Infosys

India is witnessing a "once-in-a-generation demand window" in the semiconductor market and must transition from "Engineered in India" to "Invent in India" by taking ownership of complete systems and products, Infosys Senior Vice President Vikram Meghal said on Friday. Speaking at SEMICON India 2026, Meghal said the traditional semiconductor pipeline is breaking amid massive shifts driven by artificial intelligence (AI), geopolitical supply chain challenges, and a transition from Moore's Law towards system-level scaling. "AI data centre spend is projected to reach USD 6.7 trillion in the next few years, and 50 per cent of that spend is going to be compute, memory, and networking chips," Meghal said, adding that the industry is seeing a shift where the workload is now driving how chips are designed, rather than the chip driving the workload. He identified three major demand fronts for the country: Made for India, Engineered in India, and Invent in India. Under "Made for India", Megha

Indian IT stocks have been one of the biggest casualties of AI boom, having lost 21 per cent on a year-to-date basis.

Nilekani, wife Rohini and their two children are expected to receive notices during the document verification phase of Karnataka's electoral roll revision

In the IT basket, stocks registered declines in the range of 2-4 per cent. Infosys emerged as the biggest loser with a 3.8 per cent fall.

So far this month, the IT index remains unchanged. In July, it recorded its best gain in six months following a 17 per cent rise.

Lax Gopisetty was visiting the region in his personal capacity; Infosys says it is working with relevant agencies to gather information and establish contact

IT stocks rallied on Friday after Nvidia's strong revenue forecast reinforced optimism around the artificial intelligence (AI) boom.

The average variable payout remained unchanged from the fourth quarter but was lower than the 80 per cent paid for the same period last year amid macroeconomic volatility

In the past one week, Nifty IT index has corrected 4.8 per cent, compared to 1.2 per cent decline in the Nifty 50.

Indian firms cut fresh visa registrations as extensions, transfers, and local hiring gain ground

IT stocks in demand: Tata Consultancy Services (TCS), Tech Mahindra, LTM, HCL Technologies and Mphasis gain 3 per cent each in intra-day deals on Friday.

The IT services company will manage end-to-end IT operations across Metsä Group's global business, including cloud, applications, workplace services and service desk support.

Ajit Mishra of Religare Broking explains that stock prices were seeing adjustments following a variation in behaviour during the closing auction session on the BSE and NSE on Monday.

Infosys' revenue recorded a compound annual growth rate (CAGR) of 30.3 per cent during N R Narayana Murthy's period between financial year 1992-93 (FY93) and FY02

Technology stocks witnessed some profit-taking on Friday following a 19% rally in the Nifty IT index this July.

Thus far in the month of July, the Nifty IT index rallied 15 per cent, as compared to 0.6 per cent rise in the Nifty 50.

Infosys said in an exchange filing that it had received a communication from French labour authority DRIEETS lle-de-France, informing the company of a €175,000 penalty

The sharp gains in IT stocks today follow easing valuations, a decent Q1 show, and an improving outlook after a sharp selloff this year.

New CEO, FY27 growth outlook trimmed, multiple downgrades: What’s happening at Infosys

As long as we have corporate leaders who understand the power of AI and ensure that their employees are well trained, I do not see any problem, says Infosys cofounder N R Narayana Murthy