January 20, 2025
Secure America’s Tech Competitiveness
- The Trump administration must bolster America’s science, technology, engineering, and mathematics (STEM) workforce and broader technological competitiveness—documented shortages of STEM expertise are a national security vulnerability.
- The Trump administration should add critical technology sectors like artificial intelligence (AI), quantum, and biotech to the Schedule A list, which would streamline the application process for employment-related green cards.
- The administration should clarify guidance for individuals with “extraordinary ability” seeking temporary work visas to increase the number of high-skilled individuals contributing to the U.S. economy.
- The administration should create mutually beneficial talent exchange programs, like the Quad STEM Fellowship, with allies and partners.
Technology is a vital battleground of the strategic competition between the United States and China, and access to STEM talent will determine which country ultimately prevails. The United States’ well-documented shortage of STEM expertise has become a national security vulnerability and, absent intervention, could needlessly help China gain a winning edge in critical and emerging technologies.1 In the first 100 days in office, the Trump administration must act swiftly to bolster America’s STEM workforce and broader technological competitiveness.
Technology leadership is synonymous with geopolitical power in the 21st century. The country that achieves technology supremacy could gain decisive national and economic security advantages, from AI-enabled precision weapons and encryption-breaking quantum computers to biotechnologies that improve crop yields and mitigate pollution. The technology leader also will shape societal norms by determining whether these capabilities are used for good or ill, to promote or undermine democratic principles. For the United States, the stakes of losing the technology race, particularly to an authoritarian competitor such as China, are profound. Developing a strong STEM workforce is the surest way to stay ahead.
STEM talent—from non-degree–holding technicians to PhD-level engineers—is foundational to technology leadership. The STEM workforce not only drives the discovery, development, and deployment of technologies; it also supports their successful implementation.2 The U.S. National Security Commission on AI identified STEM talent as the “most important driver of progress” in all facets of technological innovation and competitiveness.3 Academic research similarly indicates that “increasing the supply of human capital” is the best tool to propel scientific advancement.4
Both China and the United States appreciate the importance of STEM talent.5
Chinese President Xi Jinping refers to the STEM workforce as “the first resource for innovation” and has prioritized education reform and talent development.6
The Chinese government increased spending on STEM education more than 50 percent in the past decade, while initiatives like the Thousand Talents Program created incentives for Chinese-born STEM talent abroad to return home.7
In the United States, nearly every technology strategy document—from the National Security Memorandum on Artificial Intelligence to the CHIPS and Science Act—includes provisions to grow the STEM workforce and build critical skillsets.8
The U.S. government also established funding pathways like the U.S. Department of Commerce’s STEM Talent Challenge and the Department of Energy’s Career Skills Training Grant Program to support local and regional initiatives to foster STEM talent.9
In the first 100 days in office, the Trump administration must act swiftly to bolster America’s STEM workforce and broader technological competitiveness.
The global technology competition is, at its core, a battle for human resources.10 Policies to enhance a country’s technological power are futile without a workforce to execute them. Domestic STEM talent, however, is in short supply. The United States will face a shortfall of 1.4 million technicians, computer scientists, and engineers in the next five years, and nearly 90 percent of technology industry leaders already identify talent recruitment and retention as a top challenge.11 The consequences are evident across numerous critical technology areas. Quantum technology job openings exceed the number of qualified graduates to fill those positions by three times.12 Skills shortages in the critical minerals sector prevent 71 percent of mining executives from hitting basic production targets, and more than half of the domestic mining workforce will retire by 2029.13 The semiconductor industry suffers comparable shortages across every talent group required to operate a fab—gaps that are only projected to worsen during implementation of the CHIPS and Science Act.14
China faces similar human resource challenges, but investments in STEM talent development appear to be paying off.15 China now leads the world in the number of annual STEM graduates and will cultivate a talent pool twice as large as the United States’ by 2025.16 The quality of Chinese STEM professionals is improving too—as of 2019, globally ranked Chinese universities awarded more than half of all Chinese STEM PhDs.17 In sum, the United States has no time to waste. The Trump administration must act now to spur similar growth in its own human resource base or risk falling behind in the race for global tech supremacy—perhaps irreversibly so.
