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India's Semiconductor Sector Eyes $205 Billion Valuation By 2034
he industry's scalable nature allows it to integrate more deeply into the wider economy.
๐ฎ๐ณ ์ธ๋ ยท IT/๊ธฐ์ ยท "ABLE" ยท ์ด 21๊ฑด
ํํฐ ๋ณด๊ธฐํ์ฌ ์ง์
50.0
0 = ๋ถ์ ์ฐ์ธ
50 = ์ค๋ฆฝ
100 = ๊ธ์ ์ฐ์ธ
์ต๊ทผ 7์ผ ๊ธฐ์ค 6,237๊ฑด์ ๋ถ์ํ ๊ฒฐ๊ณผ, ๋ด์ค ์ฌ๋ฆฌ์ง์๋ 50.0(๊ท ํ)์ ๋๋ค. ๊ธ์ 0๊ฑด(0.0%)ยท์ค๋ฆฝ 6,237๊ฑด(100.0%)ยท๋ถ์ 0๊ฑด(0.0%)์ด๋ฉฐ, ์ค๋ฆฝ ๋น์ค์ด ๋๋ ทํ๊ฒ ๋์ต๋๋ค. ์ฑํฅ ์ง์๋ ์ข ํฉ 0.0(์ค๋ ๊ท ํ)์ ๋๋ค.
he industry's scalable nature allows it to integrate more deeply into the wider economy.
Billionaire investor Ray Dalio warns US AI firms risk falling behind China due to their profit-driven approach. He contrasts this with China's view of AI as a public utility, aiming for widespread worker access to boost productivity. This mirrors China's successful strategy in the EV sector, prioritizing enablement over immediate profit.
IRCTC has taken significant steps to combat ticket booking fraud by deactivating over three crore suspicious user IDs and placing another six crore under verification. To enhance food safety, the railway's catering arm has expanded its AI-based kitchen monitoring system, utilizing over 2,300 cameras to detect hygiene violations.
The Central Board of Secondary Education (CBSE) on Wednesday clarified that students applying for verification and re-evaluation of Class XII answer sheets do not need to have accounts with State Bank of India, Canara Bank, Bank of Baroda or Indian Bank to make payments on its online portal, addressing confusion that emerged after the system was launched earlier this week, Times of India reported.The clarification came after several students claimed on social media that the portal appeared to restrict payments to customers of the four public sector banks. In a statement posted on X, CBSE said the portal only uses payment gateways operated by these banks and does not require applicants to hold accounts with them.Also Read: Claude, other AI tools used to breach CBSE portals: IIT PanelโCandidates may use the available online payment options โ UPI, net banking, credit card and debit card โ through the designated gateways,โ the board said.CBSE also said the portal continued to function smoothly despite a major cyberattack attempt on Tuesday, shortly after it went live. According to the board, the platform came under a barrage of denial-of-service attacks within minutes of its launch, receiving nearly 1.5 million hits in two minutes along with more than one lakh attempts at unauthorised file access.The board said its technical teams worked continuously to maintain the stability and security of the platform.โThe portal has accepted 4,924 applications for verification and 39,056 applications for re-evaluation (total of 43,980) as of 12 noon today,โ CBSE said.The board urged students to rely only on official CBSE communication for updates related to the process.Also Read: CBSE re-evaluation portal keeps lakhs of students guessingThe verification and re-evaluation window opened on June 2 for Class XII students who had earlier obtained scanned copies of their answer books evaluated under the boardโs new digital On-Screen Marking (OMS) system.
