促进墨西哥半导体生态系统的发展

Promoting the Developmentof the SemiconductorEcosystem in Mexico This work is published under the responsibility of the Secretary-General of the OECD. The opinions expressed andarguments employed herein do not necessarily reflect the official views of the Member countries of the OECD. This document, as well as any data and map included herein, are without prejudice to the status of or sovereignty overany territory, to the delimitation of international frontiers and boundaries and to the name of any territory, city or area. Photo credits:Cover © IM Imagery/Shutterstock.com. Attribution 4.0 International (CC BY 4.0) This work is made available under the Creative Commons Attribution 4.0 International licence. By using this work, you accept to be bound by the terms of this licence(https://creativecommons.org/licenses/by/4.0/).Attribution– you must cite the work.Translations– you must cite the original work, identify changes to the original and add the following text:In the event of any discrepancy between the original work and thetranslation, only the text of the original work should be considered valid.Adaptations– you must cite the original work and add the following text:This is an adaptation of an original work by the OECD. The opinions expressed and arguments employed inthis adaptation should not be reported as representing the official views of the OECD or of its Member countries.Third-party material– the licence does not apply to third-party material in the work. If using such material, you are responsible for obtaining permission from the third party and forany claims of infringement.You must not use the OECD logo, visual identity or cover image without express permission or suggest the OECD endorses your use of the work.Any dispute arising under this licence shall be settled by arbitration in accordance with the Permanent Court of Arbitration (PCA) Arbitration Rules 2012. The seat of arbitration shallbe Paris (France). The number of arbitrators shall be one. Foreword Strengthening the resilience of the global semiconductor value chain is a key priority for policymakersworldwide. The high concentration of critical segments of this value chain in a limited number of regionsincreases vulnerability to disruptions. The OECD, through the Committee on Industry, Innovation andEntrepreneurship and the Digital Policy Committee, is helping design policies to enhance semiconductorvalue chain resilience, including efforts to develop local semiconductor ecosystems. This report,Promoting the Development of the Semiconductor Ecosystem in Mexico, is part of a series ofOECD reports that analyses challenges and explores opportunities in the domestic semiconductorecosystemsof selected economies.OECD semiconductor ecosystem studies,prepared in closecollaboration with key interlocutors in theseeconomies, offer actionable policy recommendations tosupport the development or expansion of the semiconductor ecosystem. This report examines the market structure of Mexico’s semiconductor industry, identifying underlyingstrengths and areas for improvement, and highlights trends, key policy priorities and the institutionallandscape relevant to semiconductor firms and the broader ecosystem. The report combines analysis ofaggregate and firm-level economic data with insights gathered from interviews with governmental andnon-governmental stakeholders. This project began in November 2023 and benefitted from an on-the-ground fact-finding mission inFebruary 2024. This work was made possible with the financial support of the United States Departmentof State. Acknowledgments This report was prepared by two divisions in the OECD Directorate for Science, Technology and Innovation(STI), led by Director Jerry Sheehan: the Productivity, Innovation and Entrepreneurship (PIE) division,supporting the Committee on Industry, Innovation and Entrepreneurship (CIIE) and the Digital Connectivity,Economics and Society (DCES) division, supporting the Digital Policy Committee (DPC). This report was prepared by Mario Alejandro Nieves, Tom McGee, Sara Romaniega Sancho, Lea Samekand Filipe Silva, with contributions from David Hoffman and Brady Kruse, under the supervisionandguidanceof Guy Lalanne,Acting Head of PIE Division.Alberto González Pandiella andAlessandroMaravalle from the OECD Economics Department provided valuable feedback.ChiaraCriscuolo, Verena Weber, Angela Attrey, Alexia Gonzalez Fanfalone and Molly Lesher, Head ofDCES Division, provided useful input and oversight. The leadership of STI Deputy Director, Audrey Plonk,on semiconductor policy is gratefully acknowledged. The OECD Secretariat is grateful for the support of interlocutors from Mexico’s Secretary of Economy(Secretaría de Economía), particularly Irais Barreto, Diego Eduardo Flores, Alma Sofía García, FabiánGerard, Rodrigo Legorreta, José Eduardo Méndez and Edgar Romero Martínez. The contributions ofMaríaAraceli deHaasMatamoros,Carlos Emiliano Gómez Rodríguez,Elizabeth Aurora