Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Cryogenics & dilution refrigeratorsII · Helium-3 & cryogen supplyIII · Isotopes & quantum materialsIV · Control electronics & cryo-CMOSV · Lasers & precision photonicsVI · Ultra-high vacuum systemsVII · Qubit fabrication & foundryVIII · Classical co-processing & error correctionIX · Platform pure-playsX · Private giants & exposure vehicles
High-impact · next 30 days
- 2026-09-30National Quantum Initiative Reauthorization Act floor votes (H.R. 8462 / S. 3597)
September 2026
- 30highPolicyNational Quantum Initiative Reauthorization Act floor votes (H.R. 8462 / S. 3597)Both chambers' bills cleared committee in April 2026; a five-year reauthorization through 2034 funds the national labs and NIST/DOE centers that are the marginal buyers of dilution refrigerators.
December 2026
- 15mediumProgramDARPA Quantum Benchmarking Initiative Stage C down-selectStage B (11 companies, began November 2025) is a yearlong evaluation feeding Stage C down-selects; only four of the eleven — IonQ, Quantinuum, Atom Computing, QuEra — are trapped-ion or neutral-atom machines, and those are the laser-hungry ones whose survival would ramp narrow-linewidth laser and AOM orders.
- 08lowConferenceQ2B26 Chicago quantum industry conference (Dec 8-10)The commercial quantum industry's main order-announcement venue, where fridge vendors, superconducting-qubit makers, and quantum datacenter operators reveal capacity and procurement plans.
Past
- 2026-07-29FormFactor Q2 FY2026 earnings report