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 -3.74 -1.74 32.86 34.76 83.77
와이아이케이 -0.34 -2.99 -1.35 18.06 8.89
프로브카드
마이크로투나노 10.92 31.08 72.55 56.77 46.34
에이엠에스티
코리아인스트루먼트
티에스이 12.79 19.8 26.42 33.82 38.9
피엠티 INF INF INF INF INF
프로브카드용부품
샘씨엔에스 26.06 27.02 24.55 20.06 22.71
화인세라믹
OSAT
LB세미콘 1.77 1.13 3.87 -8.21 -11.93
네패스아크 -2 -1.52 -0.43 -6.16 -4.94
두산테스나 4.01 10.21 15.59 24.29 36.42
Packaging & Assembly
OSAT
LB세미콘 1.77 1.13 3.87 -8.21 -11.93
SFA반도체 -3.51 -5.77 19.95 28.34 32.07
네패스 -3.19 -1.19 -0.06 -6.84 4.57
두산테스나 4.01 10.21 15.59 24.29 36.42
하나마이크론 -4.08 -3.18 2.99 1.37 13.13
기판
LG이노텍 -2.98 2.97 1.65 15.18 45.33
대덕전자 -2.51 17.44 8.84 1 84.31
삼성전기 -6.85 -2.51 5.02 6.67 37.65
심텍 -1.56 7.69 1.31 -6.32 20.86
코리아써키트 1.76 27.45 58.6 99.06 283.59
해성디에스 0.54 13.04 1.64 12.25 81.79
재료
덕산하이메탈 36.51 34.18 33.73 40.64 28.71
엠케이전자 2.83 8.88 16.54 15.26 7.39
장비
이오테크닉스 0.17 -3.54 15.19 16.54 26.91
한미반도체 -3.61 2.09 29.03 37.65 86.99
Packaging Test
OSAT
SFA반도체 -3.51 -5.77 19.95 28.34 32.07
네패스 -3.19 -1.19 -0.06 -6.84 4.57
하나마이크론 -4.08 -3.18 2.99 1.37 13.13
장비
고영 -3.67 10.1 25.11 48.28 96.6
네오셈 1.26 1.35 16.63 13.58 16.27
디아이 -3.74 -1.74 32.86 34.76 83.77
엑시콘 12.66 12.87 25.17 21 23.05
유니테스트
테크윙 -23.3 -21.19 -15.74 -20.51 -36.84
소켓
ISC 1.56 -4.4 -0.76 1.26 32.03
리노공업 4.25 9.22 12.44 6.02 32.63
마이크로컨텍솔 7.77 11.31 4.45 -2.09 -20.56
오킨스전자 4.2 5 -0.46 34.69 6.75
티에스이 12.79 19.8 26.42 33.82 38.9
티에프이 1.32 -8.6 -5.99 -22.36 -19.84
Wafer Test(EDS)
ND 디아이 (003160)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-3.74 -1.74 32.86 34.76 83.77 542 788 1100 1192 1091 101.3% -8.5% -17 0% 57 7.2% 99 9% 122 10.2% 100 9.2% 흑전 -18% 8,008억
ND 와이아이케이 (232140)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-0.34 -2.99 -1.35 18.06 8.89 483 639 389 804 666 37.9% -17.2% -5 0% 10 1.6% -15 0% 43 5.3% 49 7.4% 흑전 14% 11,962억
ND 마이크로투나노 (424980)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
10.92 31.08 72.55 56.77 46.34 31 43 55 53 69 122.6% 30.2% -12 0% 39 90.7% 5 9.1% -11 0% -8 0% 적자 적자 781억
비상장에이엠에스티
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
비상장코리아인스트루먼트
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
ND 티에스이 (131290)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
12.79 19.8 26.42 33.82 38.9 1106 1031 830 1176 1044 43.8% 45.5% 205 18.5% 136 13.2% 31 3.7% 148 12.6% 115 11% 206% 135.6% 8,096억
ND 피엠티 (147760)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
INF INF INF INF INF  0% 370억
ND 샘씨엔에스 (252990)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
26.06 27.02 24.55 20.06 22.71 157 132 158 187 208 65.3% 16.3% 31 19.7% -15 0% 14 8.9% 35 18.7% 54 26% 342.9% 3.3% 4,857억
비상장화인세라믹
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
ND LB세미콘 (061970)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
1.77 1.13 3.87 -8.21 -11.93 1193 1054 1168 1156 1256 5.3% 8.7% -21 0% -104 0% -40 0% -33 0% -63 0% 적자 적자 1,762억
ND 네패스아크 (330860)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-2 -1.52 -0.43 -6.16 -4.94 264 256 289 325 277 4.9% -14.8% -57 0% 37 14.5% -8 0% 45 13.8% 11 4% 흑전 -75.6% 1,967억
