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[Scroll down to view video version of this analysis, or audio podcast on Spotify] - If you run a company, you may have been down in the tranches lately, focused on how to end this year and preparing for next year with endless planning and budgeting. And so chances are...

What are the general takeaways as we look at the latest data and compare it with the previous months, following the closing of our third quarter survey? What is certain is that by the time industry stakeholders took the survey, they already had clear visibility on how the year will end. And I can say that one way of describing the ending is that the glass is both half full and half empty.

So for companies involved in ITAD and in the secondary market, is there a role they can play in the semiconductor market in the short term?  Intuitively, by the time AI chips-powered devices are launched and used, it may take at least 3 to 4 years before we see those trickle into the secondary market. So in theory, ITADs may not be so active on the AI chip front. But do they have to stay idle?  Perhaps not…

Preliminary data from the third quarter survey shows some great improvements in the ITAD sector in 3Q, looking at two simple metrics: First, those who have already taken the survey are showing substantial improvement in their revenue figures. Nearly 63% reported…