반도체 후공정 밸류체인

Wafer Test(EDS)
장비
디아이 16,550( -0.42) -9.81 -17.87 -40.14 -7.33 29.8
와이아이케이 15,210( -2.62) -5.65 6.36 -16.24 0.73 107.22
프로브카드
마이크로투나노 9,250( 0.22) -9.58 -14.59 -23.04 -38.13 -23.36
에이엠에스티 0( )
코리아인스트루먼트 0( )
티에스이 50,000( 16.69) 4.17 -0.4 -12.74 -18.17 -18.83
피엠티 4,290( 2.26) -7.54 -13.86 -13.16 -27.41 -32.44
프로브카드용부품
샘씨엔에스 5,800( 0.87) -6.3 -10.08 -21.73 -22.77 -21.62
화인세라믹 0( )
OSAT
LB세미콘 5,410(0) -6.24 -11.89 -11.02 -21.59 -34.58
네패스아크 18,180( 0.17) -8.83 -14.25 -23.77 -30.48 -44.49
두산테스나 39,100( -0.51) -2.74 -5.9 4.83 -13.01 -22.11
Packaging & Assembly
OSAT
LB세미콘 5,410(0) -6.24 -11.89 -11.02 -21.59 -34.58
SFA반도체 4,715( 0.32) -4.65 -8.09 -12.69 -17.57 -21.81
네패스 12,650( 0.4) -5.24 -10.22 -18.18 -26.84 -25.46
두산테스나 39,100( -0.51) -2.74 -5.9 4.83 -13.01 -22.11
하나마이크론 18,690( 1.69) -8.38 -3.81 -7.7 -17.67 -34.76
기판
LG이노텍 259,000( 0.19) -12.94 -9.91 -4.78 8.14 31.67
대덕전자 22,200( 2.3) -1.33 -7.5 4.96 -4.93 -9.57
삼성전기 154,900( -1.53) -7.8 -6.01 0.26 -2.94 4.17
심텍 30,250( 1.17) -4.72 -10.37 -13.57 -9.3 -5.02
코리아써키트 12,820( -1.23) -12.97 -17.24 -13.32 -15.82 -29.44
해성디에스 38,300( -2.54) -6.01 -13.84 -14.7 -21.19 -26.91
재료
덕산하이메탈 5,800( -1.69) -9.38 -11.99 -20 -29.1 -15.2
엠케이전자 9,580( -0.73) -0.83 -5.24 -10.13 -22.55 -30.17
장비
이오테크닉스 171,200( -2.28) -15.25 -16.28 -7.96 -21.47 -17.89
한미반도체 137,500( 1.48) -8.94 -14.33 -20.84 -15.64 2.84
Packaging Test
OSAT
SFA반도체 4,715( 0.32) -4.65 -8.09 -12.69 -17.57 -21.81
네패스 12,650( 0.4) -5.24 -10.22 -18.18 -26.84 -25.46
하나마이크론 18,690( 1.69) -8.38 -3.81 -7.7 -17.67 -34.76
장비
고영 11,700( -1.27) -7.22 -6.4 -4.72 -20.14 -38.74
네오셈 12,700( -0.78) -12.11 -2.98 8.83 28.28 -7.1
디아이 16,550( -0.42) -9.81 -17.87 -40.14 -7.33 29.8
엑시콘 18,370( 2.11) -17.25 -6.75 3.84 -12.94 -35.43
유니테스트 0( )
테크윙 51,600( 4.77) -1.71 -21.46 -12.69 18.62 49.13
소켓
ISC 50,100( -0.2) -9.24 -16.78 -21.35 -33.91 -48.88
리노공업 200,500( -1.47) -8.66 -17.83 -13.76 -27.36 -21.53
마이크로컨텍솔 7,820( 4.83) -2.86 -10.01 -5.33 -17.86 -19.55
오킨스전자 6,690( -0.45) -12.43 -14.23 11.13 -5.77 -25.83
티에스이 50,000( 16.69) 4.17 -0.4 -12.74 -18.17 -18.83
티에프이 23,000( -0.22) -12.38 -15.29 -21.64 -30.62 -41.77
Wafer Test(EDS)
ND 디아이 (003160)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
16,550( -0.42) -9.81 -17.87 -40.14 -7.33 29.8 392 645 576 531 347 -11.5% -34.7% 2.3% 55 8.5% 26 4.5% -29 0% -18 0% 적전 적자 4,683억
ND 와이아이케이 (232140)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
15,210( -2.62) -5.65 6.36 -16.24 0.73 107.22 678 774 547 551 339 -50% -38.5% 25 3.7% 0% 0.9% 56 10.2% 0.3% -96% -98.2% 12,479억
ND 마이크로투나노 (424980)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
9,250( 0.22) -9.58 -14.59 -23.04 -38.13 -23.36 0 49 21 45 6 - -86.7% 0% -49 0% -32 0% -65 0% -29 0% - 적자 547억
비상장에이엠에스티
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
0( )
비상장코리아인스트루먼트
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
0( )
ND 티에스이 (131290)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
50,000( 16.69) 4.17 -0.4 -12.74 -18.17 -18.83 446 573 769 703 582 -44.9% -45.3% -66 0% -35 0% 67 8.7% 1.3% -30 0% 적전 적전 5,530억
ND 피엠티 (147760)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
4,290( 2.26) -7.54 -13.86 -13.16 -27.41 -32.44 35 81 106 108 71 102.9% -34.3% -6 0% -16 0% 0.9% -31 0% -13 0% 적자 적자 464억
ND 샘씨엔에스 (252990)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
5,800( 0.87) -6.3 -10.08 -21.73 -22.77 -21.62 75 57 95 80 109 -51.6% -35.9% 5.3% -22 0% 7.4% -17 0% 5.5% -92.9% -84% 2,908억
