The Next Phase of North American Supply Chains
As trade, technology, and economic security increasingly reshape North American supply chains, where do you see the most overlooked opportunities for Mexico and companies operating there? Beyond nearshoring, what should businesses be doing now to position themselves for this new phase of regional integration?
By Abel Hibert
September 9, 2026
Companies should use this moment to strengthen their North American footprint and position themselves within these fast-growing supply chains, increasing Mexican value added.
Recent data points to strong growth in Mexico’s electronics sector, driven in part by rising demand linked to AI and semiconductors and the US technology investment boom. Despite tariff uncertainty and ongoing trade negotiations, these industries offer some of the clearest opportunities for investment and expansion. Companies should use this moment to strengthen their North American footprint and position themselves within these fast-growing supply chains, increasing Mexican value added. It’s an excellent example of how the Mexican and US economies always find a way to deepen economic integration.
Abel Hibert
Basilinna Senior Fellow
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