The return of donald trump to the White House it was like an alarm clock for the rest of the countries. It caused the rise of the feeling of European technological sovereigntybut also the awakening of his neighbors. That feeling was captured in the ‘Mexico Plan‘, a strategy for the country to stop depending so much on others and where technology plays a fundamental role. Because Mexico has decided to get into the conversation of the semiconductor industry, and the OECD He just said there is potential.
But also some other problems.
Intentions. Mexico’s intention is to complete a series of objectives to become the tenth economy in the world and, within that strategy, there are objectives such as reducing poverty and inequality, promoting tourism and promoting vaccines made in Mexico. Also generate 1.5 million jobs and enhance the technological network.
Among the various initiatives to achieve this, there are two that stand out: electric cars for urban mobility (the Olinia project of which We expect news this summer) and semiconductors (the Kutsari project). Mexico has experience in both fields because there are powerful companies that manufacture their products in the country, but from being the factory to having all the legs of the chain there is one step.
How things are going. However, without making much noise, the institutions are moving. Puebla, Sonora and Jalisco are the three proper names, the three headquarters chosen to develop this plan that allows Mexico to go from being a country that assembles chips for others to one that designs, manufactures and sells them.
The three states are reinforcing investment and consolidation of already established infrastructure, as well as the construction of new buildings and agreements to attract and retain talent. In Sonora, for example, it is in the Mexico-US Trade Corridor. In Jalisco there is the Intel Design Center, so there are contacts and experience in integrated circuits. And Puebla will have one of the semiconductor production plants.
Strengths. The idea is to start producing chips by 2028 with an eye toward commercialization by 2029. And beyond what Mexico says, it is interesting to see what other organizations have to say. Here the OECD comes in with a optimistic message in which he points out that Mexico already has that experience in the assembly and testing of chips, so it has a base on which to scale.
They assure that the country has “a promising future” and a favorable position due to its geographical proximity to the main world market, a large and experienced workforce and an industrial network that, as we say, has already been tested by manufacturing chips for others. They also have data centers and plenty of land for renewable energy to power the industry.
Something that the OECD also highlights is the talented labor base because 17% of Mexican graduates are from engineering areas, three points above the average for the OECD as a whole.
The least optimistic face. Now, not everything is so optimistic. There is a difference between “potential and concrete execution” and there is critical positions with the country’s ability to meet energy and transportation requirements. security when developing this industry. Regarding education, although the OECD indicates that number of engineering graduates, only 16% of young people between 15 and 19 years old are enrolled in technical programs related to the sector compared to the average 23% of the organization.
Water can also be a problem, but if there is one thing clear, it is that the country is more on track with its future as a producer of semiconductors than, for example, as a creator of mass electric cars with its own batteries. Because that’s where lithium comes into play and, although there is plenty of it in Mexico, It’s one thing to have it and another thing to refine it..
Images | mister rfflag of Mexico, Data Center (edited)
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