The collaboration between India and the US in semiconductors and artificial intelligence has progressed significantly, transitioning from strategic discussions to practical implementation. Initiatives like the US-India TRUST Initiative and the PAX Silica Declaration are driving the development of trusted tech supply chains and joint R&D projects. This vision, initiated in February 2025 under the TRUST initiative, aims to leverage AI for innovation and human prosperity.
Partnerships are focusing on defense and commercial semiconductor manufacturing, with projects like the Shakti Semiconductor Fab working on compound semiconductors for electric vehicles and aerospace applications. US companies such as General Atomics and Synopsys are collaborating with Indian entities like 3rdiTech to enhance engineering capabilities. India’s participation in PAX Silica strengthens its position in a global network aimed at securing supply chains and reducing reliance on adversarial nations.
Efforts are underway to develop an AI Infrastructure Roadmap to address financing and scaling challenges for US-origin AI infrastructure in India. American tech giants like Amazon, Microsoft, and Google are investing significantly in expanding India’s cloud networks and datacenter capabilities. Both countries are working on reciprocal compute access and shared regulatory frameworks to boost startups and foster cross-border innovation.
The partnership, overseen by the National Security Advisors of both nations, aligns commercial digitization goals with national security interests. Recent agreements between India and the US aim to deepen cooperation in critical minerals and rare earths, crucial for semiconductor, electric vehicle, and defense production. This move counters concerns over China’s dominance in these areas, ensuring a secure supply chain for essential materials.
