Venni V Krishna
The launch of a new U.S. alliance called Pax Silica to secure semiconductor manufacturing supply chains for the coming artificial intelligence (AI) era has drawn attention, among other reasons, for its exclusion of India. The initiative came not long after Trump and his Chinese counterpart, Xi Jinping, met in Busan, South Korea, to ease tensions between their countries over tariffs and technology controls.
A new phase of techno-geopolitics is unfolding. Trade policies, the resurgence of techno-nationalism and the tightening of export controls — particularly in strategic materials like rare-earth magnets — represent the three defining pillars of the emerging global technology order.
As global trade and technology flows become increasingly securitized and restricted, India faces the urgent task of reducing its technological dependence.
In essence, the Busan truce between Trump and Xi signalled a tactical pause in the U.S.-China contest, during which, as Pax Silica shows, efforts will be made to consolidate supply chains and strengthen technological defenses.
For countries like India, the lessons from this trade war and temporary truce are profound. Strengthening local technological capabilities is no longer optional — it is a prerequisite for maintaining strategic autonomy.
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