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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedJul 21, 2026
DataAggregated Company Financials
Companies57
  • 7D-13.2%
  • 3M25.0%
  • 1Y188.8%
  • YTD85.6%

Over the last 7 days, the Semiconductors industry has dropped 13%, driven by Kioxia Holdings declining 12%. This takes the industry's 12 month performance to a gain of 189%. Looking forward, earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 21 Jul 2026JP¥110.3tJP¥12.4tJP¥1.9t24.7x58.9x8.9x
Thu, 18 Jun 2026JP¥144.9tJP¥12.4tJP¥1.9t28.5x77.4x11.7x
Sat, 16 May 2026JP¥96.0tJP¥11.7tJP¥1.5t28.6x65.2x8.2x
Mon, 13 Apr 2026JP¥82.1tJP¥11.4tJP¥1.4t25.9x59.2x7.2x
Wed, 11 Mar 2026JP¥72.2tJP¥11.4tJP¥1.4t21.9x51.8x6.4x
Fri, 06 Feb 2026JP¥71.1tJP¥11.3tJP¥1.4t25.4x49.6x6.3x
Sun, 04 Jan 2026JP¥55.7tJP¥11.2tJP¥1.4t21.5x39.5x5x
Tue, 02 Dec 2025JP¥51.7tJP¥11.2tJP¥1.4t20.3x36.6x4.6x
Thu, 30 Oct 2025JP¥56.6tJP¥11.1tJP¥1.5t18.8x38.8x5.1x
Sat, 27 Sep 2025JP¥42.6tJP¥11.0tJP¥1.4t16x30.1x3.9x
Mon, 25 Aug 2025JP¥33.6tJP¥11.0tJP¥1.4t15.8x23.8x3.1x
Wed, 23 Jul 2025JP¥38.3tJP¥11.0tJP¥1.7t16x22.6x3.5x
Fri, 20 Jun 2025JP¥33.7tJP¥11.0tJP¥1.7t14.1x19.9x3.1x
Sun, 18 May 2025JP¥32.1tJP¥11.2tJP¥1.7t14.2x18.9x2.9x
Tue, 15 Apr 2025JP¥27.3tJP¥11.0tJP¥1.8t11.5x15.4x2.5x
Thu, 13 Mar 2025JP¥32.3tJP¥11.0tJP¥1.8t11.9x18.2x2.9x
Sat, 08 Feb 2025JP¥36.3tJP¥10.9tJP¥1.6t14.8x22.3x3.3x
Mon, 06 Jan 2025JP¥34.7tJP¥10.5tJP¥1.5t13.6x22.5x3.3x
Wed, 04 Dec 2024JP¥34.2tJP¥9.1tJP¥1.4t14x24x3.8x
Fri, 01 Nov 2024JP¥35.9tJP¥8.9tJP¥1.3t16x26.7x4x
Sun, 29 Sep 2024JP¥36.4tJP¥8.9tJP¥1.3t16.7x27.3x4.1x
Tue, 27 Aug 2024JP¥36.4tJP¥8.9tJP¥1.3t17.2x27.3x4.1x
Thu, 25 Jul 2024JP¥41.0tJP¥8.7tJP¥1.3t18.1x31.9x4.7x
Sat, 22 Jun 2024JP¥45.8tJP¥8.6tJP¥1.3t22.3x36.1x5.3x
Mon, 20 May 2024JP¥45.6tJP¥8.6tJP¥1.3t22x35.8x5.3x
Wed, 17 Apr 2024JP¥47.5tJP¥8.6tJP¥1.3t19.8x35.8x5.6x
Fri, 15 Mar 2024JP¥45.3tJP¥8.6tJP¥1.3t20.6x34.2x5.3x
Sun, 11 Feb 2024JP¥41.2tJP¥8.6tJP¥1.4t19.7x30.4x4.8x
Tue, 09 Jan 2024JP¥33.5tJP¥8.7tJP¥1.4t15.8x24.5x3.9x
Thu, 07 Dec 2023JP¥32.9tJP¥8.7tJP¥1.4t16.9x24x3.8x
Sat, 04 Nov 2023JP¥29.1tJP¥8.8tJP¥1.5t14.7x19.3x3.3x
Mon, 02 Oct 2023JP¥28.4tJP¥8.6tJP¥1.5t14.1x18.9x3.3x
Wed, 30 Aug 2023JP¥29.5tJP¥8.5tJP¥1.5t14.2x19.6x3.5x
Fri, 28 Jul 2023JP¥30.2tJP¥8.6tJP¥1.5t13x19.9x3.5x
Price to Earnings Ratio

