파인텍, SDT 韓 유일 엔비디아 양자컴퓨팅 생태계 진입...투자 및 파트너십 체결 '강세'
파인텍(Finetek)은 대한민국의 디스플레이 장비 및 부품 제조 전문 기업입니다. 주로 모바일 디스플레이 BLU(Back Light Unit), LCM(LCD Module), TSM(Touch Screen Module) 등을 생산하며, 최근에는 OLED 제조 장비와 2차 전지 관련 장비 등 첨단 기술 분야로 사업을 확장하고 있습니다. 이 회사는 지속적인 연구개발을 통해 디스플레이 산업에서 글로벌 선도 기업으로 자리 잡고 있으며, 삼성디스플레이 등 주요 고객사와 협력 관계를 유지하고 있습니다.
2025년 2월 4일, 파인텍의 주가는 29.91% 상승하며 상한가를 기록했습니다. 이는 최근 양자컴퓨터 기술이 주목받으면서 파인텍이 양자암호 관련 테마주로 부각된 것이 주요 원인으로 분석됩니다. 특히, 양자컴퓨터의 상용화 가능성에 대한 긍정적인 전망과 관련 산업의 성장 기대감이 투자 심리를 자극한 것으로 보입니다[4][19][40].
또한, 파인텍은 디스플레이 및 첨단 기술 분야에서의 입지를 강화해왔으며, 이러한 배경이 시장에서 긍정적으로 평가된 것으로 보입니다.
양자암호는 양자컴퓨터의 발전으로 인해 기존 암호화 방식이 무력화될 가능성에 대비하기 위해 개발된 새로운 암호화 기술입니다. 파인텍은 직접적으로 양자암호 기술을 개발하거나 상용화하지는 않았으나, 디스플레이 및 첨단 전자 부품 제조업체로서 미래 기술과 관련된 사업 확장 가능성이 투자자들 사이에서 긍정적으로 평가되고 있습니다. 이러한 배경에서 파인텍이 양자암호 테마주로 분류되어 최근 주가 상승에 영향을 미쳤습니다[4][6].
다만, 파인텍의 현재 사업 구조상 양자암호와 직접적인 연관성은 제한적일 수 있으므로, 투자 시에는 이러한 점을 고려할 필요가 있습니다.
Citations:
[1] https://www.mk.co.kr/en/stock/11214118
[2] https://quantumcomputingreport.com/sdt-completes-20-billion-krw-14-11-million-usd-pre-ipo-investment-eyes-quantum-technology-ipo-in-2025/
[3] https://www.quantum.gov/nist-releases-post-quantum-encryption-standards/
[4] https://www.iotworldtoday.com/quantum/quantum-cybersecurity-in-2025-post-quantum-cryptography-drives-awareness
[5] https://fintechmagazine.com/articles/moodys-fintech-industry-set-for-costly-encryption-overhaul
[6] https://www.weforum.org/stories/2024/08/us-tools-encryption-breaking-quantum-computing-nist/
[7] https://www.finextra.com/the-long-read/805/why-do-we-need-quantum-resistant-encryption
[8] https://thequantuminsider.com/2024/12/31/2025-expert-quantum-predictions-pqc-and-quantum-cybersecurity/
[9] https://www.marketscreener.com/quote/stock/FINETEK-CO-LTD-34126435/
[10] https://biz.chosun.com/en/en-finance/2024/12/17/JB2OCV7WXNE6JGUYKH7AVG4H4M/
[11] https://in.marketscreener.com/quote/stock/FINETEK-CO-LTD-34126435/news/Finetek-Co-Ltd-announced-that-it-expects-to-receive-KRW-15-billion-in-funding-from-Ryukyungpsg-As-35100539/
[12] https://thequantuminsider.com/2024/10/11/chinese-scientists-report-using-quantum-computer-to-hack-military-grade-encryption/
[13] https://simplywall.st/stocks/kr/semiconductors/kosdaq-a131760/finetek-shares/news/finetek-co-ltds-kosdaq131760-stock-on-an-uptrend-could-funda
[14] https://www.vttresearch.com/en/news-and-ideas/significant-step-forward-quantum-secure-network-finland-novel-encryption-technology
[15] https://uk.marketscreener.com/quote/stock/FINETEK-CO-LTD-34126435/news/Finetek-Co-Ltd-agreed-to-acquire-83-8-stake-in-Sekwang-Technologies-Co-Ltd-for-KRW-16-75-bill-35382021/
[16] https://www.globalgovernmentfintech.com/banque-de-france-singapore-quantum-cryptography-resilience/
[17] https://www.fine-tek.com
[18] https://www.infosecglobal.com/news/chinese-scientists-allegedly-quantum-hack-military-grade-encryption-with-quantum-computer
[19] https://finovate.com/fintechs-first-quantum-computing-startup-secures-seed-funding/
