This study analyzed technologies related to artificial intelligence (AI) semiconductors that have become the core of economic security. First, we classified technologies into first, second and third generation, and then measured the localization, conc...
This study analyzed technologies related to artificial intelligence (AI) semiconductors that have become the core of economic security. First, we classified technologies into first, second and third generation, and then measured the localization, concentration, and appropriability of technologies that are representative indicators of the Schumpeterian innovation system. The patent citation analysis on patents filed in the U.S. over the past 20 years reveal the security blocks already formed in the first and second generations and that incumbents existed. As the third generation is in the early stage of technological development, there are no leading technology owners and competitors. Therefore, we confirmed a possibility of creating independent economic security, by engaging in standardization technology.