Mexico Remains as Key Location for ODMs in Server and AI Production amidst Ongoing Centralized Deployment of US-Oriented Orders

Last Modified

2025-04-09

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TrendForce reports Mexico remains a key location for server and AI production, particularly for US-bound orders, leveraging USMCA exemptions despite US tariff volatility. The new policy favors USMCA-compliant Mexican exports but restricts China-sourced components. ODMs adopt a "division of labor" strategy: Mexico for system assembly, Southeast Asia for modules. While direct tariff impact on AI servers appears manageable (due to US value clause & USMCA), policy uncertainty and economic risks could lead to conservative customer procurement. Mexico's role as a core server supply chain hub is strengthened short-term, but ongoing policy monitoring is crucial.

＜Total Pages：7＞

Sector: Semiconductors

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

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