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 7.11 18.77 12.14 4.95 -0.73
와이아이케이 4.53 15.7 8.88 5.91 23.18
프로브카드
마이크로투나노 15.3 26.47 13.74 13.05 -4.53
에이엠에스티
코리아인스트루먼트
티에스이 15.27 26.34 18.84 17.47 13.84
피엠티 INF INF INF INF INF
프로브카드용부품
샘씨엔에스 17.51 22.95 31.24 16.8 23.47
화인세라믹
OSAT
LB세미콘 2.47 10.96 8.88 12.53 32.77
네패스아크 7.27 18.21 17.81 23.06 67.15
두산테스나 6.89 15.98 13 37.33 70.11
Packaging & Assembly
OSAT
LB세미콘 2.47 10.96 8.88 12.53 32.77
SFA반도체 3.6 9.94 8.28 11.47 21.04
네패스 5.42 20.02 25.2 22.18 85.75
두산테스나 6.89 15.98 13 37.33 70.11
하나마이크론 17.58 36.35 52.01 66.34 69.22
기판
LG이노텍 -1.06 -0.36 2.13 8.6 16.92
대덕전자 5.53 13.14 16.85 31.53 82.25
삼성전기 4.83 11.24 19.47 36.27 56.59
심텍 12.35 30 30.8 27.4 94.8
코리아써키트 16.13 43.31 47.28 46.05 77.3
해성디에스 7.95 16.48 9.32 -1.71 34.38
재료
덕산하이메탈 2.94 10.75 10.62 14.91 27.31
엠케이전자 3.14 9.24 10.19 6.87 14.3
장비
이오테크닉스 3.55 12.6 -1.79 -3.74 64.91
한미반도체 8.45 9.89 2.59 3.76 6.3
Packaging Test
OSAT
SFA반도체 3.6 9.94 8.28 11.47 21.04
네패스 5.42 20.02 25.2 22.18 85.75
하나마이크론 17.58 36.35 52.01 66.34 69.22
장비
고영 2.36 10.07 7.42 2.83 -8.97
네오셈 2.73 22.53 12.56 5.26 -1.36
디아이 7.11 18.77 12.14 4.95 -0.73
엑시콘 21.63 43 40 36.19 37.8
유니테스트
테크윙 25.64 43.62 81.24 75.95 42.02
소켓
ISC 4.28 27.21 15.55 14.8 40.92
리노공업 1.52 10.72 8.21 0.2 28.96
마이크로컨텍솔 9.41 21.22 13.06 -0.86 21.22
오킨스전자 15.08 33.5 22.58 23.51 57.7
티에스이 15.27 26.34 18.84 17.47 13.84
티에프이 -0.23 17.25 39.65 34.72 133.74
Wafer Test(EDS)
ND 디아이 (003160)
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
7.11 18.77 12.14 4.95 -0.73 461 542 788 1100 1192 158.6% 8.4% 9 2% -17 0% 57 7.2% 99 9% 122 10.2% 1255.6% 23.2% 4,261억
ND 와이아이케이 (232140)
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
4.53 15.7 8.88 5.91 23.18 650 483 639 389 804 23.7% 106.7% 99 15.2% -5 0% 10 1.6% -15 0% 43 5.3% -56.6% 흑전 9,853억
ND 마이크로투나노 (424980)
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
15.3 26.47 13.74 13.05 -4.53 21 31 43 55 53 152.4% -3.6% -34 0% -12 0% 39 90.7% 5 9.1% -11 0% 적자 적전 548억
비상장에이엠에스티
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
비상장코리아인스트루먼트
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
ND 티에스이 (131290)
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
15.27 26.34 18.84 17.47 13.84 760 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 5,093억
ND 피엠티 (147760)
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
INF INF INF INF INF 53 -34 0%  0% 370억
ND 샘씨엔에스 (252990)
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
17.51 22.95 31.24 16.8 23.47 135 157 132 158 187 136.8% 23.9% 30 22.2% 31 19.7% -15 0% 14 8.9% 35 18.7% 흑전 400% 3,409억
비상장화인세라믹
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
ND LB세미콘 (061970)
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
2.47 10.96 8.88 12.53 32.77 1232 1193 1054 1168 1156 -6.2% -1% 12 1% -21 0% -104 0% -40 0% -33 0% 적전 적자 1,906억
ND 네패스아크 (330860)
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
7.27 18.21 17.81 23.06 67.15 340 264 256 289 325 -4.4% 12.5% -9 0% -57 0% 37 14.5% -8 0% 45 13.8% 흑전 흑전 2,120억
ND 두산테스나 (131970)
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
6.89 15.98 13 37.33 70.11 998 987 828 592 759 -23.9% 28.2% 167 16.7% 110 11.1% -11 0% -191 0% -21 0% 적전 적자 7,643억
Packaging & Assembly
ND LB세미콘 (061970)
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
2.47 10.96 8.88 12.53 32.77 1232 1193 1054 1168 1156 -6.2% -1% 12 1% -21 0% -104 0% -40 0% -33 0% 적전 적자 1,906억
ND SFA반도체 (036540)
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
3.6 9.94 8.28 11.47 21.04 1113 951 814 752 761 -31.6% 1.2% 4 0.4% 3 0.3% -56 0% -60 0% -67 0% 적전 적자 5,912억
ND 네패스 (033640)
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
5.42 20.02 25.2 22.18 85.75 1286 1088 1052 1293 1309 1.8% 1.2% -34 0% -156 0% 297 28.2% 36 2.8% 79 6% 흑전 119.4% 3,276억
ND 두산테스나 (131970)
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
6.89 15.98 13 37.33 70.11 998 987 828 592 759 -23.9% 28.2% 167 16.7% 110 11.1% -11 0% -191 0% -21 0% 적전 적자 7,643억
ND 하나마이크론 (067310)
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
17.58 36.35 52.01 66.34 69.22 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% 12,280억
ND LG이노텍 (011070)
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
-1.06 -0.36 2.13 8.6 16.92 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% 39,737억
ND 대덕전자 (353200)
