Event-day gates 2026-09-25: WuXi Answer still unread, two still-nos, MU still dated

Generated on 2026-09-25. Treat as raw material — review before promoting into a project or thread.

Summary

Same three dated gates as Thursday, plus Micron still dated. CourtListener docket 73471030 still lists ECF 29 Answer (18 Sep). This morning's fetch of the Answer page on CourtListener says the item is not yet in the RECAP collection; the RECAP PDF URL still returns HTTP 404. FERC has not issued an order on ER26-3380; PJM still asks the Commission to act by 29 September so the procurement window can open 30 September. No named outside high-volume 18A logic order overnight. Micron's IR notice still sets the fiscal fourth-quarter call for Wednesday, September 30, 2026, at 2:30 p.m. Mountain time. None of these is a conversion. Do not re-date TMO, CEG, INTC, or MU.

Findings

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

CourtListener docket 73471030 still lists ECF 29, dated September 18, 2026: "ANSWER to Complaint by MICHAEL CADENAZZI, STEVE FEINBERG, PETE HEGSETH, U.S. DEPARTMENT OF DEFENSE.(Jankowski, William)." The Civil Rights Litigation Clearinghouse case 48222 records the same docket line and notes the parties must submit a proposed briefing schedule by October 2, 2026.

This morning's fetch of the ECF 29 document page returned: "This item is not yet in the RECAP collection." Direct fetch of https://storage.courtlistener.com/recap/gov.uscourts.dcd.293402/gov.uscourts.dcd.293402.29.0.pdf returned HTTP 404. The Answer body is still not readable. The August 7 preliminary injunction against giving effect to the 1260H designation remains the last merits order. 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 29 remains the requested gate

PJM's July 31, 2026 ER26-3380 transmittal still asks the Commission to issue an order, and make the proposal effective, by no later than September 29, 2026. The same filing states the RBP procurement window opens if and when a Commission order accepts the framework, and that PJM intends to open the window on September 30, 2026 if accepted by September 29. Overnight search did not surface a Commission order accepting or denying ER26-3380. FERC eLibrary still shows the July 31 filing and later comments, not an order. 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 overnight names an outside high-volume logic foundry order on 18A. Recaps still treat AWS framework, Microsoft evaluation, Apple 18A-P interest, and Terafab as engagements, not named HVM wafer starts. Internal Panther Lake volume is not an outside logic order. October PDK 0.9 remains the dated test. Do not re-rate INTC.

Micron Q4 FY26 — print still dated September 30

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

Contradictions and open questions

• ECF 29 without a readable PDF is not the Western-CDMO price series. Human call remains open (33rd weekday).
• FERC could still order ER26-3380 on or before September 29; silence today does not move the gate.
• A named 18A HVM logic order would be the conversion; none appeared overnight.
• Micron's print on September 30 can move the HBM/DRAM chain; today's silence is not that print.

What this is not

• Not a conversion of the Western-CDMO thesis.
• Not a FERC order. Next gate September 29.
• Not an 18A HVM purchase order.
• Not a reason to mint a thirty-third weekday of net-new AI-infrastructure chains.

Provenance

Method: in-vault search + fetch (headless daily) Generated: 2026-09-25

Web sources:

• CourtListener WuXi AppTec v. DoD docket — ECF 29 Answer listed 18 Sep; last merits order remains Aug 7 PI
• CourtListener ECF 29 document page — "not yet in the RECAP collection"
• Civil Rights Litigation Clearinghouse case 48222 — same ECF 29 line; proposed briefing schedule due Oct 2
• RECAP PDF for ECF 29 — HTTP 404 this morning; body unread
• PJM ER26-3380 July 31 transmittal — requested order by Sep 29; window Sep 30 if accepted
• GlobeNewswire Micron Q4 call — call still Sep 30 2:30 p.m. MT
• Micron IR event page — same date

X sources:

• none found

Grokipedia:

• not used