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Japanese (NIKKEI) Semiconductors Industry Analysis

UpdatedOct 19, 2024
DataAggregated Company Financials
Companies57
  • 7D-3.4%
  • 3M-20.6%
  • 1Y15.9%
  • YTD-0.4%

Over the last 7 days, the Semiconductors industry has dropped 3.4%, driven by Tokyo Electron declining 8.3%. Over the past 12 months, the industry was up 16%. Looking forward, earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 19 Oct 2024JP¥33.8tJP¥8.9tJP¥1.3t15.6x25.2x3.8x
Mon, 16 Sep 2024JP¥32.4tJP¥8.9tJP¥1.3t15.3x24.3x3.6x
Wed, 14 Aug 2024JP¥36.0tJP¥8.9tJP¥1.3t15.1x27x4x
Fri, 12 Jul 2024JP¥49.8tJP¥8.6tJP¥1.3t23.1x39.2x5.8x
Sun, 09 Jun 2024JP¥44.5tJP¥8.6tJP¥1.3t21.5x35x5.2x
Tue, 07 May 2024JP¥43.3tJP¥8.6tJP¥1.3t21.8x33x5x
Thu, 04 Apr 2024JP¥47.7tJP¥8.6tJP¥1.3t20x36x5.6x
Sat, 02 Mar 2024JP¥46.9tJP¥8.6tJP¥1.3t23.3x35.5x5.5x
Mon, 29 Jan 2024JP¥38.4tJP¥8.7tJP¥1.4t17.1x28.1x4.4x
Wed, 27 Dec 2023JP¥34.7tJP¥8.7tJP¥1.4t16.5x25.4x4x
Fri, 24 Nov 2023JP¥33.2tJP¥8.5tJP¥1.4t17.3x24.3x3.9x
Sun, 22 Oct 2023JP¥28.5tJP¥8.6tJP¥1.5t14.4x19x3.3x
Tue, 19 Sep 2023JP¥29.4tJP¥8.5tJP¥1.5t14x19.6x3.4x
Thu, 17 Aug 2023JP¥28.9tJP¥8.3tJP¥1.5t13.3x19.5x3.5x
Sat, 15 Jul 2023JP¥30.0tJP¥8.6tJP¥1.6t13.3x19.3x3.5x
Mon, 12 Jun 2023JP¥27.8tJP¥8.6tJP¥1.6t13.7x17.9x3.2x
Wed, 10 May 2023JP¥22.3tJP¥8.6tJP¥1.5t10.8x14.4x2.6x
Fri, 07 Apr 2023JP¥21.4tJP¥8.3tJP¥1.5t10.5x14.4x2.6x
Sun, 05 Mar 2023JP¥21.8tJP¥8.3tJP¥1.5t10.8x14.6x2.6x
Tue, 31 Jan 2023JP¥20.6tJP¥8.2tJP¥1.5t9.5x13.7x2.5x
Thu, 29 Dec 2022JP¥18.2tJP¥8.2tJP¥1.5t8.7x12.1x2.2x
Sat, 26 Nov 2022JP¥21.1tJP¥8.1tJP¥1.5t10.5x14x2.6x
Mon, 24 Oct 2022JP¥17.3tJP¥7.6tJP¥1.3t8.5x13.1x2.3x
Wed, 21 Sep 2022JP¥18.0tJP¥7.5tJP¥1.3t9.5x13.7x2.4x
Fri, 19 Aug 2022JP¥19.6tJP¥7.5tJP¥1.3t10.1x14.9x2.6x
Sun, 17 Jul 2022JP¥17.7tJP¥7.1tJP¥1.2t9.8x14.5x2.5x
Tue, 14 Jun 2022JP¥20.3tJP¥7.1tJP¥1.2t10.9x16.6x2.8x
Thu, 12 May 2022JP¥20.8tJP¥6.9tJP¥1.2t12.4x18x3x
Sat, 09 Apr 2022JP¥20.8tJP¥6.6tJP¥1.1t13.5x19x3.1x
Mon, 07 Mar 2022JP¥20.4tJP¥6.6tJP¥1.1t12.4x18.7x3.1x
Wed, 02 Feb 2022JP¥21.7tJP¥6.2tJP¥921.0b17.1x23.6x3.5x
Fri, 31 Dec 2021JP¥25.9tJP¥6.1tJP¥879.6b18.6x29.4x4.3x
Sun, 28 Nov 2021JP¥23.8tJP¥6.0tJP¥876.8b19x27.2x3.9x
Tue, 26 Oct 2021JP¥20.9tJP¥5.7tJP¥733.8b21.4x28.5x3.7x
Price to Earnings Ratio

28.5x


Total Market Cap: JP¥20.9tTotal Earnings: JP¥733.8bTotal Revenue: JP¥5.7tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Semiconductors Industry Price to Earnings3Y Average 21.9x202220232024
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 25.2x which is higher than its 3-year average PE of 21.9x.
  • The industry is trading close to its 3-year average PS ratio of 3.5x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have grown 22% per year over the last three years.
  • Revenues for these companies have grown 16% 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-0.70%
Tech-2.32%
Semiconductors-3.45%
Semiconductors-0.55%
Semiconductor Equipment-4.12%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 25.3x.
    • Analysts are expecting annual earnings growth of 16.8%, which is higher than its past year's earnings decline of 4.3% per year.
  • Investors are most pessimistic about the Semiconductors industry, which is trading close to its 3-year average of 15.4x.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductor Equipment industry, expecting annual earnings growth of 17% over the next 5 years.
  • This is better than its past earnings decline of 4.3% 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
6857 AdvantestJP¥7.97k2.2%
+JP¥125.5b
87.1%PE76.5x
6146 DiscoJP¥38.31k2.0%
+JP¥81.3b
36.8%PE39.6x
6526 SocionextJP¥2.88k2.8%
+JP¥14.1b
-2.8%PE20.1x
6590 Shibaura MechatronicsJP¥10.31k8.5%
+JP¥10.6b
47.1%PE14.5x
6266 TazmoJP¥3.37k8.0%
+JP¥3.7b
14.0%PE11.5x
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Latest News

6146

JP¥38,310.00

Disco

7D

2.0%

1Y

36.8%

6723

JP¥2,086.00

Renesas Electronics

7D

-0.7%

1Y

-7.2%

6963

JP¥1,699.50

ROHM

7D

-1.3%

1Y

-37.6%

6857

JP¥7,968.00

Advantest

7D

2.2%

1Y

87.1%

6590

JP¥10,310.00

Shibaura Mechatronics

7D

8.5%

1Y

47.1%

6728

JP¥7,309.00

ULVAC

7D

-4.2%

1Y

33.3%

6526

JP¥2,882.00

Socionext

7D

2.8%

1Y

-2.8%

6525

JP¥2,922.00

Kokusai Electric

7D

-7.7%

1Y

n/a