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.
Intel
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Markets/Corporate: What Intel’s blockbuster quarter means for ITAD
Intel’s first-quarter 2026 earnings report landed with a force few on Wall Street anticipated. Revenue came in at $13.58 billion against expectations of $12.42 billion. Adjusted earnings per share reached $0.29, versus a consensus estimate of just $0.01. The stock briefly hit an all-time high in after-hours trading, surpassing its dot-com era peak. For a company that had spent the better part of two years in restructuring mode, it was a remarkable reversal.
Intel & AMD: The Perils of Being Number One and How they will Impact ITAD and Electronic Recycling
In this analysis, we look at two companies that have a major impact on the ITAD sector and its future. The technology that Intel and AMD creates will affect the ITAD sector in numerous ways, including what kind of products will be available for the secondary market and how quickly a refresh cycle takes place. Although Intel has traditionally been the giant in the semiconductor sector, AMD has outperformed it this quarter.
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