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Global Electronics Association to Testify at the Office of the US Trade Representative Panel on Section 301 Structural Excess Capacity
May 8, 2026 | Global Electronics AssociationEstimated reading time: 1 minute
Chris Mitchell, Vice President for Global Government Relations at the Global Electronics Association, will testify before the Office of the U.S. Trade Representative (USTR) Panel on Section 301 Structural Excess Capacity on Friday, May 8. He will emphasize that policymakers should carefully distinguish between unfair state-directed industrial overcapacity and the commercially necessary manufacturing capacity that underpins the global electronics industry — including production among U.S. allies and partners.
“The problem is not capacity but rather the source of that capacity. Capacity built through state-directed industrial policy that distorts markets is a genuine trade concern. Capacity built by the basic economics of electronics manufacturing, where firms must invest billions before the first product ships, is not. Conflating the two causes the finding to collapse into circular logic: if capacity exists, it is structural, and therefore it is distortive,” Mitchell shared ahead of his official testimony.
Mitchell will testify alongside more than 100 witnesses representing a wide variety of industries and national interests.
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