India officially joined the Pax Silica semiconductor coalition on February 20, 2026. This U.S.-led alliance aims to secure the global semiconductor supply chain and reduce dependence on Chinese technology. The strategic partnership fosters collaboration among nations controlling critical minerals and manufacturing capabilities.
The agreement provides India with direct access to ASML’s exclusive extreme ultraviolet (EUV) lithography equipment. This inclusion opens the Indian market for ASML’s advanced systems and reinforces its position as the world's sole EUV supplier. The development solidifies ASML’s central role in international technology geopolitics.