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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedNov 10, 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%. On the other hand Kioxia Holdings is actually up 11%. This takes the industry's 12 month performance to a gain of 42%. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 10 Nov 2025JP¥55.4tJP¥11.2tJP¥1.5t19.9x36.3x4.9x
Wed, 08 Oct 2025JP¥49.1tJP¥11.0tJP¥1.4t17.6x34.7x4.5x
Fri, 05 Sep 2025JP¥33.6tJP¥11.0tJP¥1.4t14.7x23.7x3.1x
Sun, 03 Aug 2025JP¥34.9tJP¥11.1tJP¥1.5t15.3x23.6x3.1x
Tue, 01 Jul 2025JP¥37.9tJP¥11.0tJP¥1.7t15.4x22.4x3.4x
Thu, 29 May 2025JP¥31.7tJP¥11.2tJP¥1.7t14.2x18.5x2.8x
Sat, 26 Apr 2025JP¥28.5tJP¥11.0tJP¥1.7t11.9x16.6x2.6x
Mon, 24 Mar 2025JP¥33.5tJP¥11.0tJP¥1.8t12.9x18.9x3x
Wed, 19 Feb 2025JP¥37.3tJP¥11.0tJP¥1.8t13.4x21.1x3.4x
Fri, 17 Jan 2025JP¥35.4tJP¥10.5tJP¥1.5t13.4x22.9x3.4x
Sun, 15 Dec 2024JP¥33.5tJP¥9.1tJP¥1.4t13.5x23.5x3.7x
Tue, 12 Nov 2024JP¥35.3tJP¥9.0tJP¥1.3t15.1x26.4x3.9x
Thu, 10 Oct 2024JP¥35.3tJP¥8.9tJP¥1.3t15.7x26.5x4x
Sat, 07 Sep 2024JP¥31.4tJP¥8.9tJP¥1.3t15.7x23.5x3.5x
Mon, 05 Aug 2024JP¥35.8tJP¥8.7tJP¥1.3t14.9x28x4.1x
Wed, 03 Jul 2024JP¥45.9tJP¥8.6tJP¥1.3t22x36.1x5.3x
Fri, 31 May 2024JP¥45.1tJP¥8.6tJP¥1.3t21.2x35.5x5.2x
Sun, 28 Apr 2024JP¥42.1tJP¥8.6tJP¥1.3t21.5x32.5x4.9x
Tue, 26 Mar 2024JP¥47.3tJP¥8.6tJP¥1.3t20.5x35.7x5.5x
Thu, 22 Feb 2024JP¥43.2tJP¥8.6tJP¥1.3t19.9x32.7x5x
Sat, 20 Jan 2024JP¥38.6tJP¥8.7tJP¥1.4t17.3x28.2x4.5x
Mon, 18 Dec 2023JP¥34.0tJP¥8.7tJP¥1.4t16.4x24.8x3.9x
Wed, 15 Nov 2023JP¥31.4tJP¥8.5tJP¥1.4t15.9x22.9x3.7x
Fri, 13 Oct 2023JP¥30.1tJP¥8.6tJP¥1.5t14.7x20x3.5x
Sun, 10 Sep 2023JP¥29.4tJP¥8.5tJP¥1.5t14.8x19.6x3.4x
Tue, 08 Aug 2023JP¥29.7tJP¥8.4tJP¥1.5t13.1x19.7x3.6x
Thu, 06 Jul 2023JP¥31.2tJP¥8.6tJP¥1.6t14x20.1x3.6x
Sat, 03 Jun 2023JP¥27.6tJP¥8.6tJP¥1.6t13.2x17.8x3.2x
Mon, 01 May 2023JP¥21.5tJP¥8.6tJP¥1.5t10.4x13.9x2.5x
Wed, 29 Mar 2023JP¥22.4tJP¥8.3tJP¥1.5t10.6x15.1x2.7x
Fri, 24 Feb 2023JP¥20.7tJP¥8.3tJP¥1.5t11x13.9x2.5x
Sun, 22 Jan 2023JP¥20.1tJP¥8.2tJP¥1.5t9.5x13.3x2.5x
Tue, 20 Dec 2022JP¥19.7tJP¥8.2tJP¥1.5t9.7x13.1x2.4x
Thu, 17 Nov 2022JP¥21.3tJP¥8.1tJP¥1.5t10.4x14.2x2.6x
Price to Earnings Ratio

14.2x


Total Market Cap: JP¥21.3tTotal Earnings: JP¥1.5tTotal Revenue: JP¥8.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 23.3x202320242025
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 36.3x which is higher than its 3-year average PE of 23.3x.
  • 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 30.3%, which is higher than its past year's earnings decline of 22.1% 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 26.8x.
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 22% 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¥13.27k22.6%
+JP¥1.3t		n/aPE32.4x
6525 Kokusai ElectricJP¥5.99k5.6%
+JP¥74.2b		102.8%PE47.4x
6920 LasertecJP¥28.90k1.7%
+JP¥39.5b		44.1%PE27.4x
6941 Yamaichi ElectronicsLtdJP¥5.56k21.3%
+JP¥17.9b		114.3%PE17.6x
6315 TOWAJP¥2.60k9.4%
+JP¥16.8b		39.7%PE31.7x

Latest News

6315
JP¥2,599.00
TOWA
7D
9.4%
1Y
39.7%
6963
JP¥2,001.00
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7D
-19.2%
1Y
29.5%

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6920
JP¥28,900.00
Lasertec
7D
1.7%
1Y
44.1%

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6875
JP¥8,460.00
MegaChips
7D
4.3%
1Y
47.4%
3436
JP¥1,479.00
Sumco
7D
-6.2%
1Y
5.0%

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429A
JP¥3,160.00
Tekscend Photomask
7D
-9.2%
1Y
n/a
7735
JP¥12,240.00
SCREEN Holdings
7D
-16.6%
1Y
23.4%
6941
JP¥5,560.00
Yamaichi ElectronicsLtd
7D
21.3%
1Y
114.3%
6146
JP¥49,910.00
Disco
7D
-3.3%
1Y
11.7%

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Nov 06
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7729
JP¥10,925.00
Tokyo Seimitsu
7D
2.5%
1Y
29.6%

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Nov 06
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6526
JP¥2,343.00
Socionext
7D
-32.9%
1Y
-8.5%
6857
JP¥20,785.00
Advantest
7D
-10.2%
1Y
111.6%
6723
JP¥1,852.00
Renesas Electronics
7D
-3.1%
1Y
-7.1%

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Nov 03
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6525
JP¥5,990.00
Kokusai Electric
7D
5.6%
1Y
102.8%

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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.
6323
JP¥2,176.50
Rorze
7D
0.7%
1Y
-1.3%
285A
JP¥13,270.00
Kioxia Holdings
7D
22.6%
1Y
n/a