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  "documentTitle": "Lasertec Corporation (6920)",
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      "text": "Failure of Lasertec's EUV tool in production... TSMC relies on legacy DUV tools... TSMC will not consider the A300 or A150 for production.",
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      "text": "TSMC cannot be a growth driver... Lasertec's actinic inspection system is only relevant for masks with a pellicle... TSMC is not moving to ASML's new High NA system.",
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      "text": "Legacy DUV sales will not save Lasertec... X9 has light source problems jeopardizing 15 potential tool purchases.",
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      "text": "Samsung and Global Foundries are the only remaining buyers... only one Lasertec tool required for every five ASML EUV scanners... actual number is closer to one ACTIS tool per quarter at ~$50MM each.",
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      "text": "TSMC will keep a minimal share for Lasertec only to have purchasing leverage with KLA... two-thirds of the business migrated from Lasertec to KLA.",
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      "text": "\"TSMC will not consider the A300 or A150 for production\"; \"Lasertec X8 ULTRA and X9 ULTRA are the DUV light source but they are inspecting the EUV mask...for the throughput...[EUV] is not necessary.\" — Ex-TSMC procurement executive",
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