slides · global inventory
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Matching slides 118,471
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81,811-81,840 of 118,471
106
The slide uses technical documentation to argue that the complexity of the Ushio EUV source is a 'weakness' (弱点).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
108
The slide uses visual evidence to support a technical critique of the equipment's reliability.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
113
The slide is a Q&A transcript format. It highlights the technical barriers to entry (Die-to-Database) that sustain KLA's market position.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
121
The slide uses red boxes to highlight specific phrases in the LinkedIn job descriptions that point to systemic maintenance issues.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
122
The slide presents testimony from an industry expert to undermine the credibility of Ushio's product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
124
The slide uses a series of Q&A excerpts from former employees and industry experts to build a case against the reliability of the product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
125
The slide uses ASML's own conference presentation to contrast their high performance (96% availability, >1 year lifetime) against Lasertec's reported low performance (60% availability, few weeks lifetime).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
126
The slide uses a KLA presentation to critique the reliability of plasma-based EUV light sources.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
128
The slide uses direct quotes to frame Lasertec as unreliable and unsuitable for production, positioning KLA as the desired alternative.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
129
The slide uses a Q&A format to highlight reliability issues (specifically the 95% uptime requirement) as a barrier to entry for in-line fab usage.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
136
The slide uses visual callouts (red circles) to point out specific components in technical diagrams.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
137
The slide uses a technical diagram of an ASML machine with annotations pointing to specific components (mask/reticle stage and wafer stage).Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
139
The slide uses a Q&A format with a former KLA executive to highlight technical failures (particle generation) and high costs of the Sumitomo product.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
141
The text claims Lasertec rebranded an Isteq light source as 'Urashima' to falsely claim internal development.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
142
The slide uses red boxes and arrows to highlight key technical improvements (Urashima light source and High-NA support) within the original English press release text.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
143
Uses visual evidence (product photos) to prove a rebranding deception.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
144
The slide includes a red circle highlighting the 'In-house' claim, which the activist deck author is refuting.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
145
The slide uses historical evidence (2013 presentation, 2016 paper) to debunk a claim of innovation.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
146
The slide uses a screenshot of a LinkedIn post to expose the contradiction between the company's public marketing and the historical reality of their licensing agreement.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
147
The slide uses a side-by-side comparison of a patent document and a marketing brochure to expose a contradiction in product originality.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
148
Q&A形式の対話による告発。特定の企業（Lasertec, Urashima, Isteq）に対する批判的分析。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
150
The slide presents a Q&A format to highlight a discrepancy between public corporate announcements and internal/field-level knowledge regarding the origin of the 'Urashima' light source.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller Beat · Conclusion and call to action1 hit
151
The slide uses a Q&A format to highlight evasive answers from a consultant regarding Lasertec's product timeline.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
152
The slide uses a Q&A format to document insider testimony regarding equipment performance and maintenance practices.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
159
The slide highlights the transition from 0.33 NA to 0.55 NA optics, detailing the resulting improvements in transistor density and resolution.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
161
The slide highlights the extreme complexity of manufacturing High-NA EUV mirrors, emphasizing the barrier to entry for competitors.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
162
The slide presents a Q&A format highlighting technical skepticism regarding Lasertec's high-NA claims.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
165
レーザーテックの技術的透明性の欠如を批判するアクティビスト資料。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
167
レーザーテックの技術的欠陥を指摘するアクティビスト・デッキの典型的な構成。Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit
168
This slide serves as a narrative chapter break in an activist report, specifically attacking the 'Japanese ASML' investment thesis.Lasertec Corporation (6920) · Scorpion Capital
Activist deck Short seller 1 hit