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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedMay 30, 2026
DataAggregated Company Financials
Companies57
  • 7D6.9%
  • 3M41.6%
  • 1Y264.1%
  • YTD88.3%

The Semiconductors industry is up 6.9% in the last week, with Kioxia Holdings up 15%. This takes the industry's 12 month performance to a gain of 264%. Looking forward, earnings are forecast to grow by 26% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 30 May 2026JP¥111.6tJP¥12.4tJP¥1.9t27.1x59.8x9x
Mon, 27 Apr 2026JP¥90.6tJP¥11.5tJP¥1.4t26.6x63.3x7.9x
Wed, 25 Mar 2026JP¥69.9tJP¥11.4tJP¥1.4t22.2x50.3x6.1x
Fri, 20 Feb 2026JP¥78.1tJP¥11.4tJP¥1.4t24.1x56x6.9x
Sun, 18 Jan 2026JP¥67.5tJP¥11.2tJP¥1.4t24.1x47.8x6x
Tue, 16 Dec 2025JP¥52.8tJP¥11.2tJP¥1.4t20.6x37.5x4.7x
Thu, 13 Nov 2025JP¥56.0tJP¥11.2tJP¥1.5t19.8x36.9x5x
Sat, 11 Oct 2025JP¥48.4tJP¥11.0tJP¥1.4t16.5x34.2x4.4x
Mon, 08 Sep 2025JP¥34.1tJP¥11.0tJP¥1.4t15.1x24.1x3.1x
Wed, 06 Aug 2025JP¥34.6tJP¥11.1tJP¥1.5t15.5x23.4x3.1x
Fri, 04 Jul 2025JP¥37.5tJP¥11.0tJP¥1.7t15.4x22.1x3.4x
Sun, 01 Jun 2025JP¥31.6tJP¥11.2tJP¥1.7t14.3x18.4x2.8x
Tue, 29 Apr 2025JP¥28.0tJP¥11.1tJP¥1.7t11.6x16x2.5x
Thu, 27 Mar 2025JP¥33.1tJP¥11.0tJP¥1.8t13.1x18.7x3x
Sat, 22 Feb 2025JP¥38.3tJP¥11.0tJP¥1.8t14.2x21.7x3.5x
Mon, 20 Jan 2025JP¥36.0tJP¥10.5tJP¥1.5t13.4x23.4x3.4x
Wed, 18 Dec 2024JP¥33.9tJP¥10.3tJP¥1.4t13.5x25x3.3x
Fri, 15 Nov 2024JP¥33.0tJP¥9.1tJP¥1.4t14x23.9x3.6x
Sun, 13 Oct 2024JP¥35.0tJP¥8.9tJP¥1.3t15.4x26.3x3.9x
Tue, 10 Sep 2024JP¥30.7tJP¥8.9tJP¥1.3t15.5x22.9x3.4x
Thu, 08 Aug 2024JP¥34.6tJP¥8.7tJP¥1.3t14.6x27.4x4x
Sat, 06 Jul 2024JP¥47.9tJP¥8.6tJP¥1.3t23.2x37.7x5.6x
Mon, 03 Jun 2024JP¥44.9tJP¥8.6tJP¥1.3t21.5x35.3x5.2x
Wed, 01 May 2024JP¥42.7tJP¥8.6tJP¥1.3t22.2x32.8x5x
Fri, 29 Mar 2024JP¥47.9tJP¥8.6tJP¥1.3t20.4x36.2x5.6x
Sun, 25 Feb 2024JP¥45.8tJP¥8.6tJP¥1.3t21.1x34.7x5.4x
Tue, 23 Jan 2024JP¥39.5tJP¥8.7tJP¥1.4t18.1x28.9x4.6x
Thu, 21 Dec 2023JP¥35.0tJP¥8.7tJP¥1.4t16.9x25.6x4x
Sat, 18 Nov 2023JP¥33.3tJP¥8.5tJP¥1.4t17.3x24.3x3.9x
Mon, 16 Oct 2023JP¥29.8tJP¥8.6tJP¥1.5t14.5x19.8x3.5x
Wed, 13 Sep 2023JP¥28.4tJP¥8.5tJP¥1.5t14.4x18.9x3.3x
Fri, 11 Aug 2023JP¥29.2tJP¥8.4tJP¥1.5t12.1x19.3x3.5x
Sun, 09 Jul 2023JP¥29.7tJP¥8.6tJP¥1.6t13.6x19.1x3.4x
Tue, 06 Jun 2023JP¥28.2tJP¥8.6tJP¥1.6t13.4x18.1x3.3x
Price to Earnings Ratio

