Rising fuel and freight costs from the war in Iran are tightening margins in an ITAD business model built on moving material, while surging prices for memory and storage are simultaneously increasing the value of server and component recovery. Those pressure points, combined, are pushing logistics‑heavy, “haul and shred” providers to the edge and giving a relative advantage to ITAD firms that can monetize memory‑rich assets, document ESG benefits, and explain, in hard numbers, how they help customers manage cost, risk, and refresh timing.
1 In the News
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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 Phison Electronics, a company that controls roughly 20% of the global SSD controller market, recently offered a stark assessment of where the memory...
HP Inc. earnings point to memory inflation challenge
HP Inc. has just reported its first fiscal quarter of 2026, showing an 11% year-over-year jump in Personal Systems revenue to 10.3 billion dollars and a 12% growth in PC units shipped . But the real story is that memory inflation is now reshaping the economics of hardware, with HP warning that surging DRAM and NAND costs, along with U.S. trade regulations, are pressuring margins and weighing on its full-year outlook.
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