[20] https://www.singtel.com/about-us/media-centre/news-releases/Singtel-expands-its-suite-of-quantum-safe-offerings
[21] https://www.nist.gov/news-events/news/2024/08/nist-releases-first-3-finalized-post-quantum-encryption-standards
[22] https://www.securityweek.com/cyber-insights-2025-quantum-and-the-threat-to-encryption/
[23] https://www.msit.go.kr/eng/bbs/view.do?sCode=eng&mId=4&mPid=2&bbsSeqNo=42&nttSeqNo=627&searchOpt=ALL
[24] https://hanvitsi.com/blog/?bmode=view&idx=121898970
[25] https://techinformed.com/2025-informed-what-does-this-year-hold-for-quantum-computing/
[26] https://www.msit.go.kr/eng/bbs/view.do?sCode=eng&mId=4&bbsSeqNo=42&nttSeqNo=1027
[27] https://www.investors.com/news/technology/quantum-computing-stocks-quantum-stocks-finke-interview/
[28] https://cybelangel.com/quantum-safe-cybersecurity/
[29] https://www.oxinst.com/webinars/enabling-breakthroughs-in-quantum-technology-development
[30] https://www.youtube.com/watch?v=A3xlgjvHkPo
[31] https://fintechmagazine.com/articles/moodys-fintech-industry-set-for-costly-encryption-overhaul
[32] https://www.reddit.com/r/QuantumComputing/comments/1blpt3u/why_isnt_postquantum_encryption_more_widely/
[33] https://www.etas.com/ww/media/a_flyer/flyer-escrypt-post-quantum-cryptography-consulting-en-230705-etas.pdf
[34] https://www.idtechex.com/en/research-article/the-quantum-technology-market-here-today-growth-tomorrow/32124
[35] https://www.finextra.com/blogposting/26642/the-quantum-leap-in-cryptography-preparing-for-a-post-quantum-world
[36] https://finolab.tokyo/finolabresearch/fr-finolab-column/the-light-and-shadow-of-quantum-computers-in-finance-what-are-the-emerging-post-quantum-cryptography-standards/
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[39] https://www.ibm.com/think/topics/quantum-safe-cryptography
[40] https://www.mk.co.kr/en/stock/11147334
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[42] https://www.globenewswire.com/news-release/2025/01/08/3006368/0/en/Post-Quantum-Cryptography-Market-Set-for-Accelerated-Growth-as-SEALSQ-and-WISeKey-Lead-the-Way-in-Securing-Digital-Infrastructure.html
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[44] https://finetech.de/news/quantum-sensors-for-innovative-measurement-technology/
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[46] https://thequantuminsider.com/2021/01/11/25-companies-building-the-quantum-cryptography-communications-markets/
[47] https://www.idtechex.com/en/research-report/quantum-technology-market-2024-2034-trends-players-forecasts/1005
[48] https://www.zionmarketresearch.com/report/quantum-technology-market
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[50] https://www.globenewswire.com/news-release/2024/11/27/2988327/0/en/Quantum-Sensor-Market-Size-Expected-to-Reach-USD-1-170-81-Million-by-2033.html
[51] https://thequantuminsider.com/2024/12/31/2025-expert-quantum-predictions-pqc-and-quantum-cybersecurity/
[52] https://www.precedenceresearch.com/quantum-technology-market
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