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Japanese (NIKKEI) Semiconductor Equipment Industry Analysis

UpdatedDec 29, 2025
DataAggregated Company Financials
Companies37
  • 7D8.7%
  • 3M25.9%
  • 1Y59.2%
  • YTDn/a

In the last week, the Semiconductor Equipment industry is up 8.7%, with Tokyo Electron up 10%. Meanwhile, Kuramoto actually underperformed within the industry, shrinking 6.8% in the last week. This takes the industry's 12 month performance to a gain of 59%. Looking forward, earnings are forecast to grow by 11% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 29 Dec 2025JP¥44.8tJP¥6.9tJP¥1.3t21.8x34.5x6.5x
Wed, 26 Nov 2025JP¥40.5tJP¥6.9tJP¥1.3t20.5x31.3x5.8x
Fri, 24 Oct 2025JP¥38.8tJP¥6.8tJP¥1.3t19.9x31x5.7x
Sun, 21 Sep 2025JP¥35.0tJP¥6.6tJP¥1.2t17.7x28x5.3x
Tue, 19 Aug 2025JP¥28.4tJP¥6.6tJP¥1.2t16.6x22.8x4.3x
Thu, 17 Jul 2025JP¥32.6tJP¥6.5tJP¥1.2t16.3x27.2x5x
Sat, 14 Jun 2025JP¥26.1tJP¥6.5tJP¥1.2t14.3x21.7x4x
Mon, 12 May 2025JP¥23.7tJP¥6.4tJP¥1.2t12.9x19.8x3.7x
Wed, 09 Apr 2025JP¥19.7tJP¥6.2tJP¥1.2t10.9x16.9x3.2x
Fri, 07 Mar 2025JP¥24.5tJP¥6.2tJP¥1.2t12.2x21.1x3.9x
Sun, 02 Feb 2025JP¥28.6tJP¥6.0tJP¥1.1t13.9x26x4.8x
Tue, 31 Dec 2024JP¥27.7tJP¥5.8tJP¥1.0t14x27x4.8x
Thu, 28 Nov 2024JP¥26.3tJP¥5.8tJP¥1.0t13.9x25.7x4.6x
Sat, 26 Oct 2024JP¥26.8tJP¥5.5tJP¥942.6b16.3x28.5x4.9x
Mon, 23 Sep 2024JP¥26.6tJP¥5.5tJP¥934.2b16.8x28.4x4.8x
Wed, 21 Aug 2024JP¥31.0tJP¥5.5tJP¥932.5b18.7x33.2x5.7x
Fri, 19 Jul 2024JP¥33.6tJP¥5.2tJP¥829.9b24.3x40.5x6.5x
Sun, 16 Jun 2024JP¥37.3tJP¥5.2tJP¥824.6b26x45.2x7.2x
Tue, 14 May 2024JP¥35.9tJP¥5.1tJP¥823.2b26.8x43.7x7x
Thu, 11 Apr 2024JP¥39.2tJP¥5.1tJP¥831.6b24x47.2x7.7x
Sat, 09 Mar 2024JP¥38.8tJP¥5.1tJP¥831.9b23.9x46.6x7.6x
Mon, 05 Feb 2024JP¥31.3tJP¥5.2tJP¥852.1b20.4x36.7x6.1x
Wed, 03 Jan 2024JP¥27.4tJP¥5.1tJP¥847.8b17.4x32.3x5.3x
Fri, 01 Dec 2023JP¥26.0tJP¥5.1tJP¥849.6b18.9x30.6x5.1x
Sun, 29 Oct 2023JP¥21.2tJP¥5.4tJP¥996.1b15x21.3x3.9x
Tue, 26 Sep 2023JP¥21.2tJP¥5.2tJP¥961.0b13.8x22.1x4.1x
Thu, 24 Aug 2023JP¥21.6tJP¥5.2tJP¥960.7b14.2x22.5x4.2x
Sat, 22 Jul 2023JP¥20.4tJP¥5.3tJP¥1.0t12.5x19.8x3.9x
Mon, 19 Jun 2023JP¥21.3tJP¥5.3tJP¥1.0t13.7x20.7x4x
Wed, 17 May 2023JP¥16.9tJP¥5.2tJP¥1.0t13.1x16.5x3.2x
Fri, 14 Apr 2023JP¥15.9tJP¥5.2tJP¥999.8b12.5x15.9x3.1x
Sun, 12 Mar 2023JP¥16.1tJP¥5.2tJP¥1.0t13x16.1x3.1x
Tue, 07 Feb 2023JP¥15.5tJP¥5.2tJP¥1.0t12.2x15.2x3x
Thu, 05 Jan 2023JP¥13.3tJP¥5.1tJP¥1.0t10.5x13.1x2.6x
Price to Earnings Ratio

