Header cover image

Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedJun 25, 2024
DataAggregated Company Financials
Companies59
  • 7D1.0%
  • 3M-4.1%
  • 1Y55.7%
  • YTD34.9%

In the last week, the Semiconductors industry is flat overall, with Renesas Electronics standing out by going down 4.1%. As for the the longer term, the industry is up 54% over the past 12 months. As for the next few years, earnings are expected to grow by 18% per annum.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 25 Jun 2024JP¥45.8tJP¥8.6tJP¥1.3t21.8x36.1x5.3x
Thu, 23 May 2024JP¥45.6tJP¥8.6tJP¥1.3t21.6x35.9x5.3x
Sat, 20 Apr 2024JP¥45.2tJP¥8.6tJP¥1.3t20.2x34.1x5.3x
Mon, 18 Mar 2024JP¥43.8tJP¥8.6tJP¥1.3t19.9x33.1x5.1x
Wed, 14 Feb 2024JP¥43.4tJP¥8.6tJP¥1.4t20.5x32x5x
Fri, 12 Jan 2024JP¥34.9tJP¥8.7tJP¥1.4t16.2x25.5x4x
Sun, 10 Dec 2023JP¥31.8tJP¥8.7tJP¥1.4t16.5x23.2x3.7x
Tue, 07 Nov 2023JP¥30.2tJP¥8.8tJP¥1.5t15.6x20.1x3.4x
Thu, 05 Oct 2023JP¥28.5tJP¥8.6tJP¥1.5t14.1x19x3.3x
Sat, 02 Sep 2023JP¥30.0tJP¥8.5tJP¥1.5t14.4x20x3.5x
Mon, 31 Jul 2023JP¥30.2tJP¥8.6tJP¥1.5t13.1x19.6x3.5x
Wed, 28 Jun 2023JP¥28.5tJP¥8.6tJP¥1.6t13.2x18.3x3.3x
Fri, 26 May 2023JP¥25.5tJP¥8.6tJP¥1.6t11.5x16.4x3x
Sun, 23 Apr 2023JP¥22.4tJP¥8.4tJP¥1.5t10.6x15.1x2.7x
Tue, 21 Mar 2023JP¥22.0tJP¥8.3tJP¥1.5t10.5x14.9x2.6x
Thu, 16 Feb 2023JP¥21.4tJP¥8.3tJP¥1.5t9.6x14.3x2.6x
Sat, 14 Jan 2023JP¥20.0tJP¥8.2tJP¥1.5t9.5x13.2x2.5x
Mon, 12 Dec 2022JP¥20.8tJP¥8.1tJP¥1.5t9.8x13.9x2.6x
Wed, 09 Nov 2022JP¥18.2tJP¥7.8tJP¥1.4t9.5x12.9x2.3x
Fri, 07 Oct 2022JP¥17.5tJP¥7.5tJP¥1.3t9.2x13.3x2.3x
Sun, 04 Sep 2022JP¥18.2tJP¥7.5tJP¥1.3t9.9x13.9x2.4x
Tue, 02 Aug 2022JP¥19.1tJP¥7.4tJP¥1.3t11.2x14.7x2.6x
Thu, 30 Jun 2022JP¥18.8tJP¥7.1tJP¥1.2t10.8x15.4x2.6x
Sat, 28 May 2022JP¥20.9tJP¥6.7tJP¥1.1t11.9x18.2x3.1x
Mon, 25 Apr 2022JP¥21.2tJP¥6.7tJP¥1.1t13.6x19.1x3.2x
Wed, 23 Mar 2022JP¥21.7tJP¥6.6tJP¥1.1t13.8x19.8x3.3x
Fri, 18 Feb 2022JP¥22.3tJP¥6.6tJP¥1.1t13.5x20.5x3.4x
Sun, 16 Jan 2022JP¥25.1tJP¥6.1tJP¥880.5b19.1x28.5x4.1x
Tue, 14 Dec 2021JP¥24.7tJP¥6.1tJP¥877.3b18.9x28.1x4.1x
Thu, 11 Nov 2021JP¥22.9tJP¥5.9tJP¥820.7b21.5x27.9x3.9x
Sat, 09 Oct 2021JP¥19.7tJP¥5.6tJP¥725.2b19.9x27.2x3.5x
Mon, 06 Sep 2021JP¥21.4tJP¥5.7tJP¥727.6b22.2x29.4x3.7x
Wed, 04 Aug 2021JP¥19.7tJP¥5.7tJP¥726.8b22.1x27.2x3.4x
Price to Earnings Ratio

28x


Total Market Cap: JP¥20.3tTotal Earnings: JP¥726.3bTotal Revenue: JP¥5.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 21.8x202220232024
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 36.1x which is higher than its 3-year average PE of 21.8x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 5.3x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 20% per year over the last three years.
  • Revenues for these companies have grown 15% 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 Market1.54%
Tech2.03%
Semiconductors1.02%
Semiconductor Equipment1.97%
Semiconductors-2.86%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 24.6x.
    • Analysts are expecting annual earnings growth of 19.4%, which is higher than its past year's earnings decline of 18.0% per year.
  • Investors are most pessimistic about the Semiconductors industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 16.7x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings decline of 18% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 13% 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
8035 Tokyo ElectronJP¥34.99k2.7%
+JP¥419.7b
78.4%PE44.3x
6857 AdvantestJP¥5.80k8.7%
+JP¥341.8b
26.9%PE68.7x
7729 Tokyo SeimitsuJP¥12.71k6.0%
+JP¥29.3b
69.5%PE26.5x
6920 LasertecJP¥36.42k0.7%
+JP¥22.5b
75.3%PE49x
6871 Micronics JapanJP¥6.45k9.5%
+JP¥21.6b
240.9%PE58x
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.

Latest News

8035

JP¥34,990.00

Tokyo Electron

7D

2.7%

1Y

78.4%

6723

JP¥3,014.00

Renesas Electronics

7D

-4.1%

1Y

20.0%

4369

JP¥4,420.00

Tri Chemical Laboratories

7D

13.2%

1Y

67.4%

6728

JP¥10,290.00

ULVAC

7D

-2.5%

1Y

73.8%

6920

JP¥36,420.00

Lasertec

7D

0.7%

1Y

75.3%

6966

JP¥6,087.00

Mitsui High-tec

7D

-3.0%

1Y

-35.5%

6526

JP¥3,851.00

Socionext

7D

-4.4%

1Y

-4.6%

6055

JP¥2,084.00

JAPAN MATERIAL

7D

7.0%

1Y

-8.7%

6315

JP¥10,800.00

TOWA

7D

-3.7%

1Y

336.0%

6323

JP¥30,250.00

Rorze

7D

-1.3%

1Y

169.4%