slides · global inventory
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Matching slides 118,471
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81,841-81,870 of 118,471
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The slide contrasts the massive R&D investment of ASML with the smaller scale of Lasertec and the very small scale of Isteq B.V.Lasertec Corporation (6920) · Scorpion Capital
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Isteqの正体を暴くための証拠提示スライド。Lasertec Corporation (6920) · Scorpion Capital
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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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The slide uses a Q&A format to build a case against the reliability of the Urashima light source technology.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents negative expert testimony to undermine the credibility of Lasertec's product strategy.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses historical research papers to undermine the novelty claims of a competitor's product.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a LinkedIn post by Isteq that claims a technology is 'new' despite a multi-year licensing agreement with Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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185
The text highlights that 77% of Lasertec's revenue comes from three major customers (TSMC, Intel, Samsung) who are dissatisfied with their mask inspection equipment.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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192
The slide highlights a narrative of corporate failure and cover-up.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a narrative structure to frame Lasertec as a failed project that the company is now attempting to hide.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to build a narrative of systemic failure in Lasertec's equipment, specifically citing contamination and optical system replacement issues at Intel and TSMC.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a narrative format to discredit the target company's core technology through expert testimony.Lasertec Corporation (6920) · Scorpion Capital
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スコーピオン・キャピタルによるレーザーテックへのショートレポートの一部。グラフの信頼性を攻撃する典型的な手法。Lasertec Corporation (6920) · Scorpion Capital
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y軸の欠落を指摘する赤枠と矢印が強調されている。Lasertec Corporation (6920) · Scorpion Capital
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201
The slide uses a Q&A format to highlight the gap between expected (85-90%) and actual (60-65%) equipment uptime, leading to personnel conflict.Lasertec Corporation (6920) · Scorpion Capital
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The slide uses a Q&A format to discredit the value of Intel's supplier awards, contrasting Intel's public PR with internal industry sentiment.Lasertec Corporation (6920) · Scorpion Capital
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The text describes TSMC's relationship with Lasertec as a 'nightmare' due to issues with both ACTIS EUV mask inspection equipment and older DUV equipment.Lasertec Corporation (6920) · Scorpion Capital
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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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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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The slide consists of two main blocks of text, both attributed to the same source (a former TSMC procurement executive). The content highlights the 'circular' nature of negotiations and the strategic procurement rationale.Lasertec Corporation (6920) · Scorpion Capital
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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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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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The slide uses a Q&A format to expose that Lasertec's equipment is not used for production at TSMC due to performance issues.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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The slide uses a Q&A format to present anecdotal evidence of technical failure.Lasertec Corporation (6920) · Scorpion Capital
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The slide is a text-heavy narrative slide focusing on customer feedback and product criticism.Lasertec Corporation (6920) · Scorpion Capital
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The slide presents qualitative feedback from an industry expert, highlighting specific technical failures (uptime, debris, UI) and risks associated with the 'Urashima' light source.Lasertec Corporation (6920) · Scorpion Capital
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The slide highlights a potential contradiction between official company statements and the reality of inventory management, specifically citing 75% discounts and price points of $15M-$30M.Lasertec Corporation (6920) · Scorpion Capital
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The text highlights a potential operational or accounting red flag regarding inventory levels.Lasertec Corporation (6920) · Scorpion Capital
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