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[Selected Topics] 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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Overview

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＞

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

Overview

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Research Reports

USD $299

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

Overview

Spotlight Report

[Selected Topics] Updates and Impacts Related to Effects of Trump Administration’s Tariffs on Canada, Mexico, China, and Taiwan

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

[Selected Topics] Humanoid Robots Now a Reality; In-Depth Analysis on Perceptual Applications

[Selected Topics] GTC 2025 Highlights and GB300 Component Updates (Presentation)

[Selected Topics] How DeepSeek Reflects Shifting Dynamics in the Global AI Market

[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

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[Selected Topics] Changes in US Tariff Policies Affect Memory Market, Leading to a Surge in Orders in 2Q25 and Uncertainty Regarding Price Hikes in 2H25

[Selected Topics] Analysis of the New US Reciprocal Tariff Policy: A Comprehensive Review of the “Annex III” Tariff Revisions and Exemption Regulations

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Download Report

USD $299

Membership

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