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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedMay 04, 2026
DataAggregated Company Financials
Companies57
  • 7D0.6%
  • 3M31.2%
  • 1Y227.5%
  • YTD53.2%

Over the last 7 days, the Semiconductors industry has remained flat, although notably Kioxia Holdings gained 5.3%. The past year has been better, since the industry has gained 228% in that time. As for the next few years, earnings are expected to grow by 29% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 04 May 2026JP¥90.8tJP¥11.6tJP¥1.6t27.8x57x7.8x
Wed, 01 Apr 2026JP¥65.1tJP¥11.4tJP¥1.4t20.8x46.9x5.7x
Fri, 27 Feb 2026JP¥81.2tJP¥11.4tJP¥1.4t26.4x58.2x7.1x
Sun, 25 Jan 2026JP¥71.1tJP¥11.3tJP¥1.4t25.7x50.1x6.3x
Tue, 23 Dec 2025JP¥54.9tJP¥11.2tJP¥1.4t20.9x38.9x4.9x
Thu, 20 Nov 2025JP¥51.6tJP¥11.2tJP¥1.4t19.5x36.7x4.6x
Sat, 18 Oct 2025JP¥48.7tJP¥11.1tJP¥1.4t18.2x34.2x4.4x
Mon, 15 Sep 2025JP¥38.8tJP¥11.0tJP¥1.4t15.4x27.5x3.5x
Wed, 13 Aug 2025JP¥35.2tJP¥11.0tJP¥1.4t15.9x24.7x3.2x
Fri, 11 Jul 2025JP¥38.0tJP¥11.0tJP¥1.7t15.1x22.4x3.5x
Sun, 08 Jun 2025JP¥32.5tJP¥11.2tJP¥1.7t13.6x18.9x2.9x
Tue, 06 May 2025JP¥28.7tJP¥11.2tJP¥1.8t12.1x16.4x2.6x
Thu, 03 Apr 2025JP¥29.7tJP¥11.0tJP¥1.8t12x16.8x2.7x
Sat, 01 Mar 2025JP¥33.9tJP¥11.0tJP¥1.8t13.4x19.1x3.1x
Mon, 27 Jan 2025JP¥38.0tJP¥10.5tJP¥1.6t14.8x24.4x3.6x
Wed, 25 Dec 2024JP¥34.1tJP¥10.3tJP¥1.4t13.4x25.1x3.3x
Fri, 22 Nov 2024JP¥33.0tJP¥9.1tJP¥1.4t14x23.8x3.6x
Sun, 20 Oct 2024JP¥33.8tJP¥8.9tJP¥1.3t15.6x25.2x3.8x
Tue, 17 Sep 2024JP¥32.4tJP¥8.9tJP¥1.3t15.3x24.3x3.6x
Thu, 15 Aug 2024JP¥36.3tJP¥8.9tJP¥1.3t15.4x27.2x4.1x
Sat, 13 Jul 2024JP¥47.2tJP¥8.6tJP¥1.3t23x37.1x5.5x
Mon, 10 Jun 2024JP¥44.5tJP¥8.6tJP¥1.3t21.5x35x5.2x
Wed, 08 May 2024JP¥45.0tJP¥8.6tJP¥1.3t22.2x34.3x5.2x
Fri, 05 Apr 2024JP¥48.2tJP¥8.6tJP¥1.3t19.8x36.3x5.6x
Sun, 03 Mar 2024JP¥46.9tJP¥8.6tJP¥1.3t23.3x35.5x5.5x
Tue, 30 Jan 2024JP¥38.4tJP¥8.7tJP¥1.4t17x28.1x4.4x
Thu, 28 Dec 2023JP¥35.5tJP¥8.7tJP¥1.4t16.8x25.9x4.1x
Sat, 25 Nov 2023JP¥33.3tJP¥8.5tJP¥1.4t17.6x24.3x3.9x
Mon, 23 Oct 2023JP¥28.5tJP¥8.6tJP¥1.5t14.4x19x3.3x
Wed, 20 Sep 2023JP¥28.1tJP¥8.5tJP¥1.5t13.3x18.7x3.3x
Fri, 18 Aug 2023JP¥28.8tJP¥8.3tJP¥1.5t13.4x19.4x3.5x
Sun, 16 Jul 2023JP¥30.0tJP¥8.6tJP¥1.6t13.3x19.4x3.5x
Tue, 13 Jun 2023JP¥28.2tJP¥8.6tJP¥1.6t13.6x18.1x3.3x
Thu, 11 May 2023JP¥22.2tJP¥8.6tJP¥1.5t10.9x14.4x2.6x
Price to Earnings Ratio

