Econ Papers Daily / 工作论文
知识如何跨越国界：来自半导体制造业的证据
How Knowledge Crosses Borders: Evidence from Semiconductor Manufacturing
摘要
We show that cross-border learning is an important feature of modern semiconductor manufacturing and that several important channels - such as knowledge sharing along global supply chains, the movement of engineers within multinational firms, and foreign direct investment - operate through market mechanisms rather than anonymous technological spillovers. These findings have significant policy implications. When cross-border learning is mediated by purposeful economic relationships, access to frontier knowledge is neither automatic nor guaranteed. Firms and governments can facilitate - or restrict - the international diffusion of technology, implying that policies to foster domestic technological upgrading are likely to be most effective when coupled with continued access to global sources of frontier knowledge.
中文摘要
我们表明，跨境学习是现代半导体制造的一个重要特征，并且若干重要渠道——如沿全球供应链的知识共享、工程师在跨国公司内部的流动以及外国直接投资——是通过市场机制而非匿名的技术溢出发挥作用的。这些发现具有重要的政策含义。当跨境学习由有目的的经济关系中介时，获取前沿知识既不是自动的，也不是有保障的。企业和政府可以促进——或限制——技术的国际扩散，这意味着促进国内技术升级的政策在与持续获取全球前沿知识来源相结合时，可能最为有效。