slides · global inventory
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Matching slides 110,471
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71,521-71,550 of 110,471
162
The slide presents a Q&A format highlighting technical skepticism regarding Lasertec's high-NA claims.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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178
The slide uses a Q&A format to expose potential contradictions in Isteq's public statements versus internal technical reality.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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188
The slide uses a Q&A format to expose the failure of Lasertec's equipment to support pellicle-based inspection, leading to yield loss and customer dissatisfaction.Lasertec Corporation (6920) · Scorpion Capital
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189
The slide presents a Q&A format with a former KLA executive to discredit Lasertec's market position.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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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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206
The slide uses a Q&A format to highlight the reluctance of TSMC personnel to discuss equipment problems, implying a cover-up or significant technical failure.Lasertec Corporation (6920) · Scorpion Capital
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209
The slide uses a Q&A format to expose that Lasertec's inventory is largely unfinished work-in-progress due to quality issues and lack of customer demand.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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215
The slide presents a Q&A format to expose a gap in product-market fit for Lasertec's equipment in high-volume production environments.Lasertec Corporation (6920) · Scorpion Capital
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216
The slide uses a Q&A format to highlight a specific expert testimony regarding equipment usage.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
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223
The slide uses a Q&A format to highlight specific product failures (unstable light source, software bugs, poor image processing) that contradict potential market expectations of high-end inspection equipment.Lasertec Corporation (6920) · Scorpion Capital
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224
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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225
The slide uses a Q&A format to present anecdotal evidence of technical failure.Lasertec Corporation (6920) · Scorpion Capital
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229
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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231
The slide uses a Q&A format to establish that the visit was for technical quality assurance rather than routine procurement or complaints.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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239
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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240
The slide presents a Q&A format to build a case for accounting irregularities.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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243
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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245
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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250
The slide presents a Q&A format to expose operational and technical failures (unstable light sources, failed certifications) at Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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