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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedApr 11, 2026
DataAggregated Company Financials
Companies57
  • 7D17.8%
  • 3M34.9%
  • 1Y216.4%
  • YTD37.7%

Over the last 7 days, the Semiconductors industry has risen 18%, driven by gains from Kioxia Holdings of 38%. This takes the industry's 12 month performance to a gain of 216%. As for the next few years, earnings are expected to grow by 29% per annum.

Industry Valuation and Performance

Has the Japanese Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Apr 2026JP¥82.1tJP¥11.4tJP¥1.4t25.9x59.2x7.2x
Mon, 09 Mar 2026JP¥75.3tJP¥11.4tJP¥1.4t23.2x53.9x6.6x
Wed, 04 Feb 2026JP¥74.3tJP¥11.3tJP¥1.4t26.9x52x6.6x
Fri, 02 Jan 2026JP¥55.7tJP¥11.2tJP¥1.4t21.5x39.5x5x
Sun, 30 Nov 2025JP¥52.8tJP¥11.2tJP¥1.4t20.4x37.5x4.7x
Tue, 28 Oct 2025JP¥52.3tJP¥11.1tJP¥1.4t18.8x36.8x4.7x
Thu, 25 Sep 2025JP¥44.7tJP¥11.0tJP¥1.4t16.8x31.6x4.1x
Sat, 23 Aug 2025JP¥33.6tJP¥11.0tJP¥1.4t15.8x23.8x3.1x
Mon, 21 Jul 2025JP¥38.3tJP¥11.0tJP¥1.7t16.2x22.7x3.5x
Wed, 18 Jun 2025JP¥34.2tJP¥11.0tJP¥1.7t14.5x20.2x3.1x
Fri, 16 May 2025JP¥32.9tJP¥11.2tJP¥1.7t14.2x19.3x2.9x
Sun, 13 Apr 2025JP¥26.8tJP¥11.0tJP¥1.8t11.3x15.1x2.4x
Tue, 11 Mar 2025JP¥32.8tJP¥11.0tJP¥1.8t13.4x18.5x3x
Thu, 06 Feb 2025JP¥35.4tJP¥10.7tJP¥1.6t13.8x21.9x3.3x
Sat, 04 Jan 2025JP¥34.7tJP¥10.3tJP¥1.4t13.8x25.7x3.4x
Mon, 02 Dec 2024JP¥32.5tJP¥9.1tJP¥1.4t13.4x22.7x3.6x
Wed, 30 Oct 2024JP¥34.8tJP¥8.9tJP¥1.3t15.5x25.9x3.9x
Fri, 27 Sep 2024JP¥34.8tJP¥8.9tJP¥1.3t16.3x26.1x3.9x
Sun, 25 Aug 2024JP¥37.1tJP¥8.9tJP¥1.3t17x27.8x4.2x
Tue, 23 Jul 2024JP¥41.2tJP¥8.7tJP¥1.3t18.1x32x4.8x
Thu, 20 Jun 2024JP¥45.5tJP¥8.6tJP¥1.3t21.3x35.8x5.3x
Sat, 18 May 2024JP¥45.6tJP¥8.6tJP¥1.3t21.5x35.8x5.3x
Mon, 15 Apr 2024JP¥47.9tJP¥8.6tJP¥1.3t19.7x36.1x5.6x
Wed, 13 Mar 2024JP¥45.0tJP¥8.6tJP¥1.3t21.4x34x5.3x
Fri, 09 Feb 2024JP¥41.0tJP¥8.7tJP¥1.4t18.8x30.3x4.7x
Sun, 07 Jan 2024JP¥33.5tJP¥8.7tJP¥1.4t15.8x24.5x3.9x
Tue, 05 Dec 2023JP¥33.6tJP¥8.7tJP¥1.4t17.2x24.5x3.9x
Thu, 02 Nov 2023JP¥27.8tJP¥8.8tJP¥1.5t14x18.4x3.2x
Sat, 30 Sep 2023JP¥28.4tJP¥8.6tJP¥1.5t14.1x18.9x3.3x
Mon, 28 Aug 2023JP¥28.6tJP¥8.5tJP¥1.5t13.9x19.1x3.4x
Wed, 26 Jul 2023JP¥29.6tJP¥8.6tJP¥1.5t12.7x19.1x3.4x
Fri, 23 Jun 2023JP¥30.4tJP¥8.6tJP¥1.6t13.9x19.6x3.5x
Sun, 21 May 2023JP¥25.4tJP¥8.6tJP¥1.6t12.7x16.3x2.9x
Tue, 18 Apr 2023JP¥22.1tJP¥8.4tJP¥1.5t10.8x14.9x2.6x
Price to Earnings Ratio

14.9x


Total Market Cap: JP¥22.1tTotal Earnings: JP¥1.5tTotal Revenue: JP¥8.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 27.8x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Semiconductor industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 59.2x which is higher than its 3-year average PE of 27.8x.
  • The 3-year average PS ratio of 4.1x is lower than the industry's current PS ratio of 7.2x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have declined 2.2% per year over the last three years.
  • Meanwhile revenues for these companies have grown 11% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Japanese Tech industry?

JP Market2.88%
Tech10.10%
Semiconductors17.83%
Semiconductors28.41%
Semiconductor Equipment13.96%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 33.6x.
    • Analysts are expecting annual earnings growth of 54.0%, which is higher than its past year's earnings decline of 36.3% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 30.1x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 54% over the next 5 years.
  • This is better than its past earnings decline of 36% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 18% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
285A Kioxia HoldingsJP¥30.14k37.9%
+JP¥4.5t		1,420.7%PE98.5x
8035 Tokyo ElectronJP¥44.04k14.6%
+JP¥2.6t		124.2%PE39.8x
6857 AdvantestJP¥24.99k15.9%
+JP¥2.5t		343.7%PE63.4x
6723 Renesas ElectronicsJP¥2.66k16.9%
+JP¥698.1b		57.1%PS3.6x
6920 LasertecJP¥41.58k16.0%
+JP¥512.7b		247.7%PE42.8x

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8035: Future Buybacks And Dividend Policy Will Support A Higher Share Price

Analysts have lifted their price target on Tokyo Electron from ¥54,000 to ¥62,000. This reflects updated assumptions that include a slightly higher discount rate, more moderate revenue growth and profit margin expectations, and a higher future P/E multiple of 38.93 versus the prior 25.55.
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