The latest semiconductor earnings reveal a sharp divide whereby AI and data centers are fueling extraordinary growth, while PCs and consumer devices remain sluggish. Furthermore, the data shows evidence of a clear split in the data center market, with significant...
Markets
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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 operations across North America and Europe, and services extending into New Zealand. Its Resource Recovery division is central to its IT asset disposition...
Cautious Optimism: Market Signals Warrant Vigilance in the ITAD Sector
In the final week of August and the first days of September the ITAD and electronics‑recycling world took something of a breather. There were hardly any new deals or major operational changes, and the only real headlines came from earnings calls of companies...
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