Market Overview
Tokyo equities delivered a sharply bifurcated session on September 22, 2026, with semiconductor-related names surging to the top of the Nikkei 225 leaderboard while defensive and consumer-facing sectors retreated broadly. The day’s action underscored a familiar pattern in Japanese markets: when chipmakers rally, they rally hard — but the gains remained concentrated, leaving the wider index under modest pressure. Nonferrous Metals and Electrical Equipment were among the few sectors to close in positive territory, while Food, Real Estate, and Gas stocks bore the brunt of the selling.
Top Gainers
The semiconductor and electronic components complex dominated the upside, with Lasertec Corp (6920) leading all Nikkei 225 constituents with a gain of +8.70%, followed closely by Advantest Corp (6857) at +5.99% and IBIDEN Co Ltd (4062) at +5.85%. SUMCO Corporation (3436) added +5.60%, while bellwether names Murata Manufacturing (6981), Renesas Electronics (6723), Tokyo Electron (8035), Taiyo Yuden (6976), and Screen Holdings (7735) all posted gains ranging from roughly +3.94% to +4.47%.
Notably, Mitsui Kinzoku Co Ltd (5706) — a nonferrous metals specialist — bucked the technology trend to claim the second spot on the day’s leaderboard with a rise of +7.35%, consistent with the broader outperformance seen across the Nonferrous Metals sector.
- Lasertec Corp (6920): +8.70%
- Mitsui Kinzoku Co Ltd (5706): +7.35%
- Advantest Corp (6857): +5.99%
- IBIDEN Co Ltd (4062): +5.85%
- SUMCO Corporation (3436): +5.60%
Top Decliners
Selling pressure was concentrated in food producers and consumer staples. Nisshin Seifun Group (2002) led decliners with a drop of -4.15%, followed by Sharp Corp (6753) at -4.08% — an outlier among electronics names on an otherwise bullish day for the sector. Nissui Corporation (1332) fell -3.49%, consistent with Fisheries ranking as the worst-performing sector of the session. NH Foods (2282) and Sapporo Breweries (2501) also declined meaningfully, reflecting broad weakness in domestic consumption names. East Japan Railway (9020) and Nitori Holdings (9843) rounded out the bottom ten, adding to losses in Land Transportation and Retail respectively.
- Nisshin Seifun Group (2002): -4.15%
- Sharp Corp (6753): -4.08%
- Nissui Corporation (1332): -3.49%
- NH Foods Ltd (2282): -3.40%
- Sapporo Breweries (2501): -3.20%
Sector Snapshot
Nonferrous Metals was the clear sector leader, rising an average of +3.52%, while Electrical Equipment advanced +1.35% on the back of the chip-related rally. Securities and Pharmaceuticals were marginally positive. On the downside, Fisheries was the worst-performing sector at -3.49%, followed by Gas (-2.16%), Textiles (-2.29%), and Real Estate (-1.91%). The weakness across Food, Retail, Shipping, and Utilities suggests investors rotated decisively away from domestic demand and yield-sensitive plays in favor of global-cycle names tied to semiconductor and metals supply chains.
Source: Tokyo Stock Exchange data | Japan Economic News
📊 Track these Nikkei 225 stocks on
TradingView
— professional charting & real-time data for Japanese equities.