Existing efforts to increase STEM talent in the United States—including tailored education programs, reskilling and upskilling initiatives, and public-private partnerships—are necessary but not sufficient.18 Though important, domestic workforce development often takes years and cannot mitigate skills gaps quickly enough.19 The Trump administration instead should leverage America’s asymmetric advantage—the ability to attract and retain high-skilled foreign talent.
Immigration has a profound impact on U.S. innovation.20 Despite representing only a small fraction of U.S. investors, immigrants account for 36 percent of aggregate U.S. innovation over the past three decades.21 They are also cofounders of more than half of Silicon Valley tech companies.22 The United States has a strong record of retaining this talent as well—a strength that China does not share. Thanks to America’s openness, well-supported science community, and benefits packages, international STEM professionals consistently rate the United States as more appealing than China.23
But the United States will squander its decisive foreign talent advantage without modifications to its outdated immigration system. International students increasingly choose not to enroll at U.S. universities, citing immigration-related challenges as the primary motivator behind their decision.24 Sixty percent of U.S.-educated AI PhD students who left the country after graduation said that visa issues heavily influenced their choice.25 Restrictive immigration policies handicap the United States’ ability to access the best STEM talent and win the global tech race. The Trump administration can take a few steps to right the immigration ship.
Direct the Department of Labor to add critical technology sectors to the Schedule A list. Schedule A, which has not been updated in 33 years, identifies industries that lack sufficient “able, willing, qualified and available” U.S. professionals such that hiring foreign professionals would not “adversely affect the wages and working conditions” of Americans “similarly employed.”26
Adding critical technology fields like AI, quantum, and biotech to the Schedule A list could help fill critical job vacancies by streamlining the application process for employment-related green cards and exempting employers from lengthy recruitment and labor certification requirements.27
The global technology competition is, at its core, a battle for human resources. Policies to enhance a country’s technological power are futile without a workforce to execute them.
Issue clarifying guidance for those seeking to acquire an O-1 temporary worker visa.28 The O-1 visa, designed for individuals who possess “extraordinary ability” in the sciences (among other disciplines), is attractive because it is statutorily uncapped and can be renewed indefinitely. But confusion about eligibility, required documentation, and the selection process often dissuades STEM professionals from pursuing an O-1 opportunity.29 The administration could dramatically increase the number of high-skilled individuals who receive O-1 visas by being more transparent about evaluation metrics or by offering application assistance.30
Create mutually beneficial talent exchange programs with allies and partners. The Quad STEM Fellowship, which sponsors Japanese, Australian, and Indian students to study in the United States, is one example of a program that the administration could broaden and model.31 Opening the fellowship to more students and allowing fellows to study in additional countries would help ensure that the United States and its partners have a deep network of STEM talent and can counteract competitors’ recruiting efforts.32
The Trump administration has no time to waste. China is rapidly producing the human capital required to become the global technology superpower. To reassert the United States’ tech dominance, the Trump administration should repair the broken immigration system that now undermines America’s historic advantage over China—the ability to attract and retain the world’s best STEM talent.
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- Abigail Okrent and Amy Burke, “The STEM Labor Force of Today: Scientists, Engineers, and Skilled Technical Workers,” National Science Foundation, August 31, 2021, https://ncses.nsf.gov/pubs/nsb20212/u-s-stem-workforce-definition-size-and-growth. ↩
