Outpacing the market
Analysis shows 114% growth in AI x semiconductor patent filings, vs. 78% for the broader market
A deep dataset
A total of 713,755 semiconductor filings were analyzed from Anaqua's patent database
Accelerating now
The analysis included 174,000+ filings in the most recent 12 months alone
The next frontier
5,700+ analog and processing-in-memory filings, an emerging AI hardware frontier
Company-specific highlights
-
Samsung is converting its memory dominance into end-to-end AI-hardware leadership, leading AI architecture and HBM filings.
-
Intel leads GPU-titled filings, redirecting decades of processor leadership toward AI acceleration.
-
IBM leads the hardest science — quantum, neuromorphic, and phase-change memory — with its Spyre accelerator claiming ~14x better energy efficiency.
-
NVIDIA's modest patent count belies its market dominance; its real moat is the CUDA software ecosystem.
-
China's government-affiliated entities dominate AI inference/accelerator filings, a likely response to U.S. export restrictions.
-
Qualcomm and the hyperscalers (Google, Microsoft) are among the fastest-growing filers, custom-designing silicon for their own workloads.
