반도체 후공정 밸류체인

Wafer Test(EDS)
장비
디아이 20,650( -1.43) -2.82 4.24 5.41 -15.02 188.41
와이아이케이 19,270( -4.37) 0.36 11.07 22.9 103.7 220.1
프로브카드
마이크로투나노 13,680( -0.36) 0.96 -1.23 -18.28 -5.66 0.81
에이엠에스티 0( )
코리아인스트루먼트 0( )
티에스이 56,100( -0.88) -2.26 -7.58 -19.28 -9.81 6.45
피엠티 5,440( -4.06) -6.04 -4.39 -15.4 -4.9 -37.47
프로브카드용부품
샘씨엔에스 7,330( -3.43) -7.91 0.83 -5.17 -14.67 0.83
화인세라믹 0( )
OSAT
LB세미콘 6,420( -0.47) -4.32 -5.03 -10.46 -16.08 -17.05
네패스아크 27,000( -3.4) -3.4 -1.82 -2.7 -19.16 -8.01
두산테스나 40,450( 0.12) -3.11 -6.58 -9.41 -16.6 -10.41
Packaging & Assembly
OSAT
LB세미콘 6,420( -0.47) -4.32 -5.03 -10.46 -16.08 -17.05
SFA반도체 5,340( 0.95) -1.48 -2.02 -8.09 -9.18 -17.72
네패스 16,840( -1) -3.22 -5.23 -8.13 -9.71 -11.83
두산테스나 40,450( 0.12) -3.11 -6.58 -9.41 -16.6 -10.41
하나마이크론 22,100( 0.91) -2.43 3.76 -16.45 -24.7 -11.78
기판
LG이노텍 261,500( -0.95) 7.61 5.02 9.64 40.14 33.83
대덕전자 22,350( -0.22) -2.19 -4.08 -8.78 -6.88 -3.66
삼성전기 150,700( -0.66) -0.13 -5.28 -0.66 2.73 9.92
심텍 36,100( 0.7) 11.25 5.71 7.92 19.14 12.81
코리아써키트 15,130( -1.75) 0.13 -2.58 -6.02 -7.97 -25.83
해성디에스 45,250( 2.14) -0.33 -3.72 -10.57 -8.59 -9.68
재료
덕산하이메탈 8,000( 1.01) 2.7 2.56 4.17 19.23 7.1
엠케이전자 11,490( 0.17) -0.17 -4.17 -3.61 -4.09 -12.22
장비
이오테크닉스 195,600( -1.06) -1.31 -4.35 -11.49 -20.49 14.86
한미반도체 180,100( 0.11) 12.56 22.77 28.73 26.3 141.74
Packaging Test
OSAT
SFA반도체 5,340( 0.95) -1.48 -2.02 -8.09 -9.18 -17.72
네패스 16,840( -1) -3.22 -5.23 -8.13 -9.71 -11.83
하나마이크론 22,100( 0.91) -2.43 3.76 -16.45 -24.7 -11.78
장비
고영 12,260( -2.08) -7.12 -11.29 -18.59 -32.08 -37.42
네오셈 10,800( -0.37) -4.09 12.97 4.75 -11.4 -23.67
디아이 20,650( -1.43) -2.82 4.24 5.41 -15.02 188.41
엑시콘 18,810( -2.29) -1.16 -7.79 2.67 -35.47 4.79
유니테스트 0( )
테크윙 45,700( 5.06) -1.61 5.42 22.85 17.94 112.06
소켓
ISC 68,600( -3.52) -5.12 -8.66 -11.37 -25.68 -8.41
리노공업 266,500( 2.11) -2.91 -2.02 0.19 -1.11 27.82
마이크로컨텍솔 8,870( -1.33) -0.89 -2.53 -5.54 -11.03 -17.18
오킨스전자 6,890( -2.27) -3.91 1.03 -5.36 -10.98 -43.76
티에스이 56,100( -0.88) -2.26 -7.58 -19.28 -9.81 6.45
티에프이 31,600( 2.27) 0 -7.6 -7.74 -19.8 -3.22
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
20,650( -1.43) -2.82 4.24 5.41 -15.02 188.41 392 645 576 531 347 -11.5% -34.7% 2.3% 55 8.5% 26 4.5% -29 0% -18 0% 적전 적자 5,843억
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
19,270( -4.37) 0.36 11.07 22.9 103.7 220.1 678 774 547 551 339 -50% -38.5% 25 3.7% 0% 0.9% 56 10.2% 0.3% -96% -98.2% 15,810억
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
13,680( -0.36) 0.96 -1.23 -18.28 -5.66 0.81 0 49 21 45 6 - -86.7% 0% -49 0% -32 0% -65 0% -29 0% - 적자 809억
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
56,100( -0.88) -2.26 -7.58 -19.28 -9.81 6.45 446 573 769 703 582 -44.9% -45.3% -66 0% -35 0% 67 8.7% 1.3% -30 0% 적전 적전 6,205억
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
5,440( -4.06) -6.04 -4.39 -15.4 -4.9 -37.47 35 81 106 108 71 102.9% -34.3% -6 0% -16 0% 0.9% -31 0% -13 0% 적자 적자 588억
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
