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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedMay 24, 2026
DataAggregated Company Financials
Companies57
  • 7D8.7%
  • 3M36.5%
  • 1Y248.4%
  • YTD76.0%

The Semiconductors industry is up 8.7% in the last week, with Kioxia Holdings up 29%. In the last 12 months, the industry was up 248%. Earnings are forecast to grow by 25% annually.

Industry Valuation and Performance

Has the Japanese Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 25 May 2026JP¥104.4tJP¥12.4tJP¥1.9t25.9x55.9x8.5x
Wed, 22 Apr 2026JP¥88.0tJP¥11.4tJP¥1.4t25.9x63.5x7.7x
Fri, 20 Mar 2026JP¥73.0tJP¥11.4tJP¥1.4t22.5x52.6x6.4x
Sun, 15 Feb 2026JP¥78.1tJP¥11.4tJP¥1.4t23.1x55.9x6.9x
Tue, 13 Jan 2026JP¥60.8tJP¥11.2tJP¥1.4t22.3x43x5.4x
Thu, 11 Dec 2025JP¥55.0tJP¥11.2tJP¥1.4t20.8x39x4.9x
Sat, 08 Nov 2025JP¥55.4tJP¥11.2tJP¥1.5t19.9x36.6x4.9x
Mon, 06 Oct 2025JP¥46.3tJP¥11.0tJP¥1.4t17.1x32.7x4.2x
Wed, 03 Sep 2025JP¥33.4tJP¥11.0tJP¥1.4t14.8x23.6x3.1x
Fri, 01 Aug 2025JP¥37.8tJP¥11.1tJP¥1.5t16.2x25.3x3.4x
Sun, 29 Jun 2025JP¥37.7tJP¥11.0tJP¥1.7t15.3x22.2x3.4x
Tue, 27 May 2025JP¥31.6tJP¥11.2tJP¥1.7t14.1x18.4x2.8x
Thu, 24 Apr 2025JP¥26.6tJP¥11.0tJP¥1.8t11.3x15x2.4x
Sat, 22 Mar 2025JP¥33.5tJP¥11.0tJP¥1.8t12.9x18.9x3x
Mon, 17 Feb 2025JP¥36.3tJP¥11.0tJP¥1.8t13.4x20.6x3.3x
Wed, 15 Jan 2025JP¥36.0tJP¥10.5tJP¥1.5t13.3x23.3x3.4x
Fri, 13 Dec 2024JP¥33.7tJP¥9.1tJP¥1.4t13.6x23.6x3.7x
Sun, 10 Nov 2024JP¥35.2tJP¥9.0tJP¥1.3t15.5x26.3x3.9x
Tue, 08 Oct 2024JP¥34.9tJP¥8.9tJP¥1.3t15.9x26.2x3.9x
Thu, 05 Sep 2024JP¥32.7tJP¥8.9tJP¥1.3t15.6x24.5x3.7x
Sat, 03 Aug 2024JP¥35.8tJP¥8.7tJP¥1.3t14.9x28x4.1x
Mon, 01 Jul 2024JP¥46.0tJP¥8.6tJP¥1.3t22.1x36.2x5.3x
Wed, 29 May 2024JP¥46.6tJP¥8.6tJP¥1.3t21.8x36.7x5.4x
Fri, 26 Apr 2024JP¥41.6tJP¥8.6tJP¥1.3t21.3x31.4x4.9x
Sun, 24 Mar 2024JP¥47.7tJP¥8.6tJP¥1.3t20.8x36x5.6x
Tue, 20 Feb 2024JP¥43.6tJP¥8.6tJP¥1.3t20.6x33x5.1x
Thu, 18 Jan 2024JP¥36.2tJP¥8.7tJP¥1.4t15.9x26.5x4.2x
Sat, 16 Dec 2023JP¥34.0tJP¥8.7tJP¥1.4t16.4x24.8x3.9x
Mon, 13 Nov 2023JP¥30.5tJP¥8.5tJP¥1.4t15.6x22.2x3.6x
Wed, 11 Oct 2023JP¥28.3tJP¥8.6tJP¥1.5t13.6x18.8x3.3x
Fri, 08 Sep 2023JP¥29.9tJP¥8.5tJP¥1.5t15.1x19.9x3.5x
Sun, 06 Aug 2023JP¥30.0tJP¥8.4tJP¥1.5t13x19.9x3.6x
Tue, 04 Jul 2023JP¥31.2tJP¥8.6tJP¥1.6t14x20.1x3.6x
Thu, 01 Jun 2023JP¥27.4tJP¥8.6tJP¥1.6t12.3x17.6x3.2x
Price to Earnings Ratio

17.6x


Total Market Cap: JP¥27.4tTotal Earnings: JP¥1.6tTotal Revenue: JP¥8.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 29.6x202420252026
Current Industry PE
  • Investors are optimistic on the Japanese Semiconductor industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 55.9x which is higher than its 3-year average PE of 29.6x.
  • The 3-year average PS ratio of 4.3x is lower than the industry's current PS ratio of 8.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 6.2% per year over the last three years.
  • Revenues for these companies have grown 13% per year.
  • This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.

