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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedJun 06, 2026
DataAggregated Company Financials
Companies57
  • 7D10.5%
  • 3M64.7%
  • 1Y290.5%
  • YTD108.0%

The Semiconductors industry is up 10% in the last week, with Kioxia Holdings up 19%. This means that the industry has gained 290% over the past year. Earnings are forecast to grow by 27% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 06 Jun 2026JP¥123.4tJP¥12.4tJP¥1.9t26x66.1x10x
Mon, 04 May 2026JP¥90.8tJP¥11.6tJP¥1.6t27.8x57x7.8x
Wed, 01 Apr 2026JP¥65.1tJP¥11.4tJP¥1.4t20.8x46.9x5.7x
Fri, 27 Feb 2026JP¥81.2tJP¥11.4tJP¥1.4t26.4x58.2x7.1x
Sun, 25 Jan 2026JP¥71.1tJP¥11.3tJP¥1.4t25.7x50.1x6.3x
Tue, 23 Dec 2025JP¥54.9tJP¥11.2tJP¥1.4t20.9x38.9x4.9x
Thu, 20 Nov 2025JP¥51.6tJP¥11.2tJP¥1.4t19.5x36.7x4.6x
Sat, 18 Oct 2025JP¥48.7tJP¥11.1tJP¥1.4t18.2x34.2x4.4x
Mon, 15 Sep 2025JP¥38.8tJP¥11.0tJP¥1.4t15.4x27.5x3.5x
Wed, 13 Aug 2025JP¥35.2tJP¥11.0tJP¥1.4t15.9x24.7x3.2x
Fri, 11 Jul 2025JP¥38.0tJP¥11.0tJP¥1.7t15.1x22.4x3.5x
Sun, 08 Jun 2025JP¥32.5tJP¥11.2tJP¥1.7t13.6x18.9x2.9x
Tue, 06 May 2025JP¥28.7tJP¥11.2tJP¥1.8t12.1x16.4x2.6x
Thu, 03 Apr 2025JP¥29.7tJP¥11.0tJP¥1.8t12x16.8x2.7x
Sat, 01 Mar 2025JP¥33.9tJP¥11.0tJP¥1.8t13.4x19.1x3.1x
Mon, 27 Jan 2025JP¥38.0tJP¥10.5tJP¥1.6t14.8x24.4x3.6x
Wed, 25 Dec 2024JP¥34.1tJP¥10.3tJP¥1.4t13.4x25.1x3.3x
Fri, 22 Nov 2024JP¥33.0tJP¥9.1tJP¥1.4t14x23.8x3.6x
Sun, 20 Oct 2024JP¥33.8tJP¥8.9tJP¥1.3t15.6x25.2x3.8x
Tue, 17 Sep 2024JP¥32.4tJP¥8.9tJP¥1.3t15.3x24.3x3.6x
Thu, 15 Aug 2024JP¥36.3tJP¥8.9tJP¥1.3t15.4x27.2x4.1x
Sat, 13 Jul 2024JP¥47.2tJP¥8.6tJP¥1.3t23x37.1x5.5x
Mon, 10 Jun 2024JP¥44.5tJP¥8.6tJP¥1.3t21.5x35x5.2x
Wed, 08 May 2024JP¥45.0tJP¥8.6tJP¥1.3t22.2x34.3x5.2x
Fri, 05 Apr 2024JP¥48.2tJP¥8.6tJP¥1.3t19.8x36.3x5.6x
Sun, 03 Mar 2024JP¥46.9tJP¥8.6tJP¥1.3t23.3x35.5x5.5x
Tue, 30 Jan 2024JP¥38.4tJP¥8.7tJP¥1.4t17x28.1x4.4x
Thu, 28 Dec 2023JP¥35.5tJP¥8.7tJP¥1.4t16.8x25.9x4.1x
Sat, 25 Nov 2023JP¥33.3tJP¥8.5tJP¥1.4t17.6x24.3x3.9x
Mon, 23 Oct 2023JP¥28.5tJP¥8.6tJP¥1.5t14.4x19x3.3x
Wed, 20 Sep 2023JP¥28.1tJP¥8.5tJP¥1.5t13.3x18.7x3.3x
Fri, 18 Aug 2023JP¥28.8tJP¥8.3tJP¥1.5t13.4x19.4x3.5x
Sun, 16 Jul 2023JP¥30.0tJP¥8.6tJP¥1.6t13.3x19.4x3.5x
Tue, 13 Jun 2023JP¥28.2tJP¥8.6tJP¥1.6t13.6x18.1x3.3x
Price to Earnings Ratio

