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Matching slides 96,741
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Pages 3,225
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73,861-73,890 of 96,741
282
The slide uses a Q&A format to validate the thesis that KLA is gaining market share over Lasertec at TSMC.Lasertec Corporation (6920) · Scorpion Capital
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283
The slide uses expert testimony to undermine the market position of Lasertec by contrasting it with KLA's perceived improvements.Lasertec Corporation (6920) · Scorpion Capital
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285
The slide uses a Q&A format to validate the thesis that political pressure favors US-based suppliers like KLA over Japanese competitors.Lasertec Corporation (6920) · Scorpion Capital
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286
Slide 286 of an activist deck.Lasertec Corporation (6920) · Scorpion Capital
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287
Includes a Q&A transcript excerpt as evidence.Lasertec Corporation (6920) · Scorpion Capital
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288
The slide uses a Q&A format to highlight a technical limitation in TSMC's current process.Lasertec Corporation (6920) · Scorpion Capital
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289
The slide uses a Q&A format to provide primary source evidence for an activist thesis.Lasertec Corporation (6920) · Scorpion Capital
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The slide argues that Lasertec's solution is economically unviable for high-volume fabs like TSMC.Lasertec Corporation (6920) · Scorpion Capital
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291
The slide uses expert testimony to preempt the argument that actinic inspection is strictly required for EUV masks.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to highlight expert testimony and provides a screenshot of KLA's website as evidence.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to build credibility for the claim that customers are working around Lasertec's technology.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses an expert quote to highlight a discrepancy between claimed EUV inspection and actual DUV/HHG usage.Lasertec Corporation (6920) · Scorpion Capital
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297
The slide uses a numbered list format to present a specific allegation of corporate fraud.Lasertec Corporation (6920) · Scorpion Capital
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299
The slide uses a 'before-after' or 'claim-vs-reality' structure to expose potential fraud.Lasertec Corporation (6920) · Scorpion Capital
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300
The slide uses visual evidence (photos) and anecdotal field reports to undermine the credibility of the company's operational claims.Lasertec Corporation (6920) · Scorpion Capital
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301
The slide uses photographic evidence to challenge the company's narrative regarding their facility expansion.Lasertec Corporation (6920) · Scorpion Capital
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303
The slide uses a narrative structure to build suspicion around the existence or status of Fab 4A.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses red arrows to draw attention to the 2023 peak in capital expenditure.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a stock chart with a red circle annotation to highlight the specific date of the alleged deceptive press release.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses red circles and arrows to annotate a table excerpt, pointing out the ownership structure and the 'Nothing of note' disclosure.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses authority-citation to establish a pattern of corporate malfeasance.Lasertec Corporation (6920) · Scorpion Capital
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311
The slide uses a primary source document (permit application) to debunk a specific claim.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a screenshot of a company presentation to highlight a discrepancy between stated operational status and observed reality.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses direct quotes from an earnings call to demonstrate a contradiction or lack of transparency.Lasertec Corporation (6920) · Scorpion Capital
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314
The slide uses highlighting to draw attention to specific phrases about production capacity and facility status.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses photographic evidence of site maps to contradict company claims about the operational status of specific buildings.Lasertec Corporation (6920) · Scorpion Capital
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316
Uses photographic evidence to challenge the company's narrative of being a high-tech innovation hub.Lasertec Corporation (6920) · Scorpion Capital
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317
The slide uses visual evidence to contradict the implied status of the facility as a high-tech R&D hub.Lasertec Corporation (6920) · Scorpion Capital
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318
The slide uses field visit photography to challenge the legitimacy of the company's 'Fab 4A' facility.Lasertec Corporation (6920) · Scorpion Capital
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319
The slide uses visual evidence to contradict the company's claims about its facility's purpose.Lasertec Corporation (6920) · Scorpion Capital
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