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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedAug 16, 2026
DataAggregated Company Financials
Companies57
  • 7D10.3%
  • 3M19.5%
  • 1Y224.9%
  • YTD93.6%

Advantest is up 15%, leading the way for the Semiconductors industry, which has gained 10%. This takes the industry's 12 month performance to a gain of 225%. As for the next few years, earnings are expected to grow by 22% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 17 Aug 2026JP¥115.2tJP¥14.3tJP¥3.2t26.2x35.7x8.1x
Wed, 15 Jul 2026JP¥128.2tJP¥12.4tJP¥1.9t27.8x68.4x10.4x
Fri, 12 Jun 2026JP¥120.5tJP¥12.4tJP¥1.9t25.1x64.5x9.8x
Sun, 10 May 2026JP¥101.5tJP¥11.6tJP¥1.6t31.2x63.7x8.7x
Tue, 07 Apr 2026JP¥70.7tJP¥11.4tJP¥1.4t22.2x50.9x6.2x
Thu, 05 Mar 2026JP¥72.3tJP¥11.4tJP¥1.4t22x51.8x6.4x
Sat, 31 Jan 2026JP¥74.1tJP¥11.3tJP¥1.4t26.4x51.3x6.6x
Mon, 29 Dec 2025JP¥57.0tJP¥11.2tJP¥1.4t21.7x40.4x5.1x
Wed, 26 Nov 2025JP¥51.0tJP¥11.2tJP¥1.4t19.8x36.2x4.5x
Fri, 24 Oct 2025JP¥48.3tJP¥11.1tJP¥1.4t18.2x34x4.4x
Sun, 21 Sep 2025JP¥42.7tJP¥11.0tJP¥1.4t16.8x30.2x3.9x
Tue, 19 Aug 2025JP¥35.1tJP¥11.0tJP¥1.4t16x24.8x3.2x
Thu, 17 Jul 2025JP¥39.1tJP¥11.0tJP¥1.7t16.1x23.1x3.6x
Sat, 14 Jun 2025JP¥32.3tJP¥11.0tJP¥1.7t13x19x2.9x
Mon, 12 May 2025JP¥30.4tJP¥11.2tJP¥1.8t13.2x17.3x2.7x
Wed, 09 Apr 2025JP¥25.6tJP¥11.0tJP¥1.8t10.9x14.4x2.3x
Fri, 07 Mar 2025JP¥32.7tJP¥11.0tJP¥1.8t13.1x18.5x3x
Sun, 02 Feb 2025JP¥35.9tJP¥10.7tJP¥1.6t14.1x22.2x3.4x
Tue, 31 Dec 2024JP¥34.8tJP¥10.3tJP¥1.4t13.6x25.6x3.4x
Thu, 28 Nov 2024JP¥32.3tJP¥9.1tJP¥1.4t13.5x22.6x3.6x
Sat, 26 Oct 2024JP¥33.1tJP¥8.9tJP¥1.3t14.6x24.7x3.7x
Mon, 23 Sep 2024JP¥33.1tJP¥8.9tJP¥1.3t16x24.8x3.7x
Wed, 21 Aug 2024JP¥38.4tJP¥8.9tJP¥1.3t16.7x28.7x4.3x
Fri, 19 Jul 2024JP¥42.3tJP¥8.6tJP¥1.3t18.7x33.1x4.9x
Sun, 16 Jun 2024JP¥46.3tJP¥8.6tJP¥1.3t22.3x36.4x5.4x
Tue, 14 May 2024JP¥43.9tJP¥8.6tJP¥1.3t21.5x34.5x5.1x
Thu, 11 Apr 2024JP¥47.7tJP¥8.6tJP¥1.3t19.9x36x5.6x
Sat, 09 Mar 2024JP¥47.0tJP¥8.6tJP¥1.3t22.4x35.6x5.5x
Mon, 05 Feb 2024JP¥39.0tJP¥8.7tJP¥1.4t18.1x28.8x4.5x
Wed, 03 Jan 2024JP¥35.2tJP¥8.7tJP¥1.4t16.6x25.7x4.1x
Fri, 01 Dec 2023JP¥33.9tJP¥8.5tJP¥1.4t17.9x24.8x4x
Sun, 29 Oct 2023JP¥27.9tJP¥8.8tJP¥1.5t14.4x18.3x3.2x
Tue, 26 Sep 2023JP¥28.7tJP¥8.6tJP¥1.5t13.8x19.1x3.3x
Thu, 24 Aug 2023JP¥29.6tJP¥8.5tJP¥1.5t14.2x19.7x3.5x
Price to Earnings Ratio

19.7x


Total Market Cap: JP¥29.6tTotal Earnings: JP¥1.5tTotal Revenue: JP¥8.5tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 32.9x202420252026
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 32.9x.
  • The 3-year average PS ratio of 4.8x is lower than the industry's current PS ratio of 8.1x.
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 Market2.94%
Tech7.57%
Semiconductors10.34%
Semiconductor Equipment10.74%
Semiconductors9.59%
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 18.2%, which is higher than its past year's earnings growth of 15.9% per year.
  • Investors are most pessimistic about the Semiconductors industry, which is trading below its 3-year average of 50.1x.
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¥36.87k14.5%
+JP¥3.4t		226.4%PE58x
285A Kioxia HoldingsJP¥53.74k12.6%
+JP¥3.3t		1,999.2%PE21.4x
8035 Tokyo ElectronJP¥59.13k8.5%
+JP¥2.1t		175.0%PE43.3x
6146 DiscoJP¥65.47k12.0%
+JP¥762.5b		54.6%PE48.6x
6525 Kokusai ElectricJP¥9.19k12.9%
+JP¥245.5b		199.6%PE61.5x

Latest News

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7735
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