Welcome to Compliance Standards LLC
Client Portal
Become a Client

ITAD Market Pulse

2H23: Some Signs to Support ITAD Executives’ Optimism for a Better Outlook

Jul 12, 2023

Number of readers who accessed this analysis : 1003
  View this post on Instagram   A post shared by David Daoud of Compliance Standards (@lunch_with_david) We have just entered the third quarter of 2023 and many industry executives question whether the second half of the year could bring a better market environment following a dismal first half. Although forecasting what’s to come is […] Continue reading below.
Subscribe to ITAD Market Pulse

We have just entered the third quarter of 2023 and many industry executives question whether the second half of the year could bring a better market environment following a dismal first half. Although forecasting what’s to come is no trivial exercise, we are seeing optimism among industry executives and among those who report the data that suggest the potential for a better period ahead. However, we still must remain cautious as there are plenty of headwinds.  Please click on the link below to access this ITAD Market Pulse analysis by Compliance Standards.

Access Analysis Here | About ITAD Market Pulse and how to subscribe

Book Analyst

Analyst/Author: Emilie Wiseman

Premium Content from ITAD Market Pulse:

Research: Memory Inflation, Component Spillover, and ITAD Harvesting Strategy, 2026-2027

the component market is undergoing substantial transformation. Memory prices have doubled. Enterprise SSD supply won’t normalize until late 2027 at the earliest. The closure of the Strait of Hormuz has cut off helium supply critical to chip fabrication, stalled hyperscaler data center builds, and driven freight costs high enough to break international remarketing economics. China’s rare earth export controls — with a key suspension expiring November 10, 2026 — are adding licensing friction to the same semiconductor supply chains that determine what secondary market hardware is worth.

Presentation: ITAD Sector Review: April-to-mid-May 2026

This is the client’s presentation covering April to mid-May 2026. It is designed to address general trends observed by Compliance Standards and look at what April and early May 2026 headlines collectively meant for the ITAD and electronics recycling sectors.

Outlook: $60 billion in AI servers deploying now will create ITAD’s most complex EOL challenge by 2029

Dell guided to $60 billion in AI server revenue for its current fiscal year alone. Lenovo reports a $21 billion AI server pipeline with more than 5,800 active customer deployments. Compliance Standards projects that systems deployed during the 2025–2027 build-out will begin reaching end-of-life in significant volumes around 2029–2031. Because these servers are GPU-dense, often liquid-cooled and packed with high-value materials, the brief describes what is coming as “the most complex and highest-value recycling and urban mining challenge the sector has encountered.” GPU firmware and AI model storage sit outside the scope of current data destruction standards, and the report calls for documented End-of-Life (EOL) protocols to be developed and in place before that retirement wave begins.

OFFERINGS

Market Pulse

A twice monthly report release of opinion and/or analysis of importance to the ITAD sector. Membership is for a 12 month subscription and is valid on an individual seat basis or site license basis.

ITAD Go to Market

A comprehensive set of charts, data and explainers on nine vertical markets with focus on enterprise handling of ITAD.

ITAD.Academy

Data and research designed for end-users. ITAD vendors can request membership on a fee basis. (forthcoming)

Marketing Coalition

This is designed for ITAD companies interested in promoting their image, boost their brand and get leads.

CS Surveys

We welcome all ITAD vendors to join the quarterly survey building and promoted in partnership between Compliance Standards and E-Scrap News. Joining is free and results are available only for survey respondents.