As geopolitical headwinds make it tougher for equity investors to make money, Dalal Streetโs top voice Nilesh Shah, managing director of Kotak Mahindra Asset Management, told a gathering of HNI investors at the ET Alpha Wealth Summit on Thursday that there are four specific investment structures which deserve a place in most portfolios right now.Shahโs first recommendation was the Special Investment Fund, or SIF, a structure that marks a meaningful shift in what is available to Indian investors. Shah noted that the mutual fund industry has, until now, been a long-only business but the SIF changes that. These are long-short, absolute return-oriented funds, designed to generate returns regardless of market direction rather than simply riding the equity tide.The second vehicle Shah flagged is performing credit AIFs. His reasoning was grounded in a simple supply-demand observation that for corporate settlements today, capital is not available from banks, mutual funds, or insurance companies.As institutional lenders have stepped back, borrowers are plenty and lenders very few. Amid this imbalance, Shah said the need is real and returns are attractive. Performing credit AIFs, which lend into this gap, are positioned to benefit directly from the scarcity of competing capital.https://youtube.com/shorts/Xa4AcXFg8hA?feature=shareThe third idea was REITs, and here Shah introduced a timing element. Over the last three years, REITs have delivered index-level returns of around 13.5%. But with interest rates rising, he suggested that the next six to nine months may present an opportunity to enter at better prices. Rising rates typically compress REIT valuations in the near term, and Shah framed any such correction as a potential entry point rather than a risk to avoid. Beyond the return potential, he positioned REITs as a portfolio diversification tool as the asset class behaves differently from equities and fixed income, and that is still underrepresented in most Indian investor portfolios.The fourth recommendation addressed global diversification but came with an important caveat. Mutual fund industry limits for overseas investment are currently full, which means the conventional route for Indian investors to access global markets through domestic mutual funds is closed. Shah pointed to Gift City as the workaround. Structures domiciled there allow investment under the Liberalised Remittance Scheme, and in his view, these Gift City-based LRS products are the practical path for investors who want global exposure while the mutual fund window remains shut.Across all four โ the SIF, performing credit AIFs, REITs, and Gift City products โ Shah's underlying argument was the same: in a volatile period, the portfolio needs instruments that can generate positive returns through means other than a rising equity market.(Disclaimer: Recommendations, suggestions, views, and opinions given by experts are their own. These do not represent the views of the Economic Times)
Michael Burry, known for predicting the 2008 housing crash, is questioning the high valuations of AI firm Anthropic and SpaceX. He believes hype, not fundamentals, is driving investor interest, particularly for Anthropic's AI model business, which he deems "far too expensive" and unsustainable long-term.
Amid Delhi's heat wave, I asked ChatGPT to help me prepare refreshing, low-sugar summer drinks using available ingredients. The focus is on hydration and balanced flavours.
AI offers structured advice for life's challenges, processing vast data to simulate reasoning. However, a mother's instinct, honed over decades, provides a deeper, more personal form of comfort and guidance. This contrast highlights the irreplaceable nature of maternal love and understanding in navigating everyday crises.
Itโs easy to understand why so many graduates are booing commencement speakers who tell them how great AI is. They face a brutal job market, with unemployment for recent college graduates nearing recession levels, and AI is often cited as the reason they canโt find jobs or have to drastically reassess their career plans.I have a message for the class of 2026: AI is not ruining your job prospects, at least not yet. A better explanation for the tough job market may be the prevalence of WFH, not the rise of AI.131463654Two new studies, one from the Federal Reserve Bank of New York and one from the London School of Economics, look at the recent rise in unemployment among young workers. The authors of the LSE study looked at 243 million new hires and 407 million online job postings from 2017 to 2025 in the US, UK, Australia and Canada. They observed a notable decline since 2022 in the hiring of new graduates. AI was presumed to be the reason, since the falloff tends to be in the sort of industries that are adopting AI.But these are also the same kinds of jobs โ reliant on computers, knowledge-intensive, white-collar โ that are most amenable to working from home. When they controlled for WFH, the authors found that the impact of AI on hiring was negligible.The study postulates that where WFH is more common, managing junior staff is more expensive. At the same time, young staffers who receive less training may be less productive than they would be otherwise, even as they mature and demand more pay. So the cost of WFH to young graduates is not just a harder job market โ it also makes it harder for young employees to get good training, supervision and mentorship, a point also made by the New York Fed study.WFH has always had a superficial appeal. At first, it seems easier and often cheaper for both employers and employees; companies can pay less if they offer more flexibility, and many staffers