Boardman Bay Capital Management

Sivers Semiconductors AB is a technology firm specializing in the development, manufacturing, and sale of advanced semiconductor solutions. The company operates in two main business areas: Wireless and Photonics. In the Wireless sector, it focuses on chips and components for 5G millimeter wave networks, offering products such as radio-frequency integrated circuits, evaluation kits, and system test platforms for various applications including fixed wireless access and mobile connectivity. The Photonics division provides optical semiconductors and laser devices for fiber networks, optical sensing, and wireless data transmission. Sivers serves a diverse clientele across North America, Europe, and Asia, driving innovation in sectors such as telecommunications, automotive, and data centers. Founded in 1951 and headquartered in Kista, Sweden, Sivers Semiconductors was previously known as Sivers IMA Holding AB until its name change in 2020.

Ayar Labs, Inc. specializes in the development of optical interconnect technology, focusing on high-density electronic-photonic chiplets and lasers designed to enhance data transmission capabilities. Its flagship product, TeraPHY, is a monolithic in-package optical I/O solution that enables high bandwidth, low latency, and power-efficient short-reach interconnects, making it suitable for applications in artificial intelligence, high-performance computing, cloud computing, telecommunications, and aerospace. The company's innovative approach leverages industry-standard silicon processing techniques to create optical interconnect chiplets that replace traditional electrical-based I/O, addressing performance and efficiency challenges in the semiconductor and computing industries. By optimizing data movement within AI systems, Ayar Labs aims to alleviate compute and bandwidth bottlenecks associated with complex large language models, thereby maximizing computational efficiency while minimizing costs and power consumption. Established in 2015 and headquartered in Emeryville, California, Ayar Labs also has an office in Santa Clara, California.

Ayar Labs, Inc. specializes in the development of optical interconnect technology, focusing on high-density electronic-photonic chiplets and lasers designed to enhance data transmission capabilities. Its flagship product, TeraPHY, is a monolithic in-package optical I/O solution that enables high bandwidth, low latency, and power-efficient short-reach interconnects, making it suitable for applications in artificial intelligence, high-performance computing, cloud computing, telecommunications, and aerospace. The company's innovative approach leverages industry-standard silicon processing techniques to create optical interconnect chiplets that replace traditional electrical-based I/O, addressing performance and efficiency challenges in the semiconductor and computing industries. By optimizing data movement within AI systems, Ayar Labs aims to alleviate compute and bandwidth bottlenecks associated with complex large language models, thereby maximizing computational efficiency while minimizing costs and power consumption. Established in 2015 and headquartered in Emeryville, California, Ayar Labs also has an office in Santa Clara, California.

Ayar Labs, Inc. specializes in the development of optical interconnect technology, focusing on high-density electronic-photonic chiplets and lasers designed to enhance data transmission capabilities. Its flagship product, TeraPHY, is a monolithic in-package optical I/O solution that enables high bandwidth, low latency, and power-efficient short-reach interconnects, making it suitable for applications in artificial intelligence, high-performance computing, cloud computing, telecommunications, and aerospace. The company's innovative approach leverages industry-standard silicon processing techniques to create optical interconnect chiplets that replace traditional electrical-based I/O, addressing performance and efficiency challenges in the semiconductor and computing industries. By optimizing data movement within AI systems, Ayar Labs aims to alleviate compute and bandwidth bottlenecks associated with complex large language models, thereby maximizing computational efficiency while minimizing costs and power consumption. Established in 2015 and headquartered in Emeryville, California, Ayar Labs also has an office in Santa Clara, California.

Transphorm, Inc. is a semiconductor company based in Goleta, California, specializing in the design and manufacture of gallium nitride (GaN) field effect transistors (FETs). Founded in 2007, Transphorm provides solutions for high-voltage power conversion applications across various sectors, including server and storage products, photovoltaic inverters, automotive systems, and motor control. The company offers JEDEC and AEC-Q101 qualified GaN devices, ensuring reliability and performance for its customers. With a focus on application-driven design support, Transphorm serves a diverse global customer base through sales representatives and distributors across the Americas, Europe, the Middle East, Japan, China, and Southeast Asia. Its vertically integrated business model fosters innovation throughout the development stages, from design to fabrication and application support.

Securrency, Inc. is a financial technology company that specializes in the development of a platform for the tokenized issuance and trading of securities. Founded in 2015 and based in Riva, Maryland, with additional locations in Washington, New York City, and Abu Dhabi, Securrency integrates legacy financial services with advanced distributed ledger technologies. Its platform supports seamless transactions across various networks, including Ethereum, Stellar, and Ripple, facilitating both on-chain and off-chain token movements. By providing robust compliance tools and interoperability, Securrency enhances the security, transparency, and efficiency of financial services. The company aims to connect investors seeking returns with asset owners, startups, and fund managers in need of capital, thereby creating a more accessible financial market.

Groq, Inc. specializes in manufacturing high-performance accelerators and computing engines for artificial intelligence, machine learning, and deep learning applications. Founded in 2016 and headquartered in Mountain View, California, the company leverages its proprietary Tensor Streaming Processor architecture to deliver up to 250 trillion floating-point operations per second. Groq's technology is designed to efficiently handle the complex computations necessary for advanced machine learning models while ensuring low power consumption, making it suitable for large-scale deployments. The company's systems utilize deterministic performance, allowing for predictable outcomes and compute times for various workloads, thus enhancing operational efficiency in AI and quality-performance computing.

Elenion Technologies, LLC specializes in developing photonic integrated circuit technologies for various datacom and telecom applications. The company offers solutions such as monolithic integrated modulator/receiver assemblies and optical engines that cater to line-side, client-side, and intra-data center needs. These innovations are designed to enhance performance while providing a compact form factor and low power consumption, ultimately enabling significant cost savings for network systems. Founded in 2014 and headquartered in New York, Elenion also has offices in San Jose, California, and Munich, Germany. The company collaborates strategically with Molex Optical Solutions Group and operates as a subsidiary of Nokia Corporation.

Elenion Technologies, LLC specializes in developing photonic integrated circuit technologies for various datacom and telecom applications. The company offers solutions such as monolithic integrated modulator/receiver assemblies and optical engines that cater to line-side, client-side, and intra-data center needs. These innovations are designed to enhance performance while providing a compact form factor and low power consumption, ultimately enabling significant cost savings for network systems. Founded in 2014 and headquartered in New York, Elenion also has offices in San Jose, California, and Munich, Germany. The company collaborates strategically with Molex Optical Solutions Group and operates as a subsidiary of Nokia Corporation.