7,330( -3.43) -7.91 0.83 -5.17 -14.67 0.83 75 57 95 80 109 -51.6% -35.9% 5.3% -22 0% 7.4% -17 0% 5.5% -92.9% -84% 3,676억
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
6,420( -0.47) -4.32 -5.03 -10.46 -16.08 -17.05 948 1032 1045 1141 1028 8.4% -9.9% 52 5.5% 0.4% -46 0% -32 0% -75 0% 적전 적자 2,810억
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
27,000( -3.4) -3.4 -1.82 -2.7 -19.16 -8.01 280 315 310 355 331 18.2% -6.8% -45 0% -14 0% -25 0% 15 4.2% 1.2% 흑전 -73.3% 3,289억
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
40,450( 0.12) -3.11 -6.58 -9.41 -16.6 -10.41 746 889 893 857 917 22.9% 7% 119 16% 181 20.4% 173 19.4% 132 15.4% 112 12.2% -5.9% -15.2% 5,970억
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
6,420( -0.47) -4.32 -5.03 -10.46 -16.08 -17.05 948 1032 1045 1141 1028 8.4% -9.9% 52 5.5% 0.4% -46 0% -32 0% -75 0% 적전 적자 2,810억
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
5,340( 0.95) -1.48 -2.02 -8.09 -9.18 -17.72 1172 1276 957 969 1220 4.1% 25.9% -10 0% 0.6% -107 0% -57 0% 24 2% 흑전 흑전 8,782억
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
16,840( -1) -3.22 -5.23 -8.13 -9.71 -11.83 1094 1253 1264 1189 1215 11.1% 2.2% -290 0% -142 0% -146 0% -111 0% -72 0% 적자 적자 3,883억
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
40,450( 0.12) -3.11 -6.58 -9.41 -16.6 -10.41 746 889 893 857 917 22.9% 7% 119 16% 181 20.4% 173 19.4% 132 15.4% 112 12.2% -5.9% -15.2% 5,970억
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
22,100( 0.91) -2.43 3.76 -16.45 -24.7 -11.78 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% 10,590억
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
261,500( -0.95) 7.61 5.02 9.64 40.14 33.83 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% 61,889억
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
22,350( -0.22) -2.19 -4.08 -8.78 -6.88 -3.66 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% 11,044억
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
150,700( -0.66) -0.13 -5.28 -0.66 2.73 9.92 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% 112,563억
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
36,100( 0.7) 11.25 5.71 7.92 19.14 12.81 2039 2537 2872 2970 2939 -51.2% -37.8% -322 0% -216 0% -56 0% -287 0% -149 0% 적전 적전 11,499억
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
15,130( -1.75) 0.13 -2.58 -6.02 -7.97 -25.83 3367 3327 3503 3124 3548 -18% -5% -146 0% -74 0% -10 0% -89 0% -90 0% 적전 적자 3,573억
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
45,250( 2.14) -0.33 -3.72 -10.57 -8.59 -9.68 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% 7,692억
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
8,000( 1.01) 2.7 2.56 4.17 19.23 7.1 368 352 389 333 608 -1.3% -23.8% 1.1% -22 0% -8 0% -82 0% 39 6.4% -92.6% 흑전 3,634억
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
11,490( 0.17) -0.17 -4.17 -3.61 -4.09 -12.22 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% 2,535억
