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.
Mature Markets
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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 Itochu Corporation to launch operations in Japan, the companies announced March 24.
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 diversification is stalling, domestic mining is slow and costly, and recycling of key materials like rare earths is still negligible. In a new report they...
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...
Advisory Note: Tariffs, Supply Security, and Enterprise Caution Set the Operating Context for ITAD and Secondary Materials Recovery in 2026
Recent policy signals from the U.S. administration indicate a period of heightened tension, driven by trade...
Takeways: Mitsubishi Materials investment in Elemental’s US e-scrap platform
Mitsubishi Materials has agreed to acquire a minority stake in Elemental Group’s US e-waste platform, which operates...
Part 1: 2025 in Retrospect: Redefined ‘Serious’ ITAD
Analysis of Structural Change in IT Asset Disposition and Electronics Recycling 2025 marked a transition point for IT...
How acquisitions are fueling ITAD sector activity
By David Daoud: Over the past months, there has been a resurgence of activity fueling investments into the end of...
More than half of US enterprises don’t track their laptops, as 22% of the retired assets are missing
Compliance has been a key requirement driving enterprise IT asset disposition (ITAD), and is indeed a...
Tough Times for the ITAD/Electronics Recycling Sector
The IT Asset Disposition space, and extending into electronics recycling are witnessing an unprecedented...
As weak commodity market puts a damper on electronic recycling, some see value in M&As, position themselves for the long run
The ITAD and electronic recycling sectors had a strong showing a growth momentum during much the first decade of 2000,...
SIMS Warning is another Sign of a Pending ITAD Sector Reconfiguration
When a company’s business unit operates in a non-core industry, it is not so difficult to assume that the business...
Will Arrow Electronics Focus on Cleaning Up its ITAD Acquisitions?
It’s been a while since the late October release of Arrow’s results for its fiscal third quarter. Arrow Electronics...
ITAD & Electronic Recycling: Brand New PCs, the Commodity Market and China: Weak outlook but the opportunity may be staring at you
A series of data points were released recently confirming the sustained difficult environment facing many major tech...
Coping with high-velocity product life-cycle, and getting the secondary market busy
Here’s an interesting quote from CNN: “T-Mobile is offering new and existing customers an iPhone 6S (16 GB) for $5 a...
Special Report. ITAD Vendors: Do you know where your prospects are?
For IT asset disposition (ITAD) service providers, finding customers is not easy. This is obviously less of an issue...
SIMS’ SRS, Standards and the Voice of the Consumer
By David Daoud | ddaoud@compliance-standards.com: There has been a great deal of chatter these days over the logic...
IT Product Evolution and ITAD Sector Outlook
Since 2010, with the advent of the first generation iPad, there has been a permanent discussion over the end of the...