User-supplied 2026-04-25 follow-up — display/RF/SiC semis + power + defense + photonics adjacencies. Theme/category to be refined per user input.
source: user-2026-04-25-followup
Display drivers / RF — Taiwanese.
Trio-Tech — defense electronics test.
Vicor — power conversion (also in Power Semis theme).
FTC Solar (also in Tema Space ETF holdings).
LPKF Laser & Electronics — German.
SCHMID Group — recent SPAC, electronics manufacturing.
Northrop Grumman (also in Missile Defense theme + WH Basket).
Qorvo — RF semis.
Wolfspeed — SiC power semis.