slides · global inventory
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Matching slides 118,471
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34,681-34,710 of 118,471
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The slide uses a Q&A format to expose operational failures and design flaws in Lasertec equipment.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents a Q&A format to clarify the limited scope of GlobalFoundries' adoption of Lasertec's actinic inspection tools.Lasertec Corporation (6920) · Scorpion Capital
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232
The slide presents qualitative evidence of technical dissatisfaction and pricing discrepancies for Lasertec equipment.Lasertec Corporation (6920) · Scorpion Capital
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236
The slide highlights a lack of proof-of-concept data for the A300 and suggests Lasertec is attempting to mask product issues by offering trade-ins for the A150.Lasertec Corporation (6920) · Scorpion Capital
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238
The slide presents a Q&A format interview excerpt highlighting concerns about inventory valuation and market demand for 5nm technology.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents a Q&A format with an anonymous Marvell Technology senior employee to build a case for accounting irregularities.Lasertec Corporation (6920) · Scorpion Capital
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241
The slide presents a Q&A format to highlight potential accounting manipulation.Lasertec Corporation (6920) · Scorpion Capital
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242
The slide is a Q&A format transcript highlighting risks to Lasertec's business model.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents a Q&A format interview transcript highlighting potential accounting irregularities regarding inventory valuation.Lasertec Corporation (6920) · Scorpion Capital
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244
The slide highlights a contradiction between official company messaging and the reality of inventory management, specifically citing a 75% discount and price points of $15M-$30M.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents a Q&A format highlighting the 'desperation' of the subject company to offload inventory through heavy concessions.Lasertec Corporation (6920) · Scorpion Capital
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246
The slide uses a Q&A format to highlight a lack of proof-of-concept data and questionable discounting practices.Lasertec Corporation (6920) · Scorpion Capital
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247
The slide highlights potential accounting irregularities regarding inventory valuation and impairment.Lasertec Corporation (6920) · Scorpion Capital
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251
The slide presents a Q&A format to build a case against the company's official narrative regarding its financial performance.Lasertec Corporation (6920) · Scorpion Capital
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254
The slide presents a Q&A style dialogue with a former KLA engineering executive to challenge the thesis that Lasertec's equipment is suitable for fab-line inspection.Lasertec Corporation (6920) · Scorpion Capital
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259
The slide uses a Q&A format to validate specific equipment counts and installation timelines.Lasertec Corporation (6920) · Scorpion Capital
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265
The slide uses a Q&A format to extract specific procurement data (unit counts and pricing) to challenge the market thesis for Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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271
The slide highlights the competitive threat KLA poses to Lasertec by focusing on high-NA EUV readiness.Lasertec Corporation (6920) · Scorpion Capital
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278
The slide uses a Q&A format to highlight the fragility of Lasertec's market position.Lasertec Corporation (6920) · Scorpion Capital
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280
The slide presents qualitative evidence in a Q&A format to support a thesis about KLA's competitive positioning against Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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281
The slide presents a Q&A format highlighting the risk of Lasertec's inventory devaluation due to KLA's potential new product launch.Lasertec Corporation (6920) · Scorpion Capital
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282
The slide uses a Q&A format to highlight the loss of market share for Lasertec at TSMC.Lasertec Corporation (6920) · Scorpion Capital
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284
The slide argues that the CHIPS Act forces companies receiving subsidies to source equipment from US-based suppliers, creating a competitive disadvantage for non-US firms like Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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289
The slide presents a Q&A format to highlight a potential failure in Lasertec's product adoption at a key customer (TSMC).Lasertec Corporation (6920) · Scorpion Capital
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290
The slide uses a quote from an industry expert to frame Lasertec's pricing as irrational compared to the Holon alternative.Lasertec Corporation (6920) · Scorpion Capital
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294
The slide highlights a discrepancy between public claims of using Lasertec's EUV equipment and the actual reliance on older DUV or alternative inspection methods.Lasertec Corporation (6920) · Scorpion Capital
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295
The slide uses a Q&A format to highlight technical limitations of Lasertec's ACTIS A300 product.Lasertec Corporation (6920) · Scorpion Capital
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296
The slide presents a Q&A format to highlight the limited 'grace period' (2 years) Lasertec has before competitors dominate the market.Lasertec Corporation (6920) · Scorpion Capital
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303
The slide highlights a lack of transparency regarding the company's 'Fab 4A' facility, contrasting claims with the refusal to provide visual verification.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a discrepancy between the company's claims and the observer's findings regarding inventory management and facility access.Lasertec Corporation (6920) · Scorpion Capital
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