The past week has delivered three developments that matter for the ITAD and electronics recycling sectors. Semiconductor earnings confirmed the widening gap between AI-fueled hyperscalers and the steadier, but more accessible, enterprise data center segment. Private...
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Issue 5: Market Signals, OEM Control, and the Coming Hardware Wave
The first week of September brought little movement in the IT asset disposition and electronics recycling sector. There were no new mergers, expansions, or major policy announcements. To make this week’s edition useful, we are drawing from six of our latest research...
Issue 4: Quiet August, Active Battery Recycling Sector: Signals for ITAD’s September Reset
As the ITAD sector eased into the late-August slowdown, batteries stood out as the exception, driving the week’s most significant corporate and regulatory developments. And while most operators paused, earnings from hardware and semiconductor manufacturers are...
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