Semiconductors and the Border Drive Mexico's Industrial Future
By Israel Molina
March 27, 2025
The development of the semiconductor industry in Mexico has started to consolidate itself as a strategic priority to strengthen the country's industrial sector and its integration into global value chains.
Eugenio Marín, president of the Mexico-United States Foundation for Science (FUMEC), emphasized that Mexico has unique opportunities in this industry, especially in areas such as packaging, testing, assembly, and design, which represent an evolution in the country's technological sector capabilities.
"The Mexico plan establishes key strategic projects aimed at planting the first seeds to develop this sector. One of the most important initiatives is the Kutsari semiconductor design center, which the Mexican government views as a central hub to leverage the capabilities of states such as Jalisco, Puebla, and Sonora. While other regions also have potential, this project seeks to create a solid ecosystem," explained Marín.
For the president, semiconductor design in particular has the power to transform the country's technological industry, as it generates specialized talent, strengthens the sector, and opens new business opportunities. "A design center not only allows technology to be created but also contributes to the development of local talent, integrating Mexico into a more complete model within the sector. However, there is still a key component missing: finding the direct connection to the market. We produce design in Mexico, but who are we going to sell it to? This requires a clear strategy to position the country in the international commercial arena," he added.
The Border as a Strategic Region
In addition to advancements in semiconductors, Marín highlighted the importance of the border region between Texas and Mexico as a platform to strengthen supply chains and consolidate binational business models. "South Texas is a region with a 95% Hispanic population, making it a cultural and economic meeting point with Mexico. This, combined with industrial investments in northern Mexico and shared access to talent and resources, creates a unique dynamic that benefits both sides," he commented.
Although the region faces challenges such as access to water and energy, Marín believes these challenges can be turned into opportunities to design sustainable and robust solutions. "The more we strengthen this border area, not just from Texas to California but across its entire stretch, the more we can consolidate supply chains and competitive business models," he assured.
Finally, Marín emphasized the relevance of SelectUSA as a platform to promote cross-border collaboration and investments. "This event not only showcases the economic development capabilities in the United States but also connects companies with agencies and centers that can help them establish themselves. These organizations know the mechanisms and strategies, and they are key promoters of economic development," he stated.
The president stressed the importance of Mexican companies participating in forums like this to address doubts and assess whether opportunities in the United States align with their business models. He also highlighted the significance of bringing these kinds of initiatives to Mexico to encourage collaboration between both countries.
The development of the semiconductor industry in Mexico, along with the strengthening of supply chains at the border and the promotion of strategic investments in the United States, represents an integration model that can transform the economic relationship between the two countries. Marín concluded, "If we manage to articulate these initiatives and align them with market needs, Mexico will not only be a relevant player in the technological sector but also a strategic partner in global value chains."