Industry Trends

Which industries have driven the changes within the Japanese Tech industry?

JP Market1.18%
Tech7.03%
Semiconductors8.71%
Semiconductors23.54%
Semiconductor Equipment0.53%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 43.3x.
    • Analysts are expecting annual earnings growth of 38.2%, which is higher than its past year's earnings growth of 8.5% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 31.2x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 38% over the next 5 years.
  • This is better than its past earnings growth rate of 8.5% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 16% per year over the next few years.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
285A Kioxia HoldingsJP¥57.40k29.1%
+JP¥7.1t		2,689.1%PE56.5x
6723 Renesas ElectronicsJP¥4.04k10.9%
+JP¥720.3b		127.4%PS5.3x
6857 AdvantestJP¥26.85k1.8%
+JP¥351.6b		293.9%PE51.9x
6963 ROHMJP¥4.60k9.9%
+JP¥160.2b		216.6%PS3.7x
6525 Kokusai ElectricJP¥7.22k9.6%
+JP¥147.3b		143.8%PE56x

Latest News

285A
JP¥57,400.00
Kioxia Holdings
7D
29.1%
1Y
2,689.1%
6525
JP¥7,221.00
Kokusai Electric
7D
9.6%
1Y
143.8%
6526
JP¥2,723.50
Socionext
7D
12.3%
1Y
37.0%
429A
JP¥4,065.00
Tekscend Photomask
7D
-3.7%
1Y
n/a
8035
JP¥49,830.00
Tokyo Electron
7D
-0.9%
1Y
119.0%
Narrative Update • May 21

8035: Buybacks And Chip Capacity Interest Will Support A Balanced Outlook

Analysts have lifted their fair value estimate for Tokyo Electron from ¥49,214 to ¥51,486, citing updated assumptions around discount rate, revenue growth, profit margin and future P/E as the key drivers of the new price target framework. What's in the News Tokyo Electron declared a dividend of ¥364 per share for the fiscal year ended March 31, 2026, compared with ¥327 per share a year earlier, with payment scheduled for June 2, 2026 (Key Developments).
6875
JP¥11,930.00
MegaChips
7D
-3.5%
1Y
139.8%
6963
JP¥4,595.00
ROHM
7D
9.9%
1Y
216.6%
6723
JP¥4,044.00
Renesas Electronics
7D
10.9%
1Y
127.4%
Narrative Update • May 21

6723: Space And GaN Power Opportunities Will Support Future Upside Potential

Analysts have kept their ¥4,500 price target for Renesas Electronics unchanged, citing updated assumptions that include a slightly higher discount rate, marginally adjusted revenue growth and profit margin expectations, and a small tweak to the future P/E outlook. What's in the News Renesas is holding an Analyst/Investor Day, giving the market fresh detail on its medium term priorities and capital allocation plans (Analyst/Investor Day).
6627
JP¥10,850.00
Tera Probe
7D
-9.0%
1Y
286.5%
6890
JP¥8,930.00
Ferrotec
7D
-5.6%
1Y
251.2%
6920
JP¥38,130.00
Lasertec
7D
-0.7%
1Y
169.3%
6146
JP¥65,860.00
Disco
7D
1.5%
1Y
97.0%
6857
JP¥26,845.00
Advantest
7D
1.8%
1Y
293.9%
6613
JP¥3,100.00
QD Laser
7D
79.5%
1Y
1,092.3%
7735
JP¥10,765.00
SCREEN Holdings
7D
-5.0%
1Y
108.4%
Analysis Article • May 15

JP¥12,597 - That's What Analysts Think SCREEN Holdings Co., Ltd. (TSE:7735) Is Worth After These Results

SCREEN Holdings Co., Ltd. ( TSE:7735 ) last week reported its latest yearly results, which makes it a good time for...
6941
JP¥8,280.00
Yamaichi ElectronicsLtd
7D
-14.3%
1Y
264.1%