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  "documentTitle": "Lasertec Corporation (6920)",
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  "presentationDate": "2024-06-05 00:00:00",
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  "notes": "The slide presents a Q&A transcript format to build credibility for the argument that Lasertec is not economically viable for production.",
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      "text": "The Lasertec machine’s throughput is so low that it can only inspect “five pieces per day” – referring to masks – while TSMC’s 5nm Fab 18 needs 550 masks inspected daily in production.",
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      "text": "Transcript excerpts detailing the throughput limitations of Lasertec tools compared to KLA alternatives in TSMC's production environment.",
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      "text": "throughput: 5",
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      "text": "Of the six ACTIS EUV tools TSMC has purchased, only two are in the fab and the rest are in the mask shop: \"the problem is the throughput...they only have two in the production area because the throughput is too slow...it's not affordable for production demands...it's not economical.\"",
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      "text": "“the problem is the throughput...they only have two in the production area because the throughput is too slow...it’s not affordable for production demands...it’s not economical.” — Longtime ex-TSMC procurement executive who introduced Lasertec inspection tools into TSMC",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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      "text": "The Lasertec machine's throughput is so low that it can only inspect \"five pieces per day\" – referring to masks – while TSMC's 5nm Fab 18 needs 550 masks inspected daily in production.",
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