Japanese Semiconductors Stock News

Stock performance snapshot With no single headline event driving trading, Panasonic Holdings (TSE:6752) is drawing attention for its recent share performance as investors reassess the group’s broad electronics and industrial footprint across global markets. See our latest analysis for Panasonic Holdings. At a share price of ¥2,522.5, Panasonic’s recent 1-month share price return of 15.31% and 90-day share price return of 30.46% sit alongside a 1-year total shareholder return of 36.60% and...

Shin-Etsu Chemical Co., Ltd. previously held a board meeting on February 16, 2026 to consider setting the conditions for issuing its twenty sixth series of share warrants via third-party allotment, aimed at funding an accelerated share repurchase program. This move highlights the company’s focus on actively managing its capital structure, as share warrants tied to an accelerated buyback can materially reshape future ownership and liquidity. Next, we’ll examine how Shin-Etsu Chemical’s use of...

MISUMI Group Inc. recently approved extensive leadership changes, appointing Arata Shimizu as President and Representative Director effective April 1, 2026, while shifting current President Ryusei Ono to Director and Chairman and preparing long-serving Chairman Kosuke Nishimoto for retirement after the June 2026 shareholder meeting. Alongside these boardroom moves, MISUMI’s first external 3PL logistics service for PUNCH INDUSTRY, backed by a government-recognized automation project,...

SBS Holdings (TSE:2384) drew investor attention after its board approved higher dividends for 2025 and 2026, issued fresh earnings guidance through 2030, and outlined its new Harmonized Growth 2030 mid term plan. See our latest analysis for SBS Holdings. Those announcements appear to have coincided with stronger momentum, with the share price at ¥4,270 and a 30 day share price return of 8.93%, feeding into a 1 year total shareholder return of 54.50% and 5 year total shareholder return of...

Fresh guidance puts Nichias earnings expectations in focus Nichias (TSE:5393) has issued full year guidance for the period ending March 31, 2026, projecting net sales of ¥254,000 million, operating income of ¥36,500 million, and profit attributable to owners of ¥25,800 million. See our latest analysis for Nichias. The new full year guidance lands after a strong share price run, with Nichias posting a 42.12% 3 month share price return and a 100.20% 1 year total shareholder return. This...

If you are wondering whether Kubota's share price still offers value after a strong run, this article will walk through what the numbers actually say about the stock. Kubota's share price closed at ¥3,132, with returns of 4.2% over 7 days, 32.0% over 30 days, 39.7% year to date, 69.0% over 1 year, 64.1% over 3 years and 39.9% over 5 years. These gains naturally raise questions about how much of the value case is already reflected in the price. Recent coverage of Kubota has focused on its...

Nishi-Nippon Railroad (TSE:9031) shares are back in focus after the company updated its earnings guidance, flagging expectations for ¥472,700 million in operating revenue and ¥31,000 million in profit attributable to owners for the fiscal year ending March 31, 2026. See our latest analysis for Nishi-Nippon Railroad. The updated guidance arrives after a strong run, with a 30 day share price return of 9.40% and a year to date share price return of 12.20%. The 1 year total shareholder return of...

Why Itoki (TSE:7972) is in Focus After Its February Board Meeting Itoki (TSE:7972) has jumped onto investors radars after its February 13 board meeting paired strong full year 2025 earnings with a higher dividend and guidance that points to further shareholder returns. See our latest analysis for Itoki. The share price reaction has been strong, with a 1-day share price return of 2.96% around the board meeting and a 30-day share price return of 29.16%. The 1-year total shareholder return of...

In February 2026, NOF Corporation announced higher full-year earnings and dividend guidance, alongside authorization of a ¥5,000 million share repurchase program covering up to 1,800,000 shares, or 0.79% of shares outstanding excluding treasury stock. The combination of upgraded profit outlook, a year-end dividend forecast lifted to ¥35.00 per share, and a new buyback underscores management’s focus on shareholder returns and capital efficiency despite mixed segment trends. With these changes...

Sumitomo Electric’s latest price move Sumitomo Electric Industries (TSE:5802) recently pushed to an all time high, advancing 4.59% in a session where the Nikkei 225 fell 1.07%. This performance highlights a sharp contrast with broader Japanese equities. See our latest analysis for Sumitomo Electric Industries. That all time high sits on top of strong recent momentum, with a 30 day share price return of 54.5% and a year to date gain of 54.8%, while the 1 year total shareholder return is very...

GMO Payment Gateway, Inc. reported past first-quarter results for the period ended December 31, 2025, with sales of ¥22,491 million and net income of ¥5,149 million, both higher than a year earlier, alongside improved basic and diluted earnings per share from continuing operations. On the same day, the board also considered introducing a shareholder benefit program, adding a potential new perk that could enhance the overall appeal of holding the company’s shares. We’ll now examine how this...

Why SECOM’s latest earnings and guidance matter for investors SECOM (TSE:9735) has just reported nine month earnings to December 31, 2025, alongside fresh guidance for the fiscal year ending March 31, 2026, giving you updated visibility on revenue, profit and earnings per share. See our latest analysis for SECOM. SECOM’s share price has moved to ¥5,946, with a 90 day share price return of 9.3% and a 1 year total shareholder return of 18.37%, suggesting steady momentum as investors absorb the...

