AI Supply Chain Between Mexico and Taiwan Fuels Tech Market Volatility

Technology markets experienced extreme swings last week. Microsoft added about $600 billion in market value in two days, re‑entering the $3 trillion‑cap club, while South Korea’s Kospi jumped 17 % in a single session. In contrast, Meta and Alphabet saw sharp declines after heavy AI spending.

A new AI‑focused supply chain is emerging: Mexico now supplies roughly 40 % of U.S. server imports, becoming the second‑largest provider of enterprise servers after Taiwan. Taiwanese firms have invested more than $1.6 billion in Mexican factories since 2020, turning the Mexico‑Taiwan‑U.S. corridor into a critical hub for AI infrastructure, but also a potential vulnerability if a crisis erupts in the Taiwan Strait. The EU AI Act took effect on 2 August, requiring AI‑generated content to be labeled and imposing heavy fines for non‑compliance, prompting immediate adjustments for Czech companies using AI in customer service, marketing, and analytics.