New Delhi is poised to join the US-led Pax Silica initiative amid escalating tensions in global supply chains between China and Western nations. This strategic move aims to strengthen India’s position without compromising its cherished strategic autonomy.
Reports indicate that participation in Pax Silica will enable India to deepen partnerships with advanced economies, attract substantial investments, and fortify critical supply chains in semiconductors and high-tech sectors. New Delhi will carefully negotiate terms to ensure its independent foreign policy remains intact.
Pax Silica unites key players like Singapore, Israel, Japan, South Korea, Australia, and the United Kingdom—nations deeply embedded in semiconductor manufacturing and advanced technology supply networks. The alliance seeks to address vulnerabilities in highly concentrated supply chains that underpin everything from consumer electronics and automobiles to cutting-edge AI systems.
For a developing market like India, this presents opportunities to push for subsidies, preferential procurement policies, and balanced import regulations that may not align perfectly with some members’ interests. India is already collaborating with Japan and Singapore to build flexible semiconductor supply chains.
On his first day in New Delhi, the new US Ambassador to India, Sergio Gor, announced US-led supply chain partnerships in advanced technology and India’s full membership in Pax Silica. Electronics and IT Minister Ashwini Vaishnaw recently stated that India will emerge as a major player across the entire electronics ecosystem—from design and manufacturing to operating systems, applications, materials, and equipment. He revealed that four semiconductor plants will commence commercial production this year.
This development signals India’s ambitious leap into the global tech arena, balancing diversification from China with unwavering commitment to self-reliant growth. As geopolitical fault lines deepen, Pax Silica could redefine resilient supply chains for the future.
