AI Investment Expansion Will Shape Future Semiconductor Production

Published
29 Dec 24
Updated
20 Aug 25
AnalystConsensusTarget's Fair Value
JP¥13,560.00
16.1% undervalued intrinsic discount
20 Aug
JP¥11,375.00
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1Y
1.1%
7D
-1.6%

Author's Valuation

JP¥13.6k

16.1% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on01 May 25
Fair value Decreased 1.27%

Shared on23 Apr 25
Fair value Decreased 2.06%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 1.29%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25
Fair value Increased 3.07%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Increased 0.24%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on12 Mar 25
Fair value Increased 3.54%

AnalystConsensusTarget has increased revenue growth from 3.9% to 4.6%, increased future PE multiple from 14.0x to 15.7x, decreased discount rate from 8.3% to 7.3% and increased shares outstanding growth rate from -0.0% to 0.0%.