US launches Pax Silica initiative

Pax Silica is a U.S.-led strategic initiative to build a secure, prosperous, and innovation driven silicon supply chain—from critical minerals and energy inputs to advanced manufacturing, semiconductors, AI infrastructure, and logistics.

Rooted in deep cooperation with trusted partners, Pax Silica aims to reduce coercive dependencies, protect the materials and capabilities foundational to artificial intelligence, and ensure aligned nations can develop and deploy transformative technologies at scale.

Pax Silica is a positive-sum partnership. It is not about isolating others—but about coordinating with partners who want to remain competitive and prosperous.

The inaugural Pax Silica Summit convened stakeholders from: Japan, Republic of Korea, Singapore, the Netherlands, The United Kingdom, Israel, United Arab Emirates, and Australia, alongside guest contributions from Taiwan, the European Union, Canada, and the OECD

Together, these partners are home to the most important companies and investors powering the global AI supply chain.

Across the United States and its partners, a clear consensus has emerged: secure supply chains, trusted technology, and strategic infrastructure are indispensable to national power and economic growth.

The initiative responds to:

• Growing demand from partners to deepen economic and technology cooperation with the United States.
• The understanding that AI represents a transformative force for our long-term prosperity.
• Recognition that trustworthy systems are essential for safeguarding our mutual security and prosperity.
• Increasing risks from coercive dependencies.
• The importance of fair market practices and policy coordination to protect sensitive technologies and critical infrastructure.

AI is reorganizing the world economy. Economic value will increasingly flow through all levels of the global AI supply chain, driving historic opportunity and demand for energy, critical minerals, semiconductors, manufacturing, technological hardware, infrastructure, and new markets not yet invented.

“Pax Silica” draws from the Latin pax—meaning peace, stability, and long-term prosperity, as seen in terms like Pax Americana and Pax Romana. Silica refers to the compound that is refined into silicon, one of the chemical elements foundational to the computer chips that enable artificial intelligence.

The United States is organizing a coalition of countries around the principle of building a secure, resilient, and innovation-driven ecosystem across the entire global technology supply chain—from critical minerals and energy inputs to advanced manufacturing, semiconductors, AI infrastructure, and logistics.

Pax Silica is a new kind of international grouping and partnership – one that aims to unite the countries that host the world’s most advanced technology companies to unleash the economic potential of the new AI age.

Pax Silica seeks to establish a durable economic order that underwrites an AI-driven era of prosperity across partner countries.

On December 12, Under Secretary of State for Economic Affairs, Jacob Helberg convened the inaugural Pax Silicia Summit marking the beginning of a new golden era of cooperation on AI and supply chain security. The Summit brought together counterparts from eight countries with the most cutting-edge AI supply chain ecosystems, including Japan, the Republic of Korea, Singapore, the Netherlands, Israel, the United Arab Emirates, the United Kingdom, and Australia. The Summit also included guest contributions from Taiwan, the European Union, Canada, and the OECD.

The Summit aimed to strengthen trusted technology ecosystems, support long-term offtake arrangements, expand productive capacity across partner economies, and coordinate responses to overcapacity and dumping so that supply chains remain secure, resilient, and innovative over time.

Together, these participants are home to the most important companies and investors powering the global AI supply chain, including but not limited to: Sony, Hitachi, Fujitsu, Samsung, SK Hynix, Temasek, DeepMind, MGX, Rio Tinto, and ASML.  

This summit hailed a new geopolitical consensus: economic security is national security, and national security is economic security. Participants discussed jointly pursuing multilayered partnerships that strengthen supply chain security, address coercive dependencies and single points of failure, and advance the adoption of trusted technology ecosystems. All summit participants explored opportunities to partner on flagship projects across global technology stacks, including connectivity and data infrastructure, compute and semiconductors, advanced manufacturing, logistics, mineral refining and processing, and energy.

President Trump has been explicitly clear that economic security is national security and that the United States is determined to win the AI race. This effort marks another milestone in the implementation of the President’s vision.

Countries will partner on securing strategic stacks of the global technology supply chain, including, but not limited to: software applications and platforms, frontier foundation models, information connectivity and network infrastructure, compute and semiconductors, advanced manufacturing, transportation logistics, minerals refining and processing, and energy.

Countries affirmed a shared commitment to:

• Pursue projects to jointly address AI supply chain opportunities and vulnerabilities in: priority critical minerals. semiconductor design, fabrication, and packaging, logistics and transportation, compute, and energy grids and power generation.
• Pursue new joint ventures and strategic co-investment opportunities.
• Protect sensitive technologies and critical infrastructure from undue access or control by countries of concern.
• Build trusted technology ecosystems, including ICT systems, fiber-optic cables, data centers, foundational models and applications.

Under Secretary Helberg directed U.S. diplomats in Washington and overseas to operationalize this summit’s discussions through identification of infrastructure projects and the coordination of economic security practices. This directive has been disseminated to State Department headquarters and all U.S. overseas missions for further action.

For more information, visit Pax Silica.