Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedJun 29, 2025
DataAggregated Company Financials
Companies56
  • 7D9.7%
  • 3M23.2%
  • 1Y-18.9%
  • YTD10.5%

The Semiconductors industry is up 9.7% in the last week, with Tokyo Electron up 16%. Meanwhile, Renesas Electronics actually underperformed within the industry, shrinking 8.0% in the last week. In contrast, the industry has lost 19% in the last 12 months. As for the next few years, earnings are expected to grow by 12% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 30 Jun 2025JP¥37.7tJP¥11.0tJP¥1.7t15.3x22.2x3.4x
Wed, 28 May 2025JP¥31.5tJP¥11.2tJP¥1.7t14.3x18.3x2.8x
Fri, 25 Apr 2025JP¥27.3tJP¥11.0tJP¥1.8t11.3x15.4x2.5x
Sun, 23 Mar 2025JP¥33.5tJP¥11.0tJP¥1.8t12.9x18.9x3x
Tue, 18 Feb 2025JP¥36.8tJP¥11.0tJP¥1.8t13.4x20.9x3.4x
Thu, 16 Jan 2025JP¥35.4tJP¥10.5tJP¥1.5t13.2x22.9x3.4x
Sat, 14 Dec 2024JP¥33.5tJP¥9.1tJP¥1.4t13.5x23.5x3.7x
Mon, 11 Nov 2024JP¥35.2tJP¥9.0tJP¥1.3t15.8x26.3x3.9x
Wed, 09 Oct 2024JP¥34.7tJP¥8.9tJP¥1.3t15.7x26x3.9x
Fri, 06 Sep 2024JP¥31.9tJP¥8.9tJP¥1.3t15.6x23.8x3.6x
Sun, 04 Aug 2024JP¥35.8tJP¥8.7tJP¥1.3t14.9x28x4.1x
Tue, 02 Jul 2024JP¥45.7tJP¥8.6tJP¥1.3t22.2x36x5.3x
Thu, 30 May 2024JP¥46.2tJP¥8.6tJP¥1.3t21.6x36.3x5.4x
Sat, 27 Apr 2024JP¥42.1tJP¥8.6tJP¥1.3t21.5x32.1x4.9x
Mon, 25 Mar 2024JP¥47.7tJP¥8.6tJP¥1.3t20.8x36x5.6x
Wed, 21 Feb 2024JP¥43.6tJP¥8.6tJP¥1.3t20.7x33x5.1x
Fri, 19 Jan 2024JP¥36.6tJP¥8.7tJP¥1.4t16.1x26.8x4.2x
Sun, 17 Dec 2023JP¥34.0tJP¥8.7tJP¥1.4t16.4x24.8x3.9x
Tue, 14 Nov 2023JP¥30.5tJP¥8.5tJP¥1.4t15.9x22.2x3.6x
Thu, 12 Oct 2023JP¥28.9tJP¥8.6tJP¥1.5t13.8x19.2x3.4x
Sat, 09 Sep 2023JP¥29.4tJP¥8.5tJP¥1.5t14.8x19.6x3.4x
Mon, 07 Aug 2023JP¥30.0tJP¥8.4tJP¥1.5t13x19.9x3.6x
Wed, 05 Jul 2023JP¥31.2tJP¥8.6tJP¥1.6t14x20.1x3.6x
Fri, 02 Jun 2023JP¥28.0tJP¥8.6tJP¥1.6t13.4x18x3.2x
Sun, 30 Apr 2023JP¥21.5tJP¥8.6tJP¥1.5t10.4x13.9x2.5x
Tue, 28 Mar 2023JP¥22.5tJP¥8.3tJP¥1.5t10.7x15.1x2.7x
Thu, 23 Feb 2023JP¥20.7tJP¥8.3tJP¥1.5t11x13.9x2.5x
Sat, 21 Jan 2023JP¥20.1tJP¥8.2tJP¥1.5t9.5x13.3x2.5x
Mon, 19 Dec 2022JP¥20.0tJP¥8.2tJP¥1.5t9.6x13.3x2.5x
Wed, 16 Nov 2022JP¥21.1tJP¥8.1tJP¥1.5t10x14.1x2.6x
Fri, 14 Oct 2022JP¥16.4tJP¥7.5tJP¥1.3t8.3x12.4x2.2x
Sun, 11 Sep 2022JP¥18.6tJP¥7.5tJP¥1.3t10x14.2x2.5x
Tue, 09 Aug 2022JP¥20.0tJP¥7.4tJP¥1.3t10.6x15.1x2.7x
Thu, 07 Jul 2022JP¥17.3tJP¥7.1tJP¥1.2t10.7x14.2x2.4x
Price to Earnings Ratio

