{ "docId": "019dd923-622c-750b-8b9a-2ecae53b8884", "docSlug": "e1eb4b2e6802", "documentTitle": "Lasertec Corporation (6920)", "authorId": "58_Scorpion_Capital", "authorName": "Scorpion Capital", "documentKindSlug": "research-note", "documentKindLabel": "Research note", "sourceTypeSlug": "short_seller", "sourceTypeLabel": "Short seller", "presentationDate": "2024-06-05 00:00:00", "orientation": "landscape", "aspectRatio": 1.3333334, "pageNumber": 34, "pageCount": 56, "prevPage": 33, "nextPage": 35, "slideType": "executive_summary", "function": "summarize", "density": "dense", "nDataPoints": 4, "notes": "第6部B TSMCでの葛藤（続）", "elementsJson": [ "headline_text", "bullet_list" ], "metadataConfidence": 1, "imagePath": null, "slideHref": "/slides/019dd923-622c-750b-8b9a-2ecae53b8884/34", "deckHref": "/decks/019dd923-622c-750b-8b9a-2ecae53b8884", "deckJsonHref": "/decks/019dd923-622c-750b-8b9a-2ecae53b8884.json", "deckAnchorHref": "/decks/019dd923-622c-750b-8b9a-2ecae53b8884#slide-34", "components": [ { "bbox": null, "kind": "callout", "text": "TSMCではACTISのA150もA300も生産用の対象外としています。", "attrs": null, "subkind": null, "toolName": "Visual emphasis", "toolSlug": "visual-emphasis", "confidence": null, "componentId": "019dd953-5372-7340-8f8a-3b270020f51a", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.07, "y": 0.65 }, "kind": "list", "text": "TSMCはレーザーテックに不信感を抱いており、1年以上前から発注を先延ばしにしている。", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "0e6c31f3-ef56-4d50-a08f-0888e9a85cf0", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.12, "w": 0.85, "x": 0.07, "y": 0.43 }, "kind": "list", "text": "生産ラインでは1日550枚の検査が必要だが、レーザーテック製は1日5枚しか検査できず、KLA製が主に使用されている。", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "61868a6d-ed41-4754-b4bc-f7e31930d44d", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.08, "w": 0.85, "x": 0.07, "y": 0.56 }, "kind": "list", "text": "A300は光源の不具合によりTSMCの認証で不合格。2023年の評価でも不合格。", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "a8fc91be-b268-450d-8cb5-67a05d089e25", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.1, "w": 0.85, "x": 0.07, "y": 0.32 }, "kind": "list", "text": "TSMCはレーザーテック製装置を「失敗作」と評価。A150およびA300は生産用対象外。", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "ac6bdf99-ec4b-4630-a1b5-9af70512f4a5", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.15, "w": 0.85, "x": 0.07, "y": 0.16 }, "kind": "list", "text": "TSMCはA150を6台購入したが、生産ラインではなくマスク工場での検査用。生産ラインでの使用には生産性が低すぎる。", "attrs": null, "subkind": "bullet", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "df51b710-8171-4646-a4ab-702ea5be45a9", "frameworkName": null, "frameworkSlug": null }, { "bbox": null, "kind": "quote", "text": "「2019年、2020年にも買ったと思います」とTSMCの元幹部は説明する。 「A150は高額で、約5000万ドルです。TSMCはそれくらいの値段で6台買いました。また、それはファブの生産ラインでなく、電子ビーム投影露光技術（EPL）で作成するマスク検査のために購入しています。」 — TSMC元幹部", "attrs": null, "subkind": null, "toolName": "Authority citation", "toolSlug": "authority-citation", "confidence": null, "componentId": "019dd953-5372-7340-8f8a-3f7d4e83beb3", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.03, "w": 0.25, "x": 0.07, "y": 0.06 }, "kind": "title", "text": "詳細サマリー・調査結果", "attrs": null, "subkind": "headline", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "3abe7e38-2b10-430d-a2e3-5079ee5ff101", "frameworkName": null, "frameworkSlug": null }, { "bbox": { "h": 0.02, "w": 0.2, "x": 0.07, "y": 0.12 }, "kind": "title", "text": "第6部B TSMCでの葛藤（続）", "attrs": null, "subkind": "subtitle", "toolName": null, "toolSlug": null, "confidence": null, "componentId": "2e512cc8-6785-4e96-9c6b-91c1eaf9926a", "frameworkName": null, "frameworkSlug": null } ], "metrics": [], "tools": [], "frameworks": [], "arcBeats": [ { "to": 56, "from": 7, "beatId": "65c67b0a-e809-454b-9a81-813392cc9bb0", "arcName": "The Consultant's Gambit", "arcSlug": "consultants-gambit", "beatName": "Problem & Complication", "beatSlug": "consultants-gambit-problem-complication", "evidence": "The document has a detailed analysis of the company's situation, with many pages dedicated to the executive summary.", "position": 1, "confidence": 0.8, "parentBeatName": "Complication", "parentBeatSlug": "complication" } ], "loops": [ { "to": 56, "from": 5, "name": "Logic Chain", "slug": "01-logic-chain", "bestFor": "Skeptical audiences, controversial recommendations, rigorous analysis", "matchId": "c1cc9a92-38b5-4731-bb15-d9d4141013da", "evidence": "The document has a detailed executive summary and analysis, indicating a logic chain.", "position": 0, "objective": "To understand the company's situation and analysis", "structure": "Premise 1 (Accepted truth) -> Premise 2 (Observed fact) -> Therefore... 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