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US Government’s Imposed Tariffs on Mexico to Yield Restricted Impact

Last Modified

2024-12-09

Update Frequency

Aperiodically

Format

PDF

TrendForce believes that US tariffs on Mexico will have a limited impact on Taiwanese server ODMs. While these ODMs have assembly plants along the US-Mexico border, they have been actively establishing SMT production lines in Southeast Asia since 2022 to address US-China trade tensions. Companies like Wistron, Inventec, and Foxconn have plants in Vietnam, Thailand, and other locations, allowing them to circumvent tariffs by shifting production. Therefore, the US tariffs on Mexico are not expected to significantly impact these ODMs.

＜Total Pages：5＞

Sector: Semiconductors

Tag: AI Server Competitive Landscape Geopolitical Risk ODM Policy & Regulation Reshoring Supply Chain Tariff Impact Trade War Foxconn Inventec Wistron

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