14.4x


Total Market Cap: JP¥22.2tTotal Earnings: JP¥1.5tTotal Revenue: JP¥8.6tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 28.8x202420252026
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 57.0x which is higher than its 3-year average PE of 28.8x.
  • 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 Market0.29%
Tech1.04%
Semiconductors0.60%
Semiconductors3.68%
Semiconductor Equipment-0.74%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 37.3x.
    • 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 30.7x.
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
285A Kioxia HoldingsJP¥36.41k5.3%
+JP¥999.3b		1,895.1%PE119x
8035 Tokyo ElectronJP¥47.45k3.5%
+JP¥559.9b		124.5%PE37.3x
6723 Renesas ElectronicsJP¥3.21k2.0%
+JP¥116.1b		84.9%PS4.2x
3436 SumcoJP¥2.53k13.0%
+JP¥101.8b		153.0%PS2.2x
6146 DiscoJP¥72.25k0.8%
+JP¥59.7b		154.2%PE57.8x

Latest News

8035
JP¥47,450.00
Tokyo Electron
7D
3.5%
1Y
124.5%

Here's What Analysts Are Forecasting For Tokyo Electron Limited (TSE:8035) After Its Yearly Results

May 03
Here's What Analysts Are Forecasting For Tokyo Electron Limited (TSE:8035) After Its Yearly Results
6920
JP¥42,930.00
Lasertec
7D
-4.7%
1Y
224.5%

Lasertec Corporation Just Missed Earnings - But Analysts Have Updated Their Models

May 02
Lasertec Corporation Just Missed Earnings - But Analysts Have Updated Their Models
6723
JP¥3,205.00
Renesas Electronics
7D
2.0%
1Y
84.9%

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¥2,533.00
Sumco
7D
13.0%
1Y
153.0%

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.
6315
JP¥3,050.00
TOWA
7D
17.4%
1Y
124.1%
285A
JP¥36,410.00
Kioxia Holdings
7D
5.3%
1Y
1,895.1%
6526
JP¥1,927.50
Socionext
7D
-5.8%
1Y
19.9%

Socionext Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Apr 30
Socionext Inc. Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
6857
JP¥27,815.00
Advantest
7D
-5.5%
1Y
338.9%

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

Apr 29
Advantest Corporation Just Beat EPS By 12%: Here's What Analysts Think Will Happen Next
6525
JP¥6,500.00
Kokusai Electric
7D
-2.2%
1Y
130.0%

6525: Neutral Reinstatement And WFE Sensitivity Will Likely Limit Future Upside

Narrative Update on Kokusai Electric Analysts have reset their price target on Kokusai Electric to ¥6,200, reflecting updated views on the company following its 3Q3/26 results and the latest outlook for wafer fab equipment demand. Analyst Commentary Analyst commentary around Kokusai Electric currently centers on how its valuation lines up with the latest company results and the updated outlook for wafer fab equipment demand.
6963
JP¥3,487.00
ROHM
7D
-7.4%
1Y
163.7%
3445
JP¥6,080.00
RS Technologies
7D
21.6%
1Y
128.3%
6146
JP¥72,250.00
Disco
7D
0.8%
1Y
154.2%
7735
JP¥10,390.00
SCREEN Holdings
7D
-2.1%
1Y
115.1%
6590
JP¥4,690.00
Shibaura Mechatronics
7D
-5.4%
1Y
246.9%
6227
JP¥6,110.00
AIMECHATEC
7D
-7.3%
1Y
611.6%
6890
JP¥8,090.00
Ferrotec
7D
8.2%
1Y
229.3%