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

Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedFeb 04, 2026
DataAggregated Company Financials
Companies57
  • 7D2.1%
  • 3M34.6%
  • 1Y114.3%
  • YTD24.7%

Over the last 7 days, the Semiconductors industry has risen 2.1%, driven by gains from Kioxia Holdings of 9.8%. In the same time, Tokyo Electron was down 7.0%. This means that the industry has gained 114% over the past year. As for the next few years, earnings are expected to grow by 21% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
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
Thu, 16 Mar 2023JP¥22.0tJP¥8.3tJP¥1.5t10.7x14.8x2.6x
Sat, 11 Feb 2023JP¥21.6tJP¥8.2tJP¥1.5t11.1x14.6x2.6x
Price to Earnings Ratio

14.6x


Total Market Cap: JP¥21.6tTotal Earnings: JP¥1.5tTotal Revenue: JP¥8.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 25.5x202420252026
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 52.0x which is higher than its 3-year average PE of 25.5x.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 6.6x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have remained mostly flat 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 and as a result, profits have held steady.

Industry Trends

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

JP Market2.15%
Tech0.97%
Semiconductors2.11%
Semiconductors9.80%
Semiconductor Equipment-0.18%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 25.4x.
    • Analysts are expecting annual earnings growth of 41.4%, which is higher than its past year's earnings decline of 18.2% 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 28.4x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 41% over the next 5 years.
  • This is better than its past earnings decline of 18% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 14% 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¥20.81k9.8%
+JP¥1.0t		1,099.1%PE72.9x
3436 SumcoJP¥1.62k7.3%
+JP¥38.5b		44.4%PE215.9x
7735 SCREEN HoldingsJP¥20.88k2.0%
+JP¥38.3b		103.6%PE23.3x
6941 Yamaichi ElectronicsLtdJP¥6.90k16.4%
+JP¥17.8b		195.6%PE21.9x
6707 Sanken ElectricJP¥7.67k12.7%
+JP¥17.3b		32.9%PE99.7x

Latest News

6941
JP¥6,900.00
Yamaichi ElectronicsLtd
7D
16.4%
1Y
195.6%
6707
JP¥7,669.00
Sanken Electric
7D
12.7%
1Y
32.9%

Is Sanken Electric Co., Ltd. (TSE:6707) Trading At A 50% Discount?

Feb 03
Is Sanken Electric Co., Ltd. (TSE:6707) Trading At A 50% Discount?
6723
JP¥2,563.00
Renesas Electronics
7D
-1.0%
1Y
25.2%
6920
JP¥29,850.00
Lasertec
7D
-23.9%
1Y
91.8%

Lasertec Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year

Feb 02
Lasertec Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
7735
JP¥20,880.00
SCREEN Holdings
7D
2.0%
1Y
103.6%

SCREEN Holdings Co., Ltd. (TSE:7735) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥18,973

Feb 02
SCREEN Holdings Co., Ltd. (TSE:7735) Released Earnings Last Week And Analysts Lifted Their Price Target To JP¥18,973
6857
JP¥25,450.00
Advantest
7D
-0.4%
1Y
200.7%

6857: AI And HPC Hype Will Likely Outrun Earnings Reality

Analysts have lifted their price target on Advantest by roughly 20%, citing updated assumptions that reflect higher modeled revenue growth, an improved profit margin outlook, and a lower future P/E multiple. What's in the News Advantest plans a board meeting on January 28, 2026 to consider cancelling treasury shares, following recent share repurchases under its buyback program (company filing).
285A
JP¥20,805.00
Kioxia Holdings
7D
9.8%
1Y
1,099.1%
8035
JP¥40,720.00
Tokyo Electron
7D
-7.0%
1Y
56.2%

Tokyo Electron (TSE:8035) Might Become A Compounding Machine

Jan 30
Tokyo Electron (TSE:8035) Might Become A Compounding Machine
6146
JP¥68,000.00
Disco
7D
-3.5%
1Y
56.3%
6525
JP¥6,383.00
Kokusai Electric
7D
-8.8%
1Y
153.0%

Is Kokusai Electric Corporation (TSE:6525) Worth JP¥6.3k Based On Its Intrinsic Value?

Jan 27
Is Kokusai Electric Corporation (TSE:6525) Worth JP¥6.3k Based On Its Intrinsic Value?
7729
JP¥14,040.00
Tokyo Seimitsu
7D
0.7%
1Y
61.0%

Investors Still Waiting For A Pull Back In Tokyo Seimitsu Co., Ltd. (TSE:7729)

Jan 25
Investors Still Waiting For A Pull Back In Tokyo Seimitsu Co., Ltd. (TSE:7729)
6728
JP¥8,554.00
ULVAC
7D
2.4%
1Y
44.5%

Returns At ULVAC (TSE:6728) Are On The Way Up

Jan 23
Returns At ULVAC (TSE:6728) Are On The Way Up
6890
JP¥5,970.00
Ferrotec
7D
-8.2%
1Y
136.4%
3436
JP¥1,619.50
Sumco
7D
7.3%
1Y
44.4%

3436: Future Dividend Commitment And Higher P/E Assumptions Will Support Balanced Outlook

Analysts have raised their fair value estimate for Sumco from ¥1,472.50 to ¥1,520.00, reflecting updated assumptions for revenue growth, profit margins, and a higher future P/E multiple. What's in the News A board meeting is scheduled for Jan 5, 2026 to consider and approve changes in personnel affairs, signaling upcoming adjustments in senior roles or governance (company announcement).
6323
JP¥3,226.00
Rorze
7D
-12.6%
1Y
93.8%
6613
JP¥548.00
QD Laser
7D
31.4%
1Y
77.9%