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Japanese (NIKKEI) Semiconductor Equipment Industry Analysis

UpdatedMar 09, 2026
DataAggregated Company Financials
Companies37
  • 7D-4.5%
  • 3M30.2%
  • 1Y137.5%
  • YTDn/a

Over the last 7 days, the Semiconductor Equipment industry has dropped 4.5%, driven by a pullback from Tokyo Electron of 5.0%. In contrast, AIMECHATEC has gained 24%. In the past year, the industry has gained 138%. Earnings are forecast to grow by 17% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 09 Mar 2026JP¥57.1tJP¥6.9tJP¥1.3t28x45.2x8.3x
Wed, 04 Feb 2026JP¥56.0tJP¥7.0tJP¥1.3t27.3x42.5x8x
Fri, 02 Jan 2026JP¥44.2tJP¥6.9tJP¥1.3t21.5x34x6.4x
Sun, 30 Nov 2025JP¥42.4tJP¥6.9tJP¥1.3t21x32.7x6.1x
Tue, 28 Oct 2025JP¥41.3tJP¥6.8tJP¥1.3t20.8x32.9x6.1x
Thu, 25 Sep 2025JP¥36.5tJP¥6.6tJP¥1.2t18x29.3x5.5x
Sat, 23 Aug 2025JP¥27.1tJP¥6.6tJP¥1.2t16.5x21.7x4.1x
Mon, 21 Jul 2025JP¥31.7tJP¥6.5tJP¥1.2t16.8x26.5x4.9x
Wed, 18 Jun 2025JP¥27.9tJP¥6.5tJP¥1.2t14.8x23.2x4.3x
Fri, 16 May 2025JP¥25.9tJP¥6.5tJP¥1.2t14.3x21.5x4x
Sun, 13 Apr 2025JP¥20.5tJP¥6.2tJP¥1.2t11.3x17.6x3.3x
Tue, 11 Mar 2025JP¥24.6tJP¥6.2tJP¥1.2t11.9x21.2x4x
Thu, 06 Feb 2025JP¥28.4tJP¥6.0tJP¥1.1t13.6x25.7x4.7x
Sat, 04 Jan 2025JP¥27.7tJP¥5.8tJP¥1.0t14x27x4.8x
Mon, 02 Dec 2024JP¥26.5tJP¥5.8tJP¥1.0t13.7x25.9x4.6x
Wed, 30 Oct 2024JP¥28.2tJP¥5.5tJP¥942.6b17.1x29.9x5.1x
Fri, 27 Sep 2024JP¥28.2tJP¥5.5tJP¥934.2b16.6x30.2x5.1x
Sun, 25 Aug 2024JP¥29.7tJP¥5.5tJP¥933.0b18.1x31.8x5.4x
Tue, 23 Jul 2024JP¥32.6tJP¥5.2tJP¥840.9b23.2x38.8x6.3x
Thu, 20 Jun 2024JP¥36.6tJP¥5.2tJP¥824.3b26.6x44.4x7.1x
Sat, 18 May 2024JP¥37.4tJP¥5.1tJP¥825.4b22.7x45.3x7.3x
Mon, 15 Apr 2024JP¥39.6tJP¥5.1tJP¥834.1b25.4x47.5x7.8x
Wed, 13 Mar 2024JP¥37.1tJP¥5.1tJP¥831.9b23.6x44.6x7.3x
Fri, 09 Feb 2024JP¥33.0tJP¥5.1tJP¥850.8b20.6x38.8x6.4x
Sun, 07 Jan 2024JP¥26.1tJP¥5.1tJP¥847.8b17x30.8x5.1x
Tue, 05 Dec 2023JP¥25.8tJP¥5.1tJP¥848.3b19.1x30.4x5x
Thu, 02 Nov 2023JP¥21.3tJP¥5.4tJP¥978.2b14.4x21.7x3.9x
Sat, 30 Sep 2023JP¥21.0tJP¥5.2tJP¥961.0b14.1x21.9x4x
Mon, 28 Aug 2023JP¥20.9tJP¥5.2tJP¥960.7b13.9x21.7x4x
Wed, 26 Jul 2023JP¥20.9tJP¥5.3tJP¥1.0t12.7x20.5x4x
Fri, 23 Jun 2023JP¥21.4tJP¥5.3tJP¥1.0t13.6x20.8x4.1x
Sun, 21 May 2023JP¥18.2tJP¥5.3tJP¥1.0t13.4x17.8x3.5x
Tue, 18 Apr 2023JP¥15.8tJP¥5.2tJP¥999.8b12.3x15.8x3x
Thu, 16 Mar 2023JP¥15.8tJP¥5.2tJP¥1.0t12.6x15.8x3.1x
Price to Earnings Ratio

