Excluding India out of the alliance, the United States has formed a nine nation coalition to secure semiconductor supply chains.
The United States has launched Pax Silica, a US led strategic initiative aimed at building a secure, resilient, and innovation driven silicon supply chain, even as China steps up efforts to weaponise critical minerals and technology supply chains. The initiative spans the entire value chain, from critical minerals and energy inputs to advanced manufacturing, semiconductors, AI infrastructure, and logistics.
The inaugural Pax Silica Summit has brought together counterparts from Japan, the Republic of Korea, Singapore, the Netherlands, the United Kingdom, Israel, the United Arab Emirates, and Australia. According to the US State Department, these countries together host many of the world’s most influential companies and investors driving the global AI and semiconductor ecosystem.
Notably, India is not part of the Pax Silica grouping, despite being a member of the Quad critical minerals initiative and having a broader critical and emerging technology partnership with the United States. India, the US, and South Korea had earlier announced a critical technology partnership, but it failed to gain momentum during the Trump administration. In recent years, India has instead focused on building bilateral critical technology partnerships with countries such as the UAE, Singapore, and Japan.
Experts said India’s absence from Pax Silica reflects its current limitations in areas central to the initiative’s objectives. According to analysts who did not wish to be identified, India does not yet possess cutting edge semiconductor or advanced manufacturing technologies that are a core focus of Pax Silica. In addition, India is not a significant repository of critical minerals that underpin the global semiconductor and AI supply chain.
The development highlights the challenges India faces as it seeks to position itself as a key player in global semiconductor and critical technology ecosystems, even as major economies consolidate supply chains through selective strategic alliances.