18.1x


Total Market Cap: JP¥28.2tTotal Earnings: JP¥1.6tTotal Revenue: JP¥8.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 29.8x202420252026
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 59.8x which is higher than its 3-year average PE of 29.8x.
  • The 3-year average PS ratio of 4.3x is lower than the industry's current PS ratio of 9.0x.
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 Market1.91%
Tech7.67%
Semiconductors6.94%
Semiconductors13.84%
Semiconductor Equipment2.27%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 43.7x.
    • Analysts are expecting annual earnings growth of 38.7%, 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 31.4x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 39% 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¥65.85k14.7%
+JP¥4.6t		3,037.2%PE64.9x
8035 Tokyo ElectronJP¥52.42k5.2%
+JP¥1.2t		127.9%PE41.2x
6723 Renesas ElectronicsJP¥4.50k11.3%
+JP¥827.3b		152.4%PS5.9x
6963 ROHMJP¥5.46k18.8%
+JP¥333.1b		248.3%PS4.4x
3436 SumcoJP¥3.99k25.7%
+JP¥285.7b		306.4%PS3.4x

Latest News

8035
JP¥52,420.00
Tokyo Electron
7D
5.2%
1Y
127.9%
6525
JP¥8,211.00
Kokusai Electric
7D
13.7%
1Y
173.5%
6963
JP¥5,458.00
ROHM
7D
18.8%
1Y
248.3%
Narrative Update • May 26

6963: Cancelled Takeover And Ongoing Power Semiconductor Realignment Will Restrain Shares

Analysts have kept their ¥ fair value estimate for ROHM unchanged at ¥2,944, while updating assumptions for the discount rate, revenue growth, profit margin and future P/E to reflect a fresh view of the company’s risk and earnings profile. What's in the News DENSO Corporation proposed to acquire the remaining 95.2% stake in ROHM for an estimated US$8.3b on March 6, 2026, which would have taken its ownership to 100% if completed (Key Developments).
6526
JP¥2,635.00
Socionext
7D
-3.2%
1Y
23.0%
3436
JP¥3,994.00
Sumco
7D
25.7%
1Y
306.4%
Narrative Update • May 25

3436: Future Earnings Recovery Will Follow Revised Guidance And Higher Margin Assumptions

Analysts have raised their price target on Sumco from ¥1,780 to about ¥4,069, citing updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E as the key drivers of this change. What's in the News Sumco issued revised consolidated earnings guidance for the six months ending June 30, 2026, projecting net sales of ¥213,400 million.
285A
JP¥65,850.00
Kioxia Holdings
7D
14.7%
1Y
3,037.2%
6857
JP¥26,170.00
Advantest
7D
-2.5%
1Y
255.2%
Narrative Update • May 24

6857: AI And HPC Optimism Will Outpace Earnings Despite Recent Upgrade

Analysts have raised their price target on Advantest to ¥23,000 from about ¥21,865. They cite updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E following recent research that includes an upgrade at a major brokerage.
6590
JP¥5,180.00
Shibaura Mechatronics
7D
-2.4%
1Y
216.6%
Analysis Article • May 23

Shibaura Mechatronics' (TSE:6590) Profits Appear To Have Quality Issues

Shibaura Mechatronics Corporation ( TSE:6590 ) just released a solid earnings report, and the stock displayed some...
6387
JP¥10,080.00
SAMCO
7D
-15.2%
1Y
266.7%
6723
JP¥4,500.00
Renesas Electronics
7D
11.3%
1Y
152.4%
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).
6871
JP¥14,740.00
Micronics Japan
7D
-2.9%
1Y
303.3%
6890
JP¥8,690.00
Ferrotec
7D
-2.7%
1Y
227.1%
6920
JP¥40,130.00
Lasertec
7D
5.2%
1Y
174.8%
6146
JP¥65,090.00
Disco
7D
-1.2%
1Y
98.0%
6613
JP¥2,424.00
QD Laser
7D
-21.8%
1Y
835.9%
7735
JP¥11,120.00
SCREEN Holdings
7D
3.3%
1Y
114.9%
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...