Mexico’s Kutsari project and the United States’ CHIPs law, contrasting nearshoring industrialization versus national security
DOI:
https://doi.org/10.29105/vtga11.5-1150Keywords:
Industrialization, Semiconductors, Public Policies, Nearshoring, National SecurityAbstract
For the first time, this paper compares the semiconductor industrialization projects of two countries: Mexico and the United States. One is based on a nearshoring strategy, Kutsari project, and the other one created because of the needs of national security, Chips law. The results show significant differences. Both are insufficient for their objectives.
Downloads
References
Alcacer, Juan (2013). Intel: Decisiones estratégicas para la ubicación de una nueva planta de montaje y prueba (A). Harvard Business School. Caso 716-S16.
Bancocarregosa, (2024). Semiconductors: an investment guide. https://www.bancocarregosa.com/en/insights/conteudos/semiconductors-an-investment-guide/
Beyond Technology. (5 de abril de 2024). Maximizando la Eficiencia Empresarial: Automatización en el Contexto del Nearshoring en México. https://beyondtechnology.net/es/automatizacion-en-el-contexto-del-nearshoring-en-mexico/
Blackridge Research Consulting (2024) Top 10 global Fabless Semiconductor Companies. https://blackridgeresearch.com/blog/list-of-top-global-fabless-semiconductor-companies/
Boston Consulting Group (2024). Emerging Resilience in the Semiconductor Supply Chain. Special report. https://web-assets.bcg.com/25/6e/7a123efd40199020ed1b4114be84/emerging-resilience-in-the-semiconductor-supply-chain-r.pdf
Congreso de EU (2020) [https://www.congress.gov/116/crec/2020/05/21/CREC-2020-05-21-pt1- PgS2588.pdf].
CYTECH Systems (2024). Top Ten Semiconductors Foundries in the world. https://www.cytechsystems.com/news/top-10-semiconductor-foundries
EMA Resources, (2024) Top EDA Companies for 2024, EMA Design Automation. https://www.ema-eda.com/ema-resources/blog/top-eda-companies-for-2024-emd
Jiménez, D. (2025, 6 febrero). Kutsari: Sheinbaum lanza plan para entrar al mercado de semiconductores. Eje Central. https://www.ejecentral.com.mx/nuestro-eje/kutsari-sheinbaum-lanza-plan-para-entrar-al-mercado-de-semiconductores
LAM Research, (2023) What's the Difference Between Semiconductor Fabs, Fabless Companies, and Foundries? LAM blog staff, https://newsroom.lamresearch.com/difference-between-fab-vs-foundry?blog=true
Llobet y Luconi. (Julio de 2022). De "Offshoring" a "frienshoring": algunos antecedentes. Logos, 3(2), 40-47.
Martínez-Valdez, R. I., Pérez-Martínez, K. S., & Cuevas-Gutiérrez, A. I. (2025). Motivos, satisfacción y frecuencia de uso de la Inteligencia artificial Generativa en estudiantes universitarios de Ingeniería y Administración . Vinculatégica EFAN, 11(1), 138–155. DOI: https://doi.org/10.29105/vtga11.1-1020
Martínez-Valdez, R. I., Catache-Mendoza, M. del C., & Huerta-Cerda, Z. M. (2018). La Cuarta Revolución Industrial (4RI) y la Educación de Negocios: Un estudio comparativo de programas de posgrado en México y Estados Unidos de América. Vinculatégica EFAN, 4(2), 529–534. DOI: https://doi.org/10.29105/vtga4.1-802
Presidencia de la República, P. (2024). Presidenta Claudia Sheinbaum anuncia creación del Centro Nacional de Diseño de Semiconductores “Kutsari”. gob.mx. https://www.gob.mx/presidencia/prensa/presidenta-claudia-sheinbaum-anuncia-creacion-del-centro-nacional-de-diseno-de-semiconductores-kutsari
Rinehart, William. (2023). The Political Economy of the CHIPS and Science Act. Research in focus, Utah State University, Noviembre 14. https://www.thecgo.org/research/the-political-economy-of-the-chips-and-science-act/
Rojas, A. (2025, 6 febrero). Sheinbaum presenta el programa «Kutsari» para el diseño de semiconductores en México. ElEconomista. https://www.eleconomista.com.mx/empresas/sheinbaum-presenta-programa-kutsari-diseno-semiconductores-mexico-20250206-745218.html
Serrano, C. (2024). Los retos de México ante el nearshoring. Boletín económico de ICE(3173), 33-46. https://doi.org/ https://doi.org/10.32796/bice.2024.3173.7826 DOI: https://doi.org/10.32796/bice.2024.3173.7826
Smith, Bob (2024) The state of the EDA industry in 2024, special report, Semiconductor Engineering, https://semiengineering.com/the-state-of-the-eda-industry-in-2024/
Stone, Mark (2024). Why military semiconductors are vital for defense systems. Metric Marketing. City Labs. https://citylabs.net/military-semiconductor-applications/
TelecomLead (2024). Top 10 vendors in semiconductor IDM market for 1Q24: IDC report. https://telecomlead.com/semiconductor/top-10-vendors-in-semiconductor-idm-market-for-1q24-idc-report-117541
Teng, Chen-Yuan (2024). Taiwan and the Global Semiconductor Supply Chain. Taipei Representative Office in Singapore, monthly report.
Weiss, John (2013). The Economics of Industrial Development. Routledge.
Downloads
Published
How to Cite
Issue
Section
License
Copyright (c) 2025 Selene Jiménez Bautista, Raúl Gustavo Acua Popocatl, Rafael Alberto Durán Gómez
This work is licensed under a Creative Commons Attribution 4.0 International License.
a). Authors keep copyright and give the journal the right of the first publication of the work under a Creative Commons attribution license. This license allows others to share the work as long as original authorship and initial publication in this journal is acknowledged.
b). Authors may make other independent and additional contractual agreements for the non-exclusive distribution of the version of the article published in this journal (e.g., include it in an institutional repository or publish it in a book) as long as they clearly indicate that the work was published for the first time in this journal.
c). Authors are allowed to self-archive their work in institutional repositories or on their own website before and during the submission process, as this may encourage productive exchanges and increase early and overall citation of the published work.
