{
  "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": 153,
  "pageCount": 334,
  "prevPage": 152,
  "nextPage": 154,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "dense",
  "nDataPoints": 0,
  "notes": "The slide presents a Q&A format to highlight internal dissatisfaction among field engineers regarding design compromises made by Lasertec management.",
  "elementsJson": [
    "paragraph"
  ],
  "metadataConfidence": 1,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/153",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-153",
  "components": [
    {
      "bbox": {
        "h": 0.25,
        "w": 0.86,
        "x": 0.07,
        "y": 0.55
      },
      "kind": "callout",
      "text": "The engineer expresses frustration that Lasertec management prioritized cost reduction over usability, leading to increased maintenance burdens for field staff.",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "ec349f22-fb8e-4b46-bfdf-b303524e5ef9",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "「たしかに納得しがたいことです。我々エンジニアとしては、引き続き稼働中の光源を整備しつづけています。いずれ、誰かが目覚めてくれることを祈りながら」",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-203d-768d-bb0e-7bbe1b246f9d",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.86,
        "x": 0.07,
        "y": 0.38
      },
      "kind": "list",
      "text": "Q&A exchange confirming that, excluding the light source, the internal architecture of the A150 and A300 is essentially identical.",
      "attrs": null,
      "subkind": "bullet",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "22f555cc-9a1c-4275-b430-a212995eb58a",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.86,
        "x": 0.07,
        "y": 0.06
      },
      "kind": "paragraph",
      "text": "Scorpion Capital interviewed a Ushio field service engineer about the contents of the ACTIS A150 (with Ushio light source) and the A300 (with Urashima light source).",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "22e7fc81-daf6-4647-a7cc-21040d4cd3db",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.86,
        "x": 0.07,
        "y": 0.22
      },
      "kind": "paragraph",
      "text": "The engineer notes that field service staff find the Urashima light source problematic and complain about the maintenance burden, suggesting management made compromises.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4b0695b8-5ec6-4c22-bbb1-0405bbdc6976",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "「私が見ているかぎり同じです」 — ウシオのフィール・サービス・エンジニア",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-203d-768d-bb0e-7f3fcd544122",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.03,
        "w": 0.3,
        "x": 0.07,
        "y": 0.94
      },
      "kind": "source-note",
      "text": "Source: Expert phone interview by Scorpion Capital",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "749c6db6-c8c4-446b-9292-b03f13a266f7",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "expose_contradiction",
      "slug": null,
      "matchId": "edf25756-bb9e-44bd-93de-44e5430caf50",
      "evidence": "The slide contrasts management's design choices with the practical complaints of field engineers.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}