{
  "docId": "019dd923-622c-750b-8b9a-0f4bec37392f",
  "docSlug": "f982379e2e48",
  "documentTitle": "Lasertec Corporation (6920)",
  "authorId": "58_Scorpion_Capital",
  "authorName": "Scorpion Capital",
  "documentKindSlug": "activist-deck",
  "documentKindLabel": "Activist deck",
  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2024-06-05 00:00:00",
  "orientation": "landscape",
  "aspectRatio": 1.3333334,
  "pageNumber": 224,
  "pageCount": 334,
  "prevPage": 223,
  "nextPage": 225,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "dense",
  "nDataPoints": 2,
  "notes": "The slide uses a Q&A transcript format to validate the claims made in the summary paragraph.",
  "elementsJson": [
    "paragraph",
    "quote_block"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-0f4bec37392f/224",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-0f4bec37392f",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-0f4bec37392f.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-0f4bec37392f#slide-224",
  "components": [
    {
      "bbox": null,
      "kind": "callout",
      "text": "The tools require a shocking 10 hours of daily cleaning to address particle contamination, leading to a low uptime of less than 60%, with an onerous protocol including UV light to scan for stray particles.",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-78b7-702e-9618-383c7eb9b608",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.86,
        "x": 0.07,
        "y": 0.36
      },
      "kind": "list",
      "text": "Lasertec DUV tool “isn’t designed very well” and “suffering from so many particle” issues; TSMC engineers complain",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "0a229bc3-716c-43d9-83f7-6f4c4e23008d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.25,
        "w": 0.86,
        "x": 0.07,
        "y": 0.58
      },
      "kind": "list",
      "text": "DUV machine requires 10 hours of daily cleaning to address particle contamination; low uptime of less than 60%",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "bbb34b75-c0b6-43e4-b0cd-a0d1b5d1925e",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "metric",
      "text": "uptime: 60%",
      "attrs": null,
      "subkind": "primary",
      "toolName": "Quantification",
      "toolSlug": "quantification",
      "confidence": null,
      "componentId": "019dd953-78b7-702e-9618-42c4a18d9299",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.86,
        "x": 0.07,
        "y": 0.07
      },
      "kind": "paragraph",
      "text": "The Lasertec field engineer stated that the MATRICS DUV product suffers from particle contamination issues just like the ACTIS EUV line, leading TSMC engineers to complain: “...design is very bad because of the particle issue...the Lasertec machine isn’t designed very well...it’s suffering from so many particle issues...[the tool] is not very clean.” The tools require a shocking 10 hours of daily cleaning to address particle contamination, leading to a low uptime of less than 60%, with an onerous protocol including UV light to scan for stray particles.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e44bee6f-62e1-4510-8d73-29b8b2595d36",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "“...design is very bad because of the particle issue...the Lasertec machine isn’t designed very well...it’s suffering from so many particle issues...[the tool] is not very clean.” — Former Lasertec field service engineer at TSMC fab in Taiwan",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-78b7-702e-9618-3f3e61a4f63d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.02,
        "w": 0.3,
        "x": 0.07,
        "y": 0.95
      },
      "kind": "source-note",
      "text": "Source: Scorpion Capital consultation calls with experts",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "e9f57865-c742-4f19-ad65-2ab2a71c671c",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "antagonist-introduction",
      "slug": null,
      "matchId": "a72dd0f1-ac64-488b-b779-bd3d7b29f146",
      "evidence": "The slide frames the Lasertec machine as a failing, poorly designed product through negative expert testimony.",
      "confidence": 0.8
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}