# 네패스 (033640.KQ)
> 시스템반도체 후공정 첨단 패키징(FOWLP·PLP)·전자재료 전문. 삼성전자·SK하이닉스의 메모리·비메모리 조립·패키징 담당. 매출 약 4,600억원.
Canonical: https://valuechain.wiki/nepes · Updated: 2026-06-21T12:36:59.87275+00:00 · Source: ValueChain.wiki (refined facts, cited)

## Financials & segments
- 총매출: 후공정 패키징 (FOWLP·PLP)
- 사업부문: 후공정 패키징 (FOWLP·PLP)

## Annual stock return (as of 2026-06-19)
- 2021: -29.5%
- 2022: -44%
- 2023: +6.7%
- 2024: -62.7%
- 2025: +179.2%
- 2026 YTD: +70.5%

## Value-chain annual returns (top→bottom: demand → node → supply; YTD as of 2026-06-19)
| Company | Chain | 2021 | 2022 | 2023 | 2024 | 2025 | YTD |
| --- | --- | --- | --- | --- | --- | --- | --- |
| CoreWeave | lead3 | · | · | · | · | · | +64.7% |
| Arista Networks | lead3 | +97.9% | -15.6% | +94.1% | +87.7% | +18.5% | +29.5% |
| Foxconn | lead3 | -5.1% | +2.8% | +7.8% | +80.1% | +26.9% | +21.8% |
| Apple | lead3 | +34.6% | -26.4% | +49% | +30.7% | +9.1% | +9.8% |
| 아마존 | lead3 | +2.4% | -49.6% | +80.9% | +44.4% | +5.2% | +5.9% |
| Super Micro | lead3 | +38.8% | +86.8% | +246.2% | +7.2% | -4% | +4.7% |
| 메타 플랫폼스 | lead3 | +23.1% | -64.2% | +194.1% | +65.9% | +13.1% | -12.3% |
| 마이크로소프트 | lead3 | +52.5% | -28% | +58.2% | +12.9% | +15.6% | -21.2% |
| Marvell | lead2 | +84.9% | -57.5% | +63.7% | +83.8% | -22.8% | +265.9% |
| AMD | lead2 | +56.9% | -55% | +127.6% | -18.1% | +77.3% | +150.9% |
| Qualcomm | lead2 | +22.3% | -38.4% | +35.1% | +7.7% | +13.9% | +34.2% |
| Broadcom | lead2 | +56.8% | -13.4% | +104.9% | +110.9% | +50.7% | +19.3% |
| 알파벳 (구글) | lead2 | +65.3% | -39.1% | +58.3% | +35.8% | +66.1% | +17.8% |
| NVIDIA | lead2 | +125.5% | -50.3% | +239% | +171.3% | +38.9% | +13.1% |
| SK하이닉스 | lead1 | -0.4% | -25.6% | +53.9% | +48.6% | +361.1% | +204.7% |
| 삼성전자 | lead1 | -9% | -14.2% | +20.9% | -26.4% | +212.9% | +121% |
| 네패스 | node | -29.5% | -44% | +6.7% | -62.7% | +179.2% | +70.5% |

## Money in · revenue from (2)
### 삼성전자 (high)  → /samsung-electronics.md
- note: 삼성전자에 후공정 패키징 공급.
- [confirms] DART(금융감독원 전자공시) (KO, filing, published 2026-03-18) https://dart.fss.or.kr/dsaf001/main.do?rcpNo=20260318001666: "DART 사업보고서: 매출·고객·사업 내용."
- [confirms] 네패스 (EN, ir, published 2025-05-01) https://www.nepes.co.kr: "삼성전자에 후공정 패키징 공급."
- [confirms] THE VC (KO, analysis, published 2025-01-01) https://thevc.kr/nepes: "삼성전자에 후공정 패키징 공급."

### SK하이닉스 (mid)  → /sk-hynix.md
- note: SK하이닉스에 후공정 패키징 공급.
- [confirms] 네패스 (EN, ir, published 2025-05-01) https://www.nepes.co.kr: "SK하이닉스에 후공정 패키징 공급."
- [confirms] THE VC (KO, analysis, published 2025-01-01) https://thevc.kr/nepes: "SK하이닉스에 후공정 패키징 공급."

## Money out · pays to (2)
### 원재료·소재 (비공개) (low)
- note: 후공정 패키징 제조용 원재료·소재 매입(비공개).
- [confirms] THE VC (KO, analysis, published 2025-01-01) https://thevc.kr/nepes: "후공정 패키징 제조용 원재료·소재 매입(비공개)."

### 설비·R&D (비공개) (low)
- note: 생산 설비·연구개발 투자(비공개).
- [confirms] THE VC (KO, analysis, published 2025-01-01) https://thevc.kr/nepes: "생산 설비·연구개발 투자(비공개)."

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_Generated for LLM/agent consumption. Each edge lists stance (confirms/mentions/contradicts), source publisher, language, date, and excerpt for verification._