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.
1 In the News
Subsribe to the Sector Pulse Syndicated Research Program to access the IntelliTAD newsletter
Corporate News: Peters-Michaud named CEO, Houghton chair of Sage Sustainable Electronics
Sage Sustainable Electronics, the Closed Loop Partners–backed IT asset disposition (ITAD) company that has rolled up two competitors in the past 18 months, announced a slate of executive changes this week aimed at scaling its electronics circularity platform through a new three-year growth plan.
New Tech: Can modular metals recovery challenge the smelter model?
A UK-based startup is testing a different approach to extracting metals from electronic scrap, one that could influence how downstream recovery fits into the IT asset disposition and recycling chain.
New Blancco workflow targets ITAD bottleneck
Blancco has introduced a new tool aimed at tightening one of the more persistent gaps in ITAD operations: the handoff...
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...
From CES to the shredder: What 2026 PCs mean for ITAD
In Las Vegas, CES 2026 provided a glimpse of what ITAD companies and electronics recyclers will be confronting three...