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  "documentTitle": "Lasertec Corporation (6920)",
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  "authorName": "Scorpion Capital",
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  "presentationDate": "2024-06-05 00:00:00",
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  "notes": "The slide highlights the poor performance of the Urashima source by citing a field engineer's direct testimony.",
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      "text": "Like I said, my impression is that it's down at least as often as the Ushio light source...they have similar issues...they have the exact same inspection issues, so the Lasertec Urashima source has all the same problems. The light source has its own set of weaknesses. I think that probably contributes to downtime on that machine.",
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      "text": "Urashima source is “down at least as often as the Ushio light source”; “exact same inspection issues”, “all the same problems” and “downtime”\nQ: “What are your impressions of that machine, being right there? You can literally can see how much that one is down versus the other one.”\nA: “Like I said, my impression is that it's down at least as often as the Ushio light source…they have similar issues…they have the exact same inspection issues, so the Lasertec Urashima source has all the same problems. The light source has its own set of weaknesses. I think that probably contributes to downtime on that machine. At the same time, the weaknesses of the Ushio source has sometimes caused issues on that machine.” – Ushio field engineer who maintains light sources on Lasertec ACTIS A150 machines at Intel Oregon fab",
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      "text": "“Like I said, my impression is that it's down at least as often as the Ushio light source...they have similar issues...they have the exact same inspection issues, so the Lasertec Urashima source has all the same problems. The light source has its own set of weaknesses. I think that probably contributes to downtime on that machine. At the same time, the weaknesses of the Ushio source has sometimes caused issues on that machine.” — Ushio field engineer who maintains light sources on Lasertec ACTIS A150 machines at Intel Oregon fab",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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      "text": "The engineer indicated that the Urashima source is “down at least as often as the Ushio light source”; “they have the exact same inspection issues, so the Lasertec Urashima source has all the same problems”; “the light source has its own set of weaknesses” in addition to those that afflict the Ushio source; “I think that probably contributes to the downtime.”",
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