Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · HBM & memory bandwidthII · Advanced packaging & CoWoSIII · Lithography & EUV opticsIV · Leading-edge foundryV · Power, grid & generationVI · Liquid cooling & thermalVII · Optical interconnect & networkingVIII · Substrates, resist & wafer materialsIX · Accelerators & the capex layerX · Private giants & exposure vehicles
September 2026
- 30mediumProgramECLExpected close of Ecolab's ~$4.75B CoolIT acquisition (Q3 2026)Closing converts the cleanest direct-to-chip cold-plate/CDU pure-play (~$550M NTM sales) into listed exposure via Ecolab, subject to regulatory approval.
October 2026
- 12lowConferenceOCP Global Summit 2026 (Oct 12–15, San Jose)Sets the open-standard reference architectures (rack power/cooling, CDU and manifold specs) that merchant liquid-cooling vendors design against; design-win and roadmap signals surface here.
Past
- 2026-08-05Vertiv Q2 2026 earnings
- 2026-07-29Modine Q1 fiscal 2027 earnings (estimated late July 2026)