NGE · Investment Letter · Issue 76 · June 2026 · 🇨🇷 Costa Rica

Costa Rica:
The Country
That Bet on
Education
and Won.

In 1948, Costa Rica abolished its army. It redirected military spending into education and healthcare. 78 years later, it has a 97%+ literacy rate, 60,000 workers in medical device manufacturing, $11 billion in annual medtech exports, and 18 of the world's top 35 MedTech companies operating within its borders. The most consequential defence policy in Latin American history turned out to be an economic policy in disguise.

Data sourced from PROCOMER, CINDE, US International Trade Commission, Tico Times, Medical Technology Magazine, and Global Finance. All figures current as of June 2026.

The Numbers That Rewrite the Story

Costa Rica's top export
is not coffee.
It hasn't been for nearly a decade.

Ask most people what Costa Rica exports and they will say coffee, bananas, or pineapples. They are thinking of a Costa Rica that stopped being accurate in 2017. That year, medical devices surpassed agricultural goods to become the country's largest export category — a crossing that, once made, has only accelerated. In 2024, the medical and precision devices sector accounted for 43% of total exports. In 2025, exports of medical devices soared to $11 billion — 48% of Costa Rica's total goods exports. Medical devices now represent a larger share of Costa Rica's exports than coffee, bananas, pineapples, and every other agricultural product combined — not by a small margin, but by a factor of roughly four to one.

The companies generating these numbers are not local startups. 18 of the world's top 35 MedTech companies operate in Costa Rica. Boston Scientific, Medtronic, Abbott, Edwards Lifesciences, Hologic, Baxter, Cardinal Health, Philips — the companies that make the catheters, stents, pacemakers, surgical robots, and diagnostic equipment used in hospitals across the developed world are manufacturing them, at least in part, in a country of five million people in Central America. The workforce these companies employ has grown 216% over the past decade to exceed 60,000 direct employees — and the sector expects to add approximately 5,000 jobs annually for the foreseeable future.

$11B
Medical device exports 2025 — 48% of all Costa Rican goods exports
60,000+
Direct employees in medtech — up 216% over the past decade
18 of 35
World's top MedTech firms with operations in Costa Rica
The Origin — 1948 and the Decision That Made Everything Else Possible

The army was abolished.
The money went to schools and hospitals.
The compounding started immediately.

On December 1, 1948, President José Figueres Ferrer made one of the most unusual decisions in the history of any nation state. Costa Rica, having just emerged from a brief civil war, abolished its military. The decision was enshrined in the 1949 constitution: Article 12 prohibits the existence of a permanent army. The military budget — modest by any measure, but significant in a poor country — was redirected to education and healthcare.

The immediate practical consequences were modest. The longer-term consequences were transformational. Without a military budget competing for resources, Costa Rica could invest proportionally more in schools than any of its neighbours. Over the following decades, literacy rates climbed — reaching 97%+ today, among the highest in Latin America. Public university education expanded. Technical training programmes proliferated. The country built the human capital base that, eventually, no neighbouring country could match. When the global economy began rewarding technical precision, bilingual capability, and educational quality in the 1990s, Costa Rica had been building those assets for forty years.

The healthcare investment ran parallel. Costa Rica has a life expectancy of approximately 80 years — higher than the United States. A population that is healthy, educated, and politically stable is a workforce that multinational companies can rely on for precision manufacturing. The demographic and institutional foundations of the medtech boom were laid not by any industrial policy designed to attract Boston Scientific, but by a constitutional decision to abolish the army made 30 years before Boston Scientific was founded.

The army money went to schools. The schools produced engineers. The engineers attracted Intel. Intel attracted the medtech companies. The medtech companies built the $11 billion industry. The chain of causation runs from 1948 to 2026 without interruption.

The Timeline — Forty Years of Compounding

Not overnight.
Every decade building
on the last.

