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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 Q&A formatting to highlight the executive's negative assessment of Lasertec's product viability in a production environment.",
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      "text": "the Lasertec tool cannot meet demands in a production line.",
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      "text": "Q&A transcript detailing the technical limitations of the Lasertec tool and the executive's negative outlook on the company's status.",
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      "text": "TSMC has stopped buying Lasertec actinic EUV machines as it's only a niche mask shop took; “not a tool to support production”; “cannot meet demands in a production line”",
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      "text": "“no, unfortunately no” — Longtime ex-TSMC procurement executive. “it’s not a tool to support production because the production demands you have to quite frequently monitor and quite frequently check the EUV mask breaks.” — Longtime ex-TSMC procurement executive. “things are not well” — Lasertec executive. “Yes, a lab tool. Yes, not a production tool.” — Longtime ex-TSMC procurement executive.",
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      "text": "Source: Scorpion Capital consultation calls with experts",
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      "text": "The ex-TSMC purchasing executive bluntly affirmed that TSMC is no longer purchasing the A150 EUV tool, stating “no, unfortunately no” when we asked. He repeatedly mocked it as a “lab tool, R&D tool” – “it’s not a tool to support production...the Lasertec tool cannot meet demands in a production line.” He stated that he recently spoke with a Lasertec executive, who admitted that things “are not well” for them.",
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