Technology Semiconductor Technical Materials

This sector report provides a detailed outlook on the Japanese Semiconductor and Technical Materials market, featuring financial projections, capex trends, and valuation metrics for major industry players through 2029.

Key Takeaways

• 1.Semiconductor equipment (SPE) investment remains robust, driven by AI server and logic/foundry expansion, with a positive outlook through 2028.

Table of Contents

• Valuation
• Performance
• Valuations for related firms
• Quarterly earnings trends
• Semiconductor and SPE shipment value (YoY)
• Capex Estimates for Semiconductor Companies
• CSP capex outlook
• End market assumptions
• CoWoS and AI servers
• ASML Stepper sales estimates
• DRAM
• NAND Flash
• SPE sector sales and order backlog
• SPE sector sales by geography
• SPE sector sales by application
• Inventory trend
• Semiconductor companies' sales trends Part 1 (QoQ%)
• Semiconductor companies' sales trends Part 2 (YoY%)
• Semiconductor supply chain
• Semiconductor Technology Roadmap

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