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.

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.

ERI enters Japan through joint venture with Itochu

US-based electronics recycler and IT asset disposition (ITAD) provider ERI has formed a 50-50 joint venture with Itochu Corporation to launch operations in Japan, the companies announced March 24.