slides · global inventory
Summarize
Slide function collection for the active corpus filters, with each row opening the slide detail view.
Matching slides 42,035
Current window 18,691-18,720
Pages 1,402
Rows per page 30
Slide function
18,691-18,720 of 42,035
27
The slide details specific customer complaints regarding Lasertec's equipment reliability, performance, and uptime, leading to a demand for KLA to enter the market.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
28
Focuses on the 'Intel's Dilemma' section of a research report.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
30
The slide contains qualitative interview findings regarding operational efficiency (60-65% vs 85-90% target) and corporate culture.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
31
The slide details specific complaints from TSMC sources regarding Lasertec's ACTIS series reliability and performance compared to KLA equipment.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
33
TSMCの元幹部へのインタビューを通じた、レーザーテックに対する否定的な見解とKLAへのシフトの背景。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
34
第6部B TSMCでの葛藤（続）Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
35
Focuses on negative feedback from GlobalFoundries and Marvell regarding Lasertec's A150 and Urashima light source technology.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
36
顧客インタビューに基づく定性的な調査結果。具体的な価格データ（1500万〜3000万ドル、6200万ドル）が含まれる。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
38
The slide contains anecdotal evidence from industry executives regarding Lasertec's inventory levels and accounting practices.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
39
The slide details allegations of inflated inventory, aggressive discounting (up to 75%), and questionable product lifecycle management (A150 to A300 transition).Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
40
The slide presents qualitative evidence of potential accounting manipulation and technical product failures at Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
41
第8部として構成された調査レポートの要約。市場の飽和と技術的適合性の欠如を主張。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
42
The slide provides qualitative evidence from former employees and industry contacts to support the thesis that Lasertec's growth in the EUV market is stalling.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
43
The slide details specific technical and commercial reasons for TSMC's shift away from Lasertec's EUV inspection tools, citing pellicle issues, high-NA adoption, and reliance on KLA alternatives.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
45
The slide discusses the competitive landscape between KLA and Lasertec, specifically focusing on EUV actinic inspection technology and the impact of the CHIPS Act.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
46
第9部：KLAの市場参入によるレーザーテックの事業崩壊リスクに関する詳細レポート。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
47
This slide is part of a series of research notes focusing on competitive threats to Lasertec.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
48
第9部。業界関係者のインタビューに基づく定性的な市場分析。Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
49
The slide contains redundant text blocks; the second and third bullet points repeat the content of the first two paragraphs.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
50
The slide details a technical shift in semiconductor mask inspection, highlighting a move away from Lasertec's EUV tools toward a combination of DUV (KLA) and E-beam (Holon) technologies.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
51
The slide discusses the technical limitations of Lasertec's EUV inspection tools and highlights competitive alternatives from KLA and Holon.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
52
Industry research note regarding Lasertec's competitive decline in EUV mask inspection.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · Problem & ComplicationLoop · Logic Chain1 hit
05
QuantumScape (QS)QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 1 hit
06
QuantumScape (QS)QuantumScape (QS) · Scorpion Capital
Activist deck Short seller 1 hit
09
The slide functions as a summary of the 'villain' or 'expose' narrative arc of the deck.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
10
The slide uses a list-based structure to summarize key arguments against the company.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
54
The slide emphasizes the credibility of the interviewees by linking them to specific published papers (C601 and C602).Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
73
The slide emphasizes the credibility and breadth of the expert sample to validate the subsequent findings.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
348
The slide presents interview transcripts highlighting a lack of buzz at a major industry conference.Soleno Therapeutics (SLNO) · Scorpion Capital
Activist deck Short seller 1 hit
04
The slide uses a forensic accounting framework to explain how inventory manipulation leads to overstated earnings.Lasertec Corporation (6920) · Scorpion Capital
Research note Short seller Beat · The Monster1 hit