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  "documentTitle": "Lasertec Corporation (6920)",
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  "presentationDate": "2024-06-05 00:00:00",
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      "text": "We note that the engineer appeared nervous at times while answering our questions, suggesting to us a coordinated attempt between Lasertec and its key customers to conceal that the \"new\" A300/Urashima announcement is essentially fake.",
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      "text": "Testimony from industry experts and field engineers alleging that the 'new' A300 is a rebranding of older, defective technology, with evidence of coordinated concealment.",
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      "text": "\"That’s right. That’s right. You got it...this is supplier talk from Lasertec and also from Intel because they are spending a huge amount of money, too, and can’t look bad.\" — EUV lithography expert; \"...the last one was a different light source; they are no Ushio sources...I know they have a different light source...I know they announced the Urashima light source...I've heard Isteq thrown around as the creator of the IP for that source.\" — Ushio field service engineer; \"That was a bit over a year ago\" — Semiconductor industry advisor; \"Again, they are on a second-generation light source.\" — Semiconductor industry advisor; \"Lasertec tries to keep us in the dark\" — Ushio field engineer; \"we can look...they can't really stop us from looking.\" — Ushio field engineer; \"there's as much downtime on those machines as there is on ours...\" — Ushio field engineer",
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      "text": "4. The \"new\" ACTIS A300, announced with fanfare in Nov 2023 as Lasertec's next-generation EUV product and driver of growth, is a hoax (cont'd)",
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