Mexico became the largest foreign supplier of computer equipment to the United States during the first seven months of 2026. Shipments to the U.S. reached US$90.8 billion between January and July, an increase of 96.3% from the same period in 2025. Mexico supplied 36.8% of U.S. imports in the category, its highest share for the period reported. 
 

A Growing Share of U.S. Imports

Mexico’s share of the U.S. computer equipment import market has expanded considerably over the past decade. It stood at 18.6% in 2015 and 26.8% in 2025 before reaching 36.8% in the first seven months of 2026. The latest increase occurred as total U.S. imports in the category also grew sharply, indicating both stronger demand and a larger role for Mexican production in meeting it. 
 

The category covers computers, storage devices and peripheral equipment. Rising demand for digital infrastructure and artificial intelligence applications has increased the importance of these products in cross-border trade, creating opportunities for manufacturers with access to the U.S. market.
 
 

 

Opportunities Along the Supply Chain

The figures highlight Mexico’s position as a manufacturing location for technology products destined for the United States. Proximity to customers and established cross-border logistics support this role, while the scale of recent growth points to demand for manufacturing capacity, specialized talent and reliable suppliers. 
 

At the same time, growth in exports creates an opportunity to deepen local supply chains. A stronger network of domestic component and service providers could allow more businesses to participate in computer equipment production and increase the value generated within Mexico. 
 

For industrial regions such as Monterrey, the shift is relevant beyond the companies assembling finished products. It may also create opportunities for firms involved in electronics, industrial services, logistics and the infrastructure needed to support increasingly complex manufacturing operations. The January–July results show how technology products are becoming a more prominent part of Mexico’s export relationship with the United States.