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
August 2026
- 04EarningsGFSGlobalFoundries Q2 2026 earnings — first print after Quantum Technology Solutions launchFirst chance to hear bookings, NRE and capacity commitments for the new quantum business unit backed by the $375M Commerce award — the moment quantum moves from press release toward P&L for the chokepoint's dominant foundry.
September 2026
- 13ConferenceIEEE Quantum Week 2026 (QCE26), Toronto, Sept 13-18The industry's main hardware-roadmap venue: qubit-count and fault-tolerance announcements here translate directly into wafer demand at the handful of trusted foundries with quantum process lines.
November 2026
- 30ProgramDARPA Quantum Benchmarking Initiative Stage C selection decisionsStage B (11 companies, began November 2025) is a yearlong evaluation feeding Stage C down-selects; winners get funded fault-tolerant prototype builds, and the cohort's silicon-spin and photonic teams (Diraq, Quantum Motion, Photonic, Xanadu) all depend on advanced-CMOS foundry partners — real bills of materials landing at GF-class fabs.