Intel had its big event in New York City on the 13th of December and both the media and industry analysts have been busy interpreting what it means for the technology sector. Intel is betting on AI to recover leadership in 2024 and said PC OEMs have been building PCs and Best Buy agreed to sell them. This brief looks at what we are seeing on the ground and how this could help the ITAD industry.
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Active M&A period underway, yet assessing outlook remains unsettled
The fourth quarter of 2023 has been an active period for the ITAD and recycling industries on the merger and acquisition (M&A) front. Research from Compliance Standards LLC and E-Scrap News shows that between 9% and 11% of US ITAD companies are considering engaging in M&A activities at any given time, and this current quarter confirms that there is a strong appetite for non-organic growth.
Iron Mountain’s acquisition of Regency makes sense: it is getting a small but good reputation firm
Podcast version here, text further below Iron Mountain’s intention to acquire Regency Technologies makes good business sense. Iron Mountain has become a key player following early last year’s acquisition of IT Renew and is now anticipating major activity in 2024 as...
First Impression: Arrow Electronics’ 3rd.-Quarter Performance Confirms Weakness in the Component Sector
Arrow Electronics may be a good indicator of what’s going on in the electronic components and computer products...
A heated 2024: Intel on overdrive to get its ISV partners to join its AI PC program
Intel is working hard to get its new ‘Intel Inside’ in “more than 100 million PCs through 2025.” An announcement on...
Microsoft’s message: “buckle up, 2024 is coming”
Podcast audio here. Text follows: Microsoft is bullish about 2024, so much so that last week it told analysts that...
The ITAD Sector’s Performance: Glass is Half-Full and Half-Empty
What are the general takeaways as we look at the latest data and compare it with the previous months, following the...
Tech: Qualcomm’s huge ambitions in the PC market
[Scroll down to view video version of this analysis, or audio podcast on Spotify] - If you run a company, you may have...
ITAD Industry Survey [3Q203]: Glass is both half full and half empty
What are the general takeaways as we look at the latest data and compare it with the previous months, following the...
The AI Opportunity: How ITAD companies can leverage the AI Chips sector even before products are built
AMD appears poised to jump into the AI market, challenging the dominant position of market leader NVIDIA in the field...
Preliminary data shows improved ITAD industry sentiments in 3Q23, but market fundamentals remain weak
TEXT IS AVAILABLE BELOW THE VIDEO WINDOW: Download the Mp3 audio version here for ease of portability We are in the...
California SB 253 and SB 261 are good news for ITAD vendors
View on our YouTube channel By David Daoud: [8 Oct. 2023] Here is some good news for ITAD vendors. Tech companies,...
ITADs and the Labor Market
Listen on Spotify View on our YouTube channel Oct. 7, 2023 | Yesterday, Friday, October 6, 2023, the U.S. jobs...
Technology: ITAD vendors face daunting change driven by A.I.
I spoke with some of you recently on AI or artificial intelligence and after doing research it is evident to me that...
Deep Dive into the ITAD and Recycling Certification Landscap (ITAD.Academy)
This lecture seeks to profile the current certification landscape in effect in the ITAD/e-recycling sector. Broadly...
Managing ITAD’s Global Complexity (from ITAD.Academy)
This lecture specifically addresses how companies should consider their ITAD operations on the global level. One of...
Boosting your ITAD performance with Artificial Intelligence (AI)
Listen to the MP3 audio podcast here. AI is everywhere. It is advertised in all social media platforms, TV,...
State of the ITAD sector as we reach the mid-point of the second half of 2023
Earlier this year E-Scrap News and Compliance Standards LLC partnered to launch a research initiative aimed at...