Previously, companies have already invested in Texas, but later transferred some of the production to Mexico, taking into account economic factors. However, the latest notes showed that they were disadvantaged in the long term. For this reason, preparations in 2024 began to continue investments in Texas, which focused on the production of servers for AI.
The minimum costs of acquiring land in Texas and the construction of new plants are expected to be about 2 billion dollars. If businesses are equipped with automatic systems, the first investments can reach 3 to 5 billion dollars.
Currently, Taiwan companies produce more than 90% of server motherboards and about 80% of all server systems in the world. However, less than 15% of these products are produced in North America. New tariffs can accelerate the transfer of a part of the US capacity to avoid additional costs.
Source: Ferra
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