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      "text": "Lasertec could be caught with inventory that they're going to have to significantly mark down...they would end up having to impair...could put a lot of pressure on them, which would probably require an asset write-down.",
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      "text": "I think KLA is serious...a year or eighteen months is reasonable. — Intel Senior Engineer. Samsung is always trying to diversify vendors...they don't want to just rely on one company because it's not good for negotiation power...they keep pushing KLA to produce the same tool as Lasertec. — Longtime ex-Samsung executive. KLA kept talking like it's very soon, just in a year...I think it's pretty soon...in a year or so...KLA is working very hard to develop those. — Samsung executive. There's a huge risk here to Lasertec...if machines are piling up and KLA is going around reassuring people that if you can hold off until mid-2025. — Global Foundries view. For productivity and for economic considerations, KLA performs better than Lasertec...two-thirds of the business migrated from originally Lasertec to KLA...Lasertec has continued to decrease...their share in TSMC...KLA's share continues to increase. — Ex-TSMC procurement executive.",
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