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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedAug 03, 2025
DataAggregated Company Financials
Companies56
  • 7D-10.1%
  • 3M25.4%
  • 1Y-3.3%
  • YTD2.2%

Over the last 7 days, the Semiconductors industry has dropped 10%, driven by a pullback from Tokyo Electron of 20%. Overall the industry is down 3.3% in 12 months. As for the next few years, earnings are expected to grow by 14% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 03 Aug 2025JP¥34.9tJP¥11.1tJP¥1.5t15.3x23.6x3.1x
Tue, 01 Jul 2025JP¥37.9tJP¥11.0tJP¥1.7t15.4x22.4x3.4x
Thu, 29 May 2025JP¥31.7tJP¥11.2tJP¥1.7t14.2x18.5x2.8x
Sat, 26 Apr 2025JP¥28.5tJP¥11.0tJP¥1.7t11.9x16.6x2.6x
Mon, 24 Mar 2025JP¥33.5tJP¥11.0tJP¥1.8t12.9x18.9x3x
Wed, 19 Feb 2025JP¥37.3tJP¥11.0tJP¥1.8t13.4x21.1x3.4x
Fri, 17 Jan 2025JP¥35.4tJP¥10.5tJP¥1.5t13.4x22.9x3.4x
Sun, 15 Dec 2024JP¥33.5tJP¥9.1tJP¥1.4t13.5x23.5x3.7x
Tue, 12 Nov 2024JP¥35.3tJP¥9.0tJP¥1.3t15.1x26.4x3.9x
Thu, 10 Oct 2024JP¥35.3tJP¥8.9tJP¥1.3t15.7x26.5x4x
Sat, 07 Sep 2024JP¥31.4tJP¥8.9tJP¥1.3t15.7x23.5x3.5x
Mon, 05 Aug 2024JP¥35.8tJP¥8.7tJP¥1.3t14.9x28x4.1x
Wed, 03 Jul 2024JP¥45.9tJP¥8.6tJP¥1.3t22x36.1x5.3x
Fri, 31 May 2024JP¥45.1tJP¥8.6tJP¥1.3t21.2x35.5x5.2x
Sun, 28 Apr 2024JP¥42.1tJP¥8.6tJP¥1.3t21.5x32.5x4.9x
Tue, 26 Mar 2024JP¥47.3tJP¥8.6tJP¥1.3t20.5x35.7x5.5x
Thu, 22 Feb 2024JP¥43.2tJP¥8.6tJP¥1.3t19.9x32.7x5x
Sat, 20 Jan 2024JP¥38.6tJP¥8.7tJP¥1.4t17.3x28.2x4.5x
Mon, 18 Dec 2023JP¥34.0tJP¥8.7tJP¥1.4t16.4x24.8x3.9x
Wed, 15 Nov 2023JP¥31.4tJP¥8.5tJP¥1.4t15.9x22.9x3.7x
Fri, 13 Oct 2023JP¥30.1tJP¥8.6tJP¥1.5t14.7x20x3.5x
Sun, 10 Sep 2023JP¥29.4tJP¥8.5tJP¥1.5t14.8x19.6x3.4x
Tue, 08 Aug 2023JP¥29.7tJP¥8.4tJP¥1.5t13.1x19.7x3.6x
Thu, 06 Jul 2023JP¥31.2tJP¥8.6tJP¥1.6t14x20.1x3.6x
Sat, 03 Jun 2023JP¥27.6tJP¥8.6tJP¥1.6t13.2x17.8x3.2x
Mon, 01 May 2023JP¥21.5tJP¥8.6tJP¥1.5t10.4x13.9x2.5x
Wed, 29 Mar 2023JP¥22.4tJP¥8.3tJP¥1.5t10.6x15.1x2.7x
Fri, 24 Feb 2023JP¥20.7tJP¥8.3tJP¥1.5t11x13.9x2.5x
Sun, 22 Jan 2023JP¥20.1tJP¥8.2tJP¥1.5t9.5x13.3x2.5x
Tue, 20 Dec 2022JP¥19.7tJP¥8.2tJP¥1.5t9.7x13.1x2.4x
Thu, 17 Nov 2022JP¥21.3tJP¥8.1tJP¥1.5t10.4x14.2x2.6x
Sat, 15 Oct 2022JP¥16.7tJP¥7.5tJP¥1.3t8.4x12.7x2.2x
Mon, 12 Sep 2022JP¥18.7tJP¥7.5tJP¥1.3t10x14.2x2.5x
Wed, 10 Aug 2022JP¥19.3tJP¥7.5tJP¥1.3t10.2x14.7x2.6x
Price to Earnings Ratio