Sony Group stock snapshot after recent performance Sony Group (TSE:6758) has drawn fresh attention after a period of weaker share performance, with the stock showing negative returns over the past week, month, past 3 months, year to date, and past year. For investors, that recent stretch sits alongside longer term total returns over the past 3 and 5 years, and current fundamentals that include annual revenue of ¥13.17b and net income of ¥1.25b. See our latest analysis for Sony Group. At a...

In February 2026, Unicharm Corporation announced a ¥19,000 million share repurchase program covering 30,000,000 shares, alongside full-year 2025 results and refreshed 2026 earnings guidance and dividend plans. The combination of a new buyback, reduced 2025 year-end dividend, and higher 2026 dividend guidance highlights a recalibration of how Unicharm balances reinvestment needs with cash returns to shareholders. With Unicharm’s shares posting a modest 7-day gain, we’ll examine how the new...

MIRAIT ONE earnings spark fresh look at valuation MIRAIT ONE (TSE:1417) reported nine month results to December 31, 2025, with sales of ¥412,102 million and net income of ¥11,101 million, alongside higher basic earnings per share from continuing operations. See our latest analysis for MIRAIT ONE. MIRAIT ONE's latest earnings update comes after a strong run in the share price, with the stock at ¥3,952 and a 90 day share price return of 19.98%, supported by a 1 year total shareholder return of...

Tokai Carbon Co., Ltd. reported full-year 2025 results showing sales of ¥322,960 million and net income of ¥20,078 million, reversing the prior year’s loss, and subsequently issued earnings guidance targeting net sales of ¥347 billion for 2026 and ¥500 billion for 2030. This combination of a return to profitability and clear medium- and long-term sales targets highlights management’s confidence in reshaping Tokai Carbon’s growth profile. Next, we’ll examine how Tokai Carbon’s earnings...

Leadership changes on the agenda at Nitto Kogyo Nitto Kogyo (TSE:6651) has called a board meeting for 24 February 2026 to consider changes to its representative directors and directors, a governance move that can influence long term company direction. See our latest analysis for Nitto Kogyo. Investors appear to be responding to the leadership agenda, with Nitto Kogyo’s share price at ¥4,705 and a 90 day share price return of 23.65%. The 1 year total shareholder return is 67.01%, suggesting...

Seiko Epson (TSE:6724) has announced the retirement of multiple senior executives overseeing major operations. The company also disclosed the retirement of a key outside director from its board. These leadership and governance changes were announced together, signaling a broad refresh at the top of the organization. For you as an investor, the focus is on what this means for a business that spans printers, imaging equipment, and related technologies. Seiko Epson operates in sectors where...

Regulatory momentum in gastroenterology and neuroscience Takeda Pharmaceutical (TSE:4502) has drawn fresh investor attention after reporting positive Phase 3 KEPLER trial data for ENTYVIO in pediatric ulcerative colitis and securing FDA Priority Review for its narcolepsy type 1 candidate TAK-861. See our latest analysis for Takeda Pharmaceutical. These pipeline updates have arrived alongside a strong run in the share price, with Takeda Pharmaceutical posting a 30 day share price return of...

JAPAN MATERIAL Co., Ltd. recently reported earnings for the nine months ended December 31, 2025, with sales of ¥41,732 million and net income of ¥7,096 million, both higher than the same period a year earlier. Alongside this strong earnings update, the company scheduled a February 24, 2026 board meeting to consider changing its representative directors, hinting at potential leadership shifts. Next, we will examine how JAPAN MATERIAL’s robust nine-month earnings performance shapes its...

Daiwa House Industry (TSE:1925) has been in focus after its Q3 2026 results, updated full year guidance and a planned increase in the year end dividend to ¥100 per share. See our latest analysis for Daiwa House Industry. The recent Q3 earnings, higher year-end dividend guidance and the creation of CRC Holdings in the US have come alongside a steady build in momentum, with a 30-day share price return of 4.18% and a 1-year total shareholder return of 16.34%, while the 5-year total shareholder...

Why Toyoda Gosei’s recent buyback and bond sale matter for shareholders Toyoda Gosei (TSE:7282) has quickly followed the completion of a sizeable share buyback with a ¥10b sustainable bond offering, a pairing that puts its capital structure and shareholder focus in the spotlight. Between November 20, 2025 and February 16, 2026, the company repurchased 10,000,000 shares, equal to 7.86% of its outstanding stock, for ¥45,277.53m, and formally closed the plan on February 16. Just days later, it...

Nikon (TSE:7731) has announced a leadership transition that will likely catch investor attention, with long time insider Yasuhiro Ohmura set to become CEO on April 1, 2026, under a refreshed management structure. See our latest analysis for Nikon. The leadership reshuffle comes after a period of solid momentum, with Nikon’s share price at ¥1,968 and a 90 day share price return of 9.33%. The 1 year total shareholder return of 30.82% and 5 year total shareholder return of 144.21% point to a...

Japan Excellent (TSE:8987) issued fresh 2026 guidance, outlining expected revenues, profits and distributions for each half of the year, with a modest reduction in first half payouts and a slight increase projected for the second half. See our latest analysis for Japan Excellent. The guidance update comes after a period of steady share price gains, with Japan Excellent’s share price at ¥154,200 and a 1 year total shareholder return of 25.1%, while multi year total shareholder returns also...