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Matching slides 18,554
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15,121-15,150 of 18,554
97
The slide uses a Q&A format to expose a lack of technical validation for a new product (A300) and questionable sales practices by Lasertec.Lasertec Corporation (6920) · Scorpion Capital
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98
The slide presents a 'villain' narrative by highlighting potential accounting irregularities (lack of inventory write-downs) and market demand failure.Lasertec Corporation (6920) · Scorpion Capital
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104
The slide contrasts LDP (Laser-assisted Discharge Plasma) used by Lasertec with LPP (Laser Produced Plasma) used by ASML, citing a specific academic paper to validate the critique of LDP's contamination issues.Lasertec Corporation (6920) · Scorpion Capital
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105
The slide uses a technical diagram to argue that the specific mechanism described in a patent/paper inevitably leads to equipment contamination.Lasertec Corporation (6920) · Scorpion Capital
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107
The slide uses a bilingual (Japanese/English) format to present technical evidence regarding tin debris damage mechanisms.Lasertec Corporation (6920) · Scorpion Capital
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109
The slide uses KLA's own presentation to point out the technical challenge of contamination from tin-based plasma sources.Lasertec Corporation (6920) · Scorpion Capital
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111
The slide presents expert testimony highlighting technical flaws (off-gas contamination, reliability issues) in competitor light sources.Lasertec Corporation (6920) · Scorpion Capital
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112
The slide uses a Q&A format to highlight technical failures and high replacement costs (millions of dollars) for optical components.Lasertec Corporation (6920) · Scorpion Capital
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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
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114
The slide presents a Q&A format highlighting a technical failure in Lasertec's product that creates operational inefficiency for customers.Lasertec Corporation (6920) · Scorpion Capital
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115
The slide uses a Q&A format to validate claims about equipment instability and the necessity of high-intensity on-site support.Lasertec Corporation (6920) · Scorpion Capital
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116
The slide presents qualitative evidence of product reliability issues through field engineer interviews.Lasertec Corporation (6920) · Scorpion Capital
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119
The slide presents qualitative evidence of product failure and operational difficulty, framed as a 'battle' for maintenance.Lasertec Corporation (6920) · Scorpion Capital
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120
The slide uses a Q&A format to highlight technical limitations and performance issues.Lasertec Corporation (6920) · Scorpion Capital
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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
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123
The slide consists of two distinct blocks of text, each attributed to an expert in extreme ultraviolet lithography, detailing Intel's shifting narrative on supplier quality.Lasertec Corporation (6920) · Scorpion Capital
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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
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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
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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
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130
The slide presents negative expert testimony regarding Lasertec's product reliability, specifically citing TSMC's lack of adoption.Lasertec Corporation (6920) · Scorpion Capital
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131
The slide uses a Q&A format to validate claims about the unreliability and high maintenance costs of the light source.Lasertec Corporation (6920) · Scorpion Capital
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132
The slide uses a Q&A format to highlight the financial and operational strain caused by the product's maintenance requirements.Lasertec Corporation (6920) · Scorpion Capital
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133
The slide presents a Q&A format to highlight a recurring technical and financial burden (contamination leading to $1M+ annual replacement costs).Lasertec Corporation (6920) · Scorpion Capital
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134
The slide uses a Q&A format to expose the gap between Lasertec's market position and the actual operational performance of their equipment.Lasertec Corporation (6920) · Scorpion Capital
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135
The slide presents anecdotal evidence from an industry insider to support a thesis about customer dissatisfaction and technical failure.Lasertec Corporation (6920) · Scorpion Capital
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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
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138
The slide uses a quote from a former KLA executive to frame the technical and strategic failure of Lasertec's stage procurement.Lasertec Corporation (6920) · Scorpion Capital
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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
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140
The slide uses direct quotes from a former KLA executive to validate the thesis regarding the inherent contamination risks in EUV inspection systems.Lasertec Corporation (6920) · Scorpion Capital
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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