have commitments that keep them at home. In the long term, however, both management and workers pay a price in terms of lost training and career development of younger employees.This could get even worse as AI is more widely adopted. New hires recently out of college who work on their own may figure out how to do specific tasks (perhaps with AI assistance), but they wonโt learn much about how to manage office politics, charm clients or build networks. All these skills will be even more valuable in an AI job market, and none can be gained without coming into the office and observing senior colleagues.The new research doesnโt argue that AI will have no impact on hiring in the future, or that it is currently affecting hiring decisions. Itโs also worth noting that many firms are still hiring โ just not as much as before. There are a lot of factors that go into the health of the labor market, and if the economy worsens, the combination of AI and WFH could make it even harder for young graduates.What does seem clear is that AI is becoming a convenient villain for a lot of complaints people have about the economy. Tech executives arenโt helping by regularly declaring that AI can replace a lot of jobs. More likely, they are using AI as an excuse when they are letting people go for financial reasons. In the case of WFH, it may be easier to blame AI than to ask reluctant staff to come into the office.Iโve seen this reluctance firsthand: A few years ago I met middle-aged media executive who told me how much she loved working from home (or, often in her case, from a resort in Mexico). When I asked her about junior staffers missing out on mentoring and on-the-job training, she admitted she never would have succeeded if senior people werenโt in the office when she was coming up. But she didnโt seem too bothered by it, either.Iโve never been asked to give a commencement speech, but if for some reason I were, this would be my advice: Find a company where everyone likes going to work. Then try to get a job there โ and if you do, go into the office every day.
Shares of Coforge rose more than 2% to their dayโs high of Rs 1,495 on the BSE on Tuesday after the company announced the launch of its "Nexa Agentic AI Platform", a business platform that aims to cater to the global insurance industry.According to the company, the platform is designed to help insurers derive greater value from their existing insurance platforms and speed up time-to-market without replacing core systems. Instead, it layers AI orchestration capabilities over incumbent platforms while operating within the guardrails of leading platform providers.Built on the Coforge One AI platform, Nexa Agentic AI Platform offers a marketplace of more than 30 insurance AI assets covering underwriting, claims, product development, customer service and platform modernisation. The company said the platform is modular and composable, allowing insurers to deploy specific capabilities or adopt the full suite through an Insurance-in-a-Box model.Coforge said the platform is purpose-built for the global insurance market across Property & Casualty, Life & Annuities, Specialty insurance, as well as managing general agents (MGAs) and intermediaries. It incorporates human-in-the-loop oversight, full auditability and measurable outcomes.The platform includes six flagship orchestrators spanning the insurance value chain. These include an AI-enabled Submission Centre, which the company said can increase underwriting capacity by more than 30% through automated data extraction, validation and prioritisation.Another offering, the Agentic State Rollout Factory, is designed to automate rates, forms and filings across jurisdictions, enabling more than 25% faster realisation of new revenue. The AI-enabled Product Rollout Factory aims to accelerate product launches by 30% while improving quality and responsiveness to regulatory changes.Coforge also introduced an Agentic AI Global Expansion capability to support market entry across geographies, a Core Platform Modernisation capability that it said can reduce total cost of ownership by more than 30%, and an Agentic Claims Triaging Centre that can enable more than 35% faster claims triaging and higher straight-through processing.Rajeev Batra, Executive Vice President and Global Practice Head of Insurance at Coforge, said the platform combines the company's AI engineering capabilities with its insurance domain expertise to help clients scale AI adoption and business outcomes.Also read: Morgan Stanley says Indian stock market poised for strong year ahead. Hereโs whyThe company said the platform is designed around key insurance stakeholders, including brokers, underwriters, claims adjudicators and customer service agents. Looking ahead, Coforge plans to progressively integrate insurance knowledge graphs into the platform to enhance insurance-specific reasoning across submissions, policies, claims and customer interactions.Coforge said Nexa Agentic AI Platform will form a key part of its insurance go-to-market strategy, helping clients accelerate AI adoption while preserving existing technology investments and complying with platform guardrails.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of The Economic Times)
The Indian Institute of Technology, Roorkee has declared the JEE Advanced 2026 results and released the final answer key for Paper 1 and Paper 2. Shubham Kumar secured AIR 1 with 330 marks out of 360, followed by Kabir Chhillar with 329 marks and Jatin Chahar with 319 marks. Of the 179,694 candidates who appeared for the examination, 56,880 qualified, including 10,107 female candidates. Results are available on the official website.
