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EU joins U.S.-led 'Pax Silica' on securing AI, chip supply chains
BRUSSELS, June 25 (Reuters) - The European Commission has joined the U.S. initiative "Pax Silica", a group of U.S.-allied countries cooperating to secure supply chains needed for artificial intelligence, European Commission spokesperson Paula Pinho said on Thursday. Pax Silica is an effort by the U.S. state department on securing access to artificial intelligence and supply chain security, from energy and critical minerals to high-end manufacturing and AI models. The Netherlands earlier this week also joined the pact. Reporting by Inti Landauro Our Standards: The Thomson Reuters Trust Principles., opens new tab
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The EU signs up to Pax Silica, the US-led chip pact France called colonisation
Brussels is joining a Washington-led effort to secure AI chip supply chains, a fortnight after unveiling a tech-sovereignty agenda built on the opposite instinct. The European Union is set to join Pax Silica, the US-led initiative to coordinate AI chip supply chains and export controls against China. The decision is awkwardly timed. It arrives just as Brussels has been promoting a tech-sovereignty agenda whose entire premise is reducing Europe's dependence on foreign suppliers, including American ones. Pax Silica was launched by Washington in December 2025 to secure global supply chains for AI semiconductors, critical minerals, and advanced technologies, and to bind a chosen group of partners into a coordinated stance on export controls. The UK, Japan, South Korea, India, and Australia have already signed on. So, individually, have three EU member states: Greece, Finland, and Sweden. Italy has also been reported to be weighing a place in the arrangement, a sign that the pact's pull inside the bloc was already running ahead of any collective decision. The mechanics ran through the bloc's usual plumbing. Member states' permanent representatives were expected to authorise the European Commission to join on behalf of the EU as a whole, according to Agence Europe. The Commission had pushed governments to sign up as a bloc rather than piecemeal, arguing that coordinating with like-minded partners on supply chains would create openings for European firms. Not everyone read it that way. France has been the loudest sceptic, framing Pax Silica as an attempt to colonise Europe and as a direct contradiction of the sovereignty agenda the EU was simultaneously selling. Paris has disputed reports that it alone held up the Commission's negotiating mandate, but it has not hidden its discomfort. The objection is not really about chips. It is about who sets the terms of the stack Europe runs on. The tension is structural, not rhetorical. The same Brussels that wants to reduce reliance on non-European technology has concluded that, on advanced semiconductors, going it alone is not an option. Europe does not make enough of the chips that matter, and the supply chain that does is anchored in the US and East Asia. Joining a coordinated bloc is, on that reading, the realistic version of sovereignty: shape the rules from inside rather than be shaped by them from outside. Critics see the opposite. To them, signing the declaration locks Europe into an American-defined AI stack and export-control regime, trading autonomy for a seat at a table Washington built and chairs. The architecture of Pax Silica, semiconductors, computing infrastructure, energy, logistics, and critical minerals, is broad enough that membership touches most of the inputs to a modern AI economy. Either way, the direction is set. The bloc that spent the spring talking up strategic autonomy is now poised to coordinate its most strategic technology with Washington. What that means for Europe's own chip ambitions, and for the firms hoping the Commission was right about those openings, is the part still to be written.
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The European Union has joined Pax Silica, a US-led initiative to secure AI chip supply chains and coordinate export controls against China. The decision comes just weeks after Brussels unveiled a tech-sovereignty agenda aimed at reducing dependence on foreign suppliers, creating tension between autonomy and practical cooperation on advanced semiconductors.
The European Commission has officially joined Pax Silica, a US-led initiative focused on securing AI and chip supply chains, marking a significant shift in the EU's approach to technology cooperation
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. European Commission spokesperson Paula Pinho confirmed the decision on Thursday, positioning the bloc alongside other major economies already participating in the pact. The Netherlands also joined earlier this week, adding to the growing list of partners in this strategic alliance1
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Source: Reuters
Launched by Washington in December 2025, Pax Silica represents a coordinated effort to secure global AI supply chains spanning semiconductors, critical minerals, energy, high-end manufacturing, and AI models
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. The US-led chip pact brings together like-minded countries including the UK, Japan, South Korea, India, and Australia to coordinate export controls and mitigate risks in AI supply chains, particularly in relation to China2
. Three EU member states—Greece, Finland, and Sweden—had already signed on individually before the bloc's collective decision, while Italy has been weighing participation2
.The timing of the EU's decision has sparked controversy, arriving just two weeks after Brussels promoted a tech sovereignty agenda explicitly designed to reduce Europe's dependence on foreign suppliers, including American ones
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. France has emerged as the loudest skeptic, framing Pax Silica as an attempt to colonize Europe and directly contradict the sovereignty agenda the EU was simultaneously advancing2
. While Paris has disputed reports that it alone held up the Commission's negotiating mandate, it has not hidden its discomfort with coordinating AI chip supply chains under American leadership2
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The European Commission pushed member states to join as a bloc rather than piecemeal, arguing that coordinating with like-minded partners on supply chains would create opportunities for European firms
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. The decision reflects a stark reality: Europe does not manufacture enough advanced semiconductors that power modern AI infrastructure, and the supply chain that does is anchored in the US and East Asia2
. Member states' permanent representatives authorized the European Commission joins Pax Silica on behalf of the entire bloc, following the EU's usual decision-making procedures2
.The architecture of Pax Silica is broad enough that membership affects most inputs to a modern AI economy, from semiconductors and computing infrastructure to energy, logistics, and critical minerals
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. Proponents view joining the coordinated bloc as a realistic version of sovereignty: shaping the rules from inside rather than being shaped by them from outside. Critics argue that signing the declaration locks Europe into an American-defined AI stack and export-control regime, trading autonomy for a seat at a table Washington built and chairs2
. The bloc that spent spring promoting strategic autonomy is now poised to coordinate its most strategic technology with Washington, raising questions about how this affects Europe's own chip ambitions and whether firms will benefit from the openings the Commission promised2
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