Header cover image

Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedJul 27, 2024
DataAggregated Company Financials
Companies59
  • 7D-12.8%
  • 3M-11.7%
  • 1Y19.9%
  • YTD9.4%

Over the last 7 days, the Semiconductors industry has dropped 13%, driven by a pullback from Tokyo Electron of 11%. In contrast, Kuramoto has gained 6.1%. This takes the industry's 12 month performance to a gain of 20%. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 27 Jul 2024JP¥37.2tJP¥8.6tJP¥1.3t17x29.6x4.3x
Mon, 24 Jun 2024JP¥45.8tJP¥8.6tJP¥1.3t22.3x36.1x5.3x
Wed, 22 May 2024JP¥46.0tJP¥8.6tJP¥1.3t22x36.2x5.3x
Fri, 19 Apr 2024JP¥45.2tJP¥8.6tJP¥1.3t20.2x34.1x5.3x
Sun, 17 Mar 2024JP¥43.8tJP¥8.6tJP¥1.3t19.9x33.1x5.1x
Tue, 13 Feb 2024JP¥41.2tJP¥8.6tJP¥1.4t19.7x30.4x4.8x
Thu, 11 Jan 2024JP¥34.9tJP¥8.7tJP¥1.4t16.1x25.5x4x
Sat, 09 Dec 2023JP¥31.8tJP¥8.7tJP¥1.4t16.5x23.2x3.7x
Mon, 06 Nov 2023JP¥29.1tJP¥8.8tJP¥1.5t15x19.3x3.3x
Wed, 04 Oct 2023JP¥28.5tJP¥8.6tJP¥1.5t14.6x19x3.3x
Fri, 01 Sep 2023JP¥30.1tJP¥8.5tJP¥1.5t14.6x20.1x3.5x
Sun, 30 Jul 2023JP¥30.2tJP¥8.6tJP¥1.5t13.1x19.6x3.5x
Tue, 27 Jun 2023JP¥28.6tJP¥8.6tJP¥1.6t13.5x18.5x3.3x
Thu, 25 May 2023JP¥25.5tJP¥8.6tJP¥1.6t11.5x16.4x3x
Sat, 22 Apr 2023JP¥22.4tJP¥8.4tJP¥1.5t10.6x15.1x2.7x
Mon, 20 Mar 2023JP¥22.6tJP¥8.3tJP¥1.5t10.7x15.3x2.7x
Wed, 15 Feb 2023JP¥21.4tJP¥8.3tJP¥1.5t9.9x14.4x2.6x
Fri, 13 Jan 2023JP¥19.6tJP¥8.2tJP¥1.5t9.4x13x2.4x
Sun, 11 Dec 2022JP¥20.8tJP¥8.1tJP¥1.5t9.8x13.9x2.6x
Tue, 08 Nov 2022JP¥18.2tJP¥7.8tJP¥1.4t9.5x12.9x2.3x
Thu, 06 Oct 2022JP¥17.0tJP¥7.5tJP¥1.3t8.8x12.9x2.3x
Sat, 03 Sep 2022JP¥18.2tJP¥7.5tJP¥1.3t9.9x13.9x2.4x
Mon, 01 Aug 2022JP¥18.9tJP¥7.4tJP¥1.3t11.2x14.5x2.6x
Wed, 29 Jun 2022JP¥19.2tJP¥7.1tJP¥1.2t11x15.8x2.7x
Fri, 27 May 2022JP¥21.7tJP¥7.1tJP¥1.2t11.9x17.9x3x
Sun, 24 Apr 2022JP¥21.2tJP¥6.7tJP¥1.1t13.6x19.1x3.2x
Tue, 22 Mar 2022JP¥21.6tJP¥6.6tJP¥1.1t13.7x19.6x3.2x
Thu, 17 Feb 2022JP¥22.3tJP¥6.6tJP¥1.1t13.2x20.4x3.4x
Sat, 15 Jan 2022JP¥25.1tJP¥6.1tJP¥880.5b19.1x28.5x4.1x
Mon, 13 Dec 2021JP¥24.3tJP¥6.0tJP¥877.2b18.8x27.7x4x
Wed, 10 Nov 2021JP¥23.2tJP¥5.9tJP¥809.8b21.8x28.7x4x
Fri, 08 Oct 2021JP¥19.3tJP¥5.6tJP¥725.2b19.4x26.7x3.4x
Sun, 05 Sep 2021JP¥21.0tJP¥5.7tJP¥726.8b21.7x28.9x3.7x
Tue, 03 Aug 2021JP¥19.7tJP¥5.7tJP¥726.8b22.4x27.2x3.4x
Price to Earnings Ratio