1948
Army Abolished — The Foundational Decision
Costa Rica's constitution bans a permanent military. Military budget redirected to education and healthcare. The compounding begins. No other Central American country makes this choice. The gap in human capital begins to open immediately and widens every year.
1980s
Trade Liberalisation and Free Zone Regime
Costa Rica establishes its free trade zone regime under Law 7210, offering corporate income tax holidays, tariff exemptions, and streamlined regulation for qualifying manufacturers. The institutional infrastructure for attracting foreign manufacturing investment is built before the investors arrive. Over 30 free trade zones eventually established, including Coyol Free Zone — recognised as one of Latin America's leading life sciences clusters.
1997
Intel Arrives — The Proof of Concept
Intel decides to locate a semiconductor wafer fabrication facility in Belén, Costa Rica. At peak, it produces 25% of Intel's worldwide Pentium III chips and employs 3,500 workers. This single decision transforms everything. It proves to the global investment community that Costa Rica can support precision high-technology manufacturing — not low-skill assembly, but the calibration technicians, cleanroom specialists, and quality engineers that semiconductor fabrication requires. The "Intel generation" of Costa Rican manufacturing professionals becomes the workforce that the medtech companies subsequently hire.
2000s
Medtech Wave Begins
Boston Scientific opens its first Costa Rica facility in 2004, initially focused on endoscopic devices. Medtronic, Abbott, Hologic, and Baxter follow. The Intel workforce proves directly transferable to medical device manufacturing — the precision, the clean room protocols, the quality systems, the metrology skills are all highly applicable. Costa Rica begins its transition from disposable medical products (catheters, tubing, syringes) toward higher-complexity devices.
2017
Medical Devices Surpass Agriculture
Medical devices become Costa Rica's top export category for the first time — surpassing coffee, bananas, and pineapples. The crossing that was unimaginable in 1990 is complete in less than thirty years from the first serious investment in the sector. The manufacturing base is now producing cardiovascular devices, respiratory equipment, diagnostic instruments, and neuromodulation systems — not just disposables.
2025
$11 Billion — The Milestone Year
Medical device exports reach $11 billion — 48% of all Costa Rican goods exports. 60,000+ direct employees. 18 of the world's top 35 MedTech firms present. Costa Rica is the fifth-largest supplier to the US medical device market. The Life Sciences Forum 2026 describes the country as transitioning from manufacturing hub to research, development, and innovation platform. The next phase is higher-value still.
The Formula — Why Costa Rica and Not Its Neighbours

Honduras, Nicaragua, and Guatemala
have lower wages.
They don't have the sector.
Wages were never the reason.

The most important analytical question about Costa Rica's medtech success is not what it achieved — the numbers are clear — but why it happened here and not in the neighbouring countries that share its geography. Honduras has lower wages than Costa Rica. Nicaragua has lower wages. Guatemala has lower wages. If the primary driver of medtech investment were labour cost, these countries would be competing successfully for the same companies. They are not. The difference is everything except cost.

📚
Foundation
Human Capital
97%+ literacy. 4,000 engineering graduates annually. Bilingual technical workforce. 78 years of education investment compounding.
🏛️
Stability
Political Certainty
No army for 78 years. Solid democracy. Strong IP laws aligned with US standards. The rule of law that precision manufacturing requires.
📍
Geography
Nearshoring Advantage
Same timezone as US East Coast. 3-hour flight from Miami. US-compatible regulatory environment. Supply chain resilience without the Asia-Pacific transit time.
⚖️
Policy
Free Trade Zone Regime
100% tax exemptions in free zones. 30+ established zones. 500+ multinationals in FTZ regime. Trade agreements with 50+ countries including US, EU, Canada.

The labour cost advantage is real but secondary. Costa Rica's fully loaded wages for medical device production operators run $4.50–$6.50 per hour — representing a 25–30% saving compared to the United States, but significantly more expensive than China, Vietnam, or neighbouring Central American countries. The companies paying that premium are not doing so despite the cost — they are doing so because the total cost of manufacturing in Costa Rica, when adjusted for quality outcomes, regulatory compliance rates, workforce reliability, and supply chain resilience, is competitive with or superior to alternatives at lower headline wages.

The regulatory alignment is particularly critical for medical devices — a sector where FDA compliance is not optional and where manufacturing errors have patient safety consequences. A production facility in Costa Rica operates under a regulatory and IP framework that is substantially aligned with US standards, uses a workforce already trained in FDA-compliant quality systems, and ships to the United States in 1–3 days rather than 3–6 weeks. These advantages are not available in lower-wage alternatives and cannot be replicated simply by paying workers less money.

The Intel Generation — The Workforce That Changed Everything

How a semiconductor factory in 1998 created the workforce for a medtech empire in 2025

Intel's 1997 decision to locate semiconductor wafer fabrication in Costa Rica is the single most important corporate investment decision in the country's post-agricultural history. At peak, the Belén facility employed 3,500 workers in cleanroom fabrication — workers who had to be trained from scratch in calibration, metrology, yield management, and quality systems at a level Costa Rica had never required before.

