According to Bloomberg, there are at least four contenders to buy AMD's AI server assembly plants for as much as $4 billion, a much higher sum than initially thought. The report says the company may announce the deal already in the second quarter, but it has yet to reach it.
Taiwanese manufacturers have already increased their presence in North America, particularly in Mexico, where companies like Foxconn operate AI server assembly plants. However, President Donald Trump's push for more domestic production, alongside threats of tariffs on Mexican imports, has led some companies to reconsider their strategies. Since Trump’s election in November, Hon Hai has acquired land in the U.S., while Quanta Computer's board approved a $230 million capital injection into its American subsidiary.
