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10mo ago

U.S. Pushes Pax Silica Tech Coalition, Signals 2026 Expansion That Could Include India

The State Department casts Pax Silica as its flagship for securing AI-era supply chains, with coordinated controls plus co-investment next.

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An employee works with a wafer on a production line of Dutch semiconductor company Nexperia in Hamburg, Germany. (REUTERS)
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Overview

  • Under Secretary Jacob Helberg rejected claims that tariff frictions explain India’s absence, calling India a highly strategic partner and saying talks run on a separate track.
  • Helberg said Washington aims to broaden Pax Silica in 2026 and plans a February trip to New Delhi for the India AI summit, where officials seek tangible milestones for cooperation.
  • Founding commitments came from Japan, South Korea, Singapore, Australia, the United Kingdom and Israel at the December 12 summit in Washington.
  • The Netherlands and the UAE attended but did not sign the declaration, Taiwan joined as a special guest, and the EU and Canada took part in related discussions.
  • The initiative focuses on semiconductors, AI infrastructure, critical minerals, manufacturing and logistics, with planned coordination on export controls, investment screening and anti‑dumping enforcement.