For nearly three decades, the global electronics recycling system operated on an implicit assumption that used electronics were commodities first and waste second. That operating environment has materially changed. As of the first quarter of 2026, a convergence of...
This report examines the consolidation of the Managed Service Provider market between 2018 and 2025, draws direct parallels and contrasts with the emerging IT Asset Disposition sector, and presents three forward-looking scenarios for how ITAD consolidation may unfold...
In this memo to clients, we note that the global memory market is showing an accelerated phase of tightening, driven by the aggressive expansion of AI infrastructure as the primary catalyst. Right now, we are tracking two distinct yet deeply connected market...
A warning from one of the storage industry’s most connected insiders is raising major concerns. Khein-Seng Pua, CEO of Phison Electronics, a company that controls roughly 20% of the global SSD controller market, recently offered a stark assessment of where the memory...
HP Inc. has just reported its first fiscal quarter of 2026, showing an 11% year-over-year jump in Personal Systems revenue to 10.3 billion dollars and a 12% growth in PC units shipped . But the real story is that memory inflation is now reshaping the economics of...