19.9x


Total Market Cap: JP¥30.2tTotal Earnings: JP¥1.5tTotal Revenue: JP¥8.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 32.3x202420252026
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 58.9x which is higher than its 3-year average PE of 32.3x.
  • The 3-year average PS ratio of 4.7x is lower than the industry's current PS ratio of 8.9x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 7.2% per year over the last three years.
  • Revenues for these companies have grown 13% 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 Market-3.22%
Tech-9.44%
Semiconductors-13.23%
Semiconductor Equipment-9.06%
Semiconductors-20.01%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 49.2x.
    • Analysts are expecting annual earnings growth of 33.9%, which is higher than its past year's earnings growth of 8.5% 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 32.9x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 34% over the next 5 years.
  • This is better than its past earnings growth rate of 8.5% 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
6941 Yamaichi ElectronicsLtdJP¥9.00k0.7%
+JP¥1.1b		233.7%PE18.3x
5216 KuramotoJP¥163.003.8%
+JP¥327.5m		-29.1%PS6.5x
6730 AXELLJP¥1.13k0.2%
+JP¥21.5m		17.0%PE9.9x
3856 AbalanceJP¥504.000.2%
+JP¥19.0m		-32.1%PE7.5x

Latest News

3436
JP¥3,900.00
Sumco
7D
-26.5%
1Y
228.6%
Narrative Update • Jul 20

3436: Future Earnings Recovery Will Be Driven By Improved Demand Visibility

Analysts have lifted Sumco's fair value estimate from ¥5,130 to ¥6,500, citing updated assumptions around revenue growth, profit margins, a higher future P/E multiple, and a slightly adjusted discount rate. What’s in the News for Sumco Sumco issued revised consolidated earnings guidance for the six months ending June 30, 2026, and now expects net sales of ¥213,400 million.
7735
JP¥16,980.00
SCREEN Holdings
7D
-6.5%
1Y
182.1%
Narrative Update • Jul 20

7735: Dividend Policy And 2027 Earnings Outlook Will Support Fair Valuation

Analysts have raised their price target for SCREEN Holdings to ¥17,968.75 from ¥11,680, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E that together indicate a higher estimated fair value for the stock. What's in the News SCREEN Holdings issued earnings guidance for the six months ending September 30, 2026, with expected net sales of ¥317,000 million, operating income of ¥56,000 million, profit attributable to owners of parent of ¥37,500 million, and basic earnings per share of ¥198.32 (source: company guidance).
6525
JP¥9,000.00
Kokusai Electric
7D
-13.1%
1Y
167.1%
6723
JP¥4,035.00
Renesas Electronics
7D
-7.9%
1Y
116.2%
Narrative Update • Jul 16

6723: Asset Sale And AI Focus Will Support Future Earnings Power

Analysts have raised their price target on Renesas Electronics to ¥4,688 from ¥3,612, citing updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E multiple. What’s in the News for Renesas Electronics SiTime completed the acquisition of selected assets from Renesas Electronics’ timing business on July 1, 2026, with Renesas expecting to record an estimated ¥443.3b gain in its consolidated results for the nine months ending September 30, 2026.
8035
JP¥66,570.00
Tokyo Electron
7D
-6.4%
1Y
142.2%
Narrative Update • Jul 16

8035: AI Test Collaboration And Buybacks Will Likely Anchor Fair Future Returns

Analysts have raised their fair value estimate for Tokyo Electron from about ¥60,740 to approximately ¥72,540, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E multiples. What’s in the News for Tokyo Electron Global stock markets have rebounded after the Dow Jones Industrial Average reached a record high, with Japan’s Nikkei 225 up 1.5% and Tokyo Electron shares up 0.4% as part of a mixed session for chip stocks, according to recent market reports.
285A
JP¥61,060.00
Kioxia Holdings
7D
-11.6%
1Y
2,446.3%
6146
JP¥66,840.00
Disco
7D
-6.7%
1Y
54.2%
6920
JP¥42,670.00
Lasertec
7D
-5.4%
1Y
151.0%
5216
JP¥163.00
Kuramoto
7D
3.8%
1Y
-29.1%
3856
JP¥504.00
Abalance
7D
0.2%
1Y
-32.1%
6730
JP¥1,127.00
AXELL
7D
0.2%
1Y
17.0%
6941
JP¥9,000.00
Yamaichi ElectronicsLtd
7D
0.7%
1Y
233.7%