ND 두산테스나 (131970)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
4.01 10.21 15.59 24.29 36.42 987 828 592 759 832 -15.7% 9.6% 110 11.1% -11 0% -191 0% -21 0% 53 6.4% -51.8% 흑전 10,533억
Packaging & Assembly
ND LB세미콘 (061970)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
1.77 1.13 3.87 -8.21 -11.93 1193 1054 1168 1156 1256 5.3% 8.7% -21 0% -104 0% -40 0% -33 0% -63 0% 적자 적자 1,762억
ND SFA반도체 (036540)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-3.51 -5.77 19.95 28.34 32.07 951 814 752 761 965 1.5% 26.8% 3 0.3% -56 0% -60 0% -67 0% -63 0% 적전 적자 8,601억
ND 네패스 (033640)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-3.19 -1.19 -0.06 -6.84 4.57 1088 1052 1293 1309 1375 26.4% 5% -156 0% 297 28.2% 36 2.8% 79 6% 108 7.9% 흑전 36.7% 3,641억
ND 두산테스나 (131970)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
4.01 10.21 15.59 24.29 36.42 987 828 592 759 832 -15.7% 9.6% 110 11.1% -11 0% -191 0% -21 0% 53 6.4% -51.8% 흑전 10,533억
ND 하나마이크론 (067310)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-4.08 -3.18 2.99 1.37 13.13 3121 3837 3117 3402 4324 38.5% 27.1% 174 5.6% 599 15.6% 117 3.8% 302 8.9% 384 8.9% 120.7% 27.2% 17,131억
ND LG이노텍 (011070)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-2.98 2.97 1.65 15.18 45.33 56851 66286 49828 39345 53694 -5.6% 36.5% 1304 2.3% 2479 3.7% 1251 2.5% 113 0.3% 2037 3.8% 56.2% 1702.7% 65,557억
ND 대덕전자 (353200)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-2.51 17.44 8.84 1 84.31 2327 2064 2154 2459 2862 -2.1% -2.3% 92 4% -60 0% -62 0% 19 0.8% 224 7.8% 557.1% -15.6% 24,955억
ND 삼성전기 (009150)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-6.85 -2.51 5.02 6.67 37.65 26153 24923 27386 27846 28890 10.5% 3.7% 2249 8.6% 1150 4.6% 2006 7.3% 2130 7.6% 2603 9% 15.7% 22.2% 203,166억
ND 심텍 (222800)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-1.56 7.69 1.31 -6.32 20.86 3248 3031 3036 3408 3728 13.1% 4.2% 5 0.2% -361 0% -163 0% 55 1.6% 124 3.3% 흑전 -86.1% 16,054억
ND 코리아써키트 (007810)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
1.76 27.45 58.6 99.06 283.59 3413 3352 3545 3313 3757 -2.6% -9.1% -96 0% -98 0% -16 0% 61 1.8% 133 3.5% 적자 적자 15,022억
ND 해성디에스 (195870)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0.54 13.04 1.64 12.25 81.79 1494 1451 1375 1574 1786 -3.9% -2.7% 117 7.8% 62 4.3% 4 0.3% 82 5.2% 161 9% -39.7% -35% 9,503억
ND 덕산하이메탈 (077360)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
36.51 34.18 33.73 40.64 28.71 575 568 441 574 615 47.8% -5.1% 24 4.2% 51 9% -13 0% 25 4.4% 16 2.6% 흑전 -65.7% 3,584억
ND 엠케이전자 (033160)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
2.83 8.88 16.54 15.26 7.39 2679 3356 2836 3361 3769 40.7% 12.1% 48 1.8% 211 6.3% -11 0% 117 3.5% -64 0% 적전 적전 2,083억
ND 이오테크닉스 (039030)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
0.17 -3.54 15.19 16.54 26.91 829 907 848 942 1005 21.2% 6.7% 104 12.5% 87 9.6% 144 17% 258 27.4% 260 25.9% 150% 0.8% 36,897억
