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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedAug 13, 2026
DataAggregated Company Financials
Companies57
  • 7D-2.8%
  • 3M7.7%
  • 1Y205.8%
  • YTD85.3%

In the last week, the Semiconductors industry is flat overall, with Kioxia Holdings standing out by going down 8.2%. As for the the longer term, the industry is up 207% over the past 12 months. 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
Thu, 13 Aug 2026JP¥110.2tJP¥14.3tJP¥3.2t25.6x34.2x7.7x
Sat, 11 Jul 2026JP¥134.6tJP¥12.4tJP¥1.9t27.5x71.9x10.9x
Mon, 08 Jun 2026JP¥123.4tJP¥12.4tJP¥1.9t26x66.1x10x
Wed, 06 May 2026JP¥90.8tJP¥11.6tJP¥1.6t27.8x57x7.8x
Fri, 03 Apr 2026JP¥68.2tJP¥11.4tJP¥1.4t21.7x49.1x6x
Sun, 01 Mar 2026JP¥79.3tJP¥11.4tJP¥1.4t25.5x56.8x7x
Tue, 27 Jan 2026JP¥70.0tJP¥11.3tJP¥1.4t25x49.4x6.2x
Thu, 25 Dec 2025JP¥55.4tJP¥11.2tJP¥1.4t21.2x39.3x4.9x
Sat, 22 Nov 2025JP¥50.2tJP¥11.2tJP¥1.4t19.9x35.7x4.5x
Mon, 20 Oct 2025JP¥48.7tJP¥11.1tJP¥1.4t18.2x34.2x4.4x
Wed, 17 Sep 2025JP¥40.0tJP¥11.0tJP¥1.4t15.9x28.3x3.7x
Fri, 15 Aug 2025JP¥35.1tJP¥11.0tJP¥1.4t15.6x24.6x3.2x
Sun, 13 Jul 2025JP¥38.4tJP¥11.0tJP¥1.7t15.5x22.6x3.5x
Tue, 10 Jun 2025JP¥33.0tJP¥11.2tJP¥1.7t13.7x19.2x2.9x
Thu, 08 May 2025JP¥29.1tJP¥11.2tJP¥1.8t12.1x16.6x2.6x
Sat, 05 Apr 2025JP¥26.5tJP¥11.0tJP¥1.8t10.8x15x2.4x
Mon, 03 Mar 2025JP¥33.9tJP¥11.0tJP¥1.8t13.4x19.1x3.1x
Wed, 29 Jan 2025JP¥34.5tJP¥10.5tJP¥1.6t13.6x22.1x3.3x
Fri, 27 Dec 2024JP¥34.3tJP¥10.3tJP¥1.4t13.5x25.2x3.3x
Sun, 24 Nov 2024JP¥33.3tJP¥9.1tJP¥1.4t14.1x24x3.6x
Tue, 22 Oct 2024JP¥34.2tJP¥8.9tJP¥1.3t15.8x25.5x3.8x
Thu, 19 Sep 2024JP¥31.3tJP¥8.7tJP¥1.3t14.9x23.7x3.6x
Sat, 17 Aug 2024JP¥38.9tJP¥8.9tJP¥1.3t16.5x29.2x4.4x
Mon, 15 Jul 2024JP¥47.2tJP¥8.6tJP¥1.3t21.6x37x5.5x
Wed, 12 Jun 2024JP¥45.6tJP¥8.6tJP¥1.3t22.1x36x5.3x
Fri, 10 May 2024JP¥43.8tJP¥8.6tJP¥1.3t21.6x33.5x5.1x
Sun, 07 Apr 2024JP¥46.2tJP¥8.6tJP¥1.3t19.6x34.9x5.4x
Tue, 05 Mar 2024JP¥48.3tJP¥8.6tJP¥1.3t23.2x36.6x5.6x
Thu, 01 Feb 2024JP¥38.6tJP¥8.7tJP¥1.4t17.2x28.2x4.4x
Sat, 30 Dec 2023JP¥35.2tJP¥8.7tJP¥1.4t16.6x25.7x4.1x
Mon, 27 Nov 2023JP¥33.3tJP¥8.5tJP¥1.4t17.6x24.3x3.9x
Wed, 25 Oct 2023JP¥28.5tJP¥8.8tJP¥1.5t14.1x18.6x3.2x
Fri, 22 Sep 2023JP¥27.8tJP¥8.5tJP¥1.5t13.1x18.5x3.3x
Sun, 20 Aug 2023JP¥28.8tJP¥8.3tJP¥1.5t13.5x19.5x3.5x
Price to Earnings Ratio

