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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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      "text": "The similarity between both the light source and particle contamination issues for Lasertec’s DUV and EUV products suggests a fatally flawed and defective technology platform.",
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      "text": "The field engineer stated that Lasertec’s DUV light source is unstable for not just the old MATRCIS X8 DUV product but for the new X9 as well, which was an attempt to address the X8’s source problems – stating that he heard this a few months ago “from my colleagues who are X9 ULTRA team members” at TSMC’s fab in Taiwan. The similarity between both the light source and particle contamination issues for Lasertec’s DUV and EUV products suggests a fatally flawed and defective technology platform.",
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      "text": "DUV tool has an unstable light source, based on recent color from the X9ULTRA field service team at TSCM\nQ: “And you're saying the X9ULTRA, the light source is unstable?”\nA: “Yes, [I heard this] from my colleagues who are X9ULTRA team members.”\nQ: “When did they tell you this?”\nA: “About three months ago.”\nQ: “So, they were having a lot of problems with it?”\nA: “Yeah, because TSMC wants Lasertec to move the new tool from R&D to onsite, and they are going to production.” – Former Lasertec field service engineer at TSMC fab in Taiwan",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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