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Japanese (NIKKEI) Semiconductor Equipment Industry Analysis

UpdatedJun 30, 2026
DataAggregated Company Financials
Companies37
  • 7D-4.6%
  • 3M70.3%
  • 1Y161.9%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has dropped 2.5%, driven by Tokyo Electron declining 4.1%. This takes the industry's 12 month performance to a gain of 162%. As for the next few years, earnings are expected to grow by 17% per annum.

Industry Valuation and Performance

Has the Japanese Semiconductor Equipment Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 30 Jun 2026JP¥82.4tJP¥7.1tJP¥1.4t32x57.3x11.6x
Thu, 28 May 2026JP¥64.5tJP¥7.1tJP¥1.4t28.5x44.9x9.1x
Sat, 25 Apr 2026JP¥63.2tJP¥6.9tJP¥1.3t29.6x49.9x9.1x
Mon, 23 Mar 2026JP¥53.8tJP¥6.9tJP¥1.3t24.1x42.6x7.8x
Wed, 18 Feb 2026JP¥57.7tJP¥6.9tJP¥1.3t28.6x45.6x8.4x
Fri, 16 Jan 2026JP¥52.7tJP¥6.9tJP¥1.3t23.1x40.5x7.6x
Sun, 14 Dec 2025JP¥43.5tJP¥6.9tJP¥1.3t21.1x33.5x6.3x
Tue, 11 Nov 2025JP¥45.0tJP¥6.9tJP¥1.3t20.5x34.6x6.5x
Thu, 09 Oct 2025JP¥39.7tJP¥6.6tJP¥1.2t19.3x31.8x6x
Sat, 06 Sep 2025JP¥27.5tJP¥6.6tJP¥1.2t15.5x22x4.1x
Mon, 04 Aug 2025JP¥28.3tJP¥6.6tJP¥1.3t16.8x22.5x4.3x
Wed, 02 Jul 2025JP¥31.4tJP¥6.5tJP¥1.2t16.7x26.1x4.8x
Fri, 30 May 2025JP¥25.9tJP¥6.5tJP¥1.2t14.4x21.5x4x
Sun, 27 Apr 2025JP¥22.1tJP¥6.3tJP¥1.2t11.9x18.6x3.5x
Tue, 25 Mar 2025JP¥25.0tJP¥6.2tJP¥1.2t12.8x21.5x4x
Thu, 20 Feb 2025JP¥29.3tJP¥6.2tJP¥1.2t13.4x25.2x4.7x
Sat, 18 Jan 2025JP¥29.0tJP¥5.8tJP¥1.0t14.5x28.4x5x
Mon, 16 Dec 2024JP¥27.4tJP¥5.8tJP¥1.0t13.5x26.7x4.8x
Wed, 13 Nov 2024JP¥28.2tJP¥5.6tJP¥974.5b15x28.9x5x
Fri, 11 Oct 2024JP¥28.3tJP¥5.5tJP¥931.3b17.4x30.3x5.2x
Sun, 08 Sep 2024JP¥24.8tJP¥5.5tJP¥934.2b16.1x26.6x4.5x
Tue, 06 Aug 2024JP¥24.2tJP¥5.3tJP¥864.3b14.6x28x4.6x
Thu, 04 Jul 2024JP¥38.4tJP¥5.2tJP¥824.3b26.9x46.6x7.4x
Sat, 01 Jun 2024JP¥36.3tJP¥5.2tJP¥824.9b25.7x44x7x
Mon, 29 Apr 2024JP¥34.2tJP¥5.1tJP¥828.4b23.7x41.3x6.7x
Wed, 27 Mar 2024JP¥39.5tJP¥5.1tJP¥831.6b23.4x47.5x7.8x
Fri, 23 Feb 2024JP¥37.8tJP¥5.1tJP¥831.9b22.5x45.4x7.4x
Sun, 21 Jan 2024JP¥30.7tJP¥5.1tJP¥846.3b19.7x36.3x6x
Tue, 19 Dec 2023JP¥26.1tJP¥5.1tJP¥847.8b16.9x30.8x5.1x
Thu, 16 Nov 2023JP¥25.5tJP¥5.1tJP¥854.0b17.8x29.9x5x
Sat, 14 Oct 2023JP¥22.3tJP¥5.2tJP¥960.4b14.5x23.2x4.3x
Mon, 11 Sep 2023JP¥21.5tJP¥5.2tJP¥959.5b14.8x22.4x4.2x
Wed, 09 Aug 2023JP¥21.1tJP¥5.2tJP¥1.0t12.9x21.1x4x
Fri, 07 Jul 2023JP¥21.3tJP¥5.3tJP¥1.0t13.5x20.7x4x
Price to Earnings Ratio

20.7x


Total Market Cap: JP¥21.3tTotal Earnings: JP¥1.0tTotal Revenue: JP¥5.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductor Equipment Industry Price to Earnings3Y Average 32.3x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Semiconductor Equipment industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 56.9x which is higher than its 3-year average PE of 32.3x.
  • The 3-year average PS ratio of 5.8x is lower than the industry's current PS ratio of 11.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have grown 12% per year over the last three years.
  • Revenues for these companies have grown 11% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Comparison

How does Japanese Semiconductor Equipment compare with similar industries?

JP Market-3.00%
Tech-7.08%
Semiconductors-9.92%
Semiconductor Equipment-4.63%
Semiconductors-16.21%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
6656 inspecJP¥1.22k3.2%
+JP¥152.3m		80.8%n/a
6228 J.E.TJP¥532.001.5%
+JP¥105.0m		-31.4%PS0.5x

Latest News

8035
JP¥74,700.00
Tokyo Electron
7D
-4.0%
1Y
169.9%
6857
JP¥31,950.00
Advantest
7D
-0.7%
1Y
199.9%
6920
JP¥49,200.00
Lasertec
7D
-14.4%
1Y
153.5%
6525
JP¥9,977.00
Kokusai Electric
7D
-3.1%
1Y
187.8%
3436
JP¥3,839.00
Sumco
7D
-9.0%
1Y
238.2%
Narrative Update • Jun 22

3436: Future Earnings Recovery Will Follow Mixed Ratings And Steady Wafer Demand

Analysts kept their Sumco fair value estimate steady at ¥5,130, while making only small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. This reflects fine tuning of their models rather than a shift in overall price target outlook.
6890
JP¥9,140.00
Ferrotec
7D
-21.1%
1Y
200.2%
Analysis Article • Jun 22

Ferrotec (TSE:6890) Stock Looks Rich After Recycled Wafer Capital Plan Change

Ferrotec adjusts subsidiary capital plan, putting recycled wafers in focus Ferrotec (TSE:6890) recently announced a partial revision to the capital increase plan for its recycled wafer subsidiary CRSM, a move that puts fresh attention on the group’s allocation of capital within semiconductor materials. See our latest analysis for Ferrotec. Ferrotec’s share price has shown strong momentum recently, with a 1-day share price return of 1.85%, 7-day return of 15.05% and 90-day return of 82.40%,...
6323
JP¥4,515.00
Rorze
7D
-10.1%
1Y
119.9%
6146
JP¥79,550.00
Disco
7D
-10.1%
1Y
86.6%
6656
JP¥1,222.00
inspec
7D
3.2%
1Y
80.8%
6228
JP¥532.00
J.E.T
7D
1.5%
1Y
-31.4%