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  "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",
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  "notes": "This slide serves as a section divider or argument point in an activist short report.",
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      "kind": "callout",
      "text": "レーザーテックの極端紫外線装置は極度に不良で信頼性が低い。",
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      "text": "レーザーテックの極端紫外線装置は極度に不良で信頼性が低い。そのため、主要な顧客であるTSMC、インテル、サムスンは水面下で、KLA製のTeron深紫外線装置と電子ビームを組み合わせた“非極端紫外線”の検査法を代用している。つまり、極端紫外線検査装置がまともに動いたなら有用だった。しかし、顧客たちが実践しているように、この技術がなくとも検査はできる。そもそも検査工程で必須の装置とはいえないのだ。ましてやレーザーテックの“極端に”高い時価総額の根拠になるような代物ではない。",
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      "text": "第10部",
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