As Taiwanese server makers expand in Mexico, the country has become the second-largest supplier of servers to the US, behind Taiwan, with $46.9B in YTD sales
THE SO WHAT
Server supply is quietly regionalizing—Mexico at $46.9B YTD into the US means nearshoring is now a real lever for data center and AI infra buyers. If you run large hardware refresh cycles, start mapping Mexico-based ODM/OEM options into your vendor mix for both tariff and lead-time resilience.
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