Corporate Strategy: Inside ERI’s Global Playbook. What Vietnam Reveals About the Company’s Next Moves

ERI is betting on Asia because the region combines fast-growing IT hardware volumes with a shortage of formal, enterprise-grade disposition infrastructure. After expanding its U.S. footprint, ERI’s next growth opportunity lies in markets such as Japan and Vietnam, where data-center buildout, electronics manufacturing and digitalization are increasing equipment retirements faster than secure, transparent ITAD capacity. By partnering with ITOCHU and VSD Holdings, ERI gains local market access while bringing its own data-security, traceability and closed-loop recycling model to markets still shaped in part by informal recycling.

The Euro Report 1: France’s Electronics Lifecycle Market where Repair and Resale Outpace Recycling

France is emerging as Europe’s clearest example of electronics value shifting from recycling toward reuse and lifecycle management: Commercial proof points are mounting — Back Market closed 2025 with $3.5 billion in GMV and its first profitable year, while Amazon’s €15 billion investment roadmap, Google’s first French data center, and SoftBank’s €45 billion campus signal a coming wave of high-value data center decommissioning. For investors looking at that market, the key takeaway is that value is migrating from shredding and smelting toward capture, repair, and remarketing, and France offers one of the clearest previews of where that shift is heading.

Should we pay attention to IBM’s quantum foundry?

IBM announced that it plans to launch a standalone quantum chip foundry company with support from a proposed $1 billion CHIPS Act award. The announcement adds another signal that the United States is accelerating investment in advanced computing infrastructure.