Mexico has emerged as a tariff haven for Taiwan AI server makers due to the US-Mexico-Canada Agreement (USMCA), media report, as 70% of Wiwynn’s AI server shipments to the US are from Mexico, and Inventec 35%. They are the highest among Taiwan makers and could win more business from Nvidia. $NVIDIA(NVDA.US) $Amazon(AMZN.US) $Alphabet(GOOGL.US) $Meta Platforms(META.US) $Microsoft(MSFT.US) #AIserver #Mexico #Wiwynn #Inventec #Foxconn #Quanta #Wistron https://t.co/klaT21RMuL
Source: Dan Nystedt
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