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  "documentTitle": "Lasertec Corporation (6920)",
  "authorId": "58_Scorpion_Capital",
  "authorName": "Scorpion Capital",
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  "presentationDate": "2024-06-05 00:00:00",
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  "notes": "The slide uses a technical diagram of the EUV machine with callouts to specific subsystems.",
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      "kind": "image",
      "text": "Diagram of ASML EUV machine components",
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      "kind": "paragraph",
      "text": "オランダに本拠点を置くASMLは、半導体製造用の極端紫外線露光装置を製造する唯一の企業で、その商品分野を独占している。この技術を実用化するために数十年の歳月を要した。紆余曲折を経て2013年に最初の装置が出荷された。極端紫外線露光装置は、1台につき2億ドルにもなる高価な商品だ。また、大型トラックほどの大きさで、重量は約180トンと極めて重い。発送するために1台を3部に分けて、3機のB747型の航空機を使わなければならない。人類による技術開発として最も複雑で高度な装置のひとつだ。その中で最も肝心で、かつ技術開発における最大の難関は極端紫外線光源だ。その他に光学コラムとウェハステージも肝要な部分だ。",
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      "text": "出典：https://semiconductor.samsung.com/cn/news-events/tech-blog/a-nano-scale-sketch-on-a-millimeter-scale-wafer-part-2/; Carl Zeiss",
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      "arcName": "Overcoming the Monster",
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      "beatName": "Technical issues with Lasertec's products",
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