2026-08-19 · Mexico Business News
Taiwan ODM Buildout in Mexico: Lock In Tariff Arbitrage Before USMCA Rules-of-Origin Reset
The near-zero US duty on Mexican-origin computer equipment versus double-digit tariffs on Chinese electronics is now the primary driver of Taiwanese ODM capacity decisions in Mexico, not labor cost. Occupiers should secure sites and long-term facility commitments ahead of the 2026 USMCA review, when tightened rules of origin could raise the local-content threshold needed to keep qualifying for that preferential rate.
Source: Mexico Business News · Original
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GCA analysis and point of view. Underlying market data: SiiLA (licensed subscription), presented with attribution.