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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedFeb 21, 2025
DataAggregated Company Financials
Companies58
  • 7D3.2%
  • 3M10.9%
  • 1Y-19.2%
  • YTD8.9%

Over the last 7 days, the Semiconductors industry has risen 3.2%, driven by gains from Renesas Electronics of 8.4%. Meanwhile, Lasertec actually underperformed within the industry, shrinking 5.1% in the last week. In contrast, the industry has lost 19% in the last 12 months. Looking forward, earnings are forecast to grow by 12% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Fri, 21 Feb 2025JP¥38.0tJP¥11.0tJP¥1.8t13.6x21.5x3.5x
Sun, 19 Jan 2025JP¥36.0tJP¥10.5tJP¥1.5t13.4x23.4x3.4x
Tue, 17 Dec 2024JP¥33.7tJP¥9.1tJP¥1.4t13.5x23.6x3.7x
Thu, 14 Nov 2024JP¥34.2tJP¥9.1tJP¥1.4t14.1x24.7x3.7x
Sat, 12 Oct 2024JP¥35.0tJP¥8.9tJP¥1.3t15.4x26.3x3.9x
Mon, 09 Sep 2024JP¥31.4tJP¥8.9tJP¥1.3t15.7x23.5x3.5x
Wed, 07 Aug 2024JP¥34.0tJP¥8.7tJP¥1.3t14.1x26.5x3.9x
Fri, 05 Jul 2024JP¥47.7tJP¥8.6tJP¥1.3t22.9x37.5x5.5x
Sun, 02 Jun 2024JP¥44.9tJP¥8.6tJP¥1.3t21.5x35.3x5.2x
Tue, 30 Apr 2024JP¥42.1tJP¥8.6tJP¥1.3t21.5x32.4x4.9x
Thu, 28 Mar 2024JP¥48.1tJP¥8.6tJP¥1.3t20.5x36.3x5.6x
Sat, 24 Feb 2024JP¥45.8tJP¥8.6tJP¥1.3t21.1x34.7x5.4x
Mon, 22 Jan 2024JP¥38.6tJP¥8.7tJP¥1.4t17.3x28.2x4.5x
Wed, 20 Dec 2023JP¥34.9tJP¥8.7tJP¥1.4t16.9x25.5x4x
Fri, 17 Nov 2023JP¥32.9tJP¥8.5tJP¥1.4t17.2x24x3.9x
Sun, 15 Oct 2023JP¥29.8tJP¥8.6tJP¥1.5t14.5x19.8x3.5x
Tue, 12 Sep 2023JP¥28.5tJP¥8.5tJP¥1.5t14.5x19x3.3x
Thu, 10 Aug 2023JP¥29.5tJP¥8.4tJP¥1.5t12.9x19.5x3.5x
Sat, 08 Jul 2023JP¥29.7tJP¥8.6tJP¥1.6t13.6x19.1x3.4x
Mon, 05 Jun 2023JP¥27.6tJP¥8.6tJP¥1.6t13.2x17.8x3.2x
Wed, 03 May 2023JP¥21.5tJP¥8.6tJP¥1.5t10.7x13.9x2.5x
Fri, 31 Mar 2023JP¥22.6tJP¥8.3tJP¥1.5t10.9x15.2x2.7x
Sun, 26 Feb 2023JP¥21.8tJP¥8.3tJP¥1.5t10.9x14.6x2.6x
Tue, 24 Jan 2023JP¥20.5tJP¥8.2tJP¥1.5t9.6x13.6x2.5x
Thu, 22 Dec 2022JP¥18.8tJP¥8.2tJP¥1.5t9.2x12.5x2.3x
Sat, 19 Nov 2022JP¥20.4tJP¥8.1tJP¥1.5t10.4x13.6x2.5x
Mon, 17 Oct 2022JP¥16.7tJP¥7.5tJP¥1.3t8.4x12.7x2.2x
Wed, 14 Sep 2022JP¥18.9tJP¥7.5tJP¥1.3t10.1x14.4x2.5x
Fri, 12 Aug 2022JP¥18.7tJP¥7.5tJP¥1.3t9.8x14.3x2.5x
Sun, 10 Jul 2022JP¥17.9tJP¥7.1tJP¥1.2t10.8x14.7x2.5x
Tue, 07 Jun 2022JP¥22.7tJP¥7.1tJP¥1.2t12.4x18.7x3.2x
Thu, 05 May 2022JP¥20.0tJP¥6.4tJP¥1.1t13.1x18.4x3.1x
Sat, 02 Apr 2022JP¥22.9tJP¥6.6tJP¥1.1t14.2x20.9x3.4x
Mon, 28 Feb 2022JP¥21.3tJP¥6.6tJP¥1.1t12.3x19.5x3.2x
Price to Earnings Ratio

19.5x


Total Market Cap: JP¥21.3tTotal Earnings: JP¥1.1tTotal Revenue: JP¥6.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 21.6x202320242025
Current Industry PE
  • Investors are relatively neutral on the Japanese Semiconductor industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 21.6x.
  • The industry is trading close to its 3-year average PS ratio of 3.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 17% per year over the last three years.
  • Revenues for these companies have grown 18% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

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

JP Market-1.26%
Tech-0.75%
Semiconductors3.22%
Semiconductors8.75%
Semiconductor Equipment1.69%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average PE ratio of 25.3x.
    • Analysts are expecting annual earnings growth of 11.9%, which is lower than the prior year's growth of 38.3% per year.
  • Investors are most pessimistic about the Semiconductors industry, which is trading close to its 3-year average of 14.5x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 12% over the next 5 years.
  • However this is lower than its past earnings growth rate of 38% per year.
  • In contrast, the Semiconductors 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
6723 Renesas ElectronicsJP¥2.70k8.4%
+JP¥376.0b
6.0%PE22.1x
6857 AdvantestJP¥9.58k3.9%
+JP¥264.1b
35.2%PE51.5x
285A Kioxia HoldingsJP¥2.39k23.6%
+JP¥245.8b
n/aPE4.9x
6525 Kokusai ElectricJP¥3.50k28.0%
+JP¥177.3b
-27.7%PE25.6x
7735 SCREEN HoldingsJP¥11.16k11.2%
+JP¥109.1b
-43.9%PE11.4x
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Latest News

6723

JP¥2,700.00

Renesas Electronics

7D

8.4%

1Y

6.0%

6963

JP¥1,667.00

ROHM

7D

5.8%

1Y

-37.5%

6857

JP¥9,580.00

Advantest

7D

3.9%

1Y

35.2%

6871

JP¥4,835.00

Micronics Japan

7D

22.4%

1Y

-33.0%

6235

JP¥1,743.00

OptorunLtd

7D

-7.2%

1Y

-4.3%

285A

JP¥2,385.00

Kioxia Holdings

7D

23.6%

1Y

n/a

6315

JP¥1,620.00

TOWA

7D

-9.2%

1Y

-43.9%

6875

JP¥5,030.00

MegaChips

7D

-5.8%

1Y

19.2%