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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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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.  Below...

M&A: DMD acquires ITAD firm Lifespan, outlines acquisition strategy

DMD Systems Recovery has detailed an aggressive, multi-phase acquisition strategy in the IT asset disposition (ITAD) space and confirmed that the first deal under that framework involves acquiring the Lifespan ITAD business from Bluum Technology.   Lifespan is a...

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