Key Takeaways
- Click Technology is investing MX$370 million (approximately US$17 million) to build a new manufacturing plant in Torreón, Coahuila, expected to create 480 jobs and strengthen Mexico’s electronics supply chain.
- The investment underscores Coahuila’s growing strategic importance in North American nearshoring, driven by its infrastructure, labor stability, and proximity to U.S. markets under the USMCA framework.
- Mexico’s technology exports surged in 2025, with computer equipment becoming the top export category (US$85.4 billion, 12.85% of total exports), growing 144.81% year-over-year due to U.S. demand for AI, cloud computing, and data centers.
- Lower tariffs (0.45% average for Mexican goods vs. over 10% for Chinese goods in the U.S.) and rising U.S. tech infrastructure investment (US$102.2 billion in 2025) are accelerating Mexico’s role in regionalized supply chains.
- Despite export growth, capacity constraints persist—plant utilization reached 99.5% in northern Mexico, highlighting urgent need for new industrial infrastructure and specialized labor to meet demand.
Click Technology’s MX$370 million (US$17 million) investment in a new manufacturing plant in Torreón, Coahuila, marks a significant milestone in Mexico’s advancing role within North American electronics and advanced manufacturing supply chains. Announced as part of the company’s first expansion phase in Mexico, the project is projected to generate 480 direct jobs and bolster the electronic supply chain in the Laguna region. According to Bruse Li, Click Technology’s General Manager, Coahuila was selected for its favorable conditions, including robust infrastructure, strong industrial connectivity, labor stability, and access to essential services. This investment arrives amid intensifying competition among northern Mexican states to attract advanced manufacturing projects tied to electronics, technology infrastructure, and electromobility—sectors experiencing heightened demand due to global supply chain diversification and rising U.S. preference for nearshored production.
Torreón Expands Role in Advanced Manufacturing Hub
The development reinforces Torreón’s emergence as a strategic center for industrial and technology investment within Coahuila. State officials, including Governor Manolo Jiménez, emphasized that projects like Click Technology’s plant are driving economic growth and creating employment opportunities for families across the state. The investment builds on the presence of established anchor companies such as Milwaukee Tool, which have helped cultivate a conducive environment for further international investment. Authorities noted that the Laguna region’s growing importance in supply chains for advanced manufacturing and electronic components is being solidified through such developments, reflecting broader trends of nearshoring and export-oriented production expansion in northern Mexico.
Coahuila Strengthens U.S. Technology Ties Through Diplomacy
Coahuila’s strategy to attract advanced manufacturing investment includes proactive cross-border engagement, exemplified by Governor Jiménez’s recent working tour in Washington, D.C. During the North Capital Forum, the state delegation met with U.S. and Canadian companies—including Magna International, General Motors, and Constellation Brands—to promote productive projects under the USMCA framework. Discussions centered on strategic advantages like security, infrastructure, and legal certainty, which are critical for long-term investment. The delegation also participated in the North Capital Meridian Diplomacy Forum inauguration, engaging with U.S. lawmakers Joaquin Castro and Marc Veasey to highlight the Texas-Coahuila commercial corridor as a vital axis for bilateral economic exchange. Additional meetings with Esteban Moctezuma, Mexico’s Ambassador to the United States, reinforced bilateral relations tied to nearshoring and manufacturing expansion, while cultural outreach at the Mexican Cultural Institute aimed to bolster Coahuila’s international positioning.
Mexico’s Technology Exports Accelerate Amid Global Shifts
Click Technology’s expansion coincides with explosive growth in Mexico’s technology sector exports. In 2025, computer equipment became Mexico’s top export category for the first time, surpassing the automotive industry. Total exports reached US$664.8 billion, with US$85.4 billion (12.85%) attributed to tariff category 8471—covering computers, processing units, and peripherals. This segment recorded a staggering 144.81% year-over-year growth, vastly outpacing the 7.64% increase in overall exports. Gabriela Siller of Banco Base attributed this surge to global trends in artificial intelligence, cloud computing, and data center expansion, underscoring Mexico’s deepening integration into electronics manufacturing and regional supply chains. The growth is directly linked to heightened U.S. investment in technology infrastructure, which reached US$102.2 billion in 2025—a nearly 30% increase from the previous year.
Tariff Advantages Fuel Nearshoring Momentum
Mexico’s competitiveness relative to China has been significantly enhanced by favorable tariff treatment under the USMCA. Mexican goods faced an average tariff of just 0.45% in the U.S. market in 2025, compared to over 10% for Chinese products. This stark disparity has incentivized companies to relocate production and supply chains closer to North America to mitigate costs and reduce exposure to geopolitical risks. Export production remains concentrated in states like Chihuahua, Jalisco, Baja California, Tamaulipas, and Nuevo León, with Texas receiving more than two-thirds of Mexico’s technology shipments. Despite the export boom, analysts note that investment and employment growth have lagged behind surging demand. Foreign direct investment in Mexico’s computing subsector totaled only US$631 million in 2025 (0.46% of national FDI), while employment grew modestly by 3.84% to exceed 331,000 workers.
Capacity Constraints Create Investment Opportunities
The rapid expansion of Mexico’s technology exports has exposed significant capacity constraints in northern Mexico’s industrial sector. Plant utilization rates reached as high as 99.5% in 2025, indicating severe limitations on short-term expansion for existing facilities. This bottleneck underscores the urgent need for new industrial infrastructure and specialized labor to support nearshoring operations and export-oriented production. Click Technology’s Torreón facility directly addresses this gap, representing a timely response to unmet demand for manufacturing capacity. The project exemplifies how new investments are essential to alleviate bottlenecks, enable scalable growth, and fully leverage Mexico’s advantages in the evolving North American supply chain landscape driven by AI demand, USMCA integration, and strategic nearshoring initiatives. As Coahuila continues to position itself as a competitive destination for high-value-added manufacturing, such developments are critical to sustaining momentum amid global economic uncertainty.