India Joins Pax Silica Strengthening Chip Supply Security

India formally joins the United States-led Pax Silica alliance, signing the declaration at a New Delhi AI summit last week to secure AI supply chains. The move addresses risks from Taiwan and TSMC's dominance — Taiwan produces 90% of the most advanced AI chips — and China's control over rare-earth refining. If Australia and India scale refining capacity, the partnership may diversify semiconductor inputs.