Pax Silica: Israel with the USA and possibly Qatar will jointly protect the supply of silicon and related resources

The administration of U.S. President Donald Trump is expanding an economic-technological strategy aimed at controlling and protecting global supply chains of critical resources for the IT sector and artificial intelligence systems. A key element of this policy is an initiative called Pax Silica.

This is an attempt to build a sustainable economic security architecture where access to silicon, semiconductors, energy, and AI infrastructure is viewed as a matter of sovereignty rather than a free market.

This is reported by Gizmodo.

At Washington’s initiative, a coalition of states was formed to protect silicon supplies — a basic resource for microchips, data centers, and AI platforms. It includes Israel, Singapore, Japan, South Korea, Australia, and United Kingdom.

The initiative covers the entire production and logistics cycle — from raw material extraction and energy to semiconductor production, AI infrastructure, and global logistics. The U.S. emphasizes that the vulnerability of even one link makes the entire technological chain dependent on external pressure.

U.S. Deputy Secretary for Economic Affairs Jacob Gelberg called the document “the operational basis of a new consensus in the field of economic security.” Participants agreed to coordinate actions in key segments — from software and platforms to mineral processing, transportation, and energy.

In the next stage, Qatar and United Arab Emirates may join the initiative. Simultaneously, consultations are underway with the European Union, Canada, and Taiwan.

The name Pax Silica refers to Pax Romana — a period of stability and economic growth achieved through strict control over infrastructure. In the new reality, the role of roads and ports is played by silicon, rare earth elements, and computing power.

The main challenge for the U.S. remains the dominance of China in the supply chains of rare earth elements. Beijing controls up to 90% of the global market for these materials, which are critically important for the production of chips and AI systems.

After China restricted the export of rare earth elements in 2025 in response to Washington’s tariff policy, the dependence of the global technology industry became apparent. This strengthened the position of Chinese President Xi Jinping in trade negotiations and prompted the U.S. to accelerate alternative supply chains.

However, Pax Silica is not solely about containing China. The strategy includes the reindustrialization of the U.S., trade balancing, supply chain protection, and the use of economic tools to stabilize conflict regions — from Sub-Saharan Africa to the Middle East.

In this context, the participation of Israel, as well as the potential involvement of Qatar and the UAE, takes on special significance. It is not only about technologies but also about forming a new geo-economic architecture where control over resources and AI becomes a factor of influence and security, as consistently noted by NAnews — News of Israel | Nikk.Agency.