Intel's presence lasted longer than its manufacturing. When Intel restructured its Costa Rica operations in 2014, shifting from wafer fabrication to R&D and global services, the workforce it left behind was the most technically sophisticated manufacturing talent pool in Central America. These workers — the "Intel generation" — became the labour market into which the medtech companies subsequently hired.

The precision and complexity ceiling that Costa Rica can reach in medical device manufacturing is meaningfully higher than any other Central American country because of this workforce legacy. Class I and many Class II medical devices can be produced competitively across the region. The advanced cardiovascular, neuromodulation, orthopaedic, and electrophysiology devices that represent the highest value in the sector — the ones requiring micro-assembly, optical alignment, and advanced metrology — can only be produced in Costa Rica among Central American options. That capability advantage, built by Intel and maintained by decades of accumulated expertise, is the structural moat that no neighbouring country can close in the short term.

The Companies — Who Built What Where

Not one anchor tenant.
An ecosystem.

Boston Scientific
Arrived 2004 · Largest Medtech Exporter from CR

Entered through a Heredia facility in 2004 producing endoscopic devices. Now the single largest medtech exporter from Costa Rica. Operations span cardiovascular, endoscopy, urology, and neuromodulation — the full breadth of its global portfolio manufactured partially in Costa Rica for global distribution. Thousands of employees.

Medtronic
Global Healthcare Technology Leader

Operates significant manufacturing in Costa Rica across cardiac and vascular, diabetes, and neurological disorder devices. Costa Rica's operations are part of Medtronic's global supply chain for devices distributed to over 150 countries. A pacemaker or insulin pump component made in Costa Rica reaches patients globally.

Edwards Lifesciences
Heart Valves · Haemodynamic Monitoring

Specialises in structural heart disease and haemodynamic monitoring. Costa Rica operations produce some of the highest-precision, highest-value devices in the portfolio. Heart valves and related cardiovascular devices require the most demanding manufacturing precision in the medtech sector — and Costa Rica's workforce can deliver it.

Abbott Medical
Diagnostics · Devices · Nutrition

Abbott's Costa Rica presence spans its medical device division. Manufacturing facilities produce diagnostic equipment and therapeutic devices. Part of a broader Abbott strategy to leverage Costa Rica's regulatory compliance capabilities for FDA-market products that require the highest quality standards.

Hologic
Women's Health · Surgical Products

Hologic Surgical Products named among top exporters. Produces women's health devices, surgical instruments, and diagnostic imaging equipment. Costa Rica's stability and IP protection framework made it the preferred choice over lower-cost alternatives where technology transfer risk is higher.

Baxter International
Hospital Products · Renal Care

Long-established presence producing hospital and renal care products. One of the early medtech anchors that demonstrated the viability of the Costa Rica model and attracted subsequent waves of investment. The positive experience of early investors prompted new market entrants — the feedback loop that built the cluster.

Nearshoring — The Post-COVID Accelerant

The pandemic proved
that Asia-dependent supply chains
break at the worst moment.

COVID-19 was the most consequential event in the history of Costa Rica's medtech sector — not because it damaged it, but because it proved why it existed. When global supply chains from China and Southeast Asia collapsed in 2020, medical device shortages occurred across the developed world. Hospitals ran short of catheters, ventilator components, and personal protective equipment manufactured on the other side of the planet. The transit time, the single-country concentration, and the fragility of the just-in-time supply chain model became impossible to ignore.

Costa Rica's medical device facilities kept operating. The geographic proximity to the United States — three-hour flights, one to three day freight transit — combined with the timezone alignment and the US-compatible regulatory environment meant that Costa Rican production could be ramped, redirected, and delivered at a speed that Asian production could not match. The pandemic accelerated decisions that companies had been considering for years. The nearshoring premium — higher wages than Asia in exchange for supply chain resilience, proximity, and regulatory alignment — became commercially justified in a way it had not been before COVID exposed the cost of supply chain fragility.

From 2020 to 2023, medical device exports from Costa Rica increased by $3.6 billion — more than the total export value of all previous years combined. The nearshoring thesis, validated by the pandemic, drove investment decisions that translated directly into export volumes. US companies that had been weighing Costa Rica against Malaysia or Vietnam made the choice for Costa Rica — not because of wage costs, but because of the risk-adjusted total cost calculation that puts a value on not having your supply chain collapse when something goes wrong on the other side of the world.

