Mexico’s AI assembly boom ties Taiwan to U.S. demand

Mexico is becoming a key stop in the global AI supply chain, not by designing the chips but by assembling the hardware that carries them. Taiwanese firms are using Mexican plants to serve U.S. customers faster and with fewer geopolitical risks. The trend is giving Mexico a new role in high-tech manufacturing, but it also raises questions about trade rules, energy supply, water use, and how much value Mexico can keep inside its own economy.