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Matching slides 118,471
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34,651-34,680 of 118,471
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The slide presents negative expert testimony regarding Lasertec's product reliability, specifically citing TSMC's lack of adoption.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
133
The slide presents a Q&A format to highlight a recurring technical and financial burden (contamination leading to $1M+ annual replacement costs).Lasertec Corporation (6920) · Scorpion Capital
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134
The slide uses a Q&A format to expose the gap between Lasertec's market position and the actual operational performance of their equipment.Lasertec Corporation (6920) · Scorpion Capital
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135
The slide presents anecdotal evidence from an industry insider to support a thesis about customer dissatisfaction and technical failure.Lasertec Corporation (6920) · Scorpion Capital
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149
The slide presents a Q&A transcript as evidence of a corporate deception regarding product origins.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action2 hits
153
The slide presents a Q&A format to highlight internal dissatisfaction among field engineers regarding design compromises made by Lasertec management.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
154
The slide presents a Q&A format to highlight technical failures in a competitor's product.Lasertec Corporation (6920) · Scorpion Capital
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155
The slide uses a Q&A format to expose that both competing technologies fail to provide consistent illumination for mask inspection.Lasertec Corporation (6920) · Scorpion Capital
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158
The slide uses a Q&A format to highlight technical failures in Ushio's light source, specifically mentioning particle and gas contamination issues.Lasertec Corporation (6920) · Scorpion Capital
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160
The slide presents four technical excerpts from ASML to demonstrate the extreme complexity of High-NA EUV systems, implying that Lasertec's claims of capability are unfounded.Lasertec Corporation (6920) · Scorpion Capital
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164
The slide highlights a discrepancy between Lasertec's marketing claims and the technical depth of their published research.Lasertec Corporation (6920) · Scorpion Capital
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166
The slide highlights the frequent use of 'simulation' or 'simulator' in the paper as evidence of a lack of real-world performance data.Lasertec Corporation (6920) · Scorpion Capital
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169
The slide provides context for an upcoming expert testimony, highlighting the relationship between Lasertec, Cymer (ASML), and Isteq.Lasertec Corporation (6920) · Scorpion Capital
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171
The slide uses expert testimony to contrast Lasertec's claims with the reality of ASML's resource investment in San Diego.Lasertec Corporation (6920) · Scorpion Capital
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173
The slide uses expert quotes to undermine the viability of Lasertec's light source technology by citing ASML's historical failure with the same supplier.Lasertec Corporation (6920) · Scorpion Capital
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181
The slide uses a Q&A format to highlight dissatisfaction with incumbent technology.Lasertec Corporation (6920) · Scorpion Capital
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190
The slide uses a Q&A format to highlight specific pain points (performance, uptime, cost) experienced by major semiconductor manufacturers.Lasertec Corporation (6920) · Scorpion Capital
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191
The slide uses a Q&A format to document expert testimony regarding market sentiment toward Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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194
The slide highlights a potential discrepancy or strategic dependency between Intel and Lasertec, suggesting Intel secured equipment at a discount through early funding.Lasertec Corporation (6920) · Scorpion Capital
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199
The slide uses red underlining to emphasize specific technical failures (ion damage, plasma instability) within the English source text, with Japanese annotations explaining the implications.Lasertec Corporation (6920) · Scorpion Capital
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200
The slide presents a Q&A format to expose operational issues and toxic workplace behavior linked to equipment failure.Lasertec Corporation (6920) · Scorpion Capital
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203
The slide uses a Q&A format and expert testimony to frame KLA as a 'villain' due to their pricing and attitude, justifying Intel's shift to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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207
インタビュー形式で、業界関係者の証言を引用し、論文の背景にある力学を暴露している。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits
208
The slide uses a Q&A format to build a case against the efficacy of Lasertec's products.Lasertec Corporation (6920) · Scorpion Capital
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210
The slide presents a Q&A format documenting industry skepticism regarding Lasertec's technology reliability.Lasertec Corporation (6920) · Scorpion Capital
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213
The slide highlights a specific competitive disadvantage for Lasertec regarding light source efficiency and market share loss at TSMC.Lasertec Corporation (6920) · Scorpion Capital
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214
The slide presents a narrative of product failure and competitive displacement, framed as an investigative report.Lasertec Corporation (6920) · Scorpion Capital
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218
The slide uses a Q&A format to expose the gap between Lasertec's equipment capacity (5 masks/day) and TSMC's fab requirements (500-550 masks/day).Lasertec Corporation (6920) · Scorpion Capital
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220
The slide uses a Q&A format to expose technical failures and potential misrepresentation of product origins (Urashima/Isteq).Lasertec Corporation (6920) · Scorpion Capital
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221
The slide presents a Q&A format to expose operational and technical failures at Lasertec, specifically regarding light source instability and TSMC's subsequent order delays.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 2 hits