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.
North America Geo
Subsribe to the Sector Pulse Syndicated Research Program to access the IntelliTAD newsletter
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.
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 uncertainty, industrial policy intervention, and geopolitical leverage affecting technology, materials, and cross-border supply chains. This posture has become...
The Sage Client Survey: Secondary Market Dynamics and ITAM Strategy Shifts: 2026 Outlook
Sage Sustainable Electronics' 2026 benchmarking report reveals a secondary IT market in transition, driven by...
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...
Where to Invest in Future Decommissioning Corridors: The Geographic and Utility Forces Reshaping U.S. Data Centers
The U.S. data center landscape is shifting from a historically concentrated model anchored in Northern Virginia toward...
Case Study: Close the Loop’s FY25 Loss Highlights the Danger of Chasing Volume Over Value in ITAD
Case Background Close the Loop Limited (ASX: CLG) is an Australia-headquartered circular economy company with...
What is Google telling us about the secondary market for IT and electronics?
Are OEMs looking to tighten control over the secondary market? The secondary market for IT and electronics is rapidly...
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...
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...
Special Report: Data Security Practices is Front and Center in Enterprise ITAD
Compliance has been a key driving factor of enterprise ITAD. Although the environmental compliance has taken a less...
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...
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...
Research Report: 2015 ITAD’s Competitive Landscape & 2016 Outlook
ITAD’s Competitive Landscape in Large US Enterprise and High-Value Verticals & 2016 Outlook PRESS RELEASE: US...
Despite Stated Commitment to Data Security, US Companies Continue to Neglect Mobile Devices Security: Impact on ITAD
There is plenty of evidence that data security tops the minds of IT Managers and all of those tasked to administer...