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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedNov 08, 2025
DataAggregated Company Financials
Companies57
  • 7D-5.9%
  • 3M62.1%
  • 1Y42.2%
  • YTD60.8%

Over the last 7 days, the Semiconductors industry has dropped 5.9%, driven by a pullback from Advantest of 14%. Meanwhile, Kioxia Holdings actually outperformed within the industry, gaining 11% in the last week. In the past year, the industry has gained 42%. Looking forward, earnings are forecast to grow by 14% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 09 Nov 2025JP¥55.4tJP¥11.2tJP¥1.5t19.9x36.6x4.9x
Tue, 07 Oct 2025JP¥49.6tJP¥11.0tJP¥1.4t17.6x35.1x4.5x
Thu, 04 Sep 2025JP¥33.1tJP¥11.0tJP¥1.4t14.9x23.4x3x
Sat, 02 Aug 2025JP¥34.9tJP¥11.1tJP¥1.5t16.1x23.5x3.1x
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
Price to Earnings Ratio

14.1x


Total Market Cap: JP¥21.1tTotal Earnings: JP¥1.5tTotal Revenue: JP¥8.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 23.2x202320242025
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 36.6x which is higher than its 3-year average PE of 23.2x.
  • The 3-year average PS ratio of 3.6x is lower than the industry's current PS ratio of 4.9x.
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 Market-0.98%
Tech-4.04%
Semiconductors-5.88%
Semiconductors1.22%
Semiconductor Equipment-7.64%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 17.6x.
    • Analysts are expecting annual earnings growth of 30.1%, which is higher than its past year's earnings decline of 24.2% 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 26.7x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 30% over the next 5 years.
  • This is better than its past earnings decline of 24% 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
285A Kioxia HoldingsJP¥12.04k11.2%
+JP¥655.8b		n/aPE29.4x
6920 LasertecJP¥29.10k2.4%
+JP¥62.1b		45.1%PE27.6x
6525 Kokusai ElectricJP¥5.80k2.3%
+JP¥30.1b		92.1%PE45.9x
6941 Yamaichi ElectronicsLtdJP¥5.27k14.9%
+JP¥12.6b		99.4%PE16.7x
7729 Tokyo SeimitsuJP¥10.79k1.2%
+JP¥5.1b		24.8%PE20.2x

Latest News

6920
JP¥29,100.00
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2.4%
1Y
45.1%

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1Y
31.2%
7735
JP¥12,350.00
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7D
-15.9%
1Y
23.3%
6941
JP¥5,270.00
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14.9%
1Y
99.4%
6146
JP¥48,520.00
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1Y
9.5%

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7729
JP¥10,785.00
Tokyo Seimitsu
7D
1.2%
1Y
24.8%

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6526
JP¥2,375.50
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7D
-32.0%
1Y
-12.0%
8035
JP¥32,800.00
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7D
-4.0%
1Y
41.1%

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Nov 04
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6857
JP¥19,960.00
Advantest
7D
-13.7%
1Y
107.1%
6723
JP¥1,835.50
Renesas Electronics
7D
-4.0%
1Y
-7.7%

Renesas Electronics Corporation Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Nov 03
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6525
JP¥5,801.00
Kokusai Electric
7D
2.3%
1Y
92.1%

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Analysts have reaffirmed their price target for Kokusai Electric at ¥4,328, citing the company's stable financial metrics and consistent growth outlook. What's in the News Kokusai Electric provided consolidated earnings guidance for the six months ending September 30, 2025.
3436
JP¥1,445.00
Sumco
7D
-8.4%
1Y
-2.5%

Dividend Decisions And Financial Forecasts Will Shape Industry Positioning Ahead

Analysts have raised their price target for Sumco from ¥1,455.31 to ¥1,519.69, citing modest improvements in revenue growth forecasts, while changes in other financial assumptions have been only incremental. What's in the News Sumco Corporation announced a second quarter-end dividend of JPY 10.00 per share for the six months ended June 30, 2025.
285A
JP¥12,040.00
Kioxia Holdings
7D
11.2%
1Y
n/a
3856
JP¥1,005.00
Abalance
7D
9.2%
1Y
8.1%
6616
JP¥1,593.00
Torex Semiconductor
7D
0.06%
1Y
5.1%
255A
JP¥3,065.00
Gltechno Holdings
7D
1.7%
1Y
11.9%