With the Indo-Pacific an increasingly volatile region, successive U.S. administrations have sought to shift semiconductor manufacturing back to the Western Hemisphere in general and United States in particular. However, a push to shift the balance of semiconductor production away from Asia also creates opportunities for Mexico, which could be well-positioned to complement the United States’ industrial policy as well as grow its own microelectronics industry.

In this episode, Ryan C. Berg sits down with Jesús Silva Elizalde, Associate Director of ITSI Program Operations at Arizona State University and a Research Fellow with the U.S.-Mexico Foundation. Together, they discuss the state of U.S.-Mexico semiconductor cooperation, and Mexico's strategy to further develop its chips industry. They also unpack the ways in which tensions between the two countries risk undermining the potential for increased semiconductor supply chain security, and what the Sheinbaum and Trump administrations can do moving forward.