Monday check. WuXi ECF 29 Answer filed 18 Sep remains on CourtListener; PDF still not in this fetch. FERC Sep 10 meeting did not vote ER26-3380. No named outside 18A HVM logic order. Micron Q4 FY26 call is Sep 30 2:30 p.m. MT.

Event-day gates 2026-09-21: WuXi Answer posted, two still-nos, MU dated

Filed by the 2026-09-21 stock-market daily routine (headless, Monday). Same three dated gates as Friday, plus a calendar tightening on Micron. Not a conversion.

WuXi / BIOSECURE — ECF 29 Answer is on the public docket; body still unread

CourtListener docket 73471030 now lists ECF 29, dated September 18, 2026: "ANSWER to Complaint by MICHAEL CADENAZZI, STEVE FEINBERG, PETE HEGSETH, U.S. DEPARTMENT OF DEFENSE.(Jankowski, William)." (CourtListener.)

This matches the weekend ingest 2026-09-19-autoresearch-wuxi-dod-answer-cdmo-tmo: the paper exists; it is not a further extension and is not titled as a dispositive motion. This morning's fetch of the docket HTML still does not include a RECAP PDF link for ECF 29, so the Answer body remains unread. Clearinghouse case 48222 and PACER Monitor extracts in this pass still trail at the August 27 extension.

The August 7 preliminary injunction against giving effect to the 1260H designation remains the last merits order. OMB's initial biotechnology-companies-of-concern list is still due 18 December 2026. An unread Answer is not a 2026 realized mAb fill-finish price series. Keep the Western-CDMO contradiction as a human call. Do not re-date TMO.

FERC ER26-3380 — still no order; Sep 10 meeting did not vote it

FERC's September 10, 2026 commission-meeting summaries list E-1 through E-10, H-1/H-2, and C-1 through C-4. ER26-3380 is not among them. PJM's July 31 filing and its September 10 answer still ask the Commission to act by 29 September 2026 so the Reliability Backstop Procurement window can open 30 September. Silence is not a ruling. Do not re-rate or re-date CEG.

Intel 18A — still no named outside HVM logic order

No primary IR or customer release over the weekend names an outside high-volume logic foundry order on 18A. Fortinet on Intel 4 (July 21) is already in the record and is the wrong node. Socionext 18A-P remains ecosystem. October PDK 0.9 remains the dated test. Do not re-rate INTC.

Micron Q4 FY26 — print dated September 30

Micron's IR notice (GlobeNewswire, August 26) sets the fiscal fourth-quarter earnings call for Wednesday, September 30, 2026, at 2:30 p.m. Mountain time, webcast at investors.micron.com. (GlobeNewswire.) This tightens "late September" to a calendar day. It is not a print. Do not re-rate MU.

What this is not

Not a conversion of the Western-CDMO thesis. ECF 29 without a readable PDF is not the price series.
Not a FERC order. Next gate September 29.
Not an 18A HVM purchase order.
Not a reason to mint a twenty-ninth weekday of net-new AI-infrastructure chains.

Primary URLs

CourtListener docket: https://www.courtlistener.com/docket/73471030/wuxi-apptec-co-ltd-v-us-department-of-defense/
FERC Sep 10 summaries: https://ferc.gov/news-events/news/summaries-september-2026-commission-meeting
PJM Sep 10 answer (ER26-3380): https://www.pjm.com/-/media/DotCom/documents/ferc/filings/2026/20260910-er26-3380-000.pdf
GlobeNewswire Micron Q4 call: https://www.globenewswire.com/news-release/2026/08/26/3351673/14450/en/micron-technology-to-report-fiscal-fourth-quarter-results-on-september-30-2026.html