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  "documentTitle": "Lasertec Corporation (6920)",
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  "presentationDate": "2024-06-05 00:00:00",
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      "text": "Samsung stated they pay about $40MM for each Lasertec machine, which implies $80-120MM of revenue at most - insufficient to maintain Lasertec's growth and valuation as Samsung is one of the three legs of the customer stool they depend on.",
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      "text": "The Samsung executive indicated that they purchased about 10-15 ASML scanners in each of recent years, indicating a ceiling of 2-3 ACTIS EUV machines if that rate holds – which seems unlikely given the flat and now declining quarterly EUV tool shipments recently reported by ASML. Samsung stated they pay about $40MM for each Lasertec machine, which implies $80-120MM of revenue at most – insufficient to maintain Lasertec's growth and valuation as Samsung is one of the three legs of the customer stool they depend on.",
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