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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedJul 31, 2026
DataAggregated Company Financials
Companies57
  • 7D-23.9%
  • 3M0.8%
  • 1Y143.2%
  • YTD54.5%

Over the last 7 days, the Semiconductors industry has dropped 24%, driven by a pullback from Kioxia Holdings of 17%. In contrast, Advantest has gained 12%. In the past year, the industry has gained 143%. As for the next few years, earnings are expected to grow by 23% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 01 Aug 2026JP¥91.9tJP¥12.5tJP¥2.0t20.9x46.8x7.4x
Mon, 29 Jun 2026JP¥144.8tJP¥12.4tJP¥1.9t26.8x77.4x11.7x
Wed, 27 May 2026JP¥109.2tJP¥12.4tJP¥1.9t27.8x58.5x8.8x
Fri, 24 Apr 2026JP¥89.6tJP¥11.4tJP¥1.4t25.5x64.5x7.9x
Sun, 22 Mar 2026JP¥73.0tJP¥11.4tJP¥1.4t22.5x52.6x6.4x
Tue, 17 Feb 2026JP¥77.3tJP¥11.4tJP¥1.4t24.6x55.3x6.8x
Thu, 15 Jan 2026JP¥66.6tJP¥11.2tJP¥1.4t22.9x47.1x5.9x
Sat, 13 Dec 2025JP¥54.8tJP¥11.2tJP¥1.4t20.9x38.9x4.9x
Mon, 10 Nov 2025JP¥55.4tJP¥11.2tJP¥1.5t19.9x36.3x4.9x
Wed, 08 Oct 2025JP¥49.1tJP¥11.0tJP¥1.4t17.6x34.7x4.5x
Fri, 05 Sep 2025JP¥33.6tJP¥11.0tJP¥1.4t14.7x23.7x3.1x
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
Price to Earnings Ratio

19.7x


Total Market Cap: JP¥29.7tTotal Earnings: JP¥1.5tTotal Revenue: JP¥8.4tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 32.7x202420252026
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 46.8x which is higher than its 3-year average PE of 32.6x.
  • The 3-year average PS ratio of 4.7x is lower than the industry's current PS ratio of 7.4x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 9.1% 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 Market-2.90%
Tech-13.04%
Semiconductors-23.93%
Semiconductor Equipment-18.69%
Semiconductors-32.74%
Industry PE
  • Investors are most optimistic about the Semiconductors industry which is trading above its 3-year average PE ratio of 49.9x.
    • Analysts are expecting annual earnings growth of 34.4%, 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 33.2x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 34% 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 18% 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¥32.50k12.3%
+JP¥2.6t		218.2%PE51.2x
6337 TESECJP¥3.14k34.0%
+JP¥4.1b		82.2%PE17.7x
6055 JAPAN MATERIALJP¥2.27k1.3%
+JP¥3.0b		62.3%PE22x
6255 NPCJP¥656.0012.9%
+JP¥1.6b		2.2%PE17.4x
6966 Mitsui High-tecJP¥903.000.9%
+JP¥1.5b		15.9%PE24.4x

Latest News

285A
JP¥46,500.00
Kioxia Holdings
7D
-17.0%
1Y
1,818.3%
6857
JP¥32,500.00
Advantest
7D
12.3%
1Y
218.2%
6963
JP¥4,331.00
ROHM
7D
-7.6%
1Y
125.5%
7735
JP¥12,600.00
SCREEN Holdings
7D
-20.5%
1Y
120.3%
Analysis Article • Jul 30

SCREEN Holdings Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models

It's shaping up to be a tough period for SCREEN Holdings Co., Ltd. ( TSE:7735 ), which a week ago released some...
8035
JP¥55,500.00
Tokyo Electron
7D
-11.4%
1Y
147.7%
Narrative Update • Jul 30

8035: Higher P/E Expectations Will Keep Buyback And Dividend Story Overpriced

The analyst price target for Tokyo Electron has been revised from approximately ¥31,600 to about ¥42,300, with analysts citing updated assumptions for revenue growth, profit margins and future P/E levels as the main reasons for the change. What’s in the News for Tokyo Electron Tokyo Electron completed a share repurchase tranche, buying 207,100 shares, which is 0.05% of its stock, for ¥11,474.25 million under the buyback announced on May 29, 2026.
6723
JP¥3,442.00
Renesas Electronics
7D
-12.4%
1Y
87.3%
6146
JP¥58,480.00
Disco
7D
-4.0%
1Y
33.2%
6337
JP¥3,135.00
TESEC
7D
34.0%
1Y
82.2%
6055
JP¥2,267.00
JAPAN MATERIAL
7D
1.3%
1Y
62.3%
Analysis Article • Jul 28

Is There Now An Opportunity In JAPAN MATERIAL Co., Ltd. (TSE:6055)?

JAPAN MATERIAL Co., Ltd. ( TSE:6055 ), might not be a large cap stock, but it saw a decent share price growth of 18% on...
6525
JP¥7,422.00
Kokusai Electric
7D
-13.3%
1Y
137.4%
6966
JP¥903.00
Mitsui High-tec
7D
0.9%
1Y
15.9%
3445
JP¥6,310.00
RS Technologies
7D
0.6%
1Y
104.2%
6255
JP¥656.00
NPC
7D
12.9%
1Y
2.2%
6920
JP¥37,910.00
Lasertec
7D
-12.2%
1Y
159.3%
6677
JP¥3,470.00
SK-ElectronicsLTD
7D
1.2%
1Y
23.0%
6228
JP¥565.00
J.E.T
7D
15.5%
1Y
-13.2%