The United States is pressing Mexico to tighten rules of origin for artificial-intelligence chips, servers and related hardware, seeking to raise the North American component share and prevent Chinese or other foreign companies from using Mexico to circumvent U.S. tariffs. Washington is considering extending principles similar to the automotive rules under the United States-Mexico-Canada Agreement (USMCA), although no specific AI-hardware threshold or transition period has been proposed. Mexico’s AI manufacturing boom has raised the stakes: the country exported about $83 billion of computer servers in the first half of 2026, with more than 170% year-over-year growth and about 94% of shipments bound for the United States. Taiwanese manufacturers including Hon Hai operate major production bases in Mexico, leaving their sourcing and supply-chain structures exposed to any new requirements. The talks could also cover electronics, pharmaceuticals, medical devices and other strategic industries, while separate U.S.-Canada USMCA negotiations remain uncertain amid a tariff dispute.