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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": "KLA’s impending launch of an EUV actinic patterned mask inspection tool will be catastrophic for Lasertec.",
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      "text": "9. KLA's impending launch of an EUV actinic patterned mask inspection tool will be catastrophic for Lasertec. We spoke with 3 KLA sources, as well as senior individuals at Intel, TSMC, Samsung, Global Foundries and others – all indicated that KLA's tool is likely coming in 2025, has a superior technology, and will destroy Lasertec's market share – hardly a surprise, given previous short-lived \"monopolies\" in semicap equipment that collapsed overnight when leapfrogged by a new entrant.",
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