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.

How acquisitions are fueling ITAD sector activity

By David Daoud:  Over the past months, there has been a resurgence of activity fueling investments into the end of life of electronics in general, and in particular in the ITAD sector. Adjacent sectors such as e-scrap processing and data security have also been...

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