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Digitimes September 20, 2026 By Scarlett Yu neutral

US-Mexico trade talks put AI servers in focus as Taiwan ODMs seek common ground

AI / LLMSemiconductorsSupply ChainData Center
<p class="P1" data-start="3503" data-end="3897">The US is reportedly pressuring Mexico to tighten rules of origin for AI hardware to limit the use of components produced outside North America, particularly in China. Server supply chain sources said the Mexican government began consultations with Taiwanese original design manufacturers (ODMs) around 10 days ago to explore mutually acceptable solutions, signaling a willingness to negotiate.
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