비상장화인세라믹
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
0( )
ND LB세미콘 (061970)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
5,410(0) -6.24 -11.89 -11.02 -21.59 -34.58 948 1032 1045 1141 1028 8.4% -9.9% 52 5.5% 0.4% -46 0% -32 0% -75 0% 적전 적자 2,368억
ND 네패스아크 (330860)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
18,180( 0.17) -8.83 -14.25 -23.77 -30.48 -44.49 280 315 310 355 331 18.2% -6.8% -45 0% -14 0% -25 0% 15 4.2% 1.2% 흑전 -73.3% 2,215억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
39,100( -0.51) -2.74 -5.9 4.83 -13.01 -22.11 746 889 893 857 917 22.9% 7% 119 16% 181 20.4% 173 19.4% 132 15.4% 112 12.2% -5.9% -15.2% 5,770억
Packaging & Assembly
ND LB세미콘 (061970)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
5,410(0) -6.24 -11.89 -11.02 -21.59 -34.58 948 1032 1045 1141 1028 8.4% -9.9% 52 5.5% 0.4% -46 0% -32 0% -75 0% 적전 적자 2,368억
ND SFA반도체 (036540)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
4,715( 0.32) -4.65 -8.09 -12.69 -17.57 -21.81 1172 1276 957 969 1220 4.1% 25.9% -10 0% 0.6% -107 0% -57 0% 24 2% 흑전 흑전 7,754억
ND 네패스 (033640)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
12,650( 0.4) -5.24 -10.22 -18.18 -26.84 -25.46 1094 1253 1264 1189 1215 11.1% 2.2% -290 0% -142 0% -146 0% -111 0% -72 0% 적자 적자 2,916억
ND 두산테스나 (131970)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
39,100( -0.51) -2.74 -5.9 4.83 -13.01 -22.11 746 889 893 857 917 22.9% 7% 119 16% 181 20.4% 173 19.4% 132 15.4% 112 12.2% -5.9% -15.2% 5,770억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
18,690( 1.69) -8.38 -3.81 -7.7 -17.67 -34.76 2379 2492 2393 2414 2689 13% 11.4% 168 7.1% 184 7.4% 158 6.6% 68 2.8% 108 4% -35.7% 58.8% 8,956억
ND LG이노텍 (011070)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
259,000( 0.19) -12.94 -9.91 -4.78 8.14 31.67 43759 39072 47636 75586 43336 -1% -42.7% 1453 3.3% 183 0.5% 1834 3.9% 4837 6.4% 1760 4.1% 21.1% -63.6% 61,297억
ND 대덕전자 (353200)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
22,200( 2.3) -1.33 -7.5 4.96 -4.93 -9.57 2177 2198 2378 2344 2148 -28.7% -26.6% 103 4.7% 56 2.5% 14 0.6% 64 2.7% -29 0% -77% -78.7% 10,970억
ND 삼성전기 (009150)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
154,900( -1.53) -7.8 -6.01 0.26 -2.94 4.17 20218 22205 23609 23062 26243 29.8% 13.8% 1401 6.9% 2049 9.2% 1840 7.8% 1103 4.8% 1803 6.9% 28.7% 63.5% 115,700억
ND 심텍 (222800)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
30,250( 1.17) -4.72 -10.37 -13.57 -9.3 -5.02 2039 2537 2872 2970 2939 -51.2% -37.8% -322 0% -216 0% -56 0% -287 0% -149 0% 적전 적전 9,635억
ND 코리아써키트 (007810)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
12,820( -1.23) -12.97 -17.24 -13.32 -15.82 -29.44 3367 3327 3503 3124 3548 -18% -5% -146 0% -74 0% -10 0% -89 0% -90 0% 적전 적자 3,028억
ND 해성디에스 (195870)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
38,300( -2.54) -6.01 -13.84 -14.7 -21.19 -26.91 1924 1792 1555 1451 1549 -3.6% -3.4% 311 16.2% 357 19.9% 194 12.5% 163 11.2% 209 13.5% -35.6% -30.3% 6,511억
ND 덕산하이메탈 (077360)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
5,800( -1.69) -9.38 -11.99 -20 -29.1 -15.2 368 352 389 333 608 -1.3% -23.8% 1.1% -22 0% -8 0% -82 0% 39 6.4% -92.6% 흑전 2,635억
ND 엠케이전자 (033160)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
9,580( -0.73) -0.83 -5.24 -10.13 -22.55 -30.17 2284 2707 2741 3437 2720 19.1% -20.9% 75 3.3% 197 7.3% 53 1.9% 139 4% 87 3.2% 16% -37.4% 2,113억
