Markets

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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 market, and by extension, the downstream ITAD and recycling channels that process those devices at end of life. Both Gartner and IDC reported year-over-year shipment growth in the first quarter of 2026.

Takeways: Mitsubishi Materials investment in Elemental’s US e-scrap platform

Recent announcements indicate that Mitsubishi Materials has agreed to acquire a significant minority stake in Elemental Group’s US e-waste platform, which operates through Colt Recycling. The transaction reflects a broader trend in which large metals and materials groups are seeking closer integration with upstream electronics recycling and pre-processing operations as part of their circular-economy strategies. A more detailed assessment of the strategic implications, execution risks, and what this transaction signals for the evolving relationship between IT asset disposition and metals recovery is available to subscribers.

Part 1: 2025 in Retrospect: Redefined ‘Serious’ ITAD

2025 marked a transition point for IT Asset Disposition and electronics recycling. Multiple forces that had been building over several years converged within a single operating cycle, changing not only volumes and asset flows, but the fundamental expectations placed on ITAD providers.

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