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  "documentTitle": "Lasertec Corporation (6920)",
  "authorId": "58_Scorpion_Capital",
  "authorName": "Scorpion Capital",
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  "presentationDate": "2024-06-05 00:00:00",
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      "text": "At this moment, there is no company that is fully satisfied with their inspection product. So, absolutely every product now has different problems...no company is fully satisfied...APMI, actinic patterned mask inspection is a huge challenge.",
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      "text": "Q/A transcript with Isteq R&D employee describing customer dissatisfaction, with key phrases highlighted: 'no company that is fully satisfied with their inspection product...absolutely every product now has different problems...APMI, actinic patterned mask inspection, is a huge challenge.'",
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      "text": "“At this moment, there is no company that is fully satisfied with their inspection product. So, absolutely every product now has different problems...no company is fully satisfied...APMI, actinic patterned mask inspection is a huge challenge.” — Key R&D employee at Isteq",
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      "text": "Isteq was vague due to NDA's but indicated that both Intel and TSMC are unhappy with Lasertec's product: no one is 'fully satisfied'; 'different problems'; 'huge challenge'",
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      "text": "When we asked Isteq if they are in touch with Lasertec's key customers - namely Intel and TSMC - they indicated that they were, but were vague due to NDA's. Nonetheless, Isteq indirectly indicated that both are unhappy with Lasertec's inspection machine",
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