Taiwan-based contract manufacturers step up investment south of the U.S. border for American clients.
The technology behind generative AI like ChatGPT has exploded, fueling a demand for chips that can handle the processing power these programs need. WSJ visited Amazon’s chip lab to see how these chips work, and why tech titans think they are the future. Illustration: John McColgan
Some of the biggest U.S. companies in artificial intelligence have asked their Taiwanese manufacturing partners to step up production of AI-related hardware in Mexico, seeking to diminish reliance on China.
Taiwan-based Foxconn, the world’s largest contract electronics manufacturer, and other Taiwanese companies are heeding the call and investing more in Mexico, according to industry executives and analysts.