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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedJan 08, 2026
DataAggregated Company Financials
Companies57
  • 7D10.2%
  • 3M24.8%
  • 1Y62.9%
  • YTD3.1%

The Semiconductors industry is up 9.1% in the last week, with Tokyo Electron up 11%. This means that the industry has gained 65% over the past year. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 08 Jan 2026JP¥61.4tJP¥11.2tJP¥1.4t22.7x43.5x5.5x
Sat, 06 Dec 2025JP¥54.6tJP¥11.2tJP¥1.4t20.7x38.7x4.9x
Mon, 03 Nov 2025JP¥58.8tJP¥11.2tJP¥1.5t19.9x38.8x5.2x
Wed, 01 Oct 2025JP¥42.8tJP¥11.0tJP¥1.4t16x30.2x3.9x
Fri, 29 Aug 2025JP¥35.0tJP¥11.0tJP¥1.4t15.9x24.7x3.2x
Sun, 27 Jul 2025JP¥38.8tJP¥11.0tJP¥1.4t16.5x27.1x3.5x
Tue, 24 Jun 2025JP¥34.2tJP¥11.0tJP¥1.7t13.9x20.2x3.1x
Thu, 22 May 2025JP¥31.4tJP¥11.2tJP¥1.7t13.8x18.2x2.8x
Sat, 19 Apr 2025JP¥26.4tJP¥11.0tJP¥1.8t11.3x14.8x2.4x
Mon, 17 Mar 2025JP¥33.4tJP¥11.0tJP¥1.8t12.5x18.8x3x
Wed, 12 Feb 2025JP¥36.4tJP¥10.8tJP¥1.6t13.3x22.4x3.4x
Fri, 10 Jan 2025JP¥37.7tJP¥10.5tJP¥1.5t13.8x24.4x3.6x
Sun, 08 Dec 2024JP¥33.3tJP¥9.1tJP¥1.4t13.4x23.3x3.7x
Tue, 05 Nov 2024JP¥33.8tJP¥9.0tJP¥1.4t15x24.9x3.8x
Thu, 03 Oct 2024JP¥35.0tJP¥8.9tJP¥1.3t16.2x26.2x3.9x
Sat, 31 Aug 2024JP¥36.6tJP¥8.9tJP¥1.3t16.9x27.4x4.1x
Mon, 29 Jul 2024JP¥37.2tJP¥8.7tJP¥1.3t16.5x29.4x4.3x
Wed, 26 Jun 2024JP¥45.0tJP¥8.6tJP¥1.3t22x35.4x5.2x
Fri, 24 May 2024JP¥47.2tJP¥8.6tJP¥1.3t21.8x37.2x5.5x
Sun, 21 Apr 2024JP¥42.0tJP¥8.6tJP¥1.3t19.3x31.6x4.9x
Tue, 19 Mar 2024JP¥45.5tJP¥8.6tJP¥1.3t20.6x34.4x5.3x
Thu, 15 Feb 2024JP¥43.5tJP¥8.6tJP¥1.3t20.7x32.5x5.1x
Sat, 13 Jan 2024JP¥35.7tJP¥8.7tJP¥1.4t16.3x26.1x4.1x
Mon, 11 Dec 2023JP¥31.8tJP¥8.7tJP¥1.4t16.5x23.2x3.7x
Wed, 08 Nov 2023JP¥29.8tJP¥8.8tJP¥1.5t15.2x19.8x3.4x
Fri, 06 Oct 2023JP¥28.5tJP¥8.6tJP¥1.5t14.2x19x3.3x
Sun, 03 Sep 2023JP¥30.0tJP¥8.5tJP¥1.5t14.4x20x3.5x
Tue, 01 Aug 2023JP¥30.7tJP¥8.6tJP¥1.5t13.4x20x3.6x
Thu, 29 Jun 2023JP¥28.5tJP¥8.6tJP¥1.6t13.5x18.3x3.3x
Sat, 27 May 2023JP¥27.4tJP¥8.6tJP¥1.6t12.7x17.6x3.2x
Mon, 24 Apr 2023JP¥22.4tJP¥8.4tJP¥1.5t10.6x15.1x2.7x
Wed, 22 Mar 2023JP¥22.0tJP¥8.3tJP¥1.5t10.5x14.9x2.6x
Fri, 17 Feb 2023JP¥21.6tJP¥8.3tJP¥1.5t11x14.5x2.6x
Sun, 15 Jan 2023JP¥20.0tJP¥8.2tJP¥1.5t9.5x13.2x2.5x
Price to Earnings Ratio

