As the ITAD sector eased into the late-August slowdown, batteries stood out as the exception, driving the week’s most significant corporate and regulatory developments. And while most operators paused, earnings from hardware and semiconductor manufacturers are additional evidence of the future pipeline of devices that will ultimately flow into ITAD streams.

In this issue of IntelliTAD, we recap the lull, highlight where activity is building, and preview our September research series on private equity, lifecycle-as-a-service models, and sustainability profiling of the 2025 device cohort.

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