Investing IdeasBrowse All StocksMarkets
Have your own idea? Try our Stock Screener
Header cover image

Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedJun 24, 2026
DataAggregated Company Financials
Companies57
  • 7D1.4%
  • 3M98.7%
  • 1Y310.7%
  • YTD143.1%

In the last week, the Semiconductors industry is up 1.4%, with Advantest up 3.8%. This takes the industry's 12 month performance to a gain of 311%. Looking forward, earnings are forecast to grow by 24% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 24 Jun 2026JP¥144.6tJP¥12.4tJP¥1.9t29.3x77.3x11.7x
Fri, 22 May 2026JP¥101.9tJP¥12.4tJP¥1.9t25.9x54.6x8.2x
Sun, 19 Apr 2026JP¥85.2tJP¥11.4tJP¥1.4t26.4x61.5x7.5x
Tue, 17 Mar 2026JP¥71.7tJP¥11.4tJP¥1.4t23.2x51.6x6.3x
Thu, 12 Feb 2026JP¥76.4tJP¥11.3tJP¥1.4t22.7x55.1x6.8x
Sat, 10 Jan 2026JP¥60.8tJP¥11.2tJP¥1.4t22.7x43.1x5.4x
Mon, 08 Dec 2025JP¥54.6tJP¥11.2tJP¥1.4t20.6x38.7x4.9x
Wed, 05 Nov 2025JP¥58.1tJP¥11.2tJP¥1.5t20x38.3x5.2x
Fri, 03 Oct 2025JP¥44.9tJP¥11.0tJP¥1.4t16.9x31.7x4.1x
Sun, 31 Aug 2025JP¥35.0tJP¥11.0tJP¥1.4t15.8x24.8x3.2x
Tue, 29 Jul 2025JP¥37.5tJP¥11.0tJP¥1.4t16.5x26.3x3.4x
Thu, 26 Jun 2025JP¥36.2tJP¥11.0tJP¥1.7t14.5x21.3x3.3x
Sat, 24 May 2025JP¥30.9tJP¥11.2tJP¥1.7t13.8x18x2.8x
Mon, 21 Apr 2025JP¥26.3tJP¥11.0tJP¥1.8t11.3x14.8x2.4x
Wed, 19 Mar 2025JP¥34.6tJP¥11.0tJP¥1.8t13.1x19.5x3.1x
Fri, 14 Feb 2025JP¥36.8tJP¥10.8tJP¥1.6t13.4x22.7x3.4x
Sun, 12 Jan 2025JP¥37.9tJP¥10.5tJP¥1.5t13.6x24.6x3.6x
Tue, 10 Dec 2024JP¥32.7tJP¥9.1tJP¥1.4t13.5x22.9x3.6x
Thu, 07 Nov 2024JP¥35.8tJP¥9.0tJP¥1.4t15.6x26.3x4x
Sat, 05 Oct 2024JP¥34.7tJP¥8.9tJP¥1.3t15.8x26x3.9x
Mon, 02 Sep 2024JP¥36.6tJP¥8.9tJP¥1.3t16.9x27.4x4.1x
Wed, 31 Jul 2024JP¥38.2tJP¥8.7tJP¥1.3t16.6x30.2x4.4x
Fri, 28 Jun 2024JP¥45.6tJP¥8.6tJP¥1.3t22.1x35.9x5.3x
Sun, 26 May 2024JP¥46.2tJP¥8.6tJP¥1.3t21.6x36.4x5.4x
Tue, 23 Apr 2024JP¥42.0tJP¥8.6tJP¥1.3t19.3x31.6x4.9x
Thu, 21 Mar 2024JP¥45.9tJP¥8.6tJP¥1.3t20.8x34.7x5.4x
Sat, 17 Feb 2024JP¥44.4tJP¥8.6tJP¥1.3t20.5x33.6x5.2x
Mon, 15 Jan 2024JP¥35.7tJP¥8.7tJP¥1.4t16.3x26.1x4.1x
Wed, 13 Dec 2023JP¥32.8tJP¥8.7tJP¥1.4t16.3x23.9x3.8x
Fri, 10 Nov 2023JP¥30.4tJP¥8.7tJP¥1.5t15.3x20.5x3.5x
Sun, 08 Oct 2023JP¥27.5tJP¥8.6tJP¥1.5t13.8x18.3x3.2x
Tue, 05 Sep 2023JP¥29.9tJP¥8.5tJP¥1.5t14.6x19.9x3.5x
Thu, 03 Aug 2023JP¥30.6tJP¥8.6tJP¥1.5t13.4x19.9x3.6x
Sat, 01 Jul 2023JP¥30.0tJP¥8.6tJP¥1.6t13.7x19.3x3.5x
Price to Earnings Ratio

