Newswise — Patent analysis reveals how world microchip leader rose to the top of a constrained global market
New analysis of semiconductor patents published today by IFI CLAIMS Patent Services helps explain why recently beleaguered Nvidia is the global leader in AI microchips, despite only ranking ninth on the list of top companies by number of AI chip patents.
Key Points:
According to an analysis by IFI CLAIMS Patent Services, a digital sciences company and the patent industry’s most trusted data provider, the top five companies in the US by number of AI chip patents are IBM, Samsung, Intel, Google, and Microsoft, with IBM far ahead. However, Nvidia is currently ninth among the top 10 in the US by number of AI chip patents, but Nvidia holds high-value patents in the technology, favoring quality over quantity. Nvidia ranks first in “forward citations” of AI chip patents, meaning the number of times other patent applicants have cited the patent as essential to their work. Nvidia’s high-value patents include those for autonomous vehicle safety systems and autonomous machine training and testing, both of which are frequently cited by other patents. IFI CLAIMS found that Nvidia is active in areas such as deep learning, image data generation, video and pattern recognition, and control units. The IFI report states, “All of these innovations are not about semiconductor hardware, but about the software side of the technology built into the design of the company’s graphics processing units (GPUs) and associated software (CUDA). Both are key components for developers to advance AI, which is why Nvidia’s products are now must-haves.” Ron Kratz, CEO of IFI CLAIMS, said, “Patents hold important clues for investors to determine whether they are worth including in their investment portfolios. Our analysis shows that the patent portfolios of some companies, like Nvidia’s, need to be judged from multiple angles, which can lead to deeper insights.” Additional observations from the report: With all companies seemingly racing to adopt generative AI models like ChatGPT, the sophistication involved in manufacturing the necessary chips should lead to more patents being granted in the future.
For a detailed analysis, please see the IFI CLAIMS website: https://www.ificlaims.com/news/view/semiconductors.htm
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