The US is leading its new global alliance, a “Pax Silica,” a supply chain coalition that will de-risk and secure the foundational supply chains of critical minerals, advanced chips, data centers in preparedness for the AI takeover.
The Pax Silica alliance weaves together a coalition of allied nations, Israel, Japan, South Korea, Singapore, Britain, and Australia, with the UAE and Qatar expected to join. Each like-minded nation will play its part in the long-term strategy, be it through minerals, chip manufacturing, or digital infrastructure, all weaved into an integrated network.
“It’s meant to be an operational document for a new economic security consensus,” Jacob Helberg, US Undersecretary of State for Economic Affairs told Reuters on the supply chain coalition.
The background encourages joint projects and direct cooperation between governments and companies, focusing on building supply chain resilience.
According to hat officials discuss the benefits of supply chain resilience coalition include faster responses to shortages, shared investment risk and stronger trust between partners. This approach reflects a wider AI supply chain strategy that links hardware, energy, and data systems rather than treating them as separate challenges. However, a fear remains China’s dominance (90%) in rare earth supply, which are critical for chips and AI hardware.
The push for emerging resilience in the semiconductor supply chain is meant to reduce the impact of future export controls or trade disputes.
Minerals, Chips, and Data Centers
Pax Silica is designed as a supply-side strategy, and as Helberg mentioned, it prioritizes countries that host firms able to shape the global semiconductor supply chain, from advanced machinery to fabrication and logistics.
According to experts, supply chain agility and resilience are valuable more than full independence. Even modest diversification could ease pressure on global tech markets.
The benefits of this supply chain resiliency coalition also extend to innovation, as shared standards and investment help speed up development.
Moreover, the addition of Qatar and the UAE signals how the US perceive technology as a bridge across regions. The shift supports supply chain resiliency while helping Gulf economies move beyond energy dependence.
While dissociating totally from China is unlikely to happen, the focus goes to gradual change. Analysts point to emerging resilience in the semiconductor supply chain as a realistic benchmark, supported by smarter coordination, capital and policy.
As demand for AI systems grows, officials believe supply chain agility and resilience will define economic power. For Washington and its partners, strengthening supply chain resiliency is now seen as essential infrastructure, not just trade policy.
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