IntelliTAD 

A Compliance Standard’s Newsletter for Busy Executives

Issue 4: Quiet August, Active Battery Recycling Sector: Signals for ITAD’s September Reset

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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Corporate Strategy: Blancco Bets on the Drive, Not the Device, as It Chases a Recover-First IT Market

Blancco is rebuilding its business around the ‘drive’, not the device, betting that surging AI infrastructure and component scarcity are pushing ITAD from “destruct-first” to “recover-first.” The company’s new strategy centers on data-bearing drives, data center decommissioning, and mobile, positioning certified erasure and diagnostics as the backbone of a market where assets move fluidly between enterprises, processors, and secondary channels.

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