13.1x


Total Market Cap: JP¥13.3tTotal Earnings: JP¥1.0tTotal Revenue: JP¥5.1tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductor Equipment Industry Price to Earnings3Y Average 27.6x20242025
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 34.5x which is higher than its 3-year average PE of 27.5x.
  • The 3-year average PS ratio of 4.9x is lower than the industry's current PS ratio of 6.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor Equipment industry have grown 8.6% 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 Market1.22%
Tech3.97%
Semiconductors9.69%
Semiconductor Equipment8.68%
Semiconductors13.62%
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
6857 AdvantestJP¥20.25k5.5%
+JP¥763.8b		114.3%PE56.3x
8035 Tokyo ElectronJP¥34.33k3.5%
+JP¥531.7b		41.9%PE29x
6146 DiscoJP¥48.87k9.3%
+JP¥450.0b		11.7%PE41.9x
6525 Kokusai ElectricJP¥5.71k24.9%
+JP¥265.9b		165.1%PE39.7x
7735 SCREEN HoldingsJP¥15.10k12.5%
+JP¥158.4b		59.1%PE15.4x

Latest News

429A
JP¥2,975.00
Tekscend Photomask
7D
-2.3%
1Y
n/a
8035
JP¥34,330.00
Tokyo Electron
7D
3.5%
1Y
41.9%

8035: Higher Payouts And Guidance Will Likely Leave Shares Overpriced

The analyst price target for Tokyo Electron has been raised modestly to ¥25,827 from ¥25,744, as analysts factor in slightly higher long term revenue growth, stable profit margins, and a marginally richer future earnings multiple. What's in the News Raised full year 2026 guidance, now targeting net sales of JPY 2,380,000 million and operating income of JPY 586,000 million, modestly above the prior forecast.
6525
JP¥5,705.00
Kokusai Electric
7D
24.9%
1Y
165.1%
7735
JP¥15,100.00
SCREEN Holdings
7D
12.5%
1Y
59.1%
6614
JP¥660.00
Shikino High-TechLTD
7D
-1.5%
1Y
-35.9%
3436
JP¥1,435.00
Sumco
7D
13.5%
1Y
22.2%

3436: Future Dividend Stability And Modest Margin Recovery Will Support Upside

Analysts have trimmed their price target for Sumco slightly, from ¥1,493 to ¥1,473, citing marginally softer long term assumptions for revenue growth and profit margins, while keeping the discount rate and future valuation multiples broadly unchanged. What's in the News Issued new consolidated guidance for fiscal 2025, projecting net sales of JPY 404.4 billion, an operating loss of JPY 4.2 billion, and a net loss of JPY 16.9 billion, or a basic loss per share of JPY 48.33 (Key Developments).
6920
JP¥30,000.00
Lasertec
7D
5.2%
1Y
96.7%
6857
JP¥20,245.00
Advantest
7D
5.5%
1Y
114.3%

6857: New Test Platforms Will Support Future Returns At A Fair Price

Analysts have modestly raised their price target on Advantest to approximately ¥19,218, citing a slightly higher assumed discount rate while maintaining largely unchanged expectations for long term revenue growth, profit margins, and future valuation multiples. What's in the News Launched the T2000 AiR2X next generation air cooled SoC test system, doubling test resources versus the prior AiR platform while remaining compatible with existing T2000 installations and targeting high mix, low volume and legacy system replacement demand (company announcement).
7729
JP¥11,425.00
Tokyo Seimitsu
7D
10.0%
1Y
54.3%

Tokyo Seimitsu (TSE:7729) Is Due To Pay A Dividend Of ¥111.00

Dec 09
Tokyo Seimitsu (TSE:7729) Is Due To Pay A Dividend Of ¥111.00
6146
JP¥48,870.00
Disco
7D
9.3%
1Y
11.7%
7794
JP¥381.00
EDP
7D
-2.6%
1Y
-40.6%
6255
JP¥686.00
NPC
7D
-1.2%
1Y
-22.7%
6656
JP¥500.00
inspec
7D
-2.3%
1Y
-15.8%
5216
JP¥138.00
Kuramoto
7D
-6.8%
1Y
-45.2%