ND 한미반도체 (042700)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-3.61 2.09 29.03 37.65 86.99 2085 1496 1473 1800 1662 -20.3% -7.7% 993 47.6% 719 48.1% 696 47.3% 863 47.9% 678 40.8% -31.7% -21.4% 165,306억
Packaging Test
ND SFA반도체 (036540)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-3.51 -5.77 19.95 28.34 32.07 951 814 752 761 965 1.5% 26.8% 3 0.3% -56 0% -60 0% -67 0% -63 0% 적전 적자 8,601억
ND 네패스 (033640)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-3.19 -1.19 -0.06 -6.84 4.57 1088 1052 1293 1309 1375 26.4% 5% -156 0% 297 28.2% 36 2.8% 79 6% 108 7.9% 흑전 36.7% 3,641억
ND 하나마이크론 (067310)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-4.08 -3.18 2.99 1.37 13.13 3121 3837 3117 3402 4324 38.5% 27.1% 174 5.6% 599 15.6% 117 3.8% 302 8.9% 384 8.9% 120.7% 27.2% 17,131억
ND 고영 (098460)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-3.67 10.1 25.11 48.28 96.6 463 507 511 521 603 30.2% 15.7% 7 1.5% -27 0% 32 6.3% 25 4.8% 47 7.8% 571.4% 88% 19,841억
ND 네오셈 (253590)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
1.26 1.35 16.63 13.58 16.27 332 331 148 163 102 62.7% 235.4% 104 31.3% 49 14.8% 15 10.1% 5 3.1% -5 0% 1980% 흑전 4,952억
ND 디아이 (003160)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-3.74 -1.74 32.86 34.76 83.77 542 788 1100 1192 1091 101.3% -8.5% -17 0% 57 7.2% 99 9% 122 10.2% 100 9.2% 흑전 -18% 8,008억
ND 엑시콘 (092870)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
12.66 12.87 25.17 21 23.05 38 129 19 75 114 200% 52% -67 0% -11 0% -57 0% -29 0% -20 0% 적자 적자 2,368억
ND 유니테스트 (086390)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
ND 테크윙 (089030)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
-23.3 -21.19 -15.74 -20.51 -36.84 467 477 346 489 418 91.4% -8.1% 62 13.3% 44 9.2% 18 5.2% 62 12.7% 71 17% 흑전 -13.9% 13,895억
ND ISC (095340)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
1.56 -4.4 -0.76 1.26 32.03 504 391 317 517 645 28% 24.8% 138 27.4% 74 18.9% 70 22.1% 137 26.5% 174 27% 26.1% 27% 22,108억
ND 리노공업 (058470)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
4.25 9.22 12.44 6.02 32.63 689 834 784 1125 968 -6.1% -2.8% 306 44.4% 370 44.4% 349 44.5% 534 47.5% 483 49.9% -7.8% -7.8% 52,357억
ND 마이크로컨텍솔 (098120)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
7.77 11.31 4.45 -2.09 -20.56 184 217 253 223 254 38% 13.9% 26 14.1% 41 18.9% 49 19.4% 36 16.1% 39 15.4% 50% 8.3% 1,522억
ND 오킨스전자 (080580)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
4.2 5 -0.46 34.69 6.75 171 178 188 270 233 36.3% -13.7% -4 0% 9 5.1% 16 8.5% 31 11.5% 37 15.9% 흑전 19.4% 1,928억
ND 티에스이 (131290)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
12.79 19.8 26.42 33.82 38.9 1106 1031 830 1176 1044 43.8% 45.5% 205 18.5% 136 13.2% 31 3.7% 148 12.6% 115 11% 206% 135.6% 8,096억
ND 티에프이 (425420)
7 14 30 60 120 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 2024.3Q 2024.4Q 2025.1Q 2025.2Q 2025.3Q YoY QoQ 시총
1.32 -8.6 -5.99 -22.36 -19.84 172 206 220 250 272 58.1% 8.8% 2 1.2% 12 5.8% 29 13.2% 39 15.6% 48 17.6% 2300% 23.1% 3,932억