Mexico Supplies 40% of U.S. AI Server Imports as Taiwanese Firms Expand Production

Mexico has become a key source of enterprise servers for the United States, providing roughly 40 % of the AI‑focused server imports in early 2026. The country exported US$46.9 billion in enterprise servers between January and May, making it the second‑largest supplier after Taiwan and overtaking its historic auto exports. Servers and related hardware accounted for almost one‑fifth of Mexico’s US$317 billion total export value, more than double the same period a year earlier.

Taiwanese manufacturers such as Foxconn, Flex, Jabil and Sanmina have invested more than US$1.6 billion in Mexican assembly plants since 2020, creating a near‑shoring hub that shortens the supply chain to U.S. hyperscale data centers. Analysts say the shift bolsters Mexico’s economy while exposing channel partners to tariff and trade‑policy risks.

Jesse Rogers of Moody’s Analytics noted that “Mexico is of tremendous importance to the way this new AI‑powered economy is working,” highlighting the growing dependency of U.S. AI infrastructure on Mexican production capacity.