Coahuila closed 2025 with US$386.84 million in automotive investment across 19 projects that generated 4,978 jobs and 195,900 square meters of industrial construction, according to the Automotive Investment Report 4Q25 by Cluster Industrial B2B. The projects included new plants, investment announcements and inaugurations, primarily in auto parts manufacturing, aluminum processing and components linked to electromobility.
From January to December 2025, Coahuila ranked fourth nationwide in accumulated automotive investment, behind Nuevo Leon, San Luis Potosi and Guanajuato. The report states that the result “is explained by its specialization in auto parts, the continuity of Asian and North American investments, and the expansion of production capacity focused on aluminum, electrical components and solutions for electromobility.”
During the fourth quarter, investment activity was concentrated in Ramos Arizpe, Monclova and Torreon. Chinese company Yongmaotai Automotive Technology announced a US$63 million investment for a project focused on aluminum die casting and machining of lightweight auto parts, including turbocharger housings.
In Monclova, South Korea’s Doosung Tech broke ground on a US$27 million plant to manufacture battery components for electric vehicles. The facility will create 170 jobs and span 5,000 square meters. According to the report, the project reflects the state’s gradual integration into the electromobility value chain.
Ramos Arizpe also saw the launch of Bian Diecast, a Chinese-backed operation specializing in precision aluminum die casting and CNC machining, with an installed footprint of 18,000 square meters.
Electrical Components International announced a US$33.4 million investment in Torreón dedicated to electrical distribution systems and advanced manufacturing processes. The project is expected to generate 1,200 jobs and involve 23,500 square meters of construction, making it one of the quarter’s largest employment generators.
Meanwhile, Mexican supplier Norcast inaugurated a US$36 million facility in Torreón focused on high-pressure aluminum injection and CNC machining. The plant will create 400 jobs and occupy 8,000 square meters, strengthening domestic participation in the auto parts segment.
At the national level, Mexico recorded US$9.2 billion in automotive investment across 204 projects in 2025, despite what the report describes as a period of global capital reallocation. Of Coahuila’s 19 projects, seven were directly tied to electromobility, underscoring what the report characterizes as a “gradual transformation in the technological profile of incoming investment.”
Unlike other states emphasizing large-scale industrial park developments, Coahuila’s growth was driven by specialized, high-value manufacturing projects. The 195,900 square meters of new construction suggest what the report calls a “strategic and efficiency-oriented expansion,” prioritizing proximity to established supply chains rather than speculative real estate growth.
Looking toward 2026, the report anticipates a more selective investment environment, with greater emphasis on plant expansions, supplier relocation and electrification-driven projects. In this context, Coahuila enters the year with a consolidated manufacturing base and installed capacity that could catalyze follow-on investments as global automotive cycles stabilize.
Diversification Into Semiconductors
Amid global uncertainty in the automotive industry, Coahuila is pursuing diversification into semiconductors. In Saltillo, Economy Secretary Luis Eduardo Olivares Martínez said the state is working with a US university to design a strategic plan aimed at integrating Coahuila into the semiconductor industry.
“We are working together with a US university to develop the state plan that will allow us to enter the semiconductor industry, because Coahuila has enormous potential in this sector,” Olivares said, describing a coordinated effort to establish the policy and talent roadmap required to attract chip manufacturers.
As part of this strategy, Tecnológico de La Laguna and Tecnológico de Saltillo have launched a Semiconductor Engineering degree program. State officials acknowledged, however, that these academic offerings must expand geographically to build a sufficiently broad technical workforce. The initiative seeks to strengthen human capital formation and position Coahuila within emerging high-value segments of North America’s technology supply chain.
The state government expects to announce the results of its semiconductor strategy in the coming months. The objective is to attract technology-driven investment, create higher value-added employment and reduce dependence on a single industrial sector.
“We cannot depend on a single industry; that would be risky. We want to invest in sectors that provide stability and long-term growth,” Olivares said.
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