Pax Silica and India's Strategic Importance
On December 11, 2025, the US-led initiative, Pax Silica, was announced to enhance the global semiconductor supply chain, excluding India despite its strategic partnerships with Quad nations. New developments, however, indicate India will join the alliance, underscoring its importance.
Reasons for Initial Exclusion and Recalibration
- India's exclusion raised questions about its technological capabilities and dependence on Chinese imports.
- China's control over 70% of global rare earth mining necessitates diversification and sustainable alternatives.
- India's significant demographic, economic potential, and burgeoning semiconductor ecosystem position it as a key player.
- India offers resources, market size, and manufacturing capability unmatched by others like Taiwan and South Korea.
Benefits of India's Membership in Pax Silica
- Funding Access: Coordinated investments can accelerate India's semiconductor ambitions.
- Critical Access: Preferential access to advanced manufacturing, materials, and IP within trusted tech networks.
- Strategic Insurance: Reduced vulnerability through integration into the democratic technology ecosystem.
- Global Integration: Opportunities for Indian companies in premium sectors like design and advanced packaging.
Steps for Maximizing Advantages
- Investment in Advanced Materials: Enhancing research and IP protections.
- Bilateral Tech Partnerships: Building trust with Pax Silica members.
- Policy Frameworks: Reassuring partners on technology sharing and export control coordination.
The invitation to join Pax Silica is based on mutual dependence. India's scale, resources, and talent are vital to the alliance, while India benefits from the technology, investment, and strategic validation Pax Silica offers, transforming its potential into power.
