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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedFeb 11, 2026
DataAggregated Company Financials
Companies57
  • 7D2.7%
  • 3M36.0%
  • 1Y113.8%
  • YTD28.0%

Over the last 7 days, the Semiconductors industry has risen 8.6%, driven by gains from Advantest of 6.3%. In the same time, Kioxia Holdings was down 9.3%. In the last 12 months, the industry was up 112%. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 11 Feb 2026JP¥76.4tJP¥11.3tJP¥1.4t23.6x54.6x6.8x
Fri, 09 Jan 2026JP¥60.1tJP¥11.2tJP¥1.4t22.5x42.6x5.3x
Sun, 07 Dec 2025JP¥54.6tJP¥11.2tJP¥1.4t20.7x38.7x4.9x
Tue, 04 Nov 2025JP¥58.8tJP¥11.2tJP¥1.5t19.9x38.8x5.2x
Thu, 02 Oct 2025JP¥42.2tJP¥11.0tJP¥1.4t15.8x29.8x3.9x
Sat, 30 Aug 2025JP¥35.0tJP¥11.0tJP¥1.4t15.8x24.8x3.2x
Mon, 28 Jul 2025JP¥38.8tJP¥11.0tJP¥1.4t16.5x27.1x3.5x
Wed, 25 Jun 2025JP¥35.2tJP¥11.0tJP¥1.7t14.2x20.8x3.2x
Fri, 23 May 2025JP¥30.8tJP¥11.2tJP¥1.7t14x17.9x2.7x
Sun, 20 Apr 2025JP¥26.3tJP¥11.0tJP¥1.8t11.3x14.8x2.4x
Tue, 18 Mar 2025JP¥34.0tJP¥11.0tJP¥1.8t12.8x19.2x3.1x
Thu, 13 Feb 2025JP¥36.5tJP¥10.8tJP¥1.6t13.4x22.5x3.4x
Sat, 11 Jan 2025JP¥37.9tJP¥10.5tJP¥1.5t13.6x24.6x3.6x
Mon, 09 Dec 2024JP¥33.3tJP¥9.1tJP¥1.4t13.4x23.3x3.7x
Wed, 06 Nov 2024JP¥34.5tJP¥9.0tJP¥1.4t15.3x25.3x3.8x
Fri, 04 Oct 2024JP¥35.0tJP¥8.9tJP¥1.3t16.2x26.3x3.9x
Sun, 01 Sep 2024JP¥36.6tJP¥8.9tJP¥1.3t16.9x27.4x4.1x
Tue, 30 Jul 2024JP¥38.3tJP¥8.7tJP¥1.3t16.7x30.2x4.4x
Thu, 27 Jun 2024JP¥46.4tJP¥8.6tJP¥1.3t22.3x36.5x5.4x
Sat, 25 May 2024JP¥46.2tJP¥8.6tJP¥1.3t21.6x36.4x5.4x
Mon, 22 Apr 2024JP¥42.0tJP¥8.6tJP¥1.3t19.3x31.6x4.9x
Wed, 20 Mar 2024JP¥45.9tJP¥8.6tJP¥1.3t20.8x34.7x5.4x
Fri, 16 Feb 2024JP¥44.9tJP¥8.6tJP¥1.3t20.7x33.5x5.2x
Sun, 14 Jan 2024JP¥35.7tJP¥8.7tJP¥1.4t16.3x26.1x4.1x
Tue, 12 Dec 2023JP¥32.3tJP¥8.7tJP¥1.4t16.6x23.6x3.7x
Thu, 09 Nov 2023JP¥30.0tJP¥8.8tJP¥1.5t15.3x20.1x3.4x
Sat, 07 Oct 2023JP¥27.5tJP¥8.6tJP¥1.5t13.8x18.3x3.2x
Mon, 04 Sep 2023JP¥30.0tJP¥8.5tJP¥1.5t14.4x20x3.5x
Wed, 02 Aug 2023JP¥31.5tJP¥8.6tJP¥1.5t13.6x20.5x3.7x
Fri, 30 Jun 2023JP¥30.0tJP¥8.6tJP¥1.6t13.7x19.3x3.5x
Sun, 28 May 2023JP¥27.4tJP¥8.6tJP¥1.6t12.7x17.6x3.2x
Tue, 25 Apr 2023JP¥22.1tJP¥8.4tJP¥1.5t10.5x14.8x2.6x
Thu, 23 Mar 2023JP¥22.4tJP¥8.3tJP¥1.5t10.7x15.1x2.7x
Sat, 18 Feb 2023JP¥21.2tJP¥8.3tJP¥1.5t10.7x14.2x2.5x
Price to Earnings Ratio

14.2x


Total Market Cap: JP¥21.2tTotal Earnings: JP¥1.5tTotal Revenue: JP¥8.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 25.7x202420252026
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 53.9x which is higher than its 3-year average PE of 25.7x.
  • The 3-year average PS ratio of 3.9x is lower than the industry's current PS ratio of 6.7x.
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 Market5.32%
Tech0.66%
Semiconductors2.67%
Semiconductor Equipment4.10%
Semiconductors-1.71%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 26.2x.
    • Analysts are expecting annual earnings growth of 35.9%, which is higher than its past year's earnings growth of 2.2% 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 28.5x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 36% over the next 5 years.
  • This is better than its past earnings growth rate of 2.2% 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
6857 AdvantestJP¥27.68k6.3%
+JP¥1.4t
220.1%PE70.2x
6146 DiscoJP¥75.37k12.6%
+JP¥916.2b
62.4%PE62.3x
6723 Renesas ElectronicsJP¥2.98k15.1%
+JP¥710.9b
22.4%PS4.1x
7729 Tokyo SeimitsuJP¥16.70k17.9%
+JP¥102.9b
86.4%PE31.3x
6871 Micronics JapanJP¥10.29k15.9%
+JP¥54.7b
162.2%PE39.3x

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