Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Rad-hard & space-grade siliconII · Space-grade solar & powerIII · Propulsion & propellantsIV · Laser comms & optical terminalsV · Atomic clocks & space PNTVI · Ground segment & direct-to-deviceVII · Launch & reusabilityVIII · In-space infrastructure & servicingIX · Earth observation & space dataX · Private giants & exposure vehicles
August 2026
- 04mediumEarningsFPLSF5N Plus Q2 2026 resultsFirst print to show whether AZUR space-cell capacity expansion and the new Utah germanium grant are flowing into Specialty Semiconductors revenue and margin.
- 06mediumEarningsRKLBRocket Lab Q2 2026 resultsWatch for any quantification of SolAero solar-cell contribution and CHIPS-funded capacity ramp, after solar drove the Q1 gross-margin beat.
- 23lowConference40th Annual Small Satellite Conference (SmallSat), Salt Lake CityPrimary forum where constellation operators and cell/array suppliers signal power-system roadmaps and capacity needs that stress the germanium-cell chokepoint.
November 2026
- 27highPolicyExpiry of China's suspension of germanium/gallium export ban to the USThe hard calendar date when Beijing's temporary export-ban suspension lapses, directly re-testing the substrate supply line for every Western space-cell maker.