A citizen can raise a concern by speaking to the chatbot in any Indian language. It will then identify the appropriate Ministry or department the issue falls under and then file a complaint
China's new AI algorithm, HG-STR, promises to revolutionize drone warfare. This system enables swarms of drones to autonomously identify and neutralize enemy targets, even in jammed and low-visibility conditions. Achieving a perfect 100% elimination rate in simulations, it makes critical decisions in milliseconds, offering a glimpse into future autonomous combat.
Shark Tank investor Mark Cuban warns OpenAI's massive fundraising may lead to 'deep trouble' if economics don't deliver, questioning AI infrastructure spending returns. He also expressed uncertainty about the LLM market's future and criticized AI firms for hyping risks. Separately, Cuban revealed selling most Bitcoin, finding it an unreliable hedge against global turmoil.
Court says broadcasters cannot claim an โunfettered right to exploit spectrum for commercial purposesโ, adding that โexcessive or uneven commercial intrusion is a direct impairment of the right of consumers to a fair and reasonable viewing experienceโ
Shares of Netweb Technologies surged over 15% on Friday to hit their fresh 52-week high of Rs 4,680 on the NSE amid high volumes. The stock extended its gaining streak for the third session in a row, rising 21% in this period.The rally comes on the back of a ratings upgrade by CRISIL Ratings Limited. The company's Long-term rating has been upgraded to 'Crisil A+ / Stable'; while short-term rating reaffirmed to Crisil A1. Netweb offers computing solutions with fully integrated design and manufacturing capabilities. Its HCS offering comprises HPC, Private cloud and (HCI), AI systems and enterprise workstations, High performance storage (HPS) and Data Centre ServersCrisil Ratings believes NTIL will continue to benefit from the extensive experience of its promoters and established relationships with clients.The rating agency has also listed a slew of factors that will likely aid its growth. Among them are sustained revenue growth to over Rs 4,000 crore, with diversification across the end users earning steady operating margin at 13-14%, leading to higher-than-expected net cash accruals. Efficient working capital management leading to moderate dependence on debt and sustenance of healthy financial risk profile and liquidity will be another trigger according to CRISIL.It has also highlighted caveats that include the likelihood of decline in revenue below Rs 2,000 crores or fall in operating margin to below 11%, could lead to lower-than-expected net cash accrual. Meanwhile large, debt-funded capex or substantial increase in the working capital requirement, thus weakening the financial risk profile and liquidity.CRISIL shares have been market laggards, falling over 8% in 2026 while extending its decline to 24% over the past 12 months.Netweb Technologies reported Q4FY26 revenue from operations at Rs 774 crore, growing 87% year-on-year. Its operating EBITDA for Q4FY26 stood at Rs 97 crore while the adjusted operating EBITDA for Q4FY26 was Rs 102 crore, up 72% YoY, with a margin of 13.2%.(Disclaimer: Recommendations, suggestions, views and opinions given by the experts are their own. These do not represent the views of Economic Times)
Shanghai: China's electronics giant Huawei is using a new principle for its chip designing framework that focuses more on cutting transmission time than shrinking transistors. The company plans to use innovative technologies like LogicFolding based on this principle to continuously compress signal propagation delay and improve transistor density.The current chip design framework rests on Moore's law which dates back decades when Intel co-founder Gordon Moore posited in 1965 that the number of transistors on a microchip will double every two years.The Tau Scaling principle could be a revolutionary step in the future of chip designing as it shifts focus from geometric scaling to time scaling. The principle that governs modern advanced chips is to shrink the size of transistors to fit onto a microchip. But this mechanism may have a handicap. It may not be easy to shrink them beyond a point. This is where time scaling becomes useful as it makes cutting signal transmission time the underlying principle of future