India Joins Pax Silica to Secure Global AI Chip Supply Chain

India Enters the Global AI Chip Alliance

India officially joined the Pax Silica coalition on February 20, 2026, at the India AI Impact Summit held in New Delhi, becoming the twelfth signatory to the US-led initiative aimed at securing global supply chains across the artificial intelligence technology stack, from critical mineral extraction through semiconductor manufacturing to AI model and infrastructure deployment. India was not part of the founding group when Pax Silica launched in December 2025, and its accession was announced by Union Minister for Electronics and IT Ashwini Vaishnaw alongside a series of bilateral and multilateral technology cooperation agreements signed at the summit.

What Pax Silica Is

Pax Silica is a coalition of twelve countries organized around a shared production and supply chain resilience network for AI technologies. Current signatories include the US, Japan, South Korea, Australia, Singapore, Israel, the UK, UAE, Qatar, Greece, India and Sweden, with Taiwan participating as a non-signatory member. The coalition is structured around three pillars: securing critical mineral supply chains for semiconductor materials; diversifying semiconductor manufacturing capacity across member countries; and building resilient AI infrastructure networks that operate outside the influence of China's supply chain positions, which include about 70 percent of global critical mineral processing and over 90 percent of production of certain key materials.

The Pax Silica Fund

The coalition has established a Pax Silica Fund with a planned allocation of US$250 million targeting critical mineral extraction and processing, semiconductor manufacturing assets, and critical AI infrastructure projects within member countries. India is expected to benefit from the fund as a country with substantial reserves of strategic minerals including rare earths, thorium and specific industrial minerals used in semiconductor manufacturing processes.

India's Strategic Assets in the Coalition

India brings several assets to Pax Silica that are difficult for other coalition members to replicate: a large and growing pool of semiconductor design engineers representing roughly 20 percent of the global chip design workforce, substantial critical mineral reserves that have historically been underexploited commercially, a booming domestic AI infrastructure demand signal as hyperscale data center investment accelerates, and a geopolitical position as a non-aligned democracy with established relationships across both the Western alliance and the Global South.

Agreements Signed at the AI Impact Summit

Alongside the Pax Silica entry, India announced bilateral technology cooperation agreements including a sovereign AI infrastructure partnership with OpenAI and a compute expansion deal with Tata Group, as well as agreements with several Pax Silica member countries to deepen semiconductor supply chain collaboration, critical mineral processing partnerships, and joint AI research programs. The summit also confirmed India's continued expansion of its national AI compute capacity, adding 20,000 GPUs to its existing 38,000-unit national AI compute cluster under the AI Mission 2.0 programme.

Geopolitical Context

India's entry into Pax Silica represents a significant step in the country's alignment with the Western-led effort to create a semiconductor supply chain that reduces dependence on China at every stage, from raw material processing through chip manufacturing to AI deployment. For India, Pax Silica membership provides access to shared intelligence on supply chain risks, preferred access to coalition-funded mineral and semiconductor infrastructure projects, and a formal multilateral framework for the bilateral semiconductor technology cooperation that India has been developing with the US, Japan and other partners over the past several years.