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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 a Q&A format with an industry expert, exposing a gap between public adoption and actual operational reliance on Lasertec's tools.",
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      "text": "TSMCでは、レーザーテック製装置への信頼性が低いため、他社製の複数の装置を併用して、検査を行わなければならない。",
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      "text": "Lasertec's actinic EUV mask inspection equipment is unreliable, leading TSMC, Intel, and Samsung to use alternative inspection tools. The equipment is not worth the $5000 investment per unit.",
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      "text": "Q&A transcript: Expert explains that TSMC uses multiple tools in parallel because they cannot trust Lasertec's equipment alone, citing the high cost of failure (missing defects).",
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      "text": "Industry sources indicate major customers are using proprietary inspection tools based on HHG light sources. There is a discrepancy between public claims of using Lasertec's tools and internal reliance on legacy DUV equipment.",
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      "text": "「はい、見逃している欠陥がないことを確認するために。もし欠陥を見逃せば、生産される各々の半導体装置に転写されます。致命的な問題があれば、問題のウェハーを出荷できなくなります。下手をすれば何十億ドルもの損失を招くことになるのです」 — 半導体製造装置企業の上席幹部として長年の経験を持ち、レーザーテックのCEOに親しい人物",
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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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