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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedAug 05, 2026
DataAggregated Company Financials
Companies57
  • 7D11.6%
  • 3M18.8%
  • 1Y212.5%
  • YTD82.0%

Over the last 7 days, the Semiconductors industry has risen 12%, driven by gains from Kioxia Holdings of 41%. During this same period, the Abalance underperformed, falling 33%. This means that the industry has gained 212% over the past year. Looking forward, earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Wed, 05 Aug 2026JP¥108.3tJP¥14.2tJP¥3.2t22.1x34x7.6x
Fri, 03 Jul 2026JP¥133.8tJP¥12.4tJP¥1.9t29.4x71.5x10.8x
Sun, 31 May 2026JP¥111.6tJP¥12.4tJP¥1.9t27.1x59.8x9x
Tue, 28 Apr 2026JP¥93.8tJP¥11.5tJP¥1.4t26.7x65.5x8.2x
Thu, 26 Mar 2026JP¥73.0tJP¥11.4tJP¥1.4t23x52.6x6.4x
Sat, 21 Feb 2026JP¥76.9tJP¥11.4tJP¥1.4t24.2x55.1x6.8x
Mon, 19 Jan 2026JP¥67.5tJP¥11.2tJP¥1.4t24.1x47.8x6x
Wed, 17 Dec 2025JP¥51.7tJP¥11.2tJP¥1.4t19.9x36.6x4.6x
Fri, 14 Nov 2025JP¥56.9tJP¥11.3tJP¥1.5t20.7x38.7x5.1x
Sun, 12 Oct 2025JP¥48.4tJP¥11.0tJP¥1.4t17.7x34.3x4.4x
Tue, 09 Sep 2025JP¥34.9tJP¥11.0tJP¥1.4t15.1x24.7x3.2x
Thu, 07 Aug 2025JP¥33.8tJP¥11.1tJP¥1.5t15.4x22.9x3.1x
Sat, 05 Jul 2025JP¥37.4tJP¥11.0tJP¥1.7t15.2x22.1x3.4x
Mon, 02 Jun 2025JP¥31.6tJP¥11.2tJP¥1.7t14.3x18.4x2.8x
Wed, 30 Apr 2025JP¥28.0tJP¥11.1tJP¥1.7t11.6x16.1x2.5x
Fri, 28 Mar 2025JP¥33.5tJP¥11.0tJP¥1.8t12.9x18.9x3x
Sun, 23 Feb 2025JP¥38.3tJP¥11.0tJP¥1.8t14.2x21.7x3.5x
Tue, 21 Jan 2025JP¥36.4tJP¥10.5tJP¥1.5t14.1x23.6x3.5x
Thu, 19 Dec 2024JP¥34.3tJP¥10.3tJP¥1.4t13.4x25.3x3.3x
Sat, 16 Nov 2024JP¥33.3tJP¥9.1tJP¥1.4t13.6x24.1x3.7x
Mon, 14 Oct 2024JP¥35.0tJP¥8.9tJP¥1.3t15.4x26.3x3.9x
Wed, 11 Sep 2024JP¥31.1tJP¥8.9tJP¥1.3t15.9x23.3x3.5x
Fri, 09 Aug 2024JP¥34.3tJP¥8.7tJP¥1.3t14.4x27.4x3.9x
Sun, 07 Jul 2024JP¥47.9tJP¥8.6tJP¥1.3t23.2x37.7x5.6x
Tue, 04 Jun 2024JP¥45.0tJP¥8.6tJP¥1.3t21.7x35.4x5.2x
Thu, 02 May 2024JP¥43.2tJP¥8.6tJP¥1.3t21.9x32.9x5x
Sat, 30 Mar 2024JP¥48.5tJP¥8.6tJP¥1.3t20.9x36.6x5.7x
Mon, 26 Feb 2024JP¥45.8tJP¥8.6tJP¥1.3t21.1x34.7x5.4x
Wed, 24 Jan 2024JP¥39.1tJP¥8.7tJP¥1.4t17.5x28.6x4.5x
Fri, 22 Dec 2023JP¥34.3tJP¥8.7tJP¥1.4t16.5x25.1x4x
Sun, 19 Nov 2023JP¥33.3tJP¥8.5tJP¥1.4t16.9x24.4x3.9x
Tue, 17 Oct 2023JP¥29.8tJP¥8.6tJP¥1.5t14.5x19.8x3.5x
Thu, 14 Sep 2023JP¥28.0tJP¥8.5tJP¥1.5t13.7x18.7x3.3x
Sat, 12 Aug 2023JP¥29.2tJP¥8.3tJP¥1.5t12.1x19.6x3.5x
Price to Earnings Ratio

