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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedSep 18, 2025
DataAggregated Company Financials
Companies56
  • 7D10.2%
  • 3M19.4%
  • 1Y25.5%
  • YTD18.0%

Over the last 7 days, the Semiconductors industry has risen 10%, driven by gains from Tokyo Electron of 19%. This means that the industry has gained 25% over the past year. 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
Thu, 18 Sep 2025JP¥40.3tJP¥11.0tJP¥1.4t15.8x28.5x3.7x
Sat, 16 Aug 2025JP¥35.4tJP¥11.0tJP¥1.4t16.5x25x3.2x
Mon, 14 Jul 2025JP¥38.4tJP¥11.0tJP¥1.7t16x22.7x3.5x
Wed, 11 Jun 2025JP¥32.3tJP¥11.0tJP¥1.7t13.2x19x2.9x
Fri, 09 May 2025JP¥29.8tJP¥11.2tJP¥1.8t12.4x17x2.7x
Sun, 06 Apr 2025JP¥26.5tJP¥11.0tJP¥1.8t10.8x15x2.4x
Tue, 04 Mar 2025JP¥34.0tJP¥11.0tJP¥1.8t13.5x19.2x3.1x
Thu, 30 Jan 2025JP¥35.3tJP¥10.5tJP¥1.6t14.2x22.7x3.3x
Sat, 28 Dec 2024JP¥35.3tJP¥10.3tJP¥1.4t13.6x26x3.4x
Mon, 25 Nov 2024JP¥33.3tJP¥9.1tJP¥1.4t13.7x23.3x3.7x
Wed, 23 Oct 2024JP¥33.5tJP¥8.9tJP¥1.3t15.4x24.9x3.7x
Fri, 20 Sep 2024JP¥31.3tJP¥8.9tJP¥1.3t15.1x23.4x3.5x
Sun, 18 Aug 2024JP¥38.9tJP¥8.9tJP¥1.3t16.5x29.1x4.4x
Tue, 16 Jul 2024JP¥47.2tJP¥8.6tJP¥1.3t21.6x37x5.5x
Thu, 13 Jun 2024JP¥45.6tJP¥8.6tJP¥1.3t22.4x36x5.3x
Sat, 11 May 2024JP¥43.8tJP¥8.6tJP¥1.3t21.3x33.5x5.1x
Mon, 08 Apr 2024JP¥46.2tJP¥8.6tJP¥1.3t19.6x34.9x5.4x
Wed, 06 Mar 2024JP¥48.6tJP¥8.6tJP¥1.3t23x36.7x5.7x
Fri, 02 Feb 2024JP¥38.2tJP¥8.7tJP¥1.4t17x28.1x4.4x
Sun, 31 Dec 2023JP¥35.2tJP¥8.7tJP¥1.4t16.6x25.7x4.1x
Tue, 28 Nov 2023JP¥33.2tJP¥8.5tJP¥1.4t18.2x24.3x3.9x
Thu, 26 Oct 2023JP¥29.0tJP¥8.8tJP¥1.5t14.2x18.9x3.3x
Sat, 23 Sep 2023JP¥27.9tJP¥8.5tJP¥1.5t13.4x18.6x3.3x
Mon, 21 Aug 2023JP¥28.8tJP¥8.3tJP¥1.5t13.5x19.5x3.5x
Wed, 19 Jul 2023JP¥30.4tJP¥8.6tJP¥1.6t13.1x19.6x3.5x
Fri, 16 Jun 2023JP¥30.0tJP¥8.6tJP¥1.6t13.8x19.3x3.5x
Sun, 14 May 2023JP¥23.0tJP¥8.6tJP¥1.6t10.9x14.7x2.7x
Tue, 11 Apr 2023JP¥21.7tJP¥8.3tJP¥1.5t10.8x14.6x2.6x
Thu, 09 Mar 2023JP¥22.3tJP¥8.3tJP¥1.5t11.1x15x2.7x
Sat, 04 Feb 2023JP¥21.0tJP¥8.2tJP¥1.5t9.6x14x2.6x
Mon, 02 Jan 2023JP¥18.0tJP¥8.2tJP¥1.5t8.9x12x2.2x
Wed, 30 Nov 2022JP¥20.5tJP¥8.1tJP¥1.5t10.1x13.6x2.5x
Fri, 28 Oct 2022JP¥18.0tJP¥7.7tJP¥1.4t8.8x13.2x2.3x
Sun, 25 Sep 2022JP¥17.7tJP¥7.5tJP¥1.3t9.5x13.5x2.4x
Price to Earnings Ratio

13.5x


Total Market Cap: JP¥17.7tTotal Earnings: JP¥1.3tTotal Revenue: JP¥7.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 22.2x202320242025
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 28.5x which is higher than its 3-year average PE of 22.2x.
  • 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 2.5% per year over the last three years.
  • Revenues for these companies have grown 13% 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 Market0.30%
Tech3.33%
Semiconductors10.24%
Semiconductor Equipment10.71%
Semiconductors8.31%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 15.6x.
    • Analysts are expecting annual earnings growth of 37.1%, which is higher than its past year's earnings decline of 24.2% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, which is trading close to its 3-year average of 25.9x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 37% 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 9.2% 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¥25.40k18.6%
+JP¥1.8t		10.3%PE21.7x
6146 DiscoJP¥47.69k14.9%
+JP¥669.0b		34.5%PE41.7x
6857 AdvantestJP¥14.56k6.2%
+JP¥625.6b		134.2%PE46.8x
285A Kioxia HoldingsJP¥4.53k13.0%
+JP¥280.5b		n/aPE11.1x
6525 Kokusai ElectricJP¥4.06k31.3%
+JP¥225.4b		30.0%PE32.1x

Latest News

6723
JP¥1,756.50
Renesas Electronics
7D
1.6%
1Y
-14.1%
8035
JP¥25,395.00
Tokyo Electron
7D
18.6%
1Y
10.3%
3436
JP¥1,518.50
Sumco
7D
18.3%
1Y
4.7%
6857
JP¥14,555.00
Advantest
7D
6.2%
1Y
134.2%

Advantest Corporation's (TSE:6857) 25% Share Price Surge Not Quite Adding Up

Sep 16
Advantest Corporation's (TSE:6857) 25% Share Price Surge Not Quite Adding Up
6146
JP¥47,690.00
Disco
7D
14.9%
1Y
34.5%
6525
JP¥4,057.00
Kokusai Electric
7D
31.3%
1Y
30.0%
7735
JP¥13,330.00
SCREEN Holdings
7D
7.1%
1Y
31.9%

AI And Digital Trends Will Drive Semiconductor Evolution

SCREEN Holdings’ consensus analyst price target remains unchanged at ¥13,533, as both the discount rate and future P/E ratio saw only negligible adjustments, indicating stable valuation expectations. What's in the News Board meeting held to approve cancellation of treasury shares pursuant to Article 178 of the Companies Act.
285A
JP¥4,525.00
Kioxia Holdings
7D
13.0%
1Y
n/a
7836
JP¥98.00
AVIXInc
7D
-2.0%
1Y
21.0%
6255
JP¥686.00
NPC
7D
-0.7%
1Y
-34.7%
3652
JP¥2,240.00
Digital Media Professionals
7D
-1.5%
1Y
10.6%
6613
JP¥363.00
QD Laser
7D
-4.5%
1Y
-5.7%
5216
JP¥191.00
Kuramoto
7D
-6.8%
1Y
-35.3%