Every Copilot+ PC that arrives at an ITAD dock this year is potentially carrying something that didn’t exist on a corporate laptop two years ago: a dense, time-stamped archive of nearly everything that ever crossed the user’s screen.
Secondary Market: Intel boosts margins by selling what it used to scrap
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.
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.
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