19.6x


Total Market Cap: JP¥29.2tTotal Earnings: JP¥1.5tTotal Revenue: JP¥8.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 32.7x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Semiconductor industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 32.7x.
  • The 3-year average PS ratio of 4.7x is lower than the industry's current PS ratio of 7.6x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 29% per year over the last three years.
  • Revenues for these companies have grown 20% 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 Market0.13%
Tech7.12%
Semiconductors11.65%
Semiconductors15.16%
Semiconductor Equipment9.77%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 33.3x.
    • Analysts are expecting annual earnings growth of 17.9%, which is higher than its past year's earnings growth of 11.5% per year.
  • Investors are most pessimistic about the Semiconductors industry, which is trading below its 3-year average of 50.0x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 28% over the next 5 years.
  • This is better than its past earnings growth rate of 16% 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
285A Kioxia HoldingsJP¥54.30k41.5%
+JP¥8.7t		2,227.5%PE21.6x
6857 AdvantestJP¥33.72k33.8%
+JP¥6.2t		234.5%PE53.1x
8035 Tokyo ElectronJP¥58.55k17.1%
+JP¥3.9t		171.7%PE42.9x
6146 DiscoJP¥63.74k24.2%
+JP¥1.3t		56.1%PE47.4x
6723 Renesas ElectronicsJP¥3.81k20.3%
+JP¥1.2t		113.4%PE20.4x

Latest News

6857
JP¥33,720.00
Advantest
7D
33.8%
1Y
234.5%
285A
JP¥54,300.00
Kioxia Holdings
7D
41.5%
1Y
2,227.5%
Analysis Article • 19h

Earnings Miss: Kioxia Holdings Corporation Missed EPS By 13% And Analysts Are Revising Their Forecasts

Kioxia Holdings Corporation ( TSE:285A ) missed earnings with its latest quarterly results, disappointing...
6525
JP¥8,488.00
Kokusai Electric
7D
40.3%
1Y
176.5%
Narrative Update • Aug 04

6525: Buyback Completion And Higher Fair Value Will Support Revaluation

Analysts now see fair value for Kokusai Electric at about ¥10,100, up from roughly ¥8,700, with the higher price target supported by updated assumptions for revenue growth, profit margins and future P/E, along with recent Street research indicating that potential guidance upside is already reflected in the current ¥9,500 target. What's in the News for Kokusai Electric Kokusai Electric completed a share repurchase program announced on May 13, 2026.
7735
JP¥13,690.00
SCREEN Holdings
7D
16.7%
1Y
135.9%
Narrative Update • Aug 03

7735: Higher Margins And Rising Dividends Will Support Long Term Upside

Analysts have lifted their price target on SCREEN Holdings to about ¥26,800 from ¥18,200, citing updated assumptions for higher revenue growth, stronger profit margins and a richer future P/E multiple. What’s in the News for SCREEN Holdings SCREEN Holdings scheduled a board meeting on July 28, 2026 to review the reason for revising its cash dividend forecast and to consider a revised dividend forecast.
8035
JP¥58,550.00
Tokyo Electron
7D
17.1%
1Y
171.7%
Analysis Article • Aug 03

Analysts Are Updating Their Tokyo Electron Limited (TSE:8035) Estimates After Its First-Quarter Results

It's been a mediocre week for Tokyo Electron Limited ( TSE:8035 ) shareholders, with the stock dropping 12% to...
3856
JP¥330.00
Abalance
7D
-32.5%
1Y
-62.4%
6723
JP¥3,813.00
Renesas Electronics
7D
20.3%
1Y
113.4%
6146
JP¥63,740.00
Disco
7D
24.2%
1Y
56.1%
6920
JP¥46,680.00
Lasertec
7D
36.0%
1Y
227.5%
5216
JP¥159.00
Kuramoto
7D
-1.2%
1Y
-27.1%