Catalyst calendar
The repricing schedule is mostly public if you actually look at it.
AllI · Rare-earth magnets & motorsII · Batteries & energy densityIII · EO/IR & thermal sensorsIV · RF, EW & detectionV · Autonomy computeVI · Airframes & primesVII · Comms, datalinks & PNTVIII · NDAA-compliant supply chainIX · Interceptors & effectorsX · Private giants & exposure vehicles
July 2026
- 08PolicySenate Armed Services Committee FY27 NDAA markup (expected)Senate NDAA drone and supply-chain provisions determine which autonomy silicon is permitted in DoD drones — NDAA-compliance is the regulatory moat behind Qualcomm/Lantronix module wins and Blue UAS compute choices.
August 2026
- 26EarningsNVDANVIDIA Q2 FY2027 earningsThe only quarterly read on Jetson/robotics edge-compute demand from the dominant autonomy-silicon supplier, including Jetson Thor ramp commentary that prices the top tier of this chokepoint.
- 27EarningsAMBAAmbarella Q2 FY2027 earningsA pure-play edge-AI print: updates on the $800M+ Hanwha agreement ramp and drone/robotics design wins are the cleanest mark-to-market on edge-AI perception silicon demand.
September 2026
- 30PolicyFAA Part 108 BVLOS final rule (expected H2 2026)A final Part 108 rule makes onboard detect-and-avoid and autonomous-navigation compute effectively mandatory equipment for scaled BVLOS operations, structurally expanding the autonomy-silicon TAM beyond defense.