15.8x


Total Market Cap: JP¥15.8tTotal Earnings: JP¥1.0tTotal Revenue: JP¥5.2tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductor Equipment Industry Price to Earnings3Y Average 29.3x202420252026
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 45.2x which is higher than its 3-year average PE of 29.3x.
  • The 3-year average PS ratio of 5.2x is lower than the industry's current PS ratio of 8.3x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have grown 8.0% per year over the last three years.
  • Revenues for these companies have grown 10.0% 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-5.40%
Tech-4.40%
Semiconductors-4.96%
Semiconductor Equipment-4.50%
Semiconductors-6.39%
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
6227 AIMECHATECJP¥20.33k7.1%
+JP¥8.5b		536.3%PE42.9x

Latest News

7729
JP¥14,335.00
Tokyo Seimitsu
7D
-16.9%
1Y
80.5%
7735
JP¥18,950.00
SCREEN Holdings
7D
-14.8%
1Y
80.1%

7735: Stock Split And Higher Margins Will Support Stronger Upside Potential

Analysts have lifted their price target on SCREEN Holdings from ¥31,009.86 to ¥32,500, citing updated assumptions that reflect slightly higher revenue growth, profit margins, and future P/E expectations. What's in the News The Board of Directors approved a stock split and related amendments to the Articles of Incorporation, with changes scheduled to take effect on April 1, 2026 (Company announcement).
6871
JP¥10,170.00
Micronics Japan
7D
-18.4%
1Y
165.5%
6525
JP¥5,537.00
Kokusai Electric
7D
-12.4%
1Y
84.6%

6525: Higher Earnings Assumptions Will Likely Leave Shares Priced For Disappointment

Analysts have raised their price target on Kokusai Electric from ¥2,808 to ¥3,900, citing updated assumptions for higher revenue, stronger profit margins and a higher future P/E multiple. What's in the News Goldman Sachs Securities Co., Ltd.
6227
JP¥20,330.00
AIMECHATEC
7D
7.1%
1Y
536.3%
6857
JP¥22,975.00
Advantest
7D
-10.9%
1Y
195.0%

6857: AI Test Demand Will Support Stronger Margins And Future Upside

Analysts have raised their Advantest price target to ¥32,300, reflecting updated assumptions that include slightly adjusted discount rates, a modestly higher revenue growth outlook, stronger profit margin expectations, and a lower future P/E multiple. What's in the News Revised earnings guidance for the year ending March 31, 2026, with expected net sales of ¥1,070,000m, operating income of ¥454,000m, and net income attributable to owners of the parent of ¥328,500m, or basic EPS of ¥452.34, compared with previous guidance that referenced net sales of ¥950.0b and operating income of ¥374.0b (Corporate guidance).
8035
JP¥39,080.00
Tokyo Electron
7D
-10.2%
1Y
82.0%

8035: Higher Payouts And Buybacks Will Still Leave Shares Overpriced

Analysts have lifted their price target on Tokyo Electron from about ¥25,869 to roughly ¥27,099, citing updated assumptions for higher revenue growth, a slightly lower discount rate, a small adjustment to profit margin, and a modest change in future P/E expectations. What's in the News Tokyo Electron revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥2,410b, operating income of ¥593b, net income attributable to owners of parent of ¥550b, and net income per share of ¥1,200.05.
6146
JP¥66,490.00
Disco
7D
-11.2%
1Y
101.4%
6920
JP¥30,360.00
Lasertec
7D
-11.5%
1Y
99.6%