The most strategic industry on earth is being deliberately fragmented. As Italy joined Pax Silica in Washington this week, China's private firms went one more month without credit.
Analysis · Technology
Key Facts
—The move. Italy joined Pax Silica on June 26, 2026, the US-led bloc coordinating chip and critical-mineral supply chains; about 24 countries have now signed up.
—The target. The founding declaration never names China — its stated goal is cutting “coercive dependencies” across the full chip-to-AI technology stack.
—The carrot. Membership buys access: US export-control permits plus a $250 million seed fund for critical minerals. India came seeking it.
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