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- 7D-4.8%
- 3M35.5%
- 1Y119.8%
- YTD20.2%
Over the last 7 days, the Semiconductors industry has dropped 4.8%, driven by ROHM declining 5.0%. In contrast, Kioxia Holdings has gained 25%. This takes the industry's 12 month performance to a gain of 120%. As for the next few years, earnings are expected to grow by 24% per annum.
Industry Valuation and Performance
Has the Japanese Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 16 Mar 2026 | JP¥71.7t | JP¥11.4t | JP¥1.4t | 23.2x | 51.6x | 6.3x |
| Wed, 11 Feb 2026 | JP¥76.4t | JP¥11.3t | JP¥1.4t | 23.6x | 54.6x | 6.8x |
| Fri, 09 Jan 2026 | JP¥60.1t | JP¥11.2t | JP¥1.4t | 22.5x | 42.6x | 5.3x |
| Sun, 07 Dec 2025 | JP¥54.6t | JP¥11.2t | JP¥1.4t | 20.7x | 38.7x | 4.9x |
| Tue, 04 Nov 2025 | JP¥58.8t | JP¥11.2t | JP¥1.5t | 19.9x | 38.8x | 5.2x |
| Thu, 02 Oct 2025 | JP¥42.2t | JP¥11.0t | JP¥1.4t | 15.8x | 29.8x | 3.9x |
| Sat, 30 Aug 2025 | JP¥35.0t | JP¥11.0t | JP¥1.4t | 15.8x | 24.8x | 3.2x |
| Mon, 28 Jul 2025 | JP¥38.8t | JP¥11.0t | JP¥1.4t | 16.5x | 27.1x | 3.5x |
| Wed, 25 Jun 2025 | JP¥35.2t | JP¥11.0t | JP¥1.7t | 14.2x | 20.8x | 3.2x |
| Fri, 23 May 2025 | JP¥30.8t | JP¥11.2t | JP¥1.7t | 14x | 17.9x | 2.7x |
| Sun, 20 Apr 2025 | JP¥26.3t | JP¥11.0t | JP¥1.8t | 11.3x | 14.8x | 2.4x |
| Tue, 18 Mar 2025 | JP¥34.0t | JP¥11.0t | JP¥1.8t | 12.8x | 19.2x | 3.1x |
| Thu, 13 Feb 2025 | JP¥36.5t | JP¥10.8t | JP¥1.6t | 13.4x | 22.5x | 3.4x |
| Sat, 11 Jan 2025 | JP¥37.9t | JP¥10.5t | JP¥1.5t | 13.6x | 24.6x | 3.6x |
| Mon, 09 Dec 2024 | JP¥33.3t | JP¥9.1t | JP¥1.4t | 13.4x | 23.3x | 3.7x |
| Wed, 06 Nov 2024 | JP¥34.5t | JP¥9.0t | JP¥1.4t | 15.3x | 25.3x | 3.8x |
| Fri, 04 Oct 2024 | JP¥35.0t | JP¥8.9t | JP¥1.3t | 16.2x | 26.3x | 3.9x |
| Sun, 01 Sep 2024 | JP¥36.6t | JP¥8.9t | JP¥1.3t | 16.9x | 27.4x | 4.1x |
| Tue, 30 Jul 2024 | JP¥38.3t | JP¥8.7t | JP¥1.3t | 16.7x | 30.2x | 4.4x |
| Thu, 27 Jun 2024 | JP¥46.4t | JP¥8.6t | JP¥1.3t | 22.3x | 36.5x | 5.4x |
| Sat, 25 May 2024 | JP¥46.2t | JP¥8.6t | JP¥1.3t | 21.6x | 36.4x | 5.4x |
| Mon, 22 Apr 2024 | JP¥42.0t | JP¥8.6t | JP¥1.3t | 19.3x | 31.6x | 4.9x |
| Wed, 20 Mar 2024 | JP¥45.9t | JP¥8.6t | JP¥1.3t | 20.8x | 34.7x | 5.4x |
| Fri, 16 Feb 2024 | JP¥44.9t | JP¥8.6t | JP¥1.3t | 20.7x | 33.5x | 5.2x |
| Sun, 14 Jan 2024 | JP¥35.7t | JP¥8.7t | JP¥1.4t | 16.3x | 26.1x | 4.1x |
| Tue, 12 Dec 2023 | JP¥32.3t | JP¥8.7t | JP¥1.4t | 16.6x | 23.6x | 3.7x |
| Thu, 09 Nov 2023 | JP¥30.0t | JP¥8.8t | JP¥1.5t | 15.3x | 20.1x | 3.4x |
| Sat, 07 Oct 2023 | JP¥27.5t | JP¥8.6t | JP¥1.5t | 13.8x | 18.3x | 3.2x |
| Mon, 04 Sep 2023 | JP¥30.0t | JP¥8.5t | JP¥1.5t | 14.4x | 20x | 3.5x |
| Wed, 02 Aug 2023 | JP¥31.5t | JP¥8.6t | JP¥1.5t | 13.6x | 20.5x | 3.7x |
| Fri, 30 Jun 2023 | JP¥30.0t | JP¥8.6t | JP¥1.6t | 13.7x | 19.3x | 3.5x |
| Sun, 28 May 2023 | JP¥27.4t | JP¥8.6t | JP¥1.6t | 12.7x | 17.6x | 3.2x |
| Tue, 25 Apr 2023 | JP¥22.1t | JP¥8.4t | JP¥1.5t | 10.5x | 14.8x | 2.6x |
| Thu, 23 Mar 2023 | JP¥22.4t | JP¥8.3t | JP¥1.5t | 10.7x | 15.1x | 2.7x |
Price to Earnings Ratio
15.1x
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 51.6x which is higher than its 3-year average PE of 26.9x.
- The 3-year average PS ratio of 4.0x is lower than the industry's current PS ratio of 6.3x.
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 Market | -2.28% | |
| Tech | -3.61% | |
| Semiconductors | -4.76% | |
| Semiconductors | 1.60% | |
| Semiconductor Equipment | -6.78% | |
Industry PE
- Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 30.3x.
- Analysts are expecting annual earnings growth of 43.0%, 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 29.5x.
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 36% per year.
- In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 17% per year over the next few years.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 285A Kioxia Holdings | JP¥22.62k | 25.4% +JP¥2.5t | 623.7% | PE73.8x | |
| 6857 Advantest | JP¥24.14k | 5.5% +JP¥926.0b | 185.0% | PE61.3x | |
| 6920 Lasertec | JP¥37.80k | 24.5% +JP¥666.9b | 161.3% | PE38.9x | |
| 6146 Disco | JP¥69.92k | 5.1% +JP¥370.9b | 98.2% | PE57.8x | |
| 6723 Renesas Electronics | JP¥2.47k | 3.1% +JP¥135.1b | 7.5% | PS3.4x |