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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 consists of two main blocks of text, both attributed to the same source (a former TSMC procurement executive). The content highlights the 'circular' nature of negotiations and the strategic procurement rationale.",
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      "text": "TSMCとインテルがレーザーテックから装置を調達したのは、主にKLAに対して価格面での交渉力を高めるためだった。",
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      "text": "TSMCの元幹部は、TSMCはマスク検査の生産性が極めて低いことや、ペリクルを貼ったマスクだと検査に問題が起きることなど、諸々の問題でレーザーテックに苛立っている、という。...",
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      "text": "「TSMCの基準で性能を向上するように、レーザーテックを説得することです。性能を変えるように働きかけています。『品質を下げてもいいから、検査数を増やしてくれ』というふうに」。しかし、「結局、堂々巡りの交渉になります」。 — TSMCの元幹部で長年購買の責任者を務め、同社へレーザーテック製の検査装置の導入を担当した人物、現大学教員",
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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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