looks at graph
I mean, whatever. It looks like up until the current AI buildout, most came from Mexico. If China tries taking over Taiwan, that could produce a situation where Taiwanese chip capacity is damaged during a conflict, and that could be a real problem for the US, but I seriously doubt that there's a realistic scenario where Mexican output dramatically implodes.
It does mention that some of those are just effectively-but-not-classified-as reimports from Taiwan
probably importing components and doing just enough work in Mexico to make it count as a transformative change
but the numbers are a lot lower, so it can't all be that:
U.S. server and GPU imports from Mexico still increased by $40 billion compared to 2024. Mexico’s imports of the same items from Taiwan increased by $24 billion.