{ "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": 144, "pageCount": 334, "prevPage": 143, "nextPage": 145, "slideType": "expose_contradiction", "function": "expose_contradiction", "density": "dense", "nDataPoints": 0, "notes": "The slide includes a red circle highlighting the 'In-house' claim, which the activist deck author is refuting.", "elementsJson": [ "headline_text", "bullet_list", "photo", "paragraph" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/144", "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-144", "components": [ { "bbox": null, "kind": "callout", "text": "しかし、複数の取材先によれば、Urashima光源はウシオ製の光源と同程度の不良があり、ウシオ製の光源で起きた致命的な問題は解決されていない。", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-203d-768d-bb0d-003a540e00fa", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.07, "w": 0.42, "x": 0.24, "y": 0.19 }, "kind": "image", "text": "Red circle highlighting 'In-house'", "attrs": null, "subkind": "illustration", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "95c9e846-58b2-47f8-8b81-a9d0c882dece", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.2, "w": 0.25, "x": 0.51, "y": 0.44 }, "kind": "image", "text": "URASHIMA light source in ACTIS system", "attrs": null, "subkind": "photo", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "8e0d99e2-0ffd-4e23-93b0-cb0a48ab44ab", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.45, "x": 0.16, "y": 0.34 }, "kind": "list", "text": "High brightness light source; Stable EUV emission enhances reliability; Small etendue to minimize heat load to pellicles", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "20215a57-3b29-4323-a108-00dbb38d35a6", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.07, "w": 0.35, "x": 0.16, "y": 0.5 }, "kind": "list", "text": "Operating on site with multiple ACTIS; Qualified by all customers", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "5674e8a1-4a7e-4e79-8f9d-ce2c8c3fb295", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.11, "w": 0.86, "x": 0.07, "y": 0.06 }, "kind": "paragraph", "text": "ウシオ製の光源を、Isteqというロシア系の会社から調達した光源と差し替えた。そうせざるをえなくなってしまったのだ。そして、日本発で、社内で開発された技術と見せかけるために「Urashima」に改名した。しかし、複数の取材先によれば、Urashima光源はウシオ製の光源と同程度の不良があり、ウシオ製の光源で起きた致命的な問題は解決されていない。", "attrs": null, "subkind": "paragraph", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "7c94a170-9c0c-4e60-bebb-9e635774e636", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "ウシオ製の光源を、Isteqというロシア系の会社から調達した光源と差し替えた。そうせざるをえなくなってしまったのだ。そして、日本発で、社内で開発された技術と見せかけるために「Urashima」に改名した。 — Scorpion Capital (based on expert interviews)", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-203d-768d-bb0d-05da7a9ef005", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.3, "x": 0.07, "y": 0.96 }, "kind": "source-note", "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", "attrs": null, "subkind": null, "toolName": null, "toolSlug": null, "confidence": null, "componentId": "6519b79f-e108-4d1a-97f1-33c3f427cb31", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.04, "w": 0.55, "x": 0.14, "y": 0.21 }, "kind": "title", "text": "Lasertec's In-house EUV Light Source: URASHIMA", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ba86e3de-4cb9-4a12-a0f8-22ca9f44ea69", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [ { "name": "fraud-exposure", "slug": null, "matchId": "ad554d30-1eac-4691-bab8-113953c6cda8", "evidence": "The slide explicitly contrasts a corporate claim ('In-house') with external investigative findings regarding rebranding and technical failure.", "confidence": 0.95 } ], "arcBeats": [ { "to": 150, "from": 142, "beatId": "2b42b3a3-1c7f-40fa-be79-5e6f2b9123da", "arcName": "Overcoming the Monster", "arcSlug": "overcoming-monster", "beatName": "Conclusion and call to action", "beatSlug": "overcoming-monster-the-victory", "evidence": "The deck concludes by summarizing the allegations and likely calling for action.", "position": 3, "confidence": 0.8, "parentBeatName": "Turn", "parentBeatSlug": "turn" } ], "loops": [], "imagePathAlt": null, "thumbSrc": null, "thumbSrcAlt": null, "locked": true }