Inside the Tent: India and the Limits of Pax Silica

Pax Silica may seek to coordinate trusted production nodes, but it cannot exclude India—where a significant chunk of the thinking,

U.S. President Donald Trump and Indian Prime Minister Narendra Modi during a bilateral meeting.| Photo: The White House / Shealah Craighead

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In January 2026, the United States envoy, Sergio Gor, invited India to join Pax Silica. The initiative is a US-led effort with an aim at aligning partners across semiconductors, AI infrastructure, and critical minerals. The stated objective of the initiative is to reduce dependencies in the technology supply chain and shape how the AI economy is built.

This invitation came barely a month after New Delhi was conspicuously absent from the initiative’s inaugural summit in Washington. Some suggested that the absence reflected India’s declining relevance in Washington’s technology calculus, while others inferred that it proved India was a lightweight in the semiconductor domain.

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