{
  "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": 268,
  "pageCount": 334,
  "prevPage": 267,
  "nextPage": 269,
  "slideType": "expose_contradiction",
  "function": "expose_contradiction",
  "density": "balanced",
  "nDataPoints": 0,
  "notes": "The slide uses a quote from KLA's CFO to undermine Lasertec's narrative.",
  "elementsJson": [
    "paragraph",
    "quote_block",
    "photo"
  ],
  "metadataConfidence": 0.95,
  "imagePath": null,
  "slideHref": "/slides/019dd923-622c-750b-8b9a-26b63f68bb16/268",
  "deckHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16",
  "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16.json",
  "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-26b63f68bb16#slide-268",
  "components": [
    {
      "bbox": {
        "h": 0.15,
        "w": 0.86,
        "x": 0.07,
        "y": 0.26
      },
      "kind": "callout",
      "text": "2023年3月 モルガン・スタンレー主催のシンポジウムにてKLAのブレン・ヒギンズ財務最高責任者の発言: 「極端紫外線の領域でいえば、レチクルの90%以上は当社の装置を通っています」",
      "attrs": null,
      "subkind": "primary",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "4d4df0c6-d1a4-4e7e-b25a-7d77ae5e9184",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "callout",
      "text": "極端紫外線の領域でいえば、レチクルの90%以上は当社の装置を通っています。",
      "attrs": null,
      "subkind": null,
      "toolName": "Visual emphasis",
      "toolSlug": "visual-emphasis",
      "confidence": null,
      "componentId": "019dd953-203d-768d-bb17-4c87fdf69bad",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.15,
        "w": 0.36,
        "x": 0.07,
        "y": 0.48
      },
      "kind": "image",
      "text": "KLA Teron SL670e and SL670e XP equipment",
      "attrs": null,
      "subkind": "photo",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "be6fbe24-90c3-442e-8f4e-2feff25996ae",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.18,
        "w": 0.86,
        "x": 0.07,
        "y": 0.06
      },
      "kind": "paragraph",
      "text": "Lasertec is promoting its obsolete DUV equipment as 'EUV-related'. In reality, KLA has already established a dominant position in the mask inspection market with its Teron EUV inspection equipment.",
      "attrs": null,
      "subkind": "paragraph",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "20cd7b90-bdc8-41c3-a547-9fa77ffb40bb",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": null,
      "kind": "quote",
      "text": "「ファブ運営の経済条件の進化によって、ファブ環境でレチクルを活用するための当社の光学系とウェーハ検査の各ソリューションは、ますます魅力的になっています。つまり、極端紫外線の領域での当社の事業展開です。極端紫外線の領域でいえば、レチクルの90%以上は当社の装置を通っています。」 — ブレン・ヒギンズ (KLA CFO)",
      "attrs": null,
      "subkind": null,
      "toolName": "Authority citation",
      "toolSlug": "authority-citation",
      "confidence": null,
      "componentId": "019dd953-203d-768d-bb17-520d1818a2db",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.06,
        "w": 0.35,
        "x": 0.07,
        "y": 0.89
      },
      "kind": "source-note",
      "text": "出典: スコーピオン・キャピタルによる推定及び分析, S&P Capital IQによるデータ",
      "attrs": null,
      "subkind": null,
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "67bfd2ef-5540-4a19-a7ed-08cbfc0ef5e2",
      "frameworkName": null,
      "frameworkSlug": null
    },
    {
      "bbox": {
        "h": 0.08,
        "w": 0.48,
        "x": 0.45,
        "y": 0.48
      },
      "kind": "title",
      "text": "Teron™ SL670e and Teron™ SL670e XP: EUV Reticle Quality Control",
      "attrs": null,
      "subkind": "headline",
      "toolName": null,
      "toolSlug": null,
      "confidence": null,
      "componentId": "8229efc3-a673-4999-ae2f-3be13733a129",
      "frameworkName": null,
      "frameworkSlug": null
    }
  ],
  "metrics": [],
  "tools": [],
  "frameworks": [
    {
      "name": "ceo-quote-contradiction",
      "slug": null,
      "matchId": "ab24b121-f2a3-4bcd-b524-c7eba806da15",
      "evidence": "Uses a direct quote from a competitor's CFO to invalidate the subject's claims.",
      "confidence": 0.9
    }
  ],
  "arcBeats": [],
  "loops": [],
  "imagePathAlt": null,
  "thumbSrc": null,
  "thumbSrcAlt": null,
  "locked": true
}