While the world’s attention is rightfully fixed on the rising costs of LPG cylinders and the immediate humanitarian crisis caused by the war in Iran, a silent, invisible shortage is brewing in the high-tech corridors of the semiconductor world. Unlike petroleum, which powers our transport,
India formally joined the Pax Silica coalition on the fifth day of the India AI Impact Summit 2026, signalling a deeper alignment with the United States on critical technology and semiconductor supply chains. The move is being seen as a strategic step to secure the
The global semiconductor industry, which powers everything from smartphones and electric vehicles to defence systems and AI infrastructure, is dominated by a handful of players. The United States leads in chip design, Taiwan controls advanced manufacturing, and China is rapidly scaling production and packaging capacity.