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
August 2026
- 13mediumEarningsCOHRCoherent Q4 FY2026 earningsThe cleanest read on whether InP laser capacity — the binding constraint on 1.6T module output — is still gating datacenter revenue or has begun to loosen.
- 18mediumEarningsLITELumentum Q4 FY2026 earningsPrices the 200G-per-lane EML ramp and the early use of NVIDIA's $2B capital, the second pillar of the laser-layer choke.
- 20mediumEarningsMRVLMarvell Q2 FY2027 earningsThe quarterly read on optical-DSP demand (~65% share) and whether the 800G-to-1.6T scale-out optics inflection is sustaining data-center growth.
- 24mediumEarningsFNFabrinet Q4 FY2026 earningsThe purest manufacturing-side signal on the 1.6T transceiver ramp, given Fabrinet's 100% share of the Blackwell 1.6T module build and laser/ASIC supply constraints management has flagged.