墨西哥成为美国AI服务器主要供应地,产业仍集中于组装环节

智通财经
Aug 03
【墨西哥成为美国AI服务器主要供应地,产业仍集中于组装环节】2026年以来,墨西哥对美企业级服务器出口额达到469亿美元,约占美国人工智能数据中心服务器进口量的40%。今年1月至5月,服务器及相关硬件占墨西哥商品出口总额近五分之一,已成为带动其出口增长的重要产品。墨西哥服务器制造主要由台资企业投资推动,生产活动集中于整机组装,本地零部件配套和就业带动相对有限。凭借邻近美国市场和区域贸易安排,墨西哥在美国人工智能硬件供应链中的地位明显上升,但向芯片、设计和核心部件等高附加值环节延伸,仍受到工程技术人才和本地产业基础不足的制约。

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