14.7x


Total Market Cap: JP¥19.3tTotal Earnings: JP¥1.3tTotal Revenue: JP¥7.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 21.8x202320242025
Current Industry PE
  • Investors are relatively neutral on the Japanese Semiconductor industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 21.8x.
  • The 3-year average PS ratio of 3.5x is higher than the industry's current PS ratio of 3.1x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 3.9% per year over the last three years.
  • Revenues for these companies have grown 14% 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 Market0.13%
Tech-1.09%
Semiconductors-10.05%
Semiconductors-0.082%
Semiconductor Equipment-12.09%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 14.4x.
    • Analysts are expecting annual earnings growth of 35.4%, which is higher than its past year's earnings decline of 14.9% per year.
  • Investors are most pessimistic about the Semiconductor Equipment industry, which is trading below its 3-year average of 25.7x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 35% over the next 5 years.
  • This is better than its past earnings decline of 15% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 9.1% 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
6723 Renesas ElectronicsJP¥1.84k0.6%
+JP¥20.8b		-16.1%PS2.6x
6875 MegaChipsJP¥5.60k3.5%
+JP¥3.2b		44.7%PE17.5x
6941 Yamaichi ElectronicsLtdJP¥2.87k5.9%
+JP¥3.0b		0.5%PE10.1x
6055 JAPAN MATERIALJP¥1.40k1.7%
+JP¥2.5b		-21.3%PE18.2x
6235 OptorunLtdJP¥1.65k3.1%
+JP¥2.1b		-3.7%PE17.8x

Latest News

8035
JP¥22,405.00
Tokyo Electron
7D
-19.9%
1Y
-17.2%
6857
JP¥10,215.00
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1Y
61.8%

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285A
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Kioxia Holdings
7D
-1.3%
1Y
n/a
6920
JP¥14,620.00
Lasertec
7D
-11.1%
1Y
-35.3%
6723
JP¥1,838.00
Renesas Electronics
7D
0.6%
1Y
-16.1%
6844
JP¥2,654.00
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7D
4.2%
1Y
-0.8%

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7735
JP¥11,440.00
SCREEN Holdings
7D
-6.4%
1Y
10.1%

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Jul 28
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6525
JP¥3,126.00
Kokusai Electric
7D
-8.3%
1Y
-10.8%
6966
JP¥779.00
Mitsui High-tec
7D
0.4%
1Y
-26.4%

Mitsui High-tec (TSE:6966) Is Paying Out Less In Dividends Than Last Year

Jul 25
Mitsui High-tec (TSE:6966) Is Paying Out Less In Dividends Than Last Year
6941
JP¥2,872.00
Yamaichi ElectronicsLtd
7D
5.9%
1Y
0.5%

Yamaichi ElectronicsLtd (TSE:6941) Has Affirmed Its Dividend Of ¥35.00

Jul 24
Yamaichi ElectronicsLtd (TSE:6941) Has Affirmed Its Dividend Of ¥35.00
6055
JP¥1,397.00
JAPAN MATERIAL
7D
1.7%
1Y
-21.3%
3436
JP¥1,164.00
Sumco
7D
-5.7%
1Y
-45.6%

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Jul 21
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6146
JP¥43,910.00
Disco
7D
-0.8%
1Y
-1.5%
6875
JP¥5,600.00
MegaChips
7D
3.5%
1Y
44.7%
3856
JP¥830.00
Abalance
7D
10.1%
1Y
-14.2%

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Jul 08
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6235
JP¥1,647.00
OptorunLtd
7D
3.1%
1Y
-3.7%

OptorunLtd's (TSE:6235) Dividend Will Be Increased To ¥27.00

Jun 26
OptorunLtd's (TSE:6235) Dividend Will Be Increased To ¥27.00