国家大基金对中国人工智能芯片产业创新绩效的影响  

The Influence of the National Integrated Circuit Industry Investment Fund on the Innovation Performance of Artificial Intelligence Chip Industry in China

作　　者：李秀敏 陈雅琪 陈梓烁 Li Xiumin;Chen Yaqi;Chen Zishuo(School of Economics,Guangdong University of Technology,Guangzhou 510520,China;Key Laboratory of Digital Economy and Data Governance,Guangdong University of Technology,Guangzhou 510520,China)

机构地区：[1]广东工业大学经济学院,广东广州510520 [2]广东工业大学数字经济与数据治理重点实验室,广东广州510520

出　　处：《科技管理研究》2024年第9期63-74,共12页Science and Technology Management Research

基　　金：国家自然科学基金面上项目“粤港澳大湾区创新网络演进与政策效应:创新要素流动的视角”(72173032);广东省自然科学基金面上项目“粤港澳大湾区创新要素流动与创新网络演进的互动机理与调控对策研究”(2021A1515011958)。

摘　　要：利用2008—2021年中国268个城市的人工智能(AI)芯片专利数据,以国家大基金作为一项准自然实验,使用多期双重差分方法实证分析国家大基金对AI芯片产业创新绩效的影响及作用机制。研究发现,国家大基金能显著提升AI芯片技术创新数量和技术创新质量,引导效应是国家大基金促进AI芯片产业创新绩效提升的重要机制;国家大基金对AI芯片产业创新绩效的影响存在异质性,对产业链下游、东部地区、高等级城市和创新环境好的城市促进效果更优。Based on the patent data of AI chips in 268 cities in China from 2008 to 2021,this paper takes the National Integrated Circuit Industry Investment Fund as a quasi-natural experiment.It empirically analyzes the influence and mechanism of the National Integrated Circuit Industry Investment Fund on the innovation performance of the AI chip industry by using the multiphase difference-in-differences model.It is found that the National Foundation can significantly improve the quantity and quality of technological innovation of AI chips,and the guiding effect is an important mechanism for the National Integrated Circuit Industry Investment Fund to promote the innovation performance of the AI chip industry.The influence of the National Integrated Circuit Industry Investment Fund on the innovation performance of the AI chip industry is heterogeneous,and it has a better promotion effect on the downstream of the industrial chain,the eastern region,high-grade cities,and cities with good innovation environments.

关 键 词：国家大基金 政府产业投资基金 AI芯片产业 创新绩效 多期双重差分 

分 类 号：F49[经济管理—产业经济] F204[文化科学] G301