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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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  "notes": "The slide uses a narrative approach to expose a contradiction between public PR and private sentiment regarding a specific supplier relationship.",
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      "text": "Intel's mask group is trying to save face and cover up that its investment has been a debacle, giving it supplier prizes for public PR while complaining behind the scenes, according to multiple research sources.",
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      "text": "Lasertec’s EUV mask inspection effort is Intel’s baby, which it sponsored with $300-500MM in advances >5 years ago as its “founding” customer after failing to convince KLA. Intel’s mask group is trying to save face and cover up that its investment has been a debacle, giving it supplier prizes for public PR while complaining behind the scenes, according to multiple research sources.",
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      "kind": "title",
      "text": "6A. Struggles at Intel.",
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      "evidence": "Contrasts public supplier awards with private complaints about a failed investment.",
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