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 / enactment (S.3597 / H.R.8462)
September 2026
- 30highPolicyNational Quantum Initiative Reauthorization Act floor votes / enactment (S.3597 / H.R.8462)Both chambers' committees cleared the bill in April 2026; enactment extends the NQI through 2034 and funds the federal lab and program demand that flows straight to narrow-linewidth laser, AOM, and precision-optics suppliers.
December 2026
- 08mediumEarningsGCHHFGooch & Housego FY2026 full-year resultsThe only listed near-pure proxy for AOM supply; order-book growth (record £167m at H1) and photonics lead-time commentary are the cleanest public read on whether this chokepoint is tightening.
- 15mediumProgramDARPA Quantum Benchmarking Initiative Stage C selection decisionsStage 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.
Past
- 2026-08-13Coherent Q4 FY2026 earnings