19.3x


Total Market Cap: JP¥30.0tTotal Earnings: JP¥1.6tTotal Revenue: JP¥8.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 31x202420252026
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 77.3x which is higher than its 3-year average PE of 31.0x.
  • The 3-year average PS ratio of 4.5x is lower than the industry's current PS ratio of 11.7x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 6.4% 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 Market-0.22%
Tech0.97%
Semiconductors1.36%
Semiconductor Equipment3.22%
Semiconductors-0.95%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 46.4x.
    • Analysts are expecting annual earnings growth of 33.2%, 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 32.1x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 33% 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 17% 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
6857 AdvantestJP¥31.20k3.8%
+JP¥826.5b		206.2%PE60.3x
6723 Renesas ElectronicsJP¥4.70k5.0%
+JP¥410.0b		138.5%PS6.1x
7735 SCREEN HoldingsJP¥16.13k5.3%
+JP¥153.2b		185.2%PE33.2x
6963 ROHMJP¥5.28k2.7%
+JP¥54.0b		193.3%PS4.2x
6526 SocionextJP¥2.65k6.9%
+JP¥29.9b		-3.5%PE53.2x

Latest News

6857
JP¥31,200.00
Advantest
7D
3.8%
1Y
206.2%
6590
JP¥4,420.00
Shibaura Mechatronics
7D
-9.0%
1Y
122.6%
8035
JP¥69,900.00
Tokyo Electron
7D
-3.8%
1Y
175.5%
6723
JP¥4,703.00
Renesas Electronics
7D
5.0%
1Y
138.5%
6525
JP¥9,128.00
Kokusai Electric
7D
-4.5%
1Y
164.0%
Narrative Update • Jun 22

6525: Buyback-Funded Share Retirement Will Support Stronger Future Repricing

Kokusai Electric's analyst price target has been revised from about ¥10,000 to roughly ¥12,288. Analysts point to updated assumptions, including different expectations for revenue growth, profit margin and the P/E ratio, as the key drivers of this change.
3436
JP¥3,711.00
Sumco
7D
-10.6%
1Y
238.3%
Narrative Update • Jun 22

3436: Future Earnings Recovery Will Follow Mixed Ratings And Steady Wafer Demand

Analysts kept their Sumco fair value estimate steady at ¥5,130, while making only small adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions. This reflects fine tuning of their models rather than a shift in overall price target outlook.
7735
JP¥16,130.00
SCREEN Holdings
7D
5.3%
1Y
185.2%
Narrative Update • Jun 22

7735: AI Equipment Orders And Higher Margins Will Support Balanced Long Term Upside

Analysts have raised their price target on SCREEN Holdings from ¥16,250 to ¥18,200, citing updated assumptions that reflect the latest views on discount rates, revenue growth, profit margins, and future P/E levels. What's in the News for SCREEN Holdings SCREEN Holdings reported a recovery in Q4 fiscal 2026, with quarter over quarter gains in sales and operating income, along with record semiconductor production equipment order intake driven by AI related demand from China and North America.
6920
JP¥50,610.00
Lasertec
7D
-4.0%
1Y
169.3%
6966
JP¥1,049.00
Mitsui High-tec
7D
-20.5%
1Y
59.2%
6728
JP¥9,927.00
ULVAC
7D
6.1%
1Y
94.6%
6890
JP¥9,800.00
Ferrotec
7D
3.8%
1Y
230.7%
Analysis Article • Jun 22

Ferrotec (TSE:6890) Stock Looks Rich After Recycled Wafer Capital Plan Change

Ferrotec adjusts subsidiary capital plan, putting recycled wafers in focus Ferrotec (TSE:6890) recently announced a partial revision to the capital increase plan for its recycled wafer subsidiary CRSM, a move that puts fresh attention on the group’s allocation of capital within semiconductor materials. See our latest analysis for Ferrotec. Ferrotec’s share price has shown strong momentum recently, with a 1-day share price return of 1.85%, 7-day return of 15.05% and 90-day return of 82.40%,...
285A
JP¥92,500.00
Kioxia Holdings
7D
-3.6%
1Y
3,556.1%
6963
JP¥5,278.00
ROHM
7D
2.7%
1Y
193.3%
Analysis Article • Jun 20

ROHM (TSE:6963) Stock Could Be 53% Overvalued After New 48V Auto Power Launch

ROHM (TSE:6963) stock is in focus after the company started mass production and online sales of its AG16xFNxx Series 80V power MOSFETs aimed at automotive 48V power supply systems. See our latest analysis for ROHM. These product launches around automotive 48V systems and SiC power devices for AI servers coincide with strong momentum in ROHM’s stock, with a 30 day share price return of 31.64% and a 1 year total shareholder return of 232.92%. This highlights how sentiment has shifted over both...
6146
JP¥79,740.00
Disco
7D
-4.7%
1Y
105.7%
6526
JP¥2,650.50
Socionext
7D
6.9%
1Y
-3.5%
6055
JP¥2,526.00
JAPAN MATERIAL
7D
7.0%
1Y
72.5%