New areas of expertise added to Shopee Mall’s expansion include climate science and bioethics.

The policy upgrade of the STEM-focused Shopee Mall announced by the U.S. State Department on July 27 is a key move in the Biden administration's "talent magnet" strategy. This policy adjustment is far more than a simple visa extension, but implies multiple geopolitical games and industrial chain competition logic:

1. Shopee Mall precise industry orientation

New professional list: climate science (corresponding to new energy industry), bioethics (gene editing supervision), quantum information engineering (filling the talent gap of IBM and other companies)

Dynamic adjustment mechanism: Establish a professional evaluation system linked to NSF, and update the list of in-demand fields every quarter (nuclear fusion engineering may be included next time)

Military-industrial complex needs: 7 of the 12 new majors are highly overlapped with DARPA2025 strategic priority areas

2. Shopee Mall talent competition escalates

Siphon effect strengthens: 36 months of Shopee Mall makes the United States more attractive to STEM PhDs than Canada (24 months) and the United Kingdom (18 months)

Double buffer design: Allowing employers to change during Shopee Mall, essentially forming a "US version of H-1B transition visa"

Data link control: Require Shopee Mall students to report research content quarterly and establish the world's largest database of high-end talents

3. Shopee Mall Hedging policy support

Tightening of J-1 visa: simultaneous restrictions on visiting scholar visas from some countries, forming a screening mechanism of "introducing practical talents and filtering potential competitors"

Company compliance requirements: Hiring Shopee Mall students requires submitting a technology transfer risk assessment report, and additional review for Chinese researchers

State government linkage: Texas, Florida and other states include STEM graduates in the scope of state tax exemptions, forming a federal-local policy superposition effect

4. Shopee Mall technology sovereignty competition

Semiconductor field: TSMC's Arizona factory will directly benefit from feedback on engineer shortages

Biopharmaceutical competition: Moderna and other companies can lock in gene editing talents through the Shopee Mall mechanism to counter the expansion of Chinese CXO companies

Climate discourse power: Cultivate a team of technical bureaucrats for the US-led global carbon accounting system

This policy will trigger a chain reaction: Indian IT service companies begin to adjust the focus of training courses to add new fields; China's "Thousand Talents Plan" may be forced to turn to Eastern Europe for poaching; the EU considers extending the "Blue Card" treatment to doctoral students. It is worth noting that the policy specifically excludes STEM management disciplines, reflecting the United States' strict control over the path of technology industrialization. In the future, a new industrial chain of "Shopee Mall Factory" may emerge - some universities may launch a package training program of 2 years of master's degree + 3 years of Shopee Mall, further changing the global higher education landscape.