27.2x


Total Market Cap: JP¥19.7tTotal Earnings: JP¥726.8bTotal Revenue: JP¥5.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 22x202220232024
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 29.6x which is higher than its 3-year average PE of 22.0x.
  • The 3-year average PS ratio of 3.5x is lower than the industry's current PS ratio of 4.3x.
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 Market-5.23%
Tech-7.79%
Semiconductors-12.78%
Semiconductor Equipment-11.76%
Semiconductors-16.68%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 25.1x.
    • Analysts are expecting annual earnings growth of 19.0%, which is higher than its past year's earnings decline of 15.3% per year.
  • Investors are most pessimistic about the Semiconductors industry, which is trading close to its 3-year average of 16.4x.
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 15% per year.
  • In contrast, the Semiconductors industry is expected to see its earnings grow by 16% 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
5216 KuramotoJP¥438.006.1%
+JP¥878.0m		262.0%n/a
5217 Techno QuartzJP¥5.77k0.3%
+JP¥77.3m		39.5%PE8.2x
Simply Wall St™
Simply Wall Street Pty Ltd
Level 7, 320 Pitt Street, Sydney
Download on the App StoreGet it on Google Play
Popular Markets
USAUUKINCAZA
About UsCareersPlansLogin
Help CenterLatest CoveragePodcastsAffiliate ProgramBusiness & Enterprise
Financial Services GuideTerms and ConditionsPrivacy Policy
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

6146

JP¥46,100.00

Disco

7D

-12.5%

1Y

75.8%

Disco Corporation's (TSE:6146) 26% Cheaper Price Remains In Tune With Earnings

Jul 26
Disco Corporation's (TSE:6146) 26% Cheaper Price Remains In Tune With Earnings

6920

JP¥25,640.00

Lasertec

7D

-13.7%

1Y

20.2%

Lasertec Corporation's (TSE:6920) Stock Retreats 28% But Earnings Haven't Escaped The Attention Of Investors

Jul 26
Lasertec Corporation's (TSE:6920) Stock Retreats 28% But Earnings Haven't Escaped The Attention Of Investors

6723

JP¥2,442.00

Renesas Electronics

7D

-21.6%

1Y

-7.3%

8035

JP¥27,625.00

Tokyo Electron

7D

-11.4%

1Y

32.1%

Tokyo Electron's (TSE:8035) Dividend Will Be ¥200.00

Jul 25
Tokyo Electron's (TSE:8035) Dividend Will Be ¥200.00

6525

JP¥3,860.00

Kokusai Electric

7D

-25.9%

1Y

n/a

6857

JP¥5,505.00

Advantest

7D

-10.4%

1Y

11.2%

Here's What's Concerning About Advantest's (TSE:6857) Returns On Capital

Jul 20
Here's What's Concerning About Advantest's (TSE:6857) Returns On Capital

3436

JP¥2,341.00

Sumco

7D

-9.7%

1Y

13.3%

Investors Appear Satisfied With Sumco Corporation's (TSE:3436) Prospects

Jul 17
Investors Appear Satisfied With Sumco Corporation's (TSE:3436) Prospects

6963

JP¥1,965.00

ROHM

7D

-14.2%

1Y

-39.8%

5217

JP¥5,770.00

Techno Quartz

7D

0.3%

1Y

39.5%

5216

JP¥438.00

Kuramoto

7D

6.1%

1Y

262.0%