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.

Apple leads on inputs, faces questions on ITAD

Apple’s latest environmental milestone, a claim that 30% of the material in all products it shipped in 2025 was recycled, landed on Earth Day and has been widely cited in ESG coverage. According to the company’s April 16 newsroom release, that figure represents the highest-ever share of recycled material in its devices and is framed as a key step toward Apple’s 2030 climate targets.

Secondary Market: Intel boosts margins by selling what it used to scrap

Intel’s Q1 non-GAAP gross margin came in at 41%, roughly 650 basis points above the company’s own guidance. Management attributed the beat to a combination of higher volumes, favorable mix, pricing, and better 18A yields. According to industry analyst Ben Bajarin, who posted on X following the earnings call, part of the lift came from yield salvage: selling marginal silicon, much of it edge-die that would normally be binned out or scrapped rather than shipped into a usable SKU. Intel is now capturing revenue from silicon that would previously have been written down or held in reserve.

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