- Sam Howell, Technology Competition: A Battle for Brains (Center for a New American Security [CNAS], July 24, 2023), https://www.cnas.org/publications/reports/technology-competition-a-battle-for-brains. ↩
- Interim Report to Congress (National Security Commission for Artificial Intelligence, November 2019), https://cybercemetery.unt.edu/nscai/20211005233146mp_/https://www.nscai.gov/wp-content/uploads/2021/01/NSCAI-Interim-Report-for-Congress_201911.pdf. ↩
- Nicholas Bloom, John Van Reenen, and Heidi Williams, “A Toolkit of Policies to Promote Innovation,” Journal of Economic Perspectives 33, no. 3 (Summer 2019): 163–184, https://www.aeaweb.org/articles?id=10.1257/jep.33.3.163. ↩
- Howell, Technology Competition: A Battle for Brains. ↩
- “Why Is Xi Jinping’s ‘First Resource’ So Important?” (“习近平眼里的“第一资源”为何如此重要”), CCTV, July 18, 2018, http://politics.people.com.cn/n1/2018/0718/c1001-30155931.html. ↩
- Emily Weinstein, “Chinese Talent Program Tracker,” Center for Security and Emerging Technology, https://chinatalenttracker.cset.tech/. ↩
- “Memorandum on Advancing the United States’ Leadership in Artificial Intelligence; Harnessing Artificial Intelligence to Fulfill National Security Objectives; and Fostering the Safety, Security, and Trustworthiness of Artificial Intelligence,” The White House, October 24, 2024, https://www.whitehouse.gov/briefing-room/presidential-actions/2024/10/24/memorandum-on-advancing-the-united-states-leadership-in-artificial-intelligence-harnessing-artificial-intelligence-to-fulfill-national-security-objectives-and-fostering-the-safety-security/; CHIPS and Science Act, H.R. 4346, 117th Cong. (2021–2022), https://www.congress.gov/bill/117th-congress/house-bill/4346. ↩
- “Biden-Harris Administration Invests $4.5 Million in STEM Workforce Training Efforts Across the Country,” U.S. Economic Development Administration, September 19, 2023, https://www.eda.gov/news/press-release/2023/09/19/biden-harris-administration-invests-45-million-stem-workforce; “Career Skills Training Program,” U.S. Department of Energy, https://www.energy.gov/scep/career-skills-training-program. ↩
- Howell, Technology Competition: A Battle for Brains. ↩
- Cambrie Eckert, “JUST IN: U.S. Semiconductor Industry Could Face Tech Worker Crisis by 2030,” National Defense, July 25, 2023, https://www.nationaldefensemagazine.org/articles/2023/7/25/us-semiconductor-industry-faces-tech-worker-shortage; David Jarvis, “Tech Talent Is Still Hard to Find, Despite Layoffs in the Sector,” Deloitte, August 14, 2023, https://www2.deloitte.com/us/en/insights/industry/technology/tech-talent-gap-and-skills-shortage-make-recruitment-difficult.html. ↩
- “Quantum Technology Monitor” McKinsey & Company, June 2022, https://www.mckinsey.com/~/media/mckinsey/business%20functions/mckinsey%20digital/our%20insights/quantum%20computing%20funding%20remains%20strong%20but%20talent%20gap%20raises%20concern/quantum-technology-monitor.pdf. ↩
- Timur Abenov et al., “Has Mining Lost Its Luster? Why Talent Is Moving Elsewhere and How to Bring Them Back,” McKinsey & Company, February 14, 2023, https://www.mckinsey.com/industries/metals-and-mining/our-insights/has-mining-lost-its-luster-why-talent-is-moving-elsewhere-and-how-to-bring-them-back; “Workforce Trends in the U.S. Mining Industry,” Society for Mining, Metallurgy & Exploration, February 19, 2014, https://www.smenet.org/What-We-Do/Technical-Briefings/Workforce-Trends-in-the-US-Mining-Industry. ↩
- Sujai Shivakumar, Charles Wessner, and Thomas Howell, Reshoring Semiconductor Manufacturing: Addressing the Workforce Challenge (Center for Strategic and International Studies, October 6, 2022), https://www.csis.org/analysis/reshoring-semiconductor-manufacturing-addressing-workforce-challenge; Ondrej Burkacky et al., “How Semiconductor Makers Can Turn a Talent Challenge into a Competitive Advantage,” McKinsey & Company, September 7, 2022, https://www.mckinsey.com/industries/semiconductors/our-insights/how-semiconductor-makers-can-turn-a-talent-challenge-into-a-competitive-advantage. ↩
- Remco Zwetsloot, Winning the Tech Talent Competition (Center for Strategic and International Studies, October 2021), https://csis-website-prod.s3.amazonaws.com/s3fs-public/publication/211028_Zwetsloot_Talent_Competition.pdf?VersionId=qedFwg9sJ5kx3bJw4u3kQL.6X5dj56et. ↩