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
5.53 13.14 16.85 31.53 82.25 2382 2327 2064 2154 2459 8.4% 10.9% 109 4.6% 92 4% -60 0% -62 0% 19 0.8% 94.6% 흑전 13,194억
ND 삼성전기 (009150)
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
4.83 11.24 19.47 36.27 56.59 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% 141,171억
ND 심텍 (222800)
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
12.35 30 30.8 27.4 94.8 3117 3248 3031 3036 3408 22.9% 6.1% 36 1.2% 5 0.2% -361 0% -163 0% 55 1.6% 흑전 흑전 10,145억
ND 코리아써키트 (007810)
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
16.13 43.31 47.28 46.05 77.3 3754 3413 3352 3545 3313 12.8% 5.8% -45 0% -96 0% -98 0% -16 0% 61 1.8% 적자 적자 4,150억
ND 해성디에스 (195870)
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
7.95 16.48 9.32 -1.71 34.38 1535 1494 1451 1375 1574 -14.3% -0.9% 180 11.7% 117 7.8% 62 4.3% 4 0.3% 82 5.2% -49.6% -13.9% 4,386억
ND 덕산하이메탈 (077360)
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
2.94 10.75 10.62 14.91 27.31 606 575 568 441 574 72.2% -0.3% 70 11.6% 24 4.2% 51 9% -13 0% 25 4.4% 흑전 79.5% 2,224억
ND 엠케이전자 (033160)
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
3.14 9.24 10.19 6.87 14.3 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 1,957억
ND 이오테크닉스 (039030)
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
3.55 12.6 -1.79 -3.74 64.91 744 829 907 848 942 26.6% 11.1% 65 8.7% 104 12.5% 87 9.6% 144 17% 258 27.4% 296.9% 79.2% 26,979억
ND 한미반도체 (042700)
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
8.45 9.89 2.59 3.76 6.3 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% 88,015억
Packaging Test
ND SFA반도체 (036540)
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
3.6 9.94 8.28 11.47 21.04 1113 951 814 752 761 -31.6% 1.2% 4 0.4% 3 0.3% -56 0% -60 0% -67 0% 적전 적자 5,912억
ND 네패스 (033640)
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
5.42 20.02 25.2 22.18 85.75 1286 1088 1052 1293 1309 1.8% 1.2% -34 0% -156 0% 297 28.2% 36 2.8% 79 6% 흑전 119.4% 3,276억
ND 하나마이크론 (067310)
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
17.58 36.35 52.01 66.34 69.22 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% 12,280억
ND 고영 (098460)
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
2.36 10.07 7.42 2.83 -8.97 525 463 507 511 521 -0.8% 2% 32 6.1% 7 1.5% -27 0% 32 6.3% 25 4.8% -21.9% -21.9% 10,730억
ND 네오셈 (253590)
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
2.73 22.53 12.56 5.26 -1.36 99 332 331 148 163 -70.9% -65.1% -15 0% 104 31.3% 49 14.8% 15 10.1% 5 3.1% 적전 적전 4,128억
ND 디아이 (003160)
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
7.11 18.77 12.14 4.95 -0.73 461 542 788 1100 1192 158.6% 8.4% 9 2% -17 0% 57 7.2% 99 9% 122 10.2% 1255.6% 23.2% 4,261억
ND 엑시콘 (092870)
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
21.63 43 40 36.19 37.8 77 38 129 19 75 -2.6% 294.7% -30 0% -67 0% -11 0% -57 0% -29 0% 적자 적자 1,827억
ND 유니테스트 (086390)
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
ND 테크윙 (089030)
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
25.64 43.62 81.24 75.95 42.02 508 467 477 346 489 28.6% 26.1% 72 14.2% 62 13.3% 44 9.2% 18 5.2% 62 12.7% 200% 28.6% 19,125억
ND ISC (095340)
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
4.28 27.21 15.55 14.8 40.92 498 504 391 317 517 3.8% 63.1% 149 29.9% 138 27.4% 74 18.9% 70 22.1% 137 26.5% -8.1% 95.7% 14,965억
ND 리노공업 (058470)
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
1.52 10.72 8.21 0.2 28.96 709 689 834 784 1125 -5.6% 29.4% 332 46.8% 306 44.4% 370 44.4% 349 44.5% 534 47.5% -0.9% 42.5% 38,182억
ND 마이크로컨텍솔 (098120)
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
9.41 21.22 13.06 -0.86 21.22 151 184 217 253 223 47.7% -11.9% 15 9.9% 26 14.1% 41 18.9% 49 19.4% 36 16.1% 140% -26.5% 1,633억
ND 오킨스전자 (080580)
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
15.08 33.5 22.58 23.51 57.7 160 171 178 188 270 68.8% 43.6% 13 8.1% -4 0% 9 5.1% 16 8.5% 31 11.5% 138.5% 93.8% 1,430억
ND 티에스이 (131290)
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
15.27 26.34 18.84 17.47 13.84 760 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 5,093억
ND 티에프이 (425420)
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
-0.23 17.25 39.65 34.72 133.74 182 172 206 220 250 37.4% 13.6% 16 8.8% 2 1.2% 12 5.8% 29 13.2% 39 15.6% 143.8% 34.5% 4,990억