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
July 2026
- 16EarningsATLKYAtlas Copco Q2 2026 resultsCompany-confirmed for July 16, 2026. Vacuum-led order growth has already been called out in the last two prints; the watch item is whether Edwards' UHV/quantum mix gets explicit commentary as quantum and semi orders scale.
September 2026
- 13ConferenceIEEE Quantum Week (QCE26), Toronto, Sep 13-18The main vendor floor where UHV suppliers court trapped-ion and atom-array builders; watch for quantum-specific vacuum product launches and supply partnerships announced around the exhibit.
- 30PolicyNational Quantum Initiative Reauthorization Act — House floor vote (H.R. 8462)The bill cleared House Science committee April 29, 2026 and directs Commerce to produce a quantum supply-chain resilience plan plus new NIST quantum centers — the first federal vehicle that names and funds the hardware supply chain behind UHV-dependent qubits.
December 2026
- 15ProgramDARPA Quantum Benchmarking Initiative — Stage C downselect decisionsStage B (started Nov 2025) is roughly year-long; Stage C funds utility-scale prototype builds for finalists like IonQ, Quantinuum, QuEra and Atom Computing, converting single-chamber lab UHV procurement into industrial-scale vacuum system orders.