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
195,600( -1.06) -1.31 -4.35 -11.49 -20.49 14.86 839 868 739 715 728 -13.2% 1.8% 96 11.4% 109 12.6% 29 3.9% 48 6.7% 55 7.6% -42.7% 14.6% 24,097억
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
180,100( 0.11) 12.56 22.77 28.73 26.3 141.74 265 490 312 522 773 191.7% 48.1% 21 7.9% 111 22.7% 29 9.3% 184 35.2% 287 37.1% 1266.7% 56% 175,308억
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
5,340( 0.95) -1.48 -2.02 -8.09 -9.18 -17.72 1172 1276 957 969 1220 4.1% 25.9% -10 0% 0.6% -107 0% -57 0% 24 2% 흑전 흑전 8,782억
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
16,840( -1) -3.22 -5.23 -8.13 -9.71 -11.83 1094 1253 1264 1189 1215 11.1% 2.2% -290 0% -142 0% -146 0% -111 0% -72 0% 적자 적자 3,883억
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
22,100( 0.91) -2.43 3.76 -16.45 -24.7 -11.78 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% 10,590억
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
12,260( -2.08) -7.12 -11.29 -18.59 -32.08 -37.42 637 529 501 588 530 -16.8% -9.9% 97 15.2% 30 5.7% 18 3.6% 57 9.7% 22 4.2% -77.3% -61.4% 8,417억
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
10,800( -0.37) -4.09 12.97 4.75 -11.4 -23.67 216 340 204 249 284 118.2% -33.5% 1.9% 50 14.7% 2.5% 20 8% 26 9.2% -69.2% -92.7% 4,153억
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
20,650( -1.43) -2.82 4.24 5.41 -15.02 188.41 392 645 576 531 347 -11.5% -34.7% 2.3% 55 8.5% 26 4.5% -29 0% -18 0% 적전 적자 5,843억
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
18,810( -2.29) -1.16 -7.79 2.67 -35.47 4.79 236 303 172 111 71 -69.9% -36% 20 8.5% 54 17.8% -14 0% -46 0% -47 0% 적전 적자 2,040억
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
45,700( 5.06) -1.61 5.42 22.85 17.94 112.06 286 395 244 412 403 -57.2% -43.9% 1.4% 24 6.1% -27 0% 30 7.3% 56 13.9% -97.2% -94.4% 17,070억
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
68,600( -3.52) -5.12 -8.66 -11.37 -25.68 -8.41 464 359 329 249 351 -24.4% 41% 98 21.1% 64 17.8% -79 0% 24 9.6% 86 24.5% -12.2% 258.3% 11,936억
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
266,500( 2.11) -2.91 -2.02 0.19 -1.11 27.82 491 751 734 579 548 -45% -4.8% 173 35.2% 335 44.6% 332 45.2% 301 52% 233 42.5% -53.9% 9.5% 40,620억
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
8,870( -1.33) -0.89 -2.53 -5.54 -11.03 -17.18 143 161 199 145 143 0% -1.4% 21 14.7% 13 8.1% 53 26.6% -12 0% 19 13.3% -9.5% 흑전 737억
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
6,890( -2.27) -3.91 1.03 -5.36 -10.98 -43.76 123 125 133 185 155 26% -16.2% 2.4% 0% 2.3% -3 0% 1.3% -33.3% 흑전 1,218억
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
56,100( -0.88) -2.26 -7.58 -19.28 -9.81 6.45 446 573 769 703 582 -44.9% -45.3% -66 0% -35 0% 67 8.7% 1.3% -30 0% 적전 적전 6,205억
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
31,600( 2.27) 0 -7.6 -7.74 -19.8 -3.22 150 197 209 246 173 15.3% -29.7% 16 10.7% 18 9.1% 21 10% 35 14.2% 13 7.5% -18.8% -62.9% 3,596억