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US, India agree to further cooperation under Pax Silica


What Happened

  • India and the United States agreed to further deepen cooperation under the Pax Silica framework, including in artificial intelligence, critical minerals, and semiconductor supply chains.
  • The discussions took place during Foreign Secretary Vikram Misri's visit to Washington, where he met with US Under Secretary of State for Economic Affairs Jacob Helberg.
  • Pax Silica was formally established when India signed the Pax Silica Declaration on February 20, 2026 — at the India AI Impact Summit — making India a member of the US-led coalition of trusted nations committed to securing the global technology stack.
  • The declaration was signed by US Ambassador to India Sergio Gor, Under Secretary Helberg, and India's Secretary for Electronics and Information Technology S. Krishnan.
  • The broader context of Misri's Washington visit includes discussions on trade (India-US deal), West Asia, the Indo-Pacific, and defence industrial cooperation under the Major Defence Partnership.

Static Topic Bridges

Pax Silica — What It Is and Why It Matters

"Pax Silica" (Latin: "Peace of Silicon") is a US-initiated strategic technology coalition envisioned as an alliance of trusted democratic nations committed to securing the "silicon stack" — from critical mineral extraction through semiconductor fabrication to AI deployment. The initiative addresses concerns about Chinese dominance over critical mineral supply chains and semiconductor manufacturing.

  • Pax Silica Declaration signed: February 20, 2026; India signed at the India AI Impact Summit
  • Core objective: reduce over-concentration in global semiconductor and AI supply chains; prevent economic coercion; ensure emerging technologies are governed by open, democratic societies
  • "Silicon stack" refers to the vertical supply chain: critical minerals → processed materials → semiconductor wafers → chips → AI systems → AI applications
  • Named after the Latin for Silicon (Silicium), evoking "Pax Romana" (Roman Peace) — implying a US-led technological order analogous to the post-WWII Pax Americana
  • India's role: a major democracy with growing semiconductor ambitions, significant rare earth deposits, and a large AI talent pool — making it a natural fit for the coalition
  • Other coalition members include Japan, South Korea, the Netherlands, Taiwan, Australia, and the UK

Connection to this news: Misri's meeting with Helberg advances the implementation of the February 2026 declaration into operational cooperation — moving from political commitment to actual supply chain integration, AI governance frameworks, and critical mineral partnerships.

iCET — The Predecessor Framework

Before Pax Silica, India-US technology cooperation was organised under the Initiative on Critical and Emerging Technology (iCET), launched jointly by US NSA Jake Sullivan and Indian NSA Ajit Doval in January 2023. iCET covered semiconductors, AI, quantum computing, advanced telecommunications, space, and defence innovation. Pax Silica expands and deepens this framework.

  • iCET launched: January 2023 (US NSA Jake Sullivan + Indian NSA Ajit Doval)
  • iCET pillar areas: semiconductors, AI, quantum computing, space, advanced telecom (6G), defence innovation
  • Under iCET: US-India Semiconductor Supply Chain and Innovation Partnership MOU between US Department of Commerce and India Semiconductor Mission (Ministry of Electronics and Information Technology — MeitY)
  • Critical minerals overlap: 40 of India's 50 classified critical minerals overlap with US's 50 critical minerals list — 80% convergence, indicating strong potential for cooperation in third-country (Africa, South America) mineral projects
  • TRUST initiative: US-India Technology and Resource Use for Supply-chain Transformation — a specific semiconductor supply chain cooperation framework under iCET

Connection to this news: Pax Silica supersedes or expands iCET into a formal multi-country coalition rather than a bilateral US-India initiative — India's signing signals a strategic alignment with the Western democratic tech bloc.

Critical Minerals — Strategic Importance and India's Position

Critical minerals are raw materials essential to modern technology and clean energy — without them, EVs, batteries, wind turbines, semiconductors, and defence electronics cannot be manufactured. China currently dominates global critical mineral processing, creating supply chain vulnerabilities for democratic nations.

  • US's list of 50 critical minerals (2022): includes lithium, cobalt, nickel, graphite, rare earth elements (REEs), gallium, germanium, tellurium — classified by the US Geological Survey
  • India's list of 30 critical minerals (2023): includes lithium, cobalt, nickel, graphite, REEs, vanadium, selenium — notified under the Mines and Minerals (Development and Regulation) Act 2021 amendment
  • India's critical mineral deposits: India has significant reserves of graphite, rare earths (largest deposits in Andhra Pradesh, Odisha), lithium (recent discoveries in J&K — Salal-Haimana area, estimated 5.9 million tonnes), cobalt, titanium
  • China's dominance: China controls ~60% of global REE mining, ~90% of REE processing, ~70% of lithium battery manufacturing — creating chokepoints
  • KABIL (Khanij Bidesh India Limited): India's state mining company for overseas critical mineral acquisition; joint venture of NALCO, HCL, and MECL; established 2019
  • India-Australia Critical Minerals Partnership: signed 2022; covers lithium, cobalt, vanadium in Australia

Connection to this news: India's participation in Pax Silica provides access to US-facilitated critical mineral projects in third countries, technology transfer for mineral processing, and a seat at the table in shaping global semiconductor supply chain standards.

