the component market is undergoing substantial transformation. Memory prices have doubled. Enterprise SSD supply won’t normalize until late 2027 at the earliest. The closure of the Strait of Hormuz has cut off helium supply critical to chip fabrication, stalled hyperscaler data center builds, and driven freight costs high enough to break international remarketing economics. China’s rare earth export controls — with a key suspension expiring November 10, 2026 — are adding licensing friction to the same semiconductor supply chains that determine what secondary market hardware is worth.
Secondary Market
Presentation: ITAD Sector Review: April-to-mid-May 2026
This is the client’s presentation covering April to mid-May 2026. It is designed to address general trends observed by Compliance Standards and look at what April and early May 2026 headlines collectively meant for the ITAD and electronics recycling sectors.
Market Briefing – Component Market: Motherboards in Freefall as AI Soaks Up the Silicon
While global PC shipments seemingly returned to growth in Q1 2026, driven by inventory movements, leading motherboard makers are guiding for shipment declines of more than 25% as manufacturing capacity is redirected toward AI and data‑center components, tightening the screws on the traditional PC ecosystem. What it means for ITADs and recyclers.
Markets: The whitebox blind spot in PC recycling
There’s a growing segment of the PC market that doesn’t show up in shipment data and in market share reports, and...
Markets: Less premium smartphone inventory is reaching recyclers
Assurant’s latest mobile trade-in data shows that the best smartphones are being pulled into reuse and refurbishment...
Less premium smartphone inventory is reaching recyclers
Assurant’s latest mobile trade-in data shows that the best smartphones are being pulled into reuse and refurbishment...
Client Note: Foundries Hike DRAM Prices as Automated Bots Sweep DDR5 Inventory
In this memo to clients, we note that the global memory market is showing an accelerated phase of tightening, driven...
What the NAND flash crunch means for remarketing, refurbishment and residual values
A warning from one of the storage industry’s most connected insiders is raising major concerns. Khein-Seng Pua, CEO of...
Apple’s Two‑Track Trade‑In Strategy: Macs Up, Mobile Down, and the ITAD Impact
On January 15, 2026, Apple quietly raised the stakes on used Macs while trimming mobile payouts, sending a clear price...
Client Brief: Iron Mountain Q4 2025 – Growth Analysis, Execution Risks, and Industry Benchmarks
Iron Mountain reported exceptional Q4 2025 results for its Asset Lifecycle Management business, with 70% total revenue...
Server resale values surge in AI-driven markets
Sage Sustainable Electronics announced the release of its 12th Annual IT Asset Management Benchmarking Report, now...
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...
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...
Report: Abnormal Surge in PC Activity and What It Means for ITADs
Executive Summary For this report, titled: Abnormal And Temporary Surge in PC Activity: What It Means for ITADs,...
Issue 3: Constructive Momentum with Rising Standards
Momentum Rating: 7/10. We evaluated the industry on a scale from 1 to 10. A rating of 1 describes an industry facing...
AI Surge, Tightening Regulations, and Shifting ESG Priorities: Week ending August 2, 2025
What we Spotted this Week The tech industry is undergoing rapid transformation, a move that is expected to affect...
State of the ITAD and Material Recovery Sector: First Half 2025 Review and Outlook
Research: The first half of 2025 didn’t bring a boom or a bust—but it may prove to be a pivotal moment for the ITAD...
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...