
What smart money is saying about Lasertec
2 funds in our archive have pitched Lasertec — most recently Baillie Gifford Global Alpha in June 2026.
Lasertec Corporation operates globally, specializing in the development, production, sale, and servicing of advanced equipment for the semiconductor industry, flat panel displays, and sophisticated laser microscopes. Within the semiconductor sector, Lasertec offers essential systems designed for the inspection and precise measurement of defects found on semiconductor photomasks and wafers. Its comprehensive wafer-related solutions include specialized systems for materials like SiC and GaN, multi-wavelength analysis, and both wafer edge inspection and review. The company also provides advanced equipment for wafer bump inspection and measurement, as well as systems for TSV back grinding process measurement. Beyond semiconductors, Lasertec develops inspection systems specifically for flat panel display photomasks. Its acclaimed laser microscopes are utilized for the detailed observation and measurement of a broad spectrum of materials and components, encompassing semiconductor substrates, transparent films, various coating materials, inorganic and organic compounds, biological samples, metallic parts, and plastic elements. The company's product line also extends to include lithium-ion batteries. Originally established in 1960 as NJS Corporation, the company officially rebranded to Lasertec Corporation in 1986. Its corporate headquarters are situated in Yokohama, Japan.
Fund activity · 7 positions · 3 moves
- HoldsACATIS Investment ReportJuly 2026
“Lasertec (+23.8%):This Japanese manufacturer of inspection devi- ces for chip production is another beneficiary of the general boom in IT.”
Read the letterLasertec - TrimmedHarding Loevner International Equity ADRJune 2026
“In the past six months, we’ve trimmed our holding in ASML five times, TSMC four times and Lasertec and Disco Corp three times each.”
Read the letterLasertec - HoldsClearBridge Investments International Growth EAFE StrategyJune 2026
“Semiconductor capital equipment maker Tokyo Electron doubled in the quarter while Dutch semi cap names ASML and ASM International as well as Japan’s Lasertec also delivered strong gains.”
Read the letterLasertec - HoldsHarding Loevner International Developed Markets Equity ADRJune 2026
“Lasertec Japan INFT 2.7 0.1 0.78”
Read the letterLasertec - TrimmedHarding Loevner International Developed Markets EquityJune 2026
“We also trimmed TSMC five times, ASML three times, and Lasertec and Disco Corp once.”
Read the letterLasertec - TrimmedHL International EquityMay 2026
“shares of two Japanese IT holdings—Lasertec and Disco—gave back a portion of their recent gains.”
Read the letterLasertec - HoldsHL International Equity ADRMay 2026
“shares of two Japanese IT holdings—Lasertec and Disco—gave back a portion of their recent gains.”
Read the letterLasertec
Fund coverage · 2 theses
- Baillie Gifford Global AlphaJune 2026
Lasertec makes chip inspection equipment and is valued for its virtual monopoly and hard-to-replicate customisation with major manufacturers.
Read the full thesis - Ariel GlobalDecember 2025
Lasertec Corporation is a Japanese semiconductor inspection equipment specialist benefiting from EUV adoption, new APMI tools, and an inflection in process control intensity.
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