13.2x


Total Market Cap: JP¥20.0tTotal Earnings: JP¥1.5tTotal Revenue: JP¥8.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 24.6x202420252026
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 43.1x which is higher than its 3-year average PE of 24.6x.
  • The 3-year average PS ratio of 3.8x is lower than the industry's current PS ratio of 5.4x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have declined 2.3% 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 Market2.80%
Tech4.40%
Semiconductors10.19%
Semiconductors14.54%
Semiconductor Equipment9.05%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 22.3x.
    • Analysts are expecting annual earnings growth of 43.1%, 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 27.8x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 43% 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 12% 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¥38.17k11.2%
+JP¥1.8t		38.6%PE32.3x
285A Kioxia HoldingsJP¥12.69k21.6%
+JP¥1.2t		519.0%PE44.2x
6146 DiscoJP¥55.67k15.6%
+JP¥813.2b		14.5%PE47.8x
6857 AdvantestJP¥20.61k4.9%
+JP¥705.6b		104.5%PE57.3x
6723 Renesas ElectronicsJP¥2.35k9.8%
+JP¥379.7b		11.3%PS3.4x

Latest News

8035
JP¥38,170.00
Tokyo Electron
7D
11.2%
1Y
38.6%

At JP¥38,170, Is Tokyo Electron Limited (TSE:8035) Worth Looking At Closely?

Jan 08
At JP¥38,170, Is Tokyo Electron Limited (TSE:8035) Worth Looking At Closely?
6966
JP¥750.00
Mitsui High-tec
7D
-1.3%
1Y
-18.1%
6146
JP¥55,670.00
Disco
7D
15.6%
1Y
14.5%
6525
JP¥6,195.00
Kokusai Electric
7D
12.7%
1Y
152.7%

6525: Consensus-Level Earnings And Deferred Shipments Will Pressure Future Upside Potential

Analysts have lifted their fair value estimate for Kokusai Electric from ¥4,774.55 to ¥4,938.18, reflecting updated views on discount rates, revenue growth, profit margins and future P/E assumptions. At the same time, Goldman Sachs' recent Neutral rating and ¥4,300 price target underline expectations that earnings are unlikely to exceed current consensus.
6857
JP¥20,605.00
Advantest
7D
4.9%
1Y
104.5%

6857: Elevated AI Tester Expectations Will Likely Prove Unsustainable

Analysts have raised their price target for Advantest significantly, from approximately ¥6,973 to about ¥10,429. They cited upgraded expectations for revenue growth, structurally higher profit margins, and a slightly lower future price to earnings multiple that still supports a richer fair value.
285A
JP¥12,690.00
Kioxia Holdings
7D
21.6%
1Y
519.0%
6656
JP¥557.00
inspec
7D
-1.8%
1Y
-5.8%
6387
JP¥4,565.00
SAMCO
7D
-0.7%
1Y
48.2%
7735
JP¥15,990.00
SCREEN Holdings
7D
4.9%
1Y
54.0%
6920
JP¥32,100.00
Lasertec
7D
8.3%
1Y
96.2%
6723
JP¥2,349.50
Renesas Electronics
7D
9.8%
1Y
11.3%
255A
JP¥3,085.00
Gltechno Holdings
7D
-1.0%
1Y
9.6%
3856
JP¥372.00
Abalance
7D
-3.4%
1Y
-45.9%
6616
JP¥1,435.00
Torex Semiconductor
7D
-0.7%
1Y
18.9%
6832
JP¥2,407.00
AOI Electronics
7D
-0.08%
1Y
13.6%
7725
JP¥1,383.00
Inter Action
7D
-5.2%
1Y
37.6%