In this memo to clients, we note that the global memory market is showing an accelerated phase of tightening, driven by the aggressive expansion of AI infrastructure as the primary catalyst. Right now, we are tracking two distinct yet deeply connected market...
A warning from one of the storage industry’s most connected insiders is raising major concerns. Khein-Seng Pua, CEO of Phison Electronics, a company that controls roughly 20% of the global SSD controller market, recently offered a stark assessment of where the memory...
Out of everything we published this month, at least four forces stand out as they’ve taken new momentum. These are the things that will define the next 12 to 18 months for this industry. First, the e-waste export opportunity is closing very quickly. Second, AI...
HP Inc. has just reported its first fiscal quarter of 2026, showing an 11% year-over-year jump in Personal Systems revenue to 10.3 billion dollars and a 12% growth in PC units shipped . But the real story is that memory inflation is now reshaping the economics of...
IntelliTAD Intelligence Brief February 21, 2026 · intellitad.com From David DaoudThe first seven weeks of 2026 have been anything but quiet. A $633 million ITAD revenue quarter at Iron Mountain. A ransomware gang claiming they breached a key industry player. Two major...
