Market Overview
Japanese equities delivered a sharply divided session on October 1, 2026, with semiconductor and electronic components stocks powering ahead while financials, energy, and utilities dragged on the broader market. The day’s trading underscored a clear rotation into technology-linked names, as investors piled into Japan’s world-class chip supply chain players amid sustained global demand signals. Meanwhile, banks, insurers, and oil-related stocks faced notable selling pressure, reflecting a cautious mood toward rate-sensitive and commodity-exposed sectors.
Top Gainers
The standout performer of the session was Lasertec Corp (6920), which surged +11.14%, leading the Nikkei 225 by a wide margin. The extreme ultraviolet (EUV) mask inspection specialist continues to attract strong investor interest as a critical node in advanced semiconductor manufacturing. Close behind, Advantest Corp (6857) climbed +9.78%, reinforcing the broader strength in semiconductor testing equipment.
Ibiden Co Ltd (4062) rose +8.75% and Murata Manufacturing (6981) gained +8.43%, reflecting robust appetite for advanced packaging and passive electronic components respectively. Taiyo Yuden (6976) added +8.32%, while TDK Corp (6762) and Screen Holdings (7735) posted gains of +7.35% and +7.22%. The rally extended to Furukawa Electric (5801) at +6.66% and the bellwether Tokyo Electron (8035) at +6.47%. Mitsui Kinzoku (5706), a supplier of advanced metal materials used in electronics manufacturing, also participated strongly, rising +7.55%.
- Lasertec Corp (6920): +11.14%
- Advantest Corp (6857): +9.78%
- Ibiden Co Ltd (4062): +8.75%
- Murata Manufacturing (6981): +8.43%
- Tokyo Electron (8035): +6.47%
Top Decliners
On the losing side, energy names bore the brunt of the day’s selling. Idemitsu Kosan (5019) fell -3.96%, the steepest decline in the index, while ENEOS Holdings (5020) shed -2.74%, consistent with weakness across the oil and gas sector. Financial stocks also faced broad-based pressure: Mitsubishi UFJ Financial Group (8306) dropped -3.08%, Resona Holdings (8308) lost -2.96%, and Mizuho Financial Group (8411) declined -2.76%, suggesting investors trimmed exposure to banks amid shifting rate expectations. Daiichi Life Group (8750) and Tokio Marine Holdings (8766) each fell over -3%, as the insurance sector came under meaningful pressure. AEON Co Ltd (8267) and Tokyo Electric Power (9501) also featured among the day’s notable laggards.
Sector Snapshot
Electrical Equipment was the clear sector leader, posting an average gain of +3.31%, driven by the chip-related wave sweeping through the market. Nonferrous Metals followed with +2.50%, supported by materials firms tied to the electronics supply chain. Precision Instruments rose +2.05%, while Ceramics and Other Manufacturing also closed in positive territory.
At the other end, Oil & Gas was the worst-performing sector at -3.35%, followed by Electricity at -2.14% and Insurance at -1.97%. Banks declined -1.60% and Textiles lost -1.98%. The day’s divergence between technology-oriented and traditional economy sectors reflects a market increasingly attuned to the structural growth story embedded in Japan’s semiconductor supply chain.
Source: Tokyo Stock Exchange data | Japan Economic News
📊 Track these Nikkei 225 stocks on
TradingView
— professional charting & real-time data for Japanese equities.