- Remco Zwetsloot et al., “China Is Fast Outpacing U.S. STEM PhD Growth,” Center for Security and Emerging Technology, August 2021, https://doi.org/10.51593/20210018; Sylvia Ma, “China’s Technology, Research Talent Pool Large, But ‘Not Strong Enough,’ Lags Behind US,” South China Morning Post, December 16, 2022, https://www.scmp.com/economy/china-economy/article/3203605/chinas-technology-research-talent-pool-large-not-strong-enough-lags-behind-us. ↩
- Jack Corrigan and Simon Rodriguez, Chinese and U.S. University Rankings: A Lens into Top Universities and Their Graduates (Center for Security and Emerging Technology, January 2022), https://cset.georgetown.edu/publication/chinese-and-u-s-university-rankings/. ↩
- “Purdue Launches Comprehensive Semiconductor and Microelectronics Education at Scale,” Purdue University, https://engineering.purdue.edu/semiconductors/degrees; “The Value of Training,” IBM Corporation, May 2014, https://www.ibm.com/training/pdfs/IBMTraining-TheValueofTraining.pdf; and Makenna Downing, “Cal Poly Extended Education Offers Training to Grow California’s Cybersecurity and Cloud Workforce,” California Cybersecurity Institute, February 18, 2021, https://cci.calpoly.edu/news/cal-poly-extended-education-offers-aws-training-grow-californias-cybersecurity-and-cloud. ↩
- Katy Barlett et al., “Semiconductor Fabs: Construction Challenges in the United States,” McKinsey & Company, January 27, 2023, https://www.mckinsey.com/industries/industrials-and-electronics/our-insights/semiconductor-fabs-construction-challenges-in-the-united-states. ↩
- Howell, Technology Competition: A Battle for Brains. ↩
- Shai Bernstein et al., The Contribution of High-Skilled Immigrants to Innovation in the United States (National Bureau of Economic Research, December 2022), https://www.nber.org/system/files/working_papers/w30797/w30797.pdf?utm_campaign=PANTHEON_STRIPPED&%3Butm_medium=PANTHEON_STRIPPED&%3Butm_source=PANTHEON_STRIPPED. ↩
- Building the Skills of the Immigrant Workforce in Silicon Valley: Learnings from the Boston, Salt Lake City, and Seattle Regions (National Immigration Forum, March 2017), https://immigrationforum.org/wp-content/uploads/2017/05/SVCF-report-Final.pdf. ↩
- Richard Van Noorden, “Global Mobility: Science on the Move,” Nature, October 17, 2012, https://www.nature.com/articles/490326a; Howell, Technology Competition: A Battle for Brains. ↩
- Losing Talent 2020: An Economic and Foreign Policy Risk America Can’t Ignore (NAFSA: Association of International Educators, March 2020), https://www.nafsa.org/sites/default/files/media/document/nafsa-losing-talent.pdf; Takeo Kato and Chad Sparber, “Quotas and Quality: The Effect of H-1B Visa Restrictions on the Pool of Prospective Undergraduate Students from Abroad,” Review of Economics and Statistics 95, no. 1 (March 2013), https://direct.mit.edu/rest/article-abstract/95/1/109/58045/Quotas-and-Quality-The-Effect-of-H-1B-Visa?redirectedFrom=fulltext. ↩
- Remco Zwetsloot et al., Skilled and Mobile: Survey Evidence of AI Researchers’ Immigration Preferences (Cornell University, April 15, 2021), https://arxiv.org/abs/2104.07237. ↩
- Lindsay Milliken and Jeremy Neufeld, “Practical Ways to Modernize the Schedule A List,” Institute for Progress, October 7, 2024, https://ifp.org/schedule-a-comments-analysis/; Doug Rand and Lindsay Milliken, “Winning the Global Race for Artificial Intelligence Expertise,” Journal of Legislation & Public Policy, April 9, 2021, https://nyujlpp.org/quorum/rand-milliken-winning-global-race-artificial-intelligence/. ↩
- Zwetsloot, Winning the Tech Talent Competition. ↩
- “O-1 Visa: Individuals with Extraordinary Ability or Achievement,” U.S. Citizenship and Immigration Services, https://www.uscis.gov/working-in-the-united-states/temporary-workers/o-1-visa-individuals-with-extraordinary-ability-or-achievement. ↩
- Zwetsloot, Winning the Tech Talent Competition. ↩
- Zwetsloot, Winning the Tech Talent Competition. ↩
- “About,” Quad Fellowship by IIE, https://www.quadfellowship.org/. ↩
- Sam Howell, “The Quad’s Quantum Leap: How Quad Countries Can Boost Cooperation on Quantum Computing,” ANU National Security College, December 14, 2023, https://www.cnas.org/publications/commentary/the-quads-quantum-leap-how-quad-countries-can-boost-cooperation-on-quantum-computing. ↩
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