chip designs.Also Read: PLI 2.0: India bets big on making more of the smartphone at homeThe innovative core technologies like LogicFolding, which Huawei will use for its Kirin chips scheduled to launch in Fall 2026, will work on the Tau Scaling principle in order to drive up performance, energy efficiency, and transistor density."With the t Scaling Law, we look forward to working closely with scientists, engineers, and industry partners around the world to drive the sustainable development of the semiconductor and electronics industries," Huawei's semiconductor chief He Tingbo noted.Huawei's new chip design breakthrough will help the chip maker to sidestep the US sanctions that restrict access to advanced lithography machines from ASML.Also Read: Indian semicon firm Netrasemi plans mass production of its first chip this yearBy 2031, Huawei is aiming for high-end chips based on the t Scaling Law that are expected to feature a transistor density that is equivalent to 14 A (1.4 nm) processes."This is a breakthrough for Huawei, but it's not a threat for TSMC," Reuters quoted Nvidia CEO Jensen Huang, who was in Taipei on Thursday."TSMC has been using die stacking and 3D packaging for how long now? Almost 10 years. And so TSMC's technology is very advanced," he added.A Reuters report mentioned Bernstein analysts cautioning in a note that while stacking multiple chip layers boosts transistor density, there's risk of increasing power density and overheating chips.
Anthropic PBC raised $65 billion in a funding round that valued the artificial intelligence company at $965 billion including the new investment, eclipsing rival OpenAIโs value for the first time.The funding, announced Thursday, was led by Altimeter Capital, Dragoneer, Greenoaks and Sequoia Capital. Each of the lead investors put in more than $2 billion, according to people familiar with the matter. Sequoia declined to comment. The other three firms did not respond to a request for comment.Alphabet Inc.โs Google contributed several billion dollars to the round as part of a previously announced commitment to invest up to $40 billion in Anthropic over time, according to people familiar with the matter. Amazon.com Inc. invested $5 billion in the round, also as part of a prior commitment, Anthropic said in a blog post.Google declined to comment. Micron Technology Inc., Samsung Electronics Co. and SK Hynix Inc. also contributed an undisclosed amount, helping to push the round well above Anthropicโs initial $30 billion target.The large round came together in a matter of weeks, a sign of strong investor demand for the Claude maker. In late April, Anthropic had been weighing whether to pursue new financing at a more than $900 billion valuation after receiving several inbound proposals, Bloomberg News has reported. The artificial intelligence startup then kicked off advanced discussions earlier this month.Founded in 2021 by a group of former OpenAI employees, Anthropic has since emerged as a leader in the AI sector. Anthropic has developed a series of AI tools aimed at overhauling the way businesses handle tasks from coding to cybersecurity. Anthropic and OpenAI are both expected to go public as soon as this fall, Bloomberg News has reported. Anthropic is still expected to proceed with an IPO on that timeline after the latest funding, one person said.Anthropic declined to comment.Anthropic expects to post $10.9 billion in revenue for the second quarter, more than doubling from the prior three-month period as demand surges for its AI software, Bloomberg News has reported. The company is also on pace for its first profitable quarter.The company has told investors that its annualized run rate revenue will surpass $50 billion by the end of next month, people familiar with the matter said. Anthropicโs run rate, a metric that projects full-year revenue based on sales from a shorter period, was $4 billion in July of last year.OpenAI was most recently valued at $852 billion in a funding round completed in March. The company is expected to confidentially file draft paperwork to go public in the coming days or weeks.
Mark Zuckerberg admitted that competing with Amazon, Microsoft, and Google is "definitely on the table".
The Food Safety and Standards Authority of India (FSSAI) termed the act, if true, objectionable as it could lead to food contamination.