18.1x


Total Market Cap: JP¥28.2tTotal Earnings: JP¥1.6tTotal Revenue: JP¥8.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 30.1x202420252026
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 66.1x which is higher than its 3-year average PE of 30.1x.
  • The 3-year average PS ratio of 4.4x is lower than the industry's current PS ratio of 10.0x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 6.3% 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 Market-0.18%
Tech5.17%
Semiconductors10.50%
Semiconductors14.11%
Semiconductor Equipment7.77%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 44.4x.
    • Analysts are expecting annual earnings growth of 40.1%, which is higher than its past year's earnings growth of 8.5% 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 31.5x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 40% over the next 5 years.
  • This is better than its past earnings growth rate of 8.5% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 16% 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¥78.14k18.7%
+JP¥6.7t		3,509.2%PE77x
8035 Tokyo ElectronJP¥59.45k13.4%
+JP¥3.2t		151.4%PE46.7x
6146 DiscoJP¥72.58k11.5%
+JP¥812.4b		126.1%PE58.1x
6857 AdvantestJP¥26.77k2.3%
+JP¥431.4b		237.6%PE51.7x
7735 SCREEN HoldingsJP¥12.63k13.6%
+JP¥285.5b		133.5%PE26x

Latest News

285A
JP¥78,140.00
Kioxia Holdings
7D
18.7%
1Y
3,509.2%
7735
JP¥12,630.00
SCREEN Holdings
7D
13.6%
1Y
133.5%
Narrative Update • Jun 05

7735: Lower Dividends And Refreshed Assumptions Will Continue To Limit Upside

Analysts have trimmed their price target on SCREEN Holdings from ¥12,000 to ¥9,500 as they refresh assumptions around discount rates, revenue growth, profit margins and the stock’s future P/E profile. What's in the News SCREEN Holdings issued earnings guidance for the six months ending September 30, 2026, expecting net sales of ¥317,000 million, operating income of ¥56,000 million, profit attributable to owners of parent of ¥37,500 million and basic earnings per share of ¥198.32.
6963
JP¥5,270.00
ROHM
7D
-3.4%
1Y
224.8%
6723
JP¥4,568.00
Renesas Electronics
7D
1.5%
1Y
139.0%
Narrative Update • Jun 04

6723: Auto And Industrial MCUs Will Face Rich Pricing Despite Solid Pipeline

Analysts have raised their fair value estimate for Renesas Electronics from about ¥2,993 to roughly ¥3,489, citing updated assumptions for revenue growth, profit margins, discount rates and future P/E levels. What's in the News MathWorks launched new MATLAB and Simulink Hardware Support Packages for Renesas’ RH850/U2A automotive microcontroller and RA6T2 industrial microcontroller, linking model-based design directly to Renesas hardware to speed embedded system prototyping and reduce manual integration steps.
6525
JP¥8,022.00
Kokusai Electric
7D
-2.3%
1Y
163.4%
Narrative Update • Jun 04

6525: Neutral Stance Will Persist As WFE Outlook Caps Upside Potential

Analysts have adjusted the Kokusai Electric price target to ¥6,200. The change is framed mainly by updated fair value assumptions, a higher discount rate, and refreshed views on growth, margins, and future P/E following the latest results and wafer fab equipment outlook.
8035
JP¥59,450.00
Tokyo Electron
7D
13.4%
1Y
151.4%
Narrative Update • Jun 04

8035: Buyback And Stock Split Frenzy Will Likely Limit Future Returns

Analysts have lifted their price target on Tokyo Electron from about ¥51,486 to roughly ¥54,382, citing updated assumptions around revenue growth, profit margins, discount rate and future P/E that collectively support a higher fair value estimate. What's in the News Tokyo Electron approved a new share repurchase facility of up to ¥150b, to be carried out between June 1, 2026 and March 31, 2027.
6871
JP¥14,310.00
Micronics Japan
7D
-2.9%
1Y
268.8%
255A
JP¥5,970.00
Gltechno Holdings
7D
-11.6%
1Y
112.2%
6728
JP¥8,829.00
ULVAC
7D
-7.1%
1Y
76.5%
6966
JP¥834.00
Mitsui High-tec
7D
-18.4%
1Y
13.9%
6323
JP¥4,229.00
Rorze
7D
7.5%
1Y
153.5%
6857
JP¥26,765.00
Advantest
7D
2.3%
1Y
237.6%
Narrative Update • May 24

6857: AI And HPC Optimism Will Outpace Earnings Despite Recent Upgrade

Analysts have raised their price target on Advantest to ¥23,000 from about ¥21,865. They cite updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E following recent research that includes an upgrade at a major brokerage.
6590
JP¥5,090.00
Shibaura Mechatronics
7D
-1.7%
1Y
223.4%
Analysis Article • May 23

Shibaura Mechatronics' (TSE:6590) Profits Appear To Have Quality Issues

Shibaura Mechatronics Corporation ( TSE:6590 ) just released a solid earnings report, and the stock displayed some...
429A
JP¥4,085.00
Tekscend Photomask
7D
-11.1%
1Y
n/a
6920
JP¥42,180.00
Lasertec
7D
5.1%
1Y
190.4%
6146
JP¥72,580.00
Disco
7D
11.5%
1Y
126.1%