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  "documentTitle": "Lasertec Corporation (6920)",
  "authorId": "58_Scorpion_Capital",
  "authorName": "Scorpion Capital",
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  "sourceTypeSlug": "short_seller",
  "sourceTypeLabel": "Short seller",
  "presentationDate": "2024-06-05 00:00:00",
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  "notes": "The slide uses visual evidence to undermine the company's operational standards.",
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      "kind": "callout",
      "text": "ドローンによる、Fab 4Aの監視撮影",
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      "text": "しかし、Fab 4Aの窓は埃だらけで汚い。内部に見える空調あるいは機械的な設備は錆と諸々のデブリが付着しているように見える。",
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      "text": "Grid of window photos showing dirt and debris",
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      "text": "半導体装置と半導体検査装置を開発・製造するためのクリーンルームは、世界一清潔な環境でないといけない。数週間に一度であっても、極微粒子が発見されることがあれば、大問題となる。しかし、Fab 4Aの窓は埃だらけで汚い。内部に見える空調あるいは機械的な設備は錆と諸々のデブリが付着しているように見える。",
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      "text": "出典：調査員の現場取材",
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