U.S. AI Hardware Imports from Mexico

## What this measures

The value of AI-related hardware the United States imports from Mexico each month.

## Why it matters

Mexico is the largest assembly base for servers sold into the U.S. market.

## How to read it

Imports from Mexico were $20.4 billion in August 2026, against $8.2 billion a year earlier, and more than from Taiwan that month; the record is $21.6 billion in July 2026. For whole years they were $28.4 billion in 2023 and $89.7 billion in 2025. Compare with total AI hardware imports (trade.ai_hardware.us_imports) for Mexico's share, and with the same month a year earlier.

## What it does not say

The codes are a proxy: not every server or chip goes into AI, and some AI hardware ships under other codes (finished systems, networking gear). Values are nominal U.S. dollars, not seasonally adjusted, so compare a month with the same month a year earlier. Census revises recent months. Country of origin is where goods were last substantially transformed, not where their chips were made.

## How it's built

Palanor sums the ten HS6 codes the IMF uses for AI hardware in its October 2026 World Economic Outlook: HS 8471.50 (processing units, mainly servers), 8471.70 (storage units), 8471.80 (other computer units), 8473.30 (computer parts), 8486.10, 8486.20, 8486.40 and 8486.90 (semiconductor manufacturing equipment and parts), 8542.31 (processors and controllers) and 8542.32 (memory chips). Daily runs re-read the last 14 months so revisions carry through.

## Source

U.S. Census Bureau, U.S. International Trade in Goods, monthly HS6 detail, via the Census International Trade API. Census trade data are in the public domain. This product uses the Census Bureau Data API but is not endorsed or certified by the Census Bureau.