14.2x


Total Market Cap: JP¥17.3tTotal Earnings: JP¥1.2tTotal Revenue: JP¥7.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 21.5x202320242025
Current Industry PE
  • Investors are relatively neutral on the Japanese Semiconductor industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 21.5x.
  • The industry is trading close to its 3-year average PS ratio of 3.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 16% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

JP Market2.26%
Tech4.32%
Semiconductors9.69%
Semiconductor Equipment12.18%
Semiconductors-1.05%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average PE ratio of 25.4x.
    • Analysts are expecting annual earnings growth of 10.3%, which is lower than the prior year's growth of 27.7% per year.
  • Investors are most pessimistic about the Semiconductors industry, which is trading close to its 3-year average of 14.3x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 20% over the next 5 years.
  • This is better than its past earnings decline of 20% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 10% 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
8035 Tokyo ElectronJP¥27.68k16.8%
+JP¥1.8t		-20.5%PE23.3x
6146 DiscoJP¥42.63k18.1%
+JP¥706.8b		-29.8%PE37.3x
6857 AdvantestJP¥10.66k9.7%
+JP¥691.5b		66.0%PE48.4x
6920 LasertecJP¥19.41k19.8%
+JP¥289.5b		-44.0%PE24.9x
7735 SCREEN HoldingsJP¥11.76k10.8%
+JP¥108.1b		-18.0%PE11.2x

Latest News

8035
JP¥27,680.00
Tokyo Electron
7D
16.8%
1Y
-20.5%
6146
JP¥42,630.00
Disco
7D
18.1%
1Y
-29.8%
6526
JP¥2,776.00
Socionext
7D
-0.07%
1Y
-27.9%
6525
JP¥3,467.00
Kokusai Electric
7D
7.7%
1Y
-26.1%
6730
JP¥946.00
AXELL
7D
-1.1%
1Y
-35.2%
6614
JP¥880.00
Shikino High-TechLTD
7D
-5.8%
1Y
-53.2%
6920
JP¥19,410.00
Lasertec
7D
19.8%
1Y
-44.0%

Lasertec Corporation's (TSE:6920) Shares Climb 30% But Its Business Is Yet to Catch Up

Jun 24
Lasertec Corporation's (TSE:6920) Shares Climb 30% But Its Business Is Yet to Catch Up
7735
JP¥11,760.00
SCREEN Holdings
7D
10.8%
1Y
-18.0%
285A
JP¥2,503.00
Kioxia Holdings
7D
-2.0%
1Y
n/a
3436
JP¥1,135.00
Sumco
7D
10.4%
1Y
-51.5%
6723
JP¥1,789.00
Renesas Electronics
7D
-8.5%
1Y
-40.4%

Renesas Electronics Corporation (TSE:6723) Shares Could Be 43% Below Their Intrinsic Value Estimate

Jun 19
Renesas Electronics Corporation (TSE:6723) Shares Could Be 43% Below Their Intrinsic Value Estimate
6857
JP¥10,655.00
Advantest
7D
9.7%
1Y
66.0%
6323
JP¥2,053.00
Rorze
7D
14.0%
1Y
-34.5%
7836
JP¥102.00
AVIXInc
7D
-1.0%
1Y
12.1%
6769
JP¥915.00
THine Electronics
7D
-0.5%
1Y
-44.9%