Amid ongoing tariff policies implemented by the U.S. and other regions, an increasing number of semiconductor and IT manufacturers are moving production to the United States.

On August 12, electronics contract manufacturer Compal announced a $300 million investment in the U.S. alongside its Q2 earnings report, aiming to meet growing domestic server demand. Quanta disclosed a $170 million capital increase for its Nashville, Tennessee subsidiary to expand AI server production, while Wistron authorized up to $62.5 million for facility upgrades at its Dallas Eagle plant. Together, these three firms are investing over $530 million in the U.S.

Compal's board approved the U.S. investment, which includes $225 million for Compal Americas (US) Inc. and $75 million for a new U.S. subsidiary. The investment aims to mitigate risks from global trade and tariffs, support the expansion of its U.S. server operations, and strengthen Compal's North American market presence. The $300 million will primarily fund server operations, including L10 (assembly and testing) and L11 (complete server system) production lines across U.S. and Mexico sites, with mass production targeted for the first half of 2026. A smaller portion will support automotive electronics and notebook PC production. Notably, Compal had already invested $10 million in February to expand automotive electronics capacity at its Indiana subsidiary.

Other major electronics contract manufacturers have also ramped up U.S. investments this year to expand AI server capacity. Foxconn announced in March that its U.S. subsidiary, Hon Hai Technology, invested $142 million to acquire land and facilities in Houston, Texas, with plans to increase collaboration with clients across multiple U.S. states.

Wistron created a U.S. subsidiary, WIUS, in April, initially investing up to $50 million to acquire land and facilities for large-scale AI manufacturing. Wistron later expanded its U.S. investment plans to $720 million. Its subsidiary, WYMUS, also announced a $300 million investment in Texas earlier this year. On August 12, Wistron authorized its U.S. subsidiary Wistron InfoComm (USA) Corporation (WUS) to invest up to $62.5 million in facility upgrades at the Dallas Eagle plant to support after-sales service operations.

Quanta has steadily expanded its U.S. presence over the past two years on both coasts. In May and June, the company announced investments of $29.16 million and $11.15 million, respectively, to secure leased assets in California. On August 12, Quanta further injected $170 million into its Nashville subsidiary QMN (Quanta Manufacturing Nashville LLC) to continue expanding AI server production. Quanta highlighted that its primary production layout focuses on the U.S. and Mexico, with Mexican capacity extending from automotive products to AI server lines, exceeding L6 (server motherboard) scale and meeting USMCA requirements, with production planned for this year.

Inventec also announced in late April plans to invest up to $85 million to establish a server manufacturing base in Texas.

These moves underscore a broader trend of Taiwanese contract manufacturers shifting production to North America to capitalize on growing server demand and reduce exposure to global trade risks.