Canada-based Quantum Lifecycle Partners has launched an advanced plastics separation system designed to recover higher-quality polymers from end-of-life electronics, a move that reflects downstream processing investment alongside a wider shift in the company’s operating model.
Markets
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Secondary Market: Intel boosts margins by selling what it used to scrap
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.
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.
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...
Server resale values surge in AI-driven markets
Sage Sustainable Electronics announced the release of its 12th Annual IT Asset Management Benchmarking Report, now...
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...
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...
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...
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...
Dell Q3 FY2026: Strong AI Infrastructure, Long Tail For End‑Of‑Life IT Assets
Dell’s Q3 FY2026 earnings call offers a very clear, financially grounded story for end‑of‑life IT asset management...
HP’s Earnings In A Mature PC And Print Market: Managed Growth and Rising Costs
HP’s Q4 FY2025 earnings call presents a more mixed but still constructive picture for end‑of‑life IT asset management...
Connection’s Q3 Results: Public-Sector Delays, Enterprise Modernization Ahead
Connection’s Q3 results highlight an industry where modernization is guiding technology lifecycle and hardware flows....
Assessing Nvidia’s $350 Million Investment in Redwood Materials: Implications for the End-to-End Circular Recovery
Nvidia has taken a prominent position in Redwood Materials’ recently announced $350 million Series E funding round,...
New Smelting and Refining Capacity in the U.S. Strategic Metals Market
Aurubis is now operating a major recycling facility in Richmond, Georgia, its first big U.S. site. Built for $800...