Narrative Update • Jun 04

Over the last 7 days, the Semiconductors industry has risen 14%, driven by gains from Kioxia Holdings of 19%. This takes the industry's 12 month performance to a gain of 771%. Earnings are forecast to grow by 40% annually.
Has the Japanese Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Sun, 07 Jun 2026 | JP¥54.7t | JP¥5.2t | JP¥429.3b | 23x | 127.5x | 10.5x |
| Tue, 05 May 2026 | JP¥28.5t | JP¥4.6t | JP¥167.8b | 21.6x | 169.8x | 6.2x |
| Thu, 02 Apr 2026 | JP¥18.7t | JP¥4.5t | JP¥124.9b | 17.9x | 149.4x | 4.2x |
| Sat, 28 Feb 2026 | JP¥19.4t | JP¥4.5t | JP¥132.1b | 16.6x | 146.9x | 4.3x |
| Mon, 26 Jan 2026 | JP¥16.3t | JP¥4.3t | JP¥112.1b | 21.8x | 145.6x | 3.8x |
| Wed, 24 Dec 2025 | JP¥11.3t | JP¥4.3t | JP¥112.1b | 18x | 100.4x | 2.6x |
| Fri, 21 Nov 2025 | JP¥11.4t | JP¥4.3t | JP¥111.1b | 19.3x | 102.7x | 2.7x |
| Sun, 19 Oct 2025 | JP¥9.2t | JP¥4.3t | JP¥167.7b | 15x | 54.8x | 2.1x |
| Tue, 16 Sep 2025 | JP¥7.6t | JP¥4.3t | JP¥167.7b | 14.7x | 45.3x | 1.8x |
| Thu, 14 Aug 2025 | JP¥6.9t | JP¥4.4t | JP¥169.6b | 10.5x | 40.6x | 1.6x |
| Sat, 12 Jul 2025 | JP¥6.7t | JP¥4.5t | JP¥492.0b | 12.9x | 13.5x | 1.5x |
| Mon, 09 Jun 2025 | JP¥7.1t | JP¥4.7t | JP¥513.8b | 10.9x | 13.7x | 1.5x |
| Wed, 07 May 2025 | JP¥6.3t | JP¥4.8t | JP¥552.1b | 12.3x | 11.5x | 1.3x |
| Fri, 04 Apr 2025 | JP¥7.2t | JP¥4.8t | JP¥609.7b | 11.5x | 11.8x | 1.5x |
| Sun, 02 Mar 2025 | JP¥8.3t | JP¥4.8t | JP¥610.4b | 14.6x | 13.6x | 1.7x |
| Tue, 28 Jan 2025 | JP¥7.3t | JP¥4.8t | JP¥519.1b | 14.3x | 14.1x | 1.5x |
| Thu, 26 Dec 2024 | JP¥7.1t | JP¥4.6t | JP¥334.5b | 12.2x | 21.2x | 1.6x |
| Sat, 23 Nov 2024 | JP¥6.1t | JP¥3.4t | JP¥361.0b | 12.9x | 16.8x | 1.8x |
| Mon, 21 Oct 2024 | JP¥6.5t | JP¥3.4t | JP¥401.2b | 13.4x | 16.2x | 1.9x |
| Wed, 18 Sep 2024 | JP¥6.3t | JP¥3.2t | JP¥385.9b | 12.9x | 16.2x | 1.9x |
| Fri, 16 Aug 2024 | JP¥7.0t | JP¥3.4t | JP¥403.8b | 14.6x | 17.4x | 2x |
| Sun, 14 Jul 2024 | JP¥9.1t | JP¥3.5t | JP¥446.3b | 16.6x | 20.4x | 2.6x |
| Tue, 11 Jun 2024 | JP¥8.6t | JP¥3.4t | JP¥445.1b | 15.6x | 19.4x | 2.5x |
| Thu, 09 May 2024 | JP¥7.9t | JP¥3.5t | JP¥470.4b | 15x | 16.9x | 2.3x |
| Sat, 06 Apr 2024 | JP¥8.3t | JP¥3.5t | JP¥493.2b | 15.1x | 16.8x | 2.4x |
| Mon, 04 Mar 2024 | JP¥8.1t | JP¥3.5t | JP¥490.4b | 17.1x | 16.5x | 2.3x |
| Wed, 31 Jan 2024 | JP¥7.8t | JP¥3.6t | JP¥521.0b | 15.3x | 14.9x | 2.2x |
| Fri, 29 Dec 2023 | JP¥7.8t | JP¥3.6t | JP¥520.9b | 14.7x | 15x | 2.2x |
| Sun, 26 Nov 2023 | JP¥7.8t | JP¥3.3t | JP¥516.3b | 13.7x | 15x | 2.3x |
| Tue, 24 Oct 2023 | JP¥7.0t | JP¥3.4t | JP¥542.1b | 13x | 13x | 2.1x |
| Thu, 21 Sep 2023 | JP¥7.5t | JP¥3.4t | JP¥542.1b | 13.9x | 13.8x | 2.2x |
| Sat, 19 Aug 2023 | JP¥7.8t | JP¥3.1t | JP¥519.2b | 12.3x | 15x | 2.5x |
| Mon, 17 Jul 2023 | JP¥8.7t | JP¥3.4t | JP¥524.9b | 13.9x | 16.5x | 2.6x |
| Wed, 14 Jun 2023 | JP¥8.6t | JP¥3.4t | JP¥528.5b | 14.4x | 16.3x | 2.6x |
16.3x
How does Japanese Semiconductors compare with similar industries?
| JP Market | -0.18% | |
| Tech | 5.17% | |
| Semiconductors | 10.50% | |
| Semiconductors | 14.11% | |
| Semiconductor Equipment | 7.77% | |
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 285A Kioxia Holdings | JP¥78.14k | 18.7% +JP¥6.7t | 3,509.2% | PE77x | |
| 6723 Renesas Electronics | JP¥4.57k | 1.5% +JP¥123.4b | 139.0% | PS6x | |
| 6941 Yamaichi ElectronicsLtd | JP¥9.75k | 11.8% +JP¥19.0b | 285.7% | PE19.8x | |
| 6526 Socionext | JP¥2.73k | 3.6% +JP¥16.7b | 25.7% | PE54.8x | |
| 6613 QD Laser | JP¥2.57k | 6.0% +JP¥6.1b | 953.3% | PS78.4x |