Academic Publications

SSRN Working Papers

Infrastructure-Led Leading Indicators in Technology Investment Cycles: Evidence from the Semiconductor Industry

Huang, Po-Sung (Sinclair) (2026) | SSRN Working Paper No. 6285318 Posted: February 22, 2026 | Under Review

Examining infrastructure-based leading indicators as predictive signals for technology investment cycles, with empirical evidence from the semiconductor industry.

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AI-Driven Value Redistribution in Semiconductor Supply Chains: Evidence from ChatGPT’s Impact on U.S. and Taiwan Markets

Huang, Po-Sung (Sinclair) (2026) | SSRN Working Paper No. 6241778 Posted: February 15, 2026

Examining how AI-driven disruptions, particularly following ChatGPT’s emergence, have restructured value distribution across semiconductor supply chains in U.S. and Taiwan markets.

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AI, Information Depth, and the Collapse of Shallow Signal Predictability: Evidence from a 40-Year Structural Break in Equity Markets

Huang, Po-Sung (Sinclair) (2026) | SSRN Working Paper No. 6195878 Posted: February 8, 2026

Analyzing how AI-driven information processing has restructured equity market signal dynamics over four decades.

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Architectural Trade-Offs in Vision-Only FSD and Sensor-Fusion Chip Design: Memory Bandwidth, Cache Capacity, and Competitive Dynamics in Autonomous Driving Semiconductors

Huang, Po-Sung (Sinclair) (2026) | SSRN Working Paper No. 6184459 Posted: February 6, 2026

Comparative analysis of vision-only versus sensor-fusion architectures in autonomous driving chip design, examining memory bandwidth constraints and cache capacity trade-offs.

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Patent Quality Versus Quantity in the Intangible Economy

Huang, Po-Sung (Sinclair) (2026) | SSRN Working Paper No. 6157046

Cross-industry empirical analysis of innovation-driven market valuation using citation-weighted patent quality metrics.

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Policy-Conditioned Dynamic Capabilities and AI-Driven Valuation

Huang, Sinclair (2025) | SSRN Working Paper No. 5843722

Analyzing the impact of AI-driven methodologies on semiconductor firm valuation using GEE regression and Random Forest models across 95 global firms.

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Research Square Preprints

Multi-Target Gene Therapy for Osteoarthritis: A Computational and Structural Analysis Framework

Huang, Po-Sung (Sinclair) (2026) DOI: 10.21203/rs.3.rs-8774255/v1 Posted: February 3, 2026

Background: Osteoarthritis (OA) remains therapeutically intractable despite advances in regenerative medicine. Single-target interventions consistently yield transient symptomatic relief without durable structural modification.

This work presents a computational and structural analysis framework for multi-target gene therapy approaches in osteoarthritis treatment. Licensed under CC BY 4.0.

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Zenodo Preprints

Patent Quality vs Quantity in Intangible Economy

Huang, Po-Sung (Sinclair) (2026) DOI: 10.5281/zenodo.18437953

Analysis of patent citations and market valuation relationships in the intangible economy.

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Burnout as a Loss of Reversibility Across Biological Scales

Huang, Po-Sung (Sinclair) (2026) DOI: 10.5281/zenodo.18164212

Exploring dopamine signaling, AlphaFold 3, and receptor plasticity in biological systems modeling (non-clinical research).

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Latest Insights (Medium)

EP5: The Valuation Trap — Why Patent Quantity No Longer Drives Market Value

Huang, Po-Sung (Sinclair) (2026) | Medium Published: March 2026

Why citation-weighted patent quality — not raw patent counts — drives market valuation in the intangible economy. Executive summary of SSRN Working Paper No. 6157046.

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Research Platforms

Last updated: March 2026