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The Real Rate Index45.30.00Palanor: Inflation Pulse50.7+0.06Palanor: Geopolitical Stress59.7-0.25Palanor: Liquidity58.8+0.87Palanor: Capital Tightness46.4-1.11Palanor: Industrial Pulse70.10.00Palanor: AI Margin Compression52.8-0.63Palanor: Consumer Confidence47.1-1.44Palanor: US Dollar Strength46.5+0.01Palanor: Labor Heat63.20.00Palanor: Recession Vocabulary28.7+0.64Palanor: Uncertainty Index53.2-0.24Palanor: US Jobs Health40.30.00Palanor: Energy Transition37.7+0.74Palanor: Reshoring Sentiment22.7-0.15Palanor: AI Substitution28.6+0.24The Social Fabric Index45.70.00Palanor: Geopolitical Anxiety19.8+0.43Palanor: Quit Pressure34.7-2.85The Mania Index88.00.00The Palanor Index57.5+0.37Cost Disease Spread33.20.00Palanor: US vs China49.4-0.05Rise of Socialism Index40.6-0.18The Bubble Memory98.5-0.00Palanor: Steward Confidence51.0+0.19The Long Watch90.30.00The Reshoring Index55.20.00The Capital Return Index80.2-0.77The Discourse Index74.3+1.91The Hesitation Index33.4+2.64Palanor AI Inference Cost Index71.2-0.03The AI Capex Race Index76.1-2.39The Boardroom Index81.7-0.84The Layoff Cycle Index35.6+2.75Capital Deployment Posture Index61.7-0.67The Consumer Health Index41.8+0.07Labor Hours Composite44.40.00The Dollar Erosion Index65.5-1.13Palanor: Risk Appetite35.4-0.76
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U.S. AI and Semiconductor Patents Granted

Utility patents granted each quarter with a CPC symbol in G06N (AI) or H01L/H10 (semiconductors), all applicants

Semiconductors (H01L, H10): 7,216 in Q3 2026+471 since Q3 2021
YTD1y2y5y10y20yAll
ForecastOffContinuationForesight™
Show · 1 ▾
U.S. recessionsShades the months the NBER dates as recession. U.S. charts only.High and lowMarks the highest and lowest readings in the window shown.
Current·Data to Q3 2026

Plays the chart through its history. Pauses are where the data set a record or moved most.

Semiconductors (H01L, H10) · Continuation · the recent trend, flattening · 1 year

AI (G06N) · Continuation · the recent trend, flattening · 1 year

Dashed: the projection from the latest reading. Shaded: the range about two in three outcomes land in. A projection, not a promise.

United States Patent and Trademark Office, Open Data Portal. Utility patents granted each calendar quarter; a patent counts once however many CPC symbols it carries. CPC is the current classification, so older patents count where they sit today.

Two technologies at the centre of industrial policy, counted the same way: U.S. utility patents granted each quarter for AI models and for semiconductor devices, to every applicant, U.S. or foreign.

What this chart reads

Sources

U.S. Semiconductor Patents Granted (Quarterly). Source: United States Patent and Trademark Office, www.uspto.gov (Open Data Portal, patent file wrapper search counts). Public domain.

U.S. AI Patents Granted (Quarterly). Source: United States Patent and Trademark Office, www.uspto.gov (Open Data Portal, patent file wrapper search counts). Public domain.

Charts are drawn from Palanor's signal library and recomputed from source data on every view. Transformations (changes, indexing, year-on-year rates) are Palanor's.

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