📊Executive Summary

The article discusses the launch of the US-led Pax Silica alliance aimed at securing semiconductor supply chains, notably excluding India, which highlights India's technological vulnerabilities. The article emphasizes India's reliance on semiconductor imports and the need for the country to enhance its local manufacturing capabilities. With significant investments underway, including a fab by Tata Group expected to produce 50,000 wafers per month by early 2026, India is urged to expedite its Semiconductor Mission to reduce dependency on foreign sources. The geopolitical landscape, particularly between the US and China, is reshaping technology flows and trade policies, necessitating strategic shifts for countries like India....