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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedMay 07, 2026
DataAggregated Company Financials
Companies57
  • 7D-0.3%
  • 3M28.2%
  • 1Y222.9%
  • YTD53.1%

Last week, the Semiconductors industry hasn't moved much but Tokyo Electron is up 16% in that time. As for the the longer term, the industry is up 223% over the past 12 months. As for the next few years, earnings are expected to grow by 28% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 07 May 2026JP¥90.8tJP¥11.6tJP¥1.6t27.8x57x7.8x
Sat, 04 Apr 2026JP¥69.6tJP¥11.4tJP¥1.4t22.6x50.2x6.1x
Mon, 02 Mar 2026JP¥79.3tJP¥11.4tJP¥1.4t25.5x56.8x7x
Wed, 28 Jan 2026JP¥72.8tJP¥11.3tJP¥1.4t25.5x51.3x6.5x
Fri, 26 Dec 2025JP¥55.7tJP¥11.2tJP¥1.4t21.6x39.5x5x
Sun, 23 Nov 2025JP¥50.2tJP¥11.2tJP¥1.4t19.9x35.7x4.5x
Tue, 21 Oct 2025JP¥48.7tJP¥11.1tJP¥1.4t18.6x34.2x4.4x
Thu, 18 Sep 2025JP¥40.3tJP¥11.0tJP¥1.4t15.8x28.5x3.7x
Sat, 16 Aug 2025JP¥35.4tJP¥11.0tJP¥1.4t16.5x25x3.2x
Mon, 14 Jul 2025JP¥38.4tJP¥11.0tJP¥1.7t16x22.7x3.5x
Wed, 11 Jun 2025JP¥32.3tJP¥11.0tJP¥1.7t13.2x19x2.9x
Fri, 09 May 2025JP¥29.8tJP¥11.2tJP¥1.8t12.4x17x2.7x
Sun, 06 Apr 2025JP¥26.5tJP¥11.0tJP¥1.8t10.8x15x2.4x
Tue, 04 Mar 2025JP¥34.0tJP¥11.0tJP¥1.8t13.5x19.2x3.1x
Thu, 30 Jan 2025JP¥35.3tJP¥10.5tJP¥1.6t14.2x22.7x3.3x
Sat, 28 Dec 2024JP¥35.3tJP¥10.3tJP¥1.4t13.6x26x3.4x
Mon, 25 Nov 2024JP¥33.3tJP¥9.1tJP¥1.4t13.7x23.3x3.7x
Wed, 23 Oct 2024JP¥33.5tJP¥8.9tJP¥1.3t15.4x24.9x3.7x
Fri, 20 Sep 2024JP¥31.3tJP¥8.9tJP¥1.3t15.1x23.4x3.5x
Sun, 18 Aug 2024JP¥38.9tJP¥8.9tJP¥1.3t16.5x29.1x4.4x
Tue, 16 Jul 2024JP¥47.2tJP¥8.6tJP¥1.3t21.6x37x5.5x
Thu, 13 Jun 2024JP¥45.6tJP¥8.6tJP¥1.3t22.4x36x5.3x
Sat, 11 May 2024JP¥43.8tJP¥8.6tJP¥1.3t21.3x33.5x5.1x
Mon, 08 Apr 2024JP¥46.2tJP¥8.6tJP¥1.3t19.6x34.9x5.4x
Wed, 06 Mar 2024JP¥48.6tJP¥8.6tJP¥1.3t23x36.7x5.7x
Fri, 02 Feb 2024JP¥38.2tJP¥8.7tJP¥1.4t17x28.1x4.4x
Sun, 31 Dec 2023JP¥35.2tJP¥8.7tJP¥1.4t16.6x25.7x4.1x
Tue, 28 Nov 2023JP¥33.2tJP¥8.5tJP¥1.4t18.2x24.3x3.9x
Thu, 26 Oct 2023JP¥29.0tJP¥8.8tJP¥1.5t14.2x18.9x3.3x
Sat, 23 Sep 2023JP¥27.9tJP¥8.5tJP¥1.5t13.4x18.6x3.3x
Mon, 21 Aug 2023JP¥28.8tJP¥8.3tJP¥1.5t13.5x19.5x3.5x
Wed, 19 Jul 2023JP¥30.4tJP¥8.6tJP¥1.6t13.1x19.6x3.5x
Fri, 16 Jun 2023JP¥30.0tJP¥8.6tJP¥1.6t13.8x19.3x3.5x
Sun, 14 May 2023JP¥23.0tJP¥8.6tJP¥1.6t10.9x14.7x2.7x
Price to Earnings Ratio

