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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 uses expert testimony to frame Lasertec's market position as a 'forced choice' rather than a preferred solution.",
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      "text": "He stated that during his role in the KLA’s EUV mask inspection group, key Lasertec customers were coming “crying” to KLA and “begging us to expedite”: “I’m talking about customers coming to KLA… saying, guys, we need you to develop this tool…P2 can only be done by a clean tool…they were really begging us to expedite.”",
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      "text": "We asked if Intel and TSMC “hate” the Lasertec tool, and the expert replied “correct” and stated that their dilemma is to either not use a pellicle and avoid using Lasertec - TSMC’s approach - or to use a pellicle and suffer with the lack of reliability until KLA introduces its alternative. He stated that during his role in the KLA’s EUV mask inspection group, key Lasertec customers were coming “crying” to KLA and “begging us to expedite”: “I’m talking about customers coming to KLA... saying, guys, we need you to develop this tool...P2 can only be done by a clean tool...they were really begging us to expedite.”",
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      "text": "Intel and TSMC customers hate the tool and only using it until KLA comes out with an alternative...",
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      "text": "Key Lasertec customers have been coming “crying” to KLA “really begging us to expedite” an alternative...",
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      "text": "“Yeah, I’m talking about customers coming to KLA and they were saying, guys, we need you to develop this tool, as I mentioned, P2 can only be done by a clean tool. And they were really begging us to expedite.” — Former KLA executive in a leadership role in their EUV mask inspection group; “Correct.” — Former KLA executive in a leadership role in their EUV mask inspection group",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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