Dashboard
Portfolios
Watchlist
Community
Discover
Screener
Narratives
🇯🇵 JP Market
Global
United States
Australia
United Kingdom
Canada
India
China
Argentina
Austria
Bahrain
Bangladesh
Belgium
Bermuda
Botswana
Brazil
Bulgaria
Chile
Colombia
Croatia
Cyprus
Czech Republic
Denmark
Egypt
Estonia
Finland
France
Germany
Ghana
Greece
Hong Kong
Hungary
Iceland
Indonesia
Ireland
Israel
Italy
Ivory Coast
Jamaica
Japan
Jordan
Kenya
Kuwait
Latvia
Lithuania
Luxembourg
Malawi
Malaysia
Malta
Mauritius
Mexico
Morocco
Namibia
Netherlands
New Zealand
Nigeria
Norway
Oman
Pakistan
Palestinian Authority
Peru
Philippines
Poland
Portugal
Qatar
Romania
Russia
Saudi Arabia
Serbia
Singapore
Slovakia
Slovenia
South Africa
South Korea
Spain
Sri Lanka
Sweden
Switzerland
Taiwan
Tanzania
Thailand
Trinidad & Tobago
Tunisia
Turkey
Uganda
Ukraine
United Arab Emirates
Venezuela
Vietnam
Zambia
Zimbabwe
Semiconductors
Any
Automobiles
Banks
Capital Goods
Commercial Services
Consumer Durables
Consumer Services
Diversified Financials
Energy
Consumer Retailing
Food, Beverage & Tobacco
Healthcare
Household
Insurance
Materials
Media
Pharmaceuticals & Biotech
Real Estate
Retail
Semiconductors
Software
Tech
Telecom
Transportation
Utilities
Create a narrative
Community
/
Japan
/
Semiconductors
Semiconductors Japanese Community
Our community narratives are driven by numbers and valuation.
Create a narrative
Semiconductors Japanese Investing Ideas
All companies
Popular
Undervalued
Overvalued
Tokyo Electron
AN
AnalystConsensusTarget
Consensus Narrative from 22 Analysts
Next-generation AI Servers Will Ignite Semiconductor Demand
Key Takeaways Accelerating demand for advanced semiconductor equipment and digital transformation trends strengthen long-term growth and recurring revenues for Tokyo Electron. Temporary customer investment delays are expected to resolve, while ongoing innovation and service sales support higher margins and earnings resilience.
View narrative
JP¥27.5k
FV
7.4% undervalued
intrinsic discount
6.58%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
18
users have followed this narrative
Updated
narrative
ROHM
AN
AnalystConsensusTarget
Consensus Narrative from 11 Analysts
SiC Power Devices And Critical Partnerships Ignite Growth In Battery EV And Semiconductor Markets
Key Takeaways Expansion in SiC power devices and optimized investment aims to boost revenue, align with market demand, and improve returns. Strategic partnerships and organizational restructuring target enhanced sales, better customer alignment, and increased profitability through cost reductions and improved efficiencies.
View narrative
JP¥2k
FV
9.5% overvalued
intrinsic discount
6.83%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
Updated
narrative
Renesas Electronics
AN
AnalystLowTarget
Consensus Narrative from 14 Analysts
Automotive And Chip Headwinds Will Pressure Margins Yet Spark Hope
Key Takeaways Heavy reliance on the automotive sector and acquisition-led growth expose Renesas to revenue volatility, integration risks, and balance sheet pressures. Shifting industry trends and competitive threats, including open-source adoption and limited R&D scale, may constrain innovation and future margin expansion.
View narrative
JP¥2k
FV
12.0% undervalued
intrinsic discount
7.31%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
8 days ago
author updated this narrative
Advantest
AN
AnalystLowTarget
Consensus Narrative from 19 Analysts
Surging Capacity And Normalizing AI Demand Will Erode Profitability
Key Takeaways AI-driven order surges and rapid capacity expansion expose Advantest to risks of demand reversion, overcapacity, and margin pressure if market growth slows. Geopolitical tensions and increased competition threaten profitability, supply chain stability, and the company's historical advantages in traditional testing segments.
View narrative
JP¥6.97k
FV
108.4% overvalued
intrinsic discount
-4.70%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
8 days ago
author updated this narrative
Sumco
AN
AnalystHighTarget
Consensus Narrative from 16 Analysts
AI And Electrification Will Drive Premium Wafer Demand
Key Takeaways Sumco is set to capture outsized growth and margins from rising demand for advanced wafers, especially as AI and computing needs surge. Strategic reforms, supply constraints, and new markets position Sumco for strong earnings recovery and resilience against industry and geopolitical challenges.
View narrative
JP¥1.78k
FV
14.7% undervalued
intrinsic discount
10.90%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
8 days ago
author updated this narrative
SCREEN Holdings
AN
AnalystHighTarget
Consensus Narrative from 15 Analysts
Digital Transformation And EV Adoption Will Spur Semiconductor Demand
Key Takeaways Surging AI and semiconductor demand, plus SCREEN's rapid R&D and capacity investments, position it for exceptional growth, margin expansion, and deepened technology leadership. SCREEN's strengths in advanced packaging and sustainability give it pricing power, recurring revenues, and stronger competitive barriers, ensuring sustained order momentum and share gains.
View narrative
JP¥17.42k
FV
23.9% undervalued
intrinsic discount
8.07%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
8 days ago
author updated this narrative
Tokyo Electron
AN
AnalystHighTarget
Consensus Narrative from 22 Analysts
Rising Reshoring And AI Build-Outs Will Accelerate Semiconductor Demand
Key Takeaways Aggressive smart factory rollout and expanded facilities could drive much stronger efficiency and profitability than current analyst forecasts suggest. Rising AI hardware demand and deepening R&D leadership position Tokyo Electron for outsized growth, recurring revenues, and increased market share amid global semiconductor supply chain shifts.
View narrative
JP¥35.06k
FV
27.4% undervalued
intrinsic discount
10.73%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
2
users have followed this narrative
8 days ago
author updated this narrative
Renesas Electronics
AN
AnalystHighTarget
Consensus Narrative from 14 Analysts
EV Growth And IoT Expansion Will Unlock Market Opportunities
Key Takeaways Strategic positioning in AI, data centers, and automotive trends, along with effective acquisitions, is driving superior growth and margin expansion compared to peers. Enhanced R&D and innovation initiatives are expected to boost operational efficiency, recurring revenue, and long-term profitability.
View narrative
JP¥3.15k
FV
44.1% undervalued
intrinsic discount
10.62%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
8 days ago
author updated this narrative
Kokusai Electric
AN
AnalystHighTarget
Consensus Narrative from 11 Analysts
AI And 5G Expansion Will Ignite Next Generation Chip Demand
Key Takeaways Rapid AI-driven demand and industry megatrends are fueling outperformance in key segments, positioning Kokusai for substantial upside beyond market expectations. Strengthened competitive edge and resilient, high-margin service revenues will drive more stable and sustainably improving profit growth.
View narrative
JP¥4.5k
FV
9.9% undervalued
intrinsic discount
15.35%
Revenue growth p.a.
Set Fair Value
0
users have liked this narrative
0
users have commented on this narrative
0
users have followed this narrative
8 days ago
author updated this narrative