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作者(中文):郭宇豪
作者(外文):Guo, Yu-Hao
論文名稱(中文):子公司所在地之人工智能技術發展程度對廠商生產力之影響-以台灣資通產業為例
論文名稱(外文):The Impact of AI Technology Spillover Effect on Firm Productivity:Evidence on the IC industry in Taiwan
指導教授(中文):李宜
指導教授(外文):Lee, Yi
口試委員(中文):祁玉蘭
王信實
口試委員(外文):Chyi, Yih-Luan
Wang, Shinn-Shyr
學位類別:碩士
校院名稱:國立清華大學
系所名稱:經濟學系
學號:110072511
出版年(民國):112
畢業學年度:111
語文別:中文
論文頁數:52
中文關鍵詞:人工智能生產力外溢效果
外文關鍵詞:AIProductivitySpillover effect
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本研究探討2006年至2021年台灣資通產業(電子零組件製造業、電腦、電子產品及光學製品製造業)子公司所在地之人工智能發展程度對母子公司生產力之影響,人工智能發展程度以OECD.AI所提供之人均專利數量進行衡量,而生產力則使用Levinsohn和Petrin(2003)所提出的半參數方法進行估計,並使用固定效應模型進行分析。實證結果顯示AI技術之外溢效果對電子零組件製造業廠商之生產力有顯著的影響,此外以廠商按照規模、年齡、研發支出以及前期生產力等變數進行分群,發現若廠商擁有較大的規模、較高的年齡、較多的研發支出或較高的前期生產力,AI技術外溢效果對此類廠商的生產力呈現顯著且正向之影響。根據本研究之結果,人工智能技術的外溢效果為影響廠商生產力的重要因素之一,並會在具有不同特性之廠商有所差異。
This study explores the impact of the development level of artificial intelligence in the location of subsidiaries of Taiwan's information and communication industry (electronic components manufacturing, computer, electronic products, and optical products manufacturing) on the productivity of the company from 2006 to 2021. The level of artificial intelligence development is measured by the number of patents per capita provided by OECD.AI, while productivity is estimated using the semi-parametric method proposed by Levinsohn and Petrin (2003), and analyzed using a fixed-effects model. The empirical results show that the spillover effect of AI technology has a significant impact on the productivity of electronic component manufacturing manufacturers. In addition, the manufacturers have been grouped according to variables such as size, age, R&D expenditure, and early productivity. Higher age, higher R&D expenditure or higher early-stage productivity, the spillover effect of AI technology has a significant and positive impact on the productivity of such manufacturers. According to the results of this study, the spillover effect of artificial intelligence technology is one of the important factors affecting the productivity of manufacturers, and it will vary among manufacturers with different characteristics.
第一章 緒論 1
1-1 研究背景 1
1-2 研究動機 3
1-3 研究架構 6
第二章 文獻回顧 7
第三章 資料來源與敘述統計 11
3-1資料來源 11
3-2生產力估計 13
3-3 AI指標建構 18
3-4迴歸模型與變數 22
3-5敘述統計 24
第四章 實證結果 28
4-1 AI指標對廠商之生產力影響 28
4-2 AI指標對不同規模廠商之生產力影響 30
4-3 AI指標對不同年齡廠商之生產力影響 33
4-4 AI指標對不同規模及年齡廠商之生產力影響 35
4-5 AI指標對不同研發投入廠商之生產力影響 38
4-6 AI指標對前一期生產力不同的廠商之生產力影響 41
4-7 延伸分析:AI指標對廠商之生產力影響-納入同業廠商AI指標 44
4-8 延伸分析:AI指標對廠商之生產力影響-以專利存量計算AI指標 46
第五章 結論 48
5-1研究結果與政策建議 48
5-2研究限制與改進方向 50
參考文獻 51

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