2% 167 16.7% -7.7% 49.1% 4,855억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
11,020( -0.36) -3.76 -1.08 -21.45 -43.08 -51.35 2492 2393 2414 2689 2859 14.7% 6.3% 184 7.4% 158 6.6% 68 2.8% 108 4% 186 6.5% 1.1% 72.2% 6,300억
ND LG이노텍 (011070)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
230,500( 0.88) -0.43 -0.43 -9.25 -17.83 -2.54 39072 47636 75586 43336 45553 16.6% 5.1% 183 0.5% 1834 3.9% 4837 6.4% 1760 4.1% 1517 3.3% 729% -13.8% 54,552억
ND 대덕전자 (353200)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
18,890( -1.15) -2.53 7.82 -9.4 -13.15 -19.62 2198 2378 2344 2148 2382 -35.9% 1% 56 2.5% 14 0.6% 64 2.7% -29 0% 109 4.6% -91% -45.6% 9,334억
ND 삼성전기 (009150)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
133,000( 1.76) 1.76 1.99 -8.72 -16.82 -15.02 22205 23609 23062 26243 25801 16.2% -1.7% 2049 9.2% 1840 7.8% 1103 4.8% 1803 6.9% 2081 8.1% 1.6% 15.4% 99,342억
ND 심텍 (222800)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
18,060( 0.78) -0.44 2.73 -20.79 -40 -44.77 2537 2872 2970 2939 3117 -46.9% 24.4% -216 0% -56 0% -287 0% -149 0% 36 1.2% 적전 적자 5,752억
ND 코리아써키트 (007810)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
12,130( 1.42) 8.3 18.92 4.39 -11.4 -20.46 3327 3503 3124 3548 3754 -16.3% -1.2% -74 0% -10 0% -89 0% -90 0% -45 0% 적전 적자 2,865억
ND 해성디에스 (195870)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
26,700( -3.96) -1.11 1.33 -11.3 -34.16 -45.23 1792 1555 1451 1549 1535 -17.1% -6.9% 357 19.9% 194 12.5% 163 11.2% 209 13.5% 180 11.7% -34% 14.8% 4,539억
ND 덕산하이메탈 (077360)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
4,895( -0.2) -3.64 2.41 -12.28 -19.49 -37.32 352 389 333 608 606 29.9% -4.3% -22 0% -8 0% -82 0% 39 6.4% 70 11.6% 적전 적전 2,224억
ND 엠케이전자 (033160)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
7,600( 0.26) -1.3 2.29 -13.14 -23.15 -38.76 2707 2741 3437 2720 2951 9% 8.5% 197 7.3% 53 1.9% 139 4% 87 3.2% 212 7.2% 7.6% 143.7% 1,677억
ND 이오테크닉스 (039030)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
149,400( -1.78) -0.86 6.64 -16.07 -21.78 -28.69 868 739 715 728 744 -14.3% 2.2% 109 12.6% 29 3.9% 48 6.7% 55 7.6% 65 8.7% -40.4% 18.2% 18,405억
ND 한미반도체 (042700)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
100,300( 4.26) 0.8 3.94 -16.9 -31.07 -32.09 490 312 522 773 1235 152% 59.8% 111 22.7% 29 9.3% 184 35.2% 287 37.1% 554 44.9% 399.1% 93% 97,284억
Packaging Test
ND SFA반도체 (036540)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
3,605( -1.5) -0.55 4.64 -13.03 -25.05 -35.51 1276 957 969 1220 1113 -12.8% -8.8% 0.6% -107 0% -57 0% 24 2% 0.4% -50% -83.3% 5,928억
ND 네패스 (033640)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
8,080( -2.42) -4.49 -6.37 -26.01 -37.12 -52.78 1253 1264 1189 1215 1286 2.6% 5.8% -142 0% -146 0% -111 0% -72 0% -34 0% 적자 적자 1,863억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
11,020( -0.36) -3.76 -1.08 -21.45 -43.08 -51.35 2492 2393 2414 2689 2859 14.7% 6.3% 184 7.4% 158 6.6% 68 2.8% 108 4% 186 6.5% 1.1% 72.2% 6,300억
ND 고영 (098460)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
10,290( 2.08) 1.18 5.54 -7.13 -14.11 -29.81 529 501 588 530 525 -0.8% -0.9% 30 5.7% 18 3.6% 57 9.7% 22 4.2% 32 6.1% 6.7% 45.5% 7,064억
ND 네오셈 (253590)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
8,400( -2.67) -4.55 8.81 -16.42 -37.96 -15.66 340 204 249 284 99 341.6% 57.4% 50 14.7% 2.5% 20 8% 26 9.2% -15 0% 흑전 1150% 3,685억
ND 디아이 (003160)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
14,180( 1.72) 0.14 25.27 -10.37 -19.89 -26.03 645 576 531 347 461 -28.5% 32.9% 55 8.5% 26 4.5% -29 0% -18 0% 2% -83.6% 흑전 4,012억
ND 엑시콘 (092870)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
10,950( 0.09) -1.79 5.29 -21.05 -43.26 -42.25 303 172 111 71 77 -74.6% 8.5% 54 17.8% -14 0% -46 0% -47 0% -30 0% 적전 적자 1,429억
ND 유니테스트 (086390)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
0( )
ND 테크윙 (089030)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
35,200( 1.44) -0.98 11.04 -22.12 -29.74 -9.63 395 244 412 403 508 -53.4% 38.1% 24 6.1% -27 0% 30 7.3% 56 13.9% 72 14.2% -89.3% 500% 13,148억
ND ISC (095340)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
54,100( 3.84) 6.71 15.6 -3.91 2.66 -29.65 359 329 249 351 498 38.7% 41.9% 64 17.8% -79 0% 24 9.6% 86 24.5% 149 29.9% 132.8% 73.3% 11,467억
ND 리노공업 (058470)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
179,000( -1.27) -0.06 3.11 -10.95 -14.35 -31.68 751 734 579 548 709 -17.8% 53% 335 44.6% 332 45.2% 301 52% 233 42.5% 332 46.8% -18.9% 93.6% 27,283억
ND 마이크로컨텍솔 (098120)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
5,390( 2.28) 0.56 2.67 -13.9 -30.72 -41.6 161 199 145 143 151 -6.2% 5.6% 13 8.1% 53 26.6% -12 0% 19 13.3% 15 9.9% 15.4% -21.1% 448억
ND 오킨스전자 (080580)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
5,490(0) 0.55 6.19 -9.85 -22.57 -21.35 125 133 185 155 160 28% 3.2% 0% 2.3% -3 0% 1.3% 13 8.1% - 550% 970억
ND 티에스이 (131290)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
42,250( 1.93) -1.17 1.81 -16.34 -5.69 -32.29 573 769 703 582 760 -34.4% 28.5% -35 0% 67 8.7% 1.3% -30 0% 87 11.4% 적전 적자 4,673억
ND 티에프이 (425420)
주가 7 14 30 60 120 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 2023.2Q 2023.3Q 2023.4Q 2024.1Q 2024.2Q YoY QoQ 시총
15,060( 1.62) -3.59 -0.92 -29.3 -38.15 -52.64 197 209 246 173 182 -7.6% 5.2% 18 9.1% 21 10% 35 14.2% 13 7.5% 16 8.8% -11.1% 23.1% 1,713억