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  "documentTitle": "Lasertec Corporation (6920)",
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  "authorName": "Scorpion Capital",
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  "presentationDate": "2024-06-05 00:00:00",
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  "notes": "The slide presents two distinct Q&A sessions with a former TSMC procurement executive, focusing on the competitive landscape between Lasertec and KLA.",
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      "text": "TSMCはレーザーテック製の旧来のX8型の深紫外線装置を多くても10しか持っていない。後継型のX9については、評価するための実証版を1台のみ持っている。それも、KLAの深紫外線と比較して生産性が劣る。",
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      "text": "Q&A transcript discussing X8 ULTRA and X9 ULTRA performance, specifically noting KLA's superior throughput (25 wafers/day) compared to Lasertec (20 wafers/day).",
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      "text": "Q&A transcript detailing TSMC's production line needs, KLA's dominance in 5nm mask inspection, and the competitive split between KLA and Lasertec.",
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      "text": "極端紫外線で失敗したレーザーテックにとって、従来の深紫外線（DUV）の売上高が救世主にはなるわけではない。TSMCの元幹部によると、TSMCは現在10台のMATRICS X8を保有し、今後15台を追加購入する可能性があるが、新機種X9は光源の問題を抱えており、追加購入の可能性は低い。",
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      "text": "TSMCはレーザーテック製の旧来のX8型を最大10台保有。後継のX9については評価用の実証版を1台のみ保有。",
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      "text": "TSMCは現在レーザーテック製の深紫外線装置を10台持っており、今後3ナノメートル用を15台弱購入する模様。KLAはTSMCにおける深紫外線装置で3分の2のシェアを握っている。",
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      "text": "「TSMCではファブの生産ラインにおいて5ナノメートル用のマスクの需要は1日当り約500枚です。その検査のために主にKLAに頼ってます。ファブの生産ラインに設置している5ナノメートル用の検査装置はKLA製が約20台で、レーザーテック製が約10台です」 — 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",
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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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