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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": "第9部。業界関係者のインタビューに基づく定性的な市場分析。",
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      "text": "KLAの市場進出によってレーザーテックの極端紫外線マスク検査装置の事業が崩壊する",
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      "text": "サムスン、グローバルファウンドリーズ、TSMCの元幹部によるKLAの技術的優位性、市場シェアの移行、およびレーザーテックに対する価格競争圧力に関する証言の要約。",
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      "text": "「KLAの人間は発表が近いような話しぶりでした。1年とか、それくらいでしょう。KLAはこの開発に一生懸命取り組んでいます」 — Samsung former executive. \"レーザーテックは危険だと思います。同社には完成品の在庫が滞留していますが、KLAは各社に向けて次のように予告しています。『発注を2025年の中旬まで待っていただけるなら、新しいシステムを商業的に提供できます』\" — GlobalFoundries former executive. \"TSMCの生産ラインにおいては、生産性に関しても経済性に関してもKLA製のほうがレーザーテック製より性能がいい。だから、TSMCにおけるこの関連の商売の約3分の2がすでにレーザーテックからKLAに移行している\" — TSMC former executive.",
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