Mexico Overtakes China as US Server Supplier, Driven by AI Demand

Mexico is now the second-largest supplier of computer servers to the United States, trailing only Taiwan. Year-to-date sales have reached $46.9 billion.

Taiwanese electronics giants Foxconn and Inventec are expanding Mexican facilities to meet surging AI hardware demand. This expansion is a central part of the nearshoring trend to reduce supply chain reliance on China.

Leveraging the US-Mexico-Canada Agreement (USMCA), these factories assemble hardware for Amazon, Google, and Microsoft. Servers have now surpassed the automotive sector to become Mexico’s top export to the U.S.