the component market is undergoing substantial transformation. Memory prices have doubled. Enterprise SSD supply won’t normalize until late 2027 at the earliest. The closure of the Strait of Hormuz has cut off helium supply critical to chip fabrication, stalled hyperscaler data center builds, and driven freight costs high enough to break international remarketing economics. China’s rare earth export controls — with a key suspension expiring November 10, 2026 — are adding licensing friction to the same semiconductor supply chains that determine what secondary market hardware is worth.
Component Market: Hardware Demand Puts New Focus on Parts Harvesting
Electronics manufacturers are once again warning about tight supplies for parts that are deeply embedded in circuit boards. Some of those components are now quoted on months-long lead times and at clearly higher prices than a year ago.
Presentation: ITAD Sector Review: April-to-mid-May 2026
This is the client’s presentation covering April to mid-May 2026. It is designed to address general trends observed by Compliance Standards and look at what April and early May 2026 headlines collectively meant for the ITAD and electronics recycling sectors.
Outlook: $60 billion in AI servers deploying now will create ITAD’s most complex EOL challenge by 2029
Dell guided to $60 billion in AI server revenue for its current fiscal year alone. Lenovo reports a $21 billion AI...
Market Briefing – Component Market: Motherboards in Freefall as AI Soaks Up the Silicon
Global PC shipments returned to growth in Q1 2026, but the apparent recovery is driven more by inventory tactics and...
How critical mineral alliances aim to shape the future of e scrap metals
ReElement Technologies, a company that specializes in refining rare earth elements and battery materials from both...
Metals and electronics recycling firms report stronger downstream trends
Recent disclosures from three leading metals and electronics recycling firms point to resilient earnings and generally...
Raised Aurubis guidance sends positive signal for circuit board and metals recovery markets
Hamburg-based metals recycler and smelter Aurubis has raised its full-year earnings forecast after reporting stronger...
Quantum expands plastics recovery as North American growth strategy takes shape
Canada-based Quantum Lifecycle Partners has launched an advanced plastics separation system designed to recover...
Secondary Market: Intel boosts margins by selling what it used to scrap
On April 27, Resource Recycling reported on Intel’s latest earnings call. But the company’s results also contained a...
Research: The Independent ITAD Operator in the United States
Strategic Positioning, Structural Risks, and the Coming Capital Inflection A Primary-Research-Based Strategic...
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...
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...