El 12 de noviembre de 2024, el Foro de Colaboración de Semiconductores México-Estados Unidos presentó el Plan Maestro para el Desarrollo de la Industria de los Semiconductores en México 2024-2030. El Plan contempla la participación de México en la cadena en áreas del diseño, ensamble, empaques, pruebas e integración aguas abajo, lo cual resultaría un complemento perfecto de lo que la industria realiza Estados Unidos.
Carlos Rebellón, coordinador del Foro, explicó que el Plan Maestro consiste en un conjunto de políticas públicas, medidas de cooperación, inversiones y desarrollos, cuyo objetivo es duplicar la inversión, el consumo y el contenido nacional en la industria de semiconductores.
En tanto, el subsecretario de Comercio Exterior, Luis Rosendo Gutiérrez, llamó a aprovechar la oportunidad histórica que ofrece el fenómeno de relocalización conocido como nearshoring, al tiempo que ofreció trabajar para incrementar el contenido de insumos nacionales en la industria.
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Forbes
"For starters, the complexity and capital-intensive nature of advanced semiconductor chip manufacturing makes it a challenging endeavor. While Mexico may not be ready to take on the complete process of chip fabrication, it can position itself as a valuable partner by offering adjacent activities such as testing and packaging. Also, Mexico could take on the manufacture of more basic chips used in everyday products."
Departamento de Estado de Estados Unidos
"The United States and Mexico are key partners in ensuring the global semiconductor supply chain keeps pace with the digital transformation underway worldwide. Manufacturing of essential products ranging from vehicles to medical devices relies on the strength and resilience of the semiconductor supply chain. This collaboration between the United States and Mexico underscores the significant potential to expand Mexico’s semiconductor industry to the benefit of both nations and will build on existing cooperation under the bilateral High-Level Economic Dialogue and trilateral North American Leaders Summit process. This partnership will also support the work already underway to bolster regional competitiveness in semiconductors, including workforce development, in the Americas Partnership for Economic Prosperity."
BNAmericas
"As important as the opportunities are, so are the challenges. "I see opportunities for improvement everywhere, but if I have to emphasize anything, it would be the training of talent, and energy and water infrastructure, which is a vital issue for this industry," Franco underlined."