19.5x


Total Market Cap: JP¥28.8tTotal Earnings: JP¥1.5tTotal Revenue: JP¥8.3tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 32.8x202420252026
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 32.8x.
  • The 3-year average PS ratio of 4.8x 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 30% 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 Market1.91%
Tech-1.40%
Semiconductors-2.84%
Semiconductor Equipment-0.98%
Semiconductors-6.23%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 33.5x.
    • Analysts are expecting annual earnings growth of 17.9%, which is higher than its past year's earnings growth of 15.0% 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 1.3% 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¥34.55k2.5%
+JP¥600.9b		193.9%PE54.4x
6525 Kokusai ElectricJP¥8.66k2.0%
+JP¥38.7b		167.6%PE58x
6875 MegaChipsJP¥11.23k18.8%
+JP¥19.0b		99.5%PE3.7x
6963 ROHMJP¥4.79k0.9%
+JP¥17.0b		131.5%PS3.7x
7735 SCREEN HoldingsJP¥13.75k0.4%
+JP¥10.4b		128.0%PE30.3x

Latest News

3374
JP¥4,420.00
Naigai Tec
7D
20.1%
1Y
118.1%
429A
JP¥3,870.00
Tekscend Photomask
7D
-10.3%
1Y
n/a
6525
JP¥8,657.00
Kokusai Electric
7D
2.0%
1Y
167.6%
Analysis Article • Aug 10

Kokusai Electric Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Kokusai Electric Corporation ( TSE:6525 ) just released its latest first-quarter results and things are looking...
6875
JP¥11,230.00
MegaChips
7D
18.8%
1Y
99.5%
8035
JP¥58,230.00
Tokyo Electron
7D
-0.5%
1Y
168.5%
6323
JP¥4,100.00
Rorze
7D
-8.8%
1Y
113.6%
6920
JP¥38,980.00
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7D
-16.5%
1Y
146.9%
6590
JP¥4,340.00
Shibaura Mechatronics
7D
-13.9%
1Y
116.4%
6857
JP¥34,550.00
Advantest
7D
2.5%
1Y
193.9%
Analysis Article • Aug 06

Rainbows and Unicorns: Advantest Corporation (TSE:6857) Analysts Just Became A Lot More Optimistic

Advantest Corporation ( TSE:6857 ) shareholders will have a reason to smile today, with the analysts making substantial...
3856
JP¥362.00
Abalance
7D
9.7%
1Y
-53.6%
6963
JP¥4,793.00
ROHM
7D
0.9%
1Y
131.5%
Narrative Update • Aug 06

6963: Terahertz Device Hype Will Drive Unsustainably High Expectations

Analysts have lifted their fair value estimate for ROHM from ¥1,900 to ¥3,500, citing updated expectations on growth, margins and P/E multiples that are broadly consistent with the recent upgrade in Street price targets, including the shift of one major bank to a Buy rating with a higher ¥6,500 target. What’s in the News for ROHM ROHM Semiconductor has developed a 2nd Generation terahertz wave oscillation device using Resonant Tunneling Diodes, with output power around 4 times that of the 1st Generation product, and plans to begin sales of the RTD-EVK-G2 evaluation kit in August 2026.
6871
JP¥13,950.00
Micronics Japan
7D
-12.4%
1Y
197.4%
285A
JP¥49,870.00
Kioxia Holdings
7D
-8.2%
1Y
1,834.4%
Analysis Article • Aug 05

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...
7735
JP¥13,745.00
SCREEN Holdings
7D
0.4%
1Y
128.0%
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.
6146
JP¥62,960.00
Disco
7D
-1.2%
1Y
46.9%
6298
JP¥1,264.00
Y.A.C. Holdings
7D
2.6%
1Y
52.5%