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.
Markets
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Research: State of the Independent ITAD Operator in the United States
The US independent IT Asset Disposition (ITAD) sector is approaching a structural inflection unlike anything in its thirty-year history. What was for two decades a quietly growing services category dominated by founder-led regional operators has, in the past eighteen months, become a target for sophisticated institutional capital, a strategic priority for global conglomerates, and — most consequentially — a function that enterprise buyers are finally beginning to treat as a governance discipline rather than a disposal cost.
Markets: The whitebox blind spot in PC recycling
There’s a growing segment of the PC market that doesn’t show up in shipment data and in market share reports, and reaches none of the channels ITAD and recycling professionals are built to serve. After tracking this industry for decades, I’ve watched it go from a...
Markets: PC shipments grew in Q1, but questions remain
Two closely watched PC market reports released in April painted what looked like an encouraging picture for the device...
The PC Market’s “Memflation” Moment: Why Q1 Shipment Growth Is a Mirage
About this analysis PC shipment data from Gartner and IDC suggests a healthy market on the surface, but both firms...
Markets: Less premium smartphone inventory is reaching recyclers
Assurant’s latest mobile trade-in data shows that the best smartphones are being pulled into reuse and refurbishment...
Less premium smartphone inventory is reaching recyclers
Assurant’s latest mobile trade-in data shows that the best smartphones are being pulled into reuse and refurbishment...
ERI enters Japan through joint venture with Itochu
US-based electronics recycler and IT asset disposition (ITAD) provider ERI has formed a 50-50 joint venture with...
Client Note: Foundries Hike DRAM Prices as Automated Bots Sweep DDR5 Inventory
In this memo to clients, we note that the global memory market is showing an accelerated phase of tightening, driven...
What the NAND flash crunch means for remarketing, refurbishment and residual values
A warning from one of the storage industry’s most connected insiders is raising major concerns. Khein-Seng Pua, CEO of...
SIMS and Iron Mountain Are Repricing the ITAD and Positioning it as a Primary Growth Engine
Transcript: Two global public companies — Iron Mountain and Sims Limited — both reported roughly 70 percent...
Advisory: AI Capex Will Flood Servers and Tighten Laptop Supply: What ITAD CEOs Must Do in 2026
The latest forecast pegs 2026 IT spending at $6.15 trillion and quietly rewires the economics of end‑of‑life hardware....
Apple’s Two‑Track Trade‑In Strategy: Macs Up, Mobile Down, and the ITAD Impact
On January 15, 2026, Apple quietly raised the stakes on used Macs while trimming mobile payouts, sending a clear price...
Client Brief: Iron Mountain Q4 2025 – Growth Analysis, Execution Risks, and Industry Benchmarks
Iron Mountain reported exceptional Q4 2025 results for its Asset Lifecycle Management business, with 70% total revenue...
Malaysia clamps down on illegal e-waste imports amid probes
Malaysia’s growing role as a hub for global e‑scrap is colliding with corruption probes, large container seizures and...
Auditors warn EU may fall short on critical metals
EU auditors are warning that Europe is unlikely to secure enough critical raw materials by 2030, because import...
US-EU trade rift adds risk now for ITAD and e-scrap trade
The suspension of trade talks between the United States and the European Union in January has added a new layer of...
Europe pulls ahead on ITAD now while US growth remains slower
Early 2026 shows evidence of a widening gap between Europe and the United States in the pace and structure of IT asset...