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
September 2026
- 30mediumProgramASPIASPI first commercial silicon-28 shipments (guided Q3 2026)Converts the Western Si-28 supply monopoly from narrative into recognized revenue — the first commercial-scale enriched silicon-28 ever delivered outside Russian supply chains.
December 2026
- 18highPolicySenate floor action on National Quantum Initiative Reauthorization Act of 2026 (S.3597)The bill cleared Senate Commerce unanimously in April 2026 with amendments creating a quantum manufacturing institute — a direct federal funding channel for domestic isotope and superconducting-materials supply chains.
Past
- 2026-08-12ASP Isotopes Q2 2026 results