14.7x


Total Market Cap: JP¥23.0tTotal Earnings: JP¥1.6tTotal Revenue: JP¥8.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 28.9x202420252026
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 57.0x which is higher than its 3-year average PE of 28.9x.
  • The 3-year average PS ratio of 4.2x is lower than the industry's current PS ratio of 7.8x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have remained mostly flat over the last three years.
  • Meanwhile revenues for these companies have grown 11% 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 and as a result, profits have held steady.

Industry Trends

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

JP Market-1.02%
Tech-0.66%
Semiconductors-0.30%
Semiconductors2.19%
Semiconductor Equipment-1.39%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 37.8x.
    • Analysts are expecting annual earnings growth of 56.2%, which is higher than its past year's earnings decline of 36.3% 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 30.8x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 56% over the next 5 years.
  • This is better than its past earnings decline of 36% 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
8035 Tokyo ElectronJP¥51.72k16.5%
+JP¥3.3t		131.4%PE40.6x
285A Kioxia HoldingsJP¥43.41k15.6%
+JP¥3.2t		2,145.7%PE141.9x
6857 AdvantestJP¥29.72k5.1%
+JP¥1.1t		351.1%PE57.4x
6723 Renesas ElectronicsJP¥3.62k12.8%
+JP¥745.7b		111.6%PS4.7x
6146 DiscoJP¥76.59k3.5%
+JP¥279.8b		151.9%PE61.3x

Latest News

8035
JP¥51,720.00
Tokyo Electron
7D
16.5%
1Y
131.4%
6920
JP¥44,920.00
Lasertec
7D
5.2%
1Y
221.9%
7735
JP¥11,300.00
SCREEN Holdings
7D
10.5%
1Y
129.3%
Narrative Update • May 04

7735: Higher Margins And Modest Assumption Tweaks Will Support Stronger Upside Potential

Analysts have kept their price target for SCREEN Holdings unchanged at ¥16,250, noting small adjustments in the discount rate, revenue growth assumptions and profit margin forecasts, while maintaining a similar future P/E view. Valuation Changes Fair Value: unchanged at ¥16,250, with no revision to the overall target level.
6723
JP¥3,623.00
Renesas Electronics
7D
12.8%
1Y
111.6%
Narrative Update • May 02

6723: Artemis II Space Wins Will Support Future Upside Potential

Analysts have lifted their price target on Renesas Electronics from ¥3,800 to ¥4,500, citing updated assumptions for fair value, discount rate, revenue growth, profit margins, and future P/E as the key drivers of the change. What's in the News Renesas radiation hardened ICs are being used across multiple subsystems in NASA’s Artemis II mission, including the Orion spacecraft and Space Launch System.
3436
JP¥3,033.00
Sumco
7D
22.5%
1Y
205.1%
Narrative Update • May 02

3436: Expected Losses And Subsidiary Reclassification Will Further Cap Future Upside

Analysts have kept Sumco's fair value estimate steady at ¥1,050. A modestly lower discount rate and slightly higher assumed revenue growth, profit margin and future P/E of 19.63x now underpin the updated price target rationale.
285A
JP¥43,410.00
Kioxia Holdings
7D
15.6%
1Y
2,145.7%
6857
JP¥29,715.00
Advantest
7D
5.1%
1Y
351.1%
Analysis Article • Apr 29

Advantest Corporation Just Beat EPS By 12%: Here's What Analysts Think Will Happen Next

Advantest Corporation ( TSE:6857 ) investors will be delighted, with the company turning in some strong numbers with...
6146
JP¥76,590.00
Disco
7D
3.5%
1Y
151.9%
7794
JP¥1,287.00
EDP
7D
-3.4%
1Y
112.0%