ND 이오테크닉스 (039030)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
171,200( -2.28) -15.25 -16.28 -7.96 -21.47 -17.89 839 868 739 715 728 -13.2% 1.8% 96 11.4% 109 12.6% 29 3.9% 48 6.7% 55 7.6% -42.7% 14.6% 21,091억
ND 한미반도체 (042700)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
137,500( 1.48) -8.94 -14.33 -20.84 -15.64 2.84 265 490 312 522 773 191.7% 48.1% 21 7.9% 111 22.7% 29 9.3% 184 35.2% 287 37.1% 1266.7% 56% 133,841억
Packaging Test
ND SFA반도체 (036540)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
4,715( 0.32) -4.65 -8.09 -12.69 -17.57 -21.81 1172 1276 957 969 1220 4.1% 25.9% -10 0% 0.6% -107 0% -57 0% 24 2% 흑전 흑전 7,754억
ND 네패스 (033640)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
12,650( 0.4) -5.24 -10.22 -18.18 -26.84 -25.46 1094 1253 1264 1189 1215 11.1% 2.2% -290 0% -142 0% -146 0% -111 0% -72 0% 적자 적자 2,916억
ND 하나마이크론 (067310)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
18,690( 1.69) -8.38 -3.81 -7.7 -17.67 -34.76 2379 2492 2393 2414 2689 13% 11.4% 168 7.1% 184 7.4% 158 6.6% 68 2.8% 108 4% -35.7% 58.8% 8,956억
ND 고영 (098460)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
11,700( -1.27) -7.22 -6.4 -4.72 -20.14 -38.74 637 529 501 588 530 -16.8% -9.9% 97 15.2% 30 5.7% 18 3.6% 57 9.7% 22 4.2% -77.3% -61.4% 8,032억
ND 네오셈 (253590)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
12,700( -0.78) -12.11 -2.98 8.83 28.28 -7.1 216 340 204 249 284 118.2% -33.5% 1.9% 50 14.7% 2.5% 20 8% 26 9.2% -69.2% -92.7% 4,883억
ND 디아이 (003160)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
16,550( -0.42) -9.81 -17.87 -40.14 -7.33 29.8 392 645 576 531 347 -11.5% -34.7% 2.3% 55 8.5% 26 4.5% -29 0% -18 0% 적전 적자 4,683억
ND 엑시콘 (092870)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
18,370( 2.11) -17.25 -6.75 3.84 -12.94 -35.43 236 303 172 111 71 -69.9% -36% 20 8.5% 54 17.8% -14 0% -46 0% -47 0% 적전 적자 1,992억
ND 유니테스트 (086390)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
0( )
ND 테크윙 (089030)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
51,600( 4.77) -1.71 -21.46 -12.69 18.62 49.13 286 395 244 412 403 -57.2% -43.9% 1.4% 24 6.1% -27 0% 30 7.3% 56 13.9% -97.2% -94.4% 19,274억
ND ISC (095340)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
50,100( -0.2) -9.24 -16.78 -21.35 -33.91 -48.88 464 359 329 249 351 -24.4% 41% 98 21.1% 64 17.8% -79 0% 24 9.6% 86 24.5% -12.2% 258.3% 8,717억
ND 리노공업 (058470)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
200,500( -1.47) -8.66 -17.83 -13.76 -27.36 -21.53 491 751 734 579 548 -45% -4.8% 173 35.2% 335 44.6% 332 45.2% 301 52% 233 42.5% -53.9% 9.5% 30,560억
ND 마이크로컨텍솔 (098120)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
7,820( 4.83) -2.86 -10.01 -5.33 -17.86 -19.55 143 161 199 145 143 0% -1.4% 21 14.7% 13 8.1% 53 26.6% -12 0% 19 13.3% -9.5% 흑전 650억
ND 오킨스전자 (080580)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
6,690( -0.45) -12.43 -14.23 11.13 -5.77 -25.83 123 125 133 185 155 26% -16.2% 2.4% 0% 2.3% -3 0% 1.3% -33.3% 흑전 1,182억
ND 티에스이 (131290)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
50,000( 16.69) 4.17 -0.4 -12.74 -18.17 -18.83 446 573 769 703 582 -44.9% -45.3% -66 0% -35 0% 67 8.7% 1.3% -30 0% 적전 적전 5,530억
ND 티에프이 (425420)
주가 7 14 30 60 120 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 2023.1Q 2023.2Q 2023.3Q 2023.4Q 2024.1Q YoY QoQ 시총
23,000( -0.22) -12.38 -15.29 -21.64 -30.62 -41.77 150 197 209 246 173 15.3% -29.7% 16 10.7% 18 9.1% 21 10% 35 14.2% 13 7.5% -18.8% -62.9% 2,617억