Pax Silica is a strategic coalition designed to protect the "silicon stack"โfrom critical mineral mines to frontier AI models. It represents a new era of economic statecraft where supply chain security is national security.
โ ๏ธ The Strategic Chokepoint
The primary catalyst for Pax Silica is the extreme concentration of critical mineral refining in China. Control over these inputs grants leverage over the entire global technology stack.
Global Refining Market Share (2025)
China dominates the processing of 19 out of 20 strategic minerals.
U.S. Import Reliance Risk
The United States is 100% reliant on imports for these critical inputs.
The Pax Silica Alliance
Bringing together nations that host the world's most advanced technology companies and resources to build a trusted ecosystem.
- Coalition Architect
- Frontier Models
- Capital Markets
- Sony, Hitachi, Fujitsu
- Semi Materials
- Advanced Mfg
- Samsung, SK Hynix
- Memory Chips (HBM)
- Battery Tech
- ASML (EUV Machines)
- Chip Mfg Equipment
- European Hub
- Rio Tinto
- Rare Earth Mining
- Strategic Minerals
- MGX (AI Investment)
- Data Centers
- Energy Logistics
- Chip Design
- Cybersecurity
- AI Software
- Temasek
- Connectivity Hub
- Finance
The Infrastructure Challenge
Building "Pax Silica" requires overcoming two massive physical hurdles: the concentration of advanced chip manufacturing and the exploding energy demand of AI data centers.
The Chip Manufacturing Bottleneck
Market share of advanced pure-play foundries (Q2 2025). A single point of failure exists in East Asia.
โก AI Energy Consumption Surge
Projected global electricity demand for Data Centers (2024-2030). The grid must double its capacity.
The 8 Pillars of Pax Silica
Critical Minerals
Refining & Processing independence.
Energy
Power gen for massive compute loads.
Semiconductors
Design, fabrication, and packaging.
Compute Infra
Data centers and cloud capabilities.
Connectivity
Fiber optics and ICT systems.
Adv Manufacturing
Robotics and hardware production.
Logistics
Secure transportation chains.
Foundation Models
Frontier AI software & apps.