About this talk A candid conversation with Bob O’Donnell, a top industry analyst, on where the technology sector is and where it is headed. Bob O’Donnell, President and Chief Analyst at TECHnalysis Research, shares his perspective on the upstream side —...
The macro backdrop entering mid‑2026 remains broadly constructive for ITAD and electronics recycling: modest economic growth and ongoing AI infrastructure investment are sustaining hardware refresh cycles and supporting secondary‑market values, even as rising energy...
The hardware market that ITAD operators work in has evolved fundamentally in 2026. Driven by changes tied to the “AI vortex,” the component market is undergoing substantial transformation. Memory prices have doubled. Enterprise SSD supply won’t...
Electronics manufacturers are once again warning about tight supplies for parts that are deeply embedded in circuit boards. Some of those components are now quoted on months-long lead times and at clearly higher prices than a year ago. Capacitors and complex circuit...
The technology stack surrounding end-of-life electronics is being impacted from varioust directions at once, and for the first time in a long while, the influence is coming from inside the industry’s own operating assumptions. The devices flowing into downstream...
