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  "documentTitle": "Lasertec Corporation (6920)",
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  "authorName": "Scorpion Capital",
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  "sourceTypeLabel": "Short seller",
  "presentationDate": "2024-06-05 00:00:00",
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      "text": "「問題はまさにそこにあります。......装置が不良だったら、バックアップが必要になるからです。それが最大の問題です」",
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      "text": "レーザーテックの主要な顧客は同社製の装置について、性能、安定性、アップタイムの不満をもち、KLAに競合品の開発を急ぐように嘆願している。装置の信頼性が不十分なために、2台の装置を準備しなければいけないと顧客は苦情をいう。",
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      "text": "KLAの元幹部は、インテルやTSMCなどのメーカーがレーザーテック製の装置を嫌厭しているかとの問いに対して、「その通りです」と答えた。顧客はレーザーテック製の不十分な機能で我慢するか、KLAが代替品を発売するまで待つかのジレンマにある。顧客はKLAに開発を急ぐよう嘆願していた。",
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      "text": "第6部 レーザーテックの最大の顧客、とりわけその売上高の77%を占めるTSMC、インテル、サムスンという3社は同社に葛藤、失望、苛立ちの思いを抱いている（続）",
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