Analysis Article • May 19
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Japanese (NIKKEI) Semiconductors Industry Analysis
UpdatedMay 20, 2026
DataAggregated Company Financials
Companies20
- 7D4.6%
- 3M89.4%
- 1Y514.1%
- YTDn/a
Over the last 7 days, the Semiconductors industry has risen 9.9%, driven by gains from Kioxia Holdings of 8.0%. During this same period, the Renesas Electronics underperformed, falling 6.4%. This means that the industry has gained 543% over the past year. As for the next few years, earnings are expected to grow by 38% per annum.
Industry Valuation and Performance
Has the Japanese Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 20 May 2026 | JP¥36.7t | JP¥5.2t | JP¥428.7b | 21.7x | 85.6x | 7x |
| Fri, 17 Apr 2026 | JP¥26.3t | JP¥4.5t | JP¥124.9b | 21.8x | 210.6x | 5.9x |
| Sun, 15 Mar 2026 | JP¥18.5t | JP¥4.5t | JP¥124.9b | 18.8x | 147.7x | 4.1x |
| Tue, 10 Feb 2026 | JP¥18.2t | JP¥4.4t | JP¥123.6b | 16.6x | 147.5x | 4.2x |
| Thu, 08 Jan 2026 | JP¥13.2t | JP¥4.3t | JP¥112.1b | 18.9x | 118x | 3.1x |
| Sat, 06 Dec 2025 | JP¥10.9t | JP¥4.3t | JP¥111.2b | 18.8x | 98.2x | 2.5x |
| Mon, 03 Nov 2025 | JP¥11.7t | JP¥4.3t | JP¥214.1b | 17.4x | 54.6x | 2.7x |
| Wed, 01 Oct 2025 | JP¥7.8t | JP¥4.3t | JP¥167.7b | 14.6x | 46.7x | 1.8x |
| Fri, 29 Aug 2025 | JP¥6.7t | JP¥4.3t | JP¥167.0b | 13.3x | 39.9x | 1.5x |
| Sun, 27 Jul 2025 | JP¥6.6t | JP¥4.5t | JP¥230.9b | 11x | 28.5x | 1.5x |
| Tue, 24 Jun 2025 | JP¥6.7t | JP¥4.5t | JP¥492.0b | 12.3x | 13.6x | 1.5x |
| Thu, 22 May 2025 | JP¥6.7t | JP¥4.7t | JP¥516.7b | 12.6x | 13x | 1.4x |
| Sat, 19 Apr 2025 | JP¥6.0t | JP¥4.8t | JP¥609.6b | 10.9x | 9.8x | 1.2x |
| Mon, 17 Mar 2025 | JP¥8.1t | JP¥4.8t | JP¥609.8b | 12.9x | 13.3x | 1.7x |
| Wed, 12 Feb 2025 | JP¥7.7t | JP¥4.6t | JP¥462.1b | 13.2x | 16.8x | 1.7x |
| Fri, 10 Jan 2025 | JP¥7.4t | JP¥4.8t | JP¥519.1b | 12.1x | 14.2x | 1.5x |
| Sun, 08 Dec 2024 | JP¥6.0t | JP¥3.3t | JP¥407.0b | 11.7x | 14.8x | 1.8x |
| Tue, 05 Nov 2024 | JP¥6.2t | JP¥3.4t | JP¥380.6b | 13.2x | 16.3x | 1.8x |
| Thu, 03 Oct 2024 | JP¥6.7t | JP¥3.4t | JP¥401.1b | 13.6x | 16.7x | 1.9x |
| Sat, 31 Aug 2024 | JP¥7.5t | JP¥3.4t | JP¥401.8b | 15.3x | 18.6x | 2.2x |
| Mon, 29 Jul 2024 | JP¥7.4t | JP¥3.4t | JP¥416.8b | 15.1x | 17.7x | 2.1x |
| Wed, 26 Jun 2024 | JP¥8.6t | JP¥3.5t | JP¥446.4b | 16.1x | 19.2x | 2.5x |
| Fri, 24 May 2024 | JP¥8.4t | JP¥3.4t | JP¥445.1b | 15.6x | 18.9x | 2.4x |
| Sun, 21 Apr 2024 | JP¥7.5t | JP¥3.5t | JP¥493.2b | 13.9x | 15.2x | 2.2x |
| Tue, 19 Mar 2024 | JP¥8.0t | JP¥3.5t | JP¥493.1b | 16.7x | 16.1x | 2.3x |
| Thu, 15 Feb 2024 | JP¥8.1t | JP¥3.5t | JP¥491.4b | 16.5x | 16.4x | 2.3x |
| Sat, 13 Jan 2024 | JP¥7.5t | JP¥3.6t | JP¥520.9b | 15x | 14.5x | 2.1x |
| Mon, 11 Dec 2023 | JP¥7.4t | JP¥3.5t | JP¥522.9b | 13x | 14.2x | 2.1x |
| Wed, 08 Nov 2023 | JP¥7.0t | JP¥3.3t | JP¥523.2b | 13.5x | 13.4x | 2.1x |
| Fri, 06 Oct 2023 | JP¥7.4t | JP¥3.4t | JP¥542.1b | 13x | 13.6x | 2.2x |
| Sun, 03 Sep 2023 | JP¥8.1t | JP¥3.4t | JP¥541.9b | 14.4x | 14.9x | 2.4x |
| Tue, 01 Aug 2023 | JP¥8.8t | JP¥3.4t | JP¥550.9b | 13.5x | 16.1x | 2.6x |
| Thu, 29 Jun 2023 | JP¥8.4t | JP¥3.4t | JP¥524.9b | 14.3x | 15.9x | 2.5x |
| Sat, 27 May 2023 | JP¥7.4t | JP¥3.4t | JP¥528.6b | 12.7x | 14x | 2.2x |
Price to Earnings Ratio
14x
Current Industry PE
- Investors are optimistic on the Japanese Semiconductors industry, and appear confident in long term growth rates.
- The industry is trading at a PE ratio of 88.7x which is higher than its 3-year average PE of 43.0x.
- The 3-year average PS ratio of 2.4x is lower than the industry's current PS ratio of 7.3x.
Past Earnings Growth
- The earnings for companies in the Semiconductors industry have declined 6.7% per year over the last three years.
- Meanwhile revenues for these companies have grown 16% 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, which has decreased profits.
Industry Comparison
How does Japanese Semiconductors compare with similar industries?
| JP Market | -0.53% | |
| Tech | -2.62% | |
| Semiconductors | -6.01% | |
| Semiconductors | 4.55% | |
| Semiconductor Equipment | -11.58% | |
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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 285A Kioxia Holdings | JP¥49.77k | 8.0% +JP¥2.0t | 2,176.8% | PE49x | |
| 6963 ROHM | JP¥4.13k | 4.1% +JP¥62.9b | 194.5% | PS3.3x | |
| 6613 QD Laser | JP¥2.63k | 56.3% +JP¥39.6b | 879.9% | PS80.1x | |
| 6526 Socionext | JP¥2.30k | 1.6% +JP¥6.5b | 26.3% | PE46.2x | |
| 6966 Mitsui High-tec | JP¥712.00 | 1.3% +JP¥1.6b | -1.8% | PE41.3x |