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

Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedApr 09, 2026
DataAggregated Company Financials
Companies57
  • 7D12.4%
  • 3M31.9%
  • 1Y244.0%
  • YTD33.1%

In the last week, the Semiconductors industry is up 12%, with Kioxia Holdings up 31%. This takes the industry's 12 month performance to a gain of 244%. Looking forward, earnings are forecast to grow by 28% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 09 Apr 2026JP¥79.3tJP¥11.4tJP¥1.4t25.3x57.1x7x
Sat, 07 Mar 2026JP¥75.3tJP¥11.4tJP¥1.4t23.2x53.9x6.6x
Mon, 02 Feb 2026JP¥74.1tJP¥11.3tJP¥1.4t26.4x52x6.6x
Wed, 31 Dec 2025JP¥55.7tJP¥11.2tJP¥1.4t21.5x39.5x5x
Fri, 28 Nov 2025JP¥52.6tJP¥11.2tJP¥1.4t20.2x37.4x4.7x
Sun, 26 Oct 2025JP¥50.4tJP¥11.1tJP¥1.4t18.7x35.4x4.6x
Tue, 23 Sep 2025JP¥44.2tJP¥11.0tJP¥1.4t16.3x31.3x4x
Thu, 21 Aug 2025JP¥34.0tJP¥11.0tJP¥1.4t15.6x24.1x3.1x
Sat, 19 Jul 2025JP¥38.3tJP¥11.0tJP¥1.7t16.2x22.7x3.5x
Mon, 16 Jun 2025JP¥32.3tJP¥11.0tJP¥1.7t14.3x19.1x2.9x
Wed, 14 May 2025JP¥32.2tJP¥11.2tJP¥1.8t13.8x18.3x2.9x
Fri, 11 Apr 2025JP¥27.0tJP¥11.0tJP¥1.8t11.3x15.2x2.5x
Sun, 09 Mar 2025JP¥32.3tJP¥11.0tJP¥1.8t12.9x18.2x2.9x
Tue, 04 Feb 2025JP¥34.8tJP¥10.7tJP¥1.6t13.4x21.5x3.2x
Thu, 02 Jan 2025JP¥34.8tJP¥10.3tJP¥1.4t13.6x25.6x3.4x
Sat, 30 Nov 2024JP¥32.5tJP¥9.1tJP¥1.4t13.4x22.7x3.6x
Mon, 28 Oct 2024JP¥33.1tJP¥8.9tJP¥1.3t14.6x24.7x3.7x
Wed, 25 Sep 2024JP¥32.6tJP¥8.9tJP¥1.3t15.4x24.4x3.7x
Fri, 23 Aug 2024JP¥37.7tJP¥8.9tJP¥1.3t16.8x28.2x4.2x
Sun, 21 Jul 2024JP¥42.6tJP¥8.7tJP¥1.3t18.6x33.1x4.9x
Tue, 18 Jun 2024JP¥45.4tJP¥8.6tJP¥1.3t21.9x35.7x5.3x
Thu, 16 May 2024JP¥44.6tJP¥8.6tJP¥1.3t21.3x35.1x5.2x
Sat, 13 Apr 2024JP¥47.9tJP¥8.6tJP¥1.3t19.7x36.1x5.6x
Mon, 11 Mar 2024JP¥47.0tJP¥8.6tJP¥1.3t22.4x35.6x5.5x
Wed, 07 Feb 2024JP¥39.8tJP¥8.7tJP¥1.4t17.8x29.3x4.6x
Fri, 05 Jan 2024JP¥33.9tJP¥8.7tJP¥1.4t16.4x24.8x3.9x
Sun, 03 Dec 2023JP¥33.7tJP¥8.7tJP¥1.4t17.3x24.5x3.9x
Tue, 31 Oct 2023JP¥28.0tJP¥8.8tJP¥1.5t14.3x18.4x3.2x
Thu, 28 Sep 2023JP¥28.1tJP¥8.6tJP¥1.5t13.6x18.7x3.3x
Sat, 26 Aug 2023JP¥28.6tJP¥8.5tJP¥1.5t13.9x19.1x3.4x
Mon, 24 Jul 2023JP¥28.9tJP¥8.6tJP¥1.5t12.6x18.7x3.3x
Wed, 21 Jun 2023JP¥30.0tJP¥8.6tJP¥1.6t13.9x19.3x3.5x
Fri, 19 May 2023JP¥25.3tJP¥8.6tJP¥1.6t12.8x16.3x2.9x
Sun, 16 Apr 2023JP¥22.1tJP¥8.4tJP¥1.5t11x14.9x2.6x
Price to Earnings Ratio

14.9x


Total Market Cap: JP¥22.1tTotal Earnings: JP¥1.5tTotal Revenue: JP¥8.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 27.7x202420252026
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 57.1x which is higher than its 3-year average PE of 27.7x.
  • The 3-year average PS ratio of 4.1x is lower than the industry's current PS ratio of 7.0x.
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 Market2.99%
Tech8.16%
Semiconductors12.36%
Semiconductors20.65%
Semiconductor Equipment9.38%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 33.3x.
    • Analysts are expecting annual earnings growth of 53.6%, 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 30.0x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 54% 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 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
285A Kioxia HoldingsJP¥27.68k31.2%
+JP¥3.6t		1,245.0%PE90.4x
6857 AdvantestJP¥24.63k16.6%
+JP¥2.6t		317.2%PE62.4x
8035 Tokyo ElectronJP¥42.02k10.5%
+JP¥1.8t		113.7%PE38x
6723 Renesas ElectronicsJP¥2.58k12.9%
+JP¥534.9b		53.5%PS3.5x
6920 LasertecJP¥38.78k10.7%
+JP¥337.0b		220.1%PE39.9x

Latest News

6857
JP¥24,625.00
Advantest
7D
16.6%
1Y
317.2%
6525
JP¥6,271.00
Kokusai Electric
7D
20.8%
1Y
212.3%
3856
JP¥521.00
Abalance
7D
-18.3%
1Y
1.4%
6723
JP¥2,581.50
Renesas Electronics
7D
12.9%
1Y
53.5%
285A
JP¥27,680.00
Kioxia Holdings
7D
31.2%
1Y
1,245.0%
8035
JP¥42,020.00
Tokyo Electron
7D
10.5%
1Y
113.7%

8035: Future Buybacks And Dividend Policy Will Support A Higher Share Price

Analysts have lifted their price target on Tokyo Electron from ¥54,000 to ¥62,000. This reflects updated assumptions that include a slightly higher discount rate, more moderate revenue growth and profit margin expectations, and a higher future P/E multiple of 38.93 versus the prior 25.55.
7735
JP¥10,175.00
SCREEN Holdings
7D
12.7%
1Y
121.1%

7735: Stock Split And Higher Margins Will Support Stronger Upside Potential

Analysts have lowered their price target for SCREEN Holdings from ¥32,500 to ¥16,250. This revision reflects updated assumptions that incorporate a slightly higher discount rate, more moderate revenue growth expectations, a modestly higher profit margin, and a higher future P/E multiple.
6526
JP¥1,832.50
Socionext
7D
-2.3%
1Y
15.5%
7794
JP¥1,205.00
EDP
7D
-3.8%
1Y
128.2%
6146
JP¥64,680.00
Disco
7D
1.7%
1Y
134.5%
6920
JP¥38,780.00
Lasertec
7D
10.7%
1Y
220.1%
6613
JP¥1,022.00
QD Laser
7D
-5.5%
1Y
285.7%