Korea Zinc is using its U.S. recycling acquisitions to secure secondary copper feed for its Onsan smelter in South Korea. It projected that PedalPoint would contribute 14,000 metric tons to Onsan’s 2026 copper output. The November 4 preliminary results gave U.S. electronics recyclers and ITAD providers no update on how much circuit-board scrap the expansion is drawing.
Competitive Analysis
Boliden Q3 2026: Smelter Profit Doubles as Electronics and Alloys Feed Slips at Rönnskär
Boliden’s smelter operating profit more than doubled from the prior quarter, but electronics and alloys feed at its Rönnskär smelter fell 3.6% even as total secondary copper feed rose 16.6%. Rönnskär began restoring in-house copper refining in October. For electronics recyclers and ITAD providers, the question is whether the ramp-up will increase downstream demand for their material.
Metals Recovery Earnings Strengthen in 2026 as Recycling Outlook Turns Mixed
Higher metal prices support smelters and refiners, while AI infrastructure demand strengthens technology reuse. Recent results point to opportunities for electronics recyclers, although processing economics and the outlook for 2027 remain uneven.
Seagate Fiscal Q1 2027: HAMR Ramp Expands High-Capacity Drive Supply as Customer Allocations Extend Through 2028
. Hardware Circularity Corporate Earnings Tracker · Enterprise Hardware, Networking & Storage · Calendar Q3 2026 ·...
Western Digital Fiscal Q1 2027: Storage Capacity Shipments Rise 22% as Average Revenue per Terabyte Increases 28%
. Hardware Circularity Corporate Earnings Tracker · Enterprise Hardware, Networking & Storage · Calendar Q3 2026 ·...
Republic Services Q3 2026: Recycled Commodity Prices Recover as Environmental Solutions Revenue Rises 22%
. Hardware Circularity Corporate Earnings Tracker · Waste & Environmental Services · Calendar Q3 2026 · By David...
Intel Q3 2026: Server CPU Supply Stays Tight as Memory Costs Push PC Demand Lower
. Intel · Semiconductors and foundry · Q3 2026, quarter ended September 26, 2026 · Results announced October 29, 2026...
Amazon Q3 2026: Older AWS Chips Stay in Demand as Amazon Plans External Trainium Sales
Amazon.com · E-commerce and cloud infrastructure · Q3 2026, July 1–September 30, 2026 · Results announced October 29,...
First reaction: Ingram Micro expands ITAD and repair as lifecycle services sales rise 35%
On October 29, 2026, Ingram Micro reported a 35% increase in lifecycle services sales in its fiscal third quarter and...
Ingram Micro Q3 2026: Lifecycle Services Sales Rise 35% as Company Expands ITAD and Repair
Ingram Micro Holding · Technology distribution and lifecycle services · Fiscal Q3 2026, thirteen weeks ended September...
Microsoft Fiscal Q1 2027: CPU and GPU Investment Expands as Third-Party Capacity Is Delayed
Microsoft · Cloud software and infrastructure · Fiscal Q1 FY2027, July 1–September 30, 2026 · Results released October...
Alphabet Q3 2026: TPU Systems Reach Customer Data Centers, Some Under Repurchase Terms
Alphabet · Internet services and cloud infrastructure · Q3 FY2026 (calendar year), July 1–September 30, 2026 · Results...
Meta Q3 2026: Infrastructure Commitments Expand, Hardware Investment Accelerates
Meta Platforms · Digital advertising and AI infrastructure · Q3 FY2026 (calendar year), July 1–September 30, 2026 ·...
Endpoint Devices Suffer a Disastrous Quarter: Two Hardware Markets, Two Recovery Timelines
Smartphones and PCs are in the midst of a severe contraction and slower replacement cycle, while server CPUs are...
SK tes and the Maturity Gap in ITAD
SK tes looks mature in its governance apparatus but is in mid-transition as an operating business. Its Sustainability...
Strategy: PC OEMs confirm spending strength alongside a weaker unit outlook. Distinct 2027 ITAD actions for each OEM.
PC OEMs Dell, HP and Lenovo are reporting strong technology spending alongside a weakening outlook for PC unit...
ERI Expands Asia Footprint With a New India Venture: Opportunities and Risks
ERI, the Fresno-based electronics recycler and IT asset disposition provider, has announced a 50-50 joint venture with...
Tech Check: Where Automation Actually Pays Off in ITAD
About: In this edition of Tech Check, we examine the technologies that are expected to reshape ITAD operations, from...