Intel’s CapEx Tops $20B on Server Demand While PC Volume Shrinks: ITAD Firms Should Plan for Two Separate Asset Cycles

Intel’s second quarter added a concrete data point to what has otherwise been a quarter of announcements: the company is raising 2026 capital spending to more than $20 billion, roughly $3 billion above its prior plan, and told investors that 2027 spending will go significantly higher still. This capital plan carries more weight for the end-of-life sector than the earnings beat. It points to the size of the fleet now entering production.

The Euro Report 2: Belgium’s Electronics Lifecycle Gateway: Logistics, Compliance, Reuse, and Data Centers Shape a Strategic ITAD Market

Belgium sits at the center of Western Europe, connected directly to France, Germany, the Netherlands, Luxembourg, and the United Kingdom, making its electronics lifecycle market more about the geographic position and less about size. For electronics recovery, refurbishment, resale, and data center decommissioning, that location could be important. Technology assets rarely remain confined inside national borders. Devices move through corporate refresh programs, logistics networks, refurbishers, social reuse channels, recyclers, and resale platforms.

Metals and electronics recycling firms report stronger downstream trends

Recent earnings updates from Aurubis, Umicore and Sims Limited suggest that parts of the downstream metals and electronics recycling market remain comparatively healthy heading into the remainder of 2026. The companies cited supportive precious-metal and non-ferrous pricing, strong recycling activity levels, and continued demand for high-value secondary materials, even as they warned of ongoing pressure from feedstock tightness and volatile treatment charges.

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