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  "documentTitle": "Lasertec Corporation (6920)",
  "authorId": "58_Scorpion_Capital",
  "authorName": "Scorpion Capital",
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  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2024-06-05 00:00:00",
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  "notes": "The slide uses a series of Q&A excerpts from former employees and industry experts to build a case against the reliability of the product.",
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      "text": "「レーザーテック製の場合、そんなもんです」",
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      "text": "ACTISシリーズの稼働率の低さと、それを維持するために必要な過剰なフィールドサービスエンジニアの人数に関する証言を列挙。",
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      "text": "uptime: 60-65%",
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      "text": "レーザーテック製の極端紫外線検査装置が抱える致命的な問題として、汚染・デブリと光源の不安定性・明滅がある。加えて、極めて低い信頼性に起因する低い稼働率・低い生産性、それに非常に面倒な掃除や整備の負担が挙げられる。",
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      "text": "「アクティニックの検査装置は1台につき、光源、チャンバー、諸々の部品を整備するために、少なくとも4名の熟練のフィールド・サービス・エンジニアを配備しなければいけません」 — 半導体製造装置業界に20年以上の経験があり、レーザーテックの元プロダクト・エンジニア、3大半導体装置メーカーの1社で極端紫外線の部隊に参画した経験のある人物",
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      "text": "出典：スコーピオン・キャピタルによる専門家の電話取材",
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