Artificial Intelligence — India's National AI Strategy

India has a national strategy for artificial intelligence and has established institutional frameworks to promote AI development. The Pax Silica cooperation focuses on AI governance frameworks, compute infrastructure, and ensuring AI development aligns with democratic values.

  • IndiaAI Mission: launched by the Cabinet in March 2024; allocation of ₹10,371 crore over five years; pillars include compute infrastructure, foundational model development, datasets, AI applications, safety frameworks, startup ecosystem
  • India AI Impact Summit (February 2026): the forum at which India signed the Pax Silica Declaration — indicates the government's framing of AI as a strategic foreign policy instrument
  • MeitY (Ministry of Electronics and Information Technology): nodal ministry for AI policy, semiconductor policy, and digital economy
  • NASSCOM: India's premier IT industry body — tracks AI adoption across Indian enterprises; India has the world's largest pool of AI engineers after the US
  • AI governance: India is developing a regulatory framework; favouring a "risk-based" approach rather than comprehensive regulation — aligned with the US model rather than the EU's AI Act (which mandates ex-ante approval for high-risk AI)
  • India-US shared stance on AI: both emphasise "trusted AI" that is open, interoperable, and governed by democratic principles — in contrast to China's state-directed AI development model

Connection to this news: The Pax Silica discussion between Misri and Helberg on AI reflects the broader agenda of aligning India's domestic AI framework with US-compatible standards — which would facilitate AI technology access and joint AI research initiatives.

Vikram Misri — Role of Foreign Secretary in India's Diplomatic Architecture

Foreign Secretary Vikram Misri is India's senior-most career diplomat and the head of the Indian Foreign Service (IFS). The Foreign Secretary is the principal adviser to the External Affairs Minister on foreign policy and leads India's diplomatic establishment.

  • Foreign Secretary: appointed by the Appointments Committee of the Cabinet (ACC); from the Indian Foreign Service (IFS); head of the Ministry of External Affairs (MEA) bureaucracy
  • Vikram Misri: appointed Foreign Secretary in July 2024; previously served as Ambassador to China (2019–2021) and Myanmar (2016–2019); also served as Deputy NSA
  • Foreign Secretary vs External Affairs Minister: the Minister is the political head of MEA; the Foreign Secretary is the administrative and diplomatic head — reports to the Minister
  • India's diplomatic architecture on tech: External Affairs Ministry + Commerce Ministry + MeitY + NSA's office — all involved in Pax Silica-type engagements
  • Under Secretary of State for Economic Affairs (US): the American counterpart to the Foreign Secretary for economic diplomacy — Jacob Helberg was in this role

Connection to this news: The Foreign Secretary-level meeting with Helberg (a sub-Cabinet level official on the US side) signals that Pax Silica implementation is being driven through economic diplomacy channels, complementing the higher-level political engagement (Rubio-Misri talks, Modi-Trump summit frameworks).

Key Facts & Data

  • Pax Silica Declaration signed: February 20, 2026 (India AI Impact Summit)
  • Signed by: US Ambassador Sergio Gor, Under Secretary Jacob Helberg (US), Secretary S. Krishnan (MeitY, India)
  • iCET launched: January 2023 (Sullivan-Doval); covers semiconductors, AI, quantum, space, defence innovation
  • India's critical minerals list: 30 minerals (2023); 80% overlap with US's 50-mineral list (2022)
  • Lithium discovery in J&K (Salal-Haimana): estimated 5.9 million tonnes (2023)
  • KABIL: established 2019; joint venture of NALCO, HCL, MECL; overseas critical mineral acquisition
  • IndiaAI Mission: approved March 2024; ₹10,371 crore over 5 years
  • China controls: ~60% of global REE mining, ~90% REE processing, ~70% lithium battery manufacturing
  • Foreign Secretary Vikram Misri: appointed July 2024; former Ambassador to China (2019–2021)
  • US Under Secretary Helberg's title: Under Secretary of State for Economic Growth, Energy, and the Environment