Sources: Dell, HP, and other US tech firms have asked their Taiwanese suppliers to boost production of AI-related hardware in Mexico to reduce reliance on China (Wall Street Journal)

Wall Street Journal:
Sources: Dell, HP, and other US tech firms have asked their Taiwanese suppliers to boost production of AI-related hardware in Mexico to reduce reliance on China  —  Taiwan-based contract manufacturers step up investment south of the U.S. border for American clients