The Honest Read — The Risks and the Unfinished Work

Costa Rica's medtech success is real and structural — but it carries concentration risk that the government is actively trying to address. The United States accounted for approximately 73% of inward FDI and represented 66.5% of medical device exports in 2023, down from 76% in 2014 but still a very high concentration. A significant deterioration in US-Costa Rica trade relations — tariff changes, regulatory divergence, or political disruption — would be felt immediately and severely in the medtech sector. The industry has explicitly lobbied for tariff exemptions, and sector leaders cite stable US trade relations as a top priority. Costa Rica's diversification into Europe, Japan, and China as export markets is intentional and necessary, but incomplete.

The workforce pipeline is the most important constraint on future growth. Costa Rica produces approximately 4,000 engineering graduates annually — impressive for a country of five million, but potentially insufficient as the sector continues to grow and as the complexity of required skills increases. The shift from disposable device assembly to high-precision neuromodulation and electrophysiology devices requires deeper technical training. The national learning institutions are responding, but the pipeline needs to expand faster than it currently is to prevent skill bottlenecks from limiting investment attraction.

Narcotrafficking and security concerns are a legitimate cloud on the otherwise positive picture. Costa Rica's historically low crime rates have been deteriorating as the country becomes a transit route for drug trafficking from South America. A dip in tourism in recent years cost 22,000 jobs in the hospitality sector. The political stability that has been Costa Rica's competitive advantage for 78 years is not at risk of collapse — but the security environment requires active management to avoid eroding the perception of stability that attracts premium manufacturing investment.

The NGE View

The verdict.

What We Believe
Costa Rica is the most complete proof of concept for the education-as-industrial-policy thesis in the developing world. The chain of causation from abolishing the army in 1948 to $11 billion in medtech exports in 2025 is traceable, logical, and unbroken. No resource endowment. No cheap labour advantage over its neighbours. No historical manufacturing base. Just 78 years of investing in human capital — and then being in exactly the right position when the global economy decided to reward that investment. The lesson is not that you should abolish your army. The lesson is that the returns on education compound over decades in ways that are nearly impossible to model but impossible to ignore when you see the outcome.
The Intel generation is the most important concept in Costa Rica's industrial development story. Intel did not just bring jobs — it built a workforce capability that outlasted its own manufacturing operations. The precision manufacturing skills, the clean room protocols, the quality system expertise, the metrology capabilities that Intel required of its Costa Rican workers in 1998 became the foundational capabilities that the medtech companies hired from 2004 onwards. This is the ecosystem flywheel that Cambodia's solar sector never had: each layer of investment builds capabilities that make the next layer of investment easier to attract and more productive. The forwarding address leaves nothing behind. The ecosystem compounds.
Nearshoring is not a trend — it is a structural reconfiguration of global supply chains that Costa Rica is uniquely positioned to benefit from. The pandemic proved that distance and concentration create fragility in high-stakes manufacturing. Medical devices — products where supply disruption can directly affect patient outcomes — are exactly the category where buyers will pay a premium for proximity, reliability, and regulatory alignment. Costa Rica offers all three from a timezone that allows same-day conversations with US headquarters, a flight distance that allows executives to visit operations in a day trip, and a regulatory environment that FDA-compliant manufacturers do not need to re-engineer. These advantages are durable and cannot be replicated by wage competition alone.
The next decade's question for Costa Rica is whether it can move from manufacturing to innovation. CINDE's Managing Director has described the current moment as a transition from manufacturing and assembly hub to research, development, and innovation platform. The 25% of medtech production now in high-value diagnostic and therapeutic devices — up from near-zero in 2000 — points in this direction. If Costa Rica can successfully attract R&D operations alongside manufacturing, it would become the first Central American country to meaningfully participate in the creation, not just the production, of high-technology products. That transition — from the factory floor to the engineering room — is exactly the challenge that Vietnam (Letter 70) is also navigating. Costa Rica, with 78 years of human capital compounding behind it, is better positioned than almost any comparable economy to make it.
NGE · A Futuristic Investment Letter

Long-horizon thinking on capital, technology, and the forces shaping the next decade of wealth creation. Written from first principles. Not consensus. Not noise.

— Pawan Bhatia · NextGen Economics · Bangalore, India