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  "documentTitle": "Lasertec Corporation (6920)",
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  "authorName": "Scorpion Capital",
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  "notes": "The slide presents a Q&A format to expose operational and technical failures (unstable light sources, failed certifications) at Lasertec.",
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      "text": "「TSMC側は光源の問題が解決されるまで発注を先延ばしにしている、とのことです」。",
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      "text": "Q&A transcript detailing the failure of Isteq and Ushio light sources in Lasertec equipment at TSMC.",
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      "text": "「インテルは必要以上の台数を発注したので、余って不要となった装置をTSMCに回そうとした」とKLAの元幹部はいう。しかし、TSMCは先述の通り、レーザーテック製の装置を見限って、極端紫外線検査装置の購入を中断している。",
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      "text": "「2023年の初め頃でした。その光源を使った装置はTSMCで6ヶ月の評価を受けましたが、不合格となりました」 — KLAで極端紫外線マスク検査を担当した元幹部",
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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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