{ "docId": "019dd923-622c-750b-8b9a-26b63f68bb16", "docSlug": "9abaa7a9bbfc", "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": 125, "pageCount": 334, "prevPage": 124, "nextPage": 126, "slideType": "expose_contradiction", "function": "expose_contradiction", "density": "dense", "nDataPoints": 4, "notes": "The slide uses ASML's own conference presentation to contrast their high performance (96% availability, >1 year lifetime) against Lasertec's reported low performance (60% availability, few weeks lifetime).", "elementsJson": [ "paragraph", "screenshot", "line_chart", "histogram" ], "metadataConfidence": 0.95, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/125", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-125", "components": [ { "bbox": null, "kind": "callout", "text": "レーザーテック製の光源は稼働率が60%以下という低い水準に留まっているのに対比して、ASML製の光源は稼働率が96%と高い水準にあることがわかった。", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-203d-768d-bb0b-1a584e4f2337", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.23, "x": 0.07, "y": 0.41 }, "kind": "chart", "text": "Source Availability", "attrs": null, "subkind": "bar-vertical", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "e2482142-0b00-4baa-83e1-7f83d9f886e7", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.18, "x": 0.75, "y": 0.41 }, "kind": "chart", "text": "Degradation rates", "attrs": null, "subkind": "histogram", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "1a24d3ec-e6ca-4032-be16-c45c59362bba", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.18, "x": 0.31, "y": 0.41 }, "kind": "chart", "text": "Throughput", "attrs": null, "subkind": "line", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "24015f56-e5da-4d8f-ac9e-66c640d5baef", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.25, "w": 0.23, "x": 0.51, "y": 0.41 }, "kind": "chart", "text": "Collector lifetime", "attrs": null, "subkind": "line", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "b0543cc1-d0f5-4088-a2b2-eb0a34407f50", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "metric", "text": "Source Availability: 96%", "attrs": null, "subkind": "primary", "toolName": "Quantification", "toolSlug": "quantification", "confidence": null, "componentId": "019dd953-203d-768d-bb0b-22a421ec6b45", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.86, "x": 0.07, "y": 0.06 }, "kind": "paragraph", "text": "2023年に開催された国際光工学会のリソグラフィとパターニングに関する会議で、レーザーテックとASMLがそれぞれ発表した論文をもとに、両社の極端紫外線光源の稼働率が対照的であることを確認した。レーザーテック製の光源は稼働率が60%以下という低い水準に留まっているのに対比して、ASML製の光源は稼働率が96%と高い水準にあることがわかった。また、重要な部品であるコレクターについては、ASML製は寿命が1年以上なのに対比して、レーザーテック製は寿命がわずか数週間に留まっていることもわかった。", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "c9de8842-9904-4786-aa40-7582c1d8520f", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "レーザーテック製の光源は稼働率が60%以下という低い水準に留まっているのに対比して、ASML製の光源は稼働率が96%と高い水準にあることがわかった。また、重要な部品であるコレクターについては、ASML製は寿命が1年以上なのに対比して、レーザーテック製は寿命がわずか数週間に留まっていることもわかった。 — Scorpion Capital", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": 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