AI IN DESIGN AND MANUFACTURING

Country's legal system must evolve to govern AI technology responsibly: SC judge Manmohan
At the International Legal Conference 2025, Supreme Court judge Manmohan stressed the need for India’s legal system to evolve with emerging technologies like AI and fintech. He highlighted pressing issues around data privacy, cybersecurity, and intellectual property, urging legal reform to support innovation, international trade, and cross-border dispute resolution.

How this Indian family turned curtains and cushions into a Rs 1,000 crore global empire
Sanjay Arora, Co-founder & Managing Director of D’Decor Exports, feels that the Make in India initiative has created a strong environment for home textile players, positioning India as a global hub for high-quality, competitively priced textiles.

Chipmakers find a ray of hope in AI chipsets amid US tariff gloom
Market trackers said chip makers are insulated from significant tariff impact due to the nature of their supply chain. The manufacturing of the chip sets largely takes place in Taiwan or Korea, which insulates the companies from a trade fallout with China. The origin of the final assembled device is often what determines the tariff applicability when shipped to a market like the US, so MediaTek and Qualcomm are not directly exposed to the evolving uncertainties, analysts said.

Apple is developing specialised chips for smart glasses and AI servers: Bloomberg report
Apple is developing custom chips to power future smart glasses, AI servers, and upcoming MacBooks, Bloomberg reports. The glasses chip, built for energy efficiency and camera control, may enter production by 2026. Apple is also advancing its AI efforts with new Mac processors and on-device features through its Apple Intelligence suite.

States chase chip billions; Porter’s unicorn round
Happy Friday! Uttar Pradesh and Gujarat are moving swiftly to attract major electronic component manufacturers with new incentive schemes. This and more in today’s ETtech Morning Dispatch.

Donald Trump announces a comprehensive trade deal with Britain; here is the total breakdown, how will both the nations benefit?
Donald Trump UK trade deal headlines global news as the U.S. and Britain seal a major post-Brexit economic pact on VE Day. The deal slashes tariffs on UK car and steel exports, opens UK doors to U.S. beef and ethanol, and boosts tech ties in AI, 5G, and aerospace. Both countries aim to grow jobs, exports, and investment while reinforcing a strategic alliance. With tariff reductions and deeper cooperation across key sectors, this agreement sets the stage for stronger economic futures on both sides of the Atlantic. Dive into how this historic trade deal impacts industries, jobs, and global trade dynamics.
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India taking steps to meet demands of global workplace: Union minister Jaishankar
India plans to amend the 1983 Emigration Act to promote legal global mobility and curb illegal migration, said External Affairs Minister S. Jaishankar. Launching the GATI Foundation, he emphasised safeguarding Indian talent abroad, adapting to global workforce demands, and building international mobility partnerships.
India taking steps to meet demands of global workplace: Jaishankar
External Affairs Minister S Jaishankar announced India's plans to amend the Emigration Act of 1983 to align with the demands of the global workplace and promote legal mobility. The government aims to discourage illegal mobility while optimizing benefits for Indian citizens working abroad.
Amazon Great Summer Sale: Grab up to 45% off on ASUS, MSI, Dell and more gaming laptops
Shoppers will find the biggest savings on gaming laptops during Amazon's Great Summer Sale with massive price reductions on high-performance laptops (up to 45% off) and Intel-powered models (up to 40% off). Shoppers will be able to revisit the blockbuster deals, and trending series, while prospective shoppers can also see hand-picked offers from brands like ASUS, Acer, Dell, MSI, etc., and anyone in-between will find the latest processors, graphics cards, and gaming design - now at unbeatable prices.
TEECL launches digital infra arm; outlays USD 1 bn for data centres with 250 MW combined capacity
Techno Electric & Engineering Company Ltd has launched Techno Digital Infra Pvt Ltd, a digital infrastructure arm, with a USD 1 billion investment. The company aims to establish a 250 MW capacity across India through hyperscale and edge data centers.
MCA probes BluSmart; More made-in-India AirPods
Happy Tuesday! The corporate affairs ministry will probe Gensol Engineering and BluSmart to check corporate governance lapses. This and more in today’s ETtech Morning Dispatch.
From lab to launch? Academics across India explore the deeper potential of AI
Academics across India are exploring the deeper potential of AI, from making chips more efficient to applications of industrial AI. Swathi Moorthy & Prachi Verma find out if these moves are enough to power India’s ambitions in the global AI race.
TCS variable pay rollout; Eternal’s quick pivot
TCS has rolled out full quarterly variable pay to 70% of employees, while the rest received lower payouts based on business unit performance. This and more in today’s ETtech Top 5.
KOGO AI, Tech Mahindra team up to build, deliver enterprise AI solutions, agents
This alliance combines Tech Mahindra's strengths in enterprise transformation with KOGO AI's Agentic AI platform, enabling global organisations to adopt private AI frameworks geared to their unique operational, regulatory, and infrastructure needs.
The Resurgence of the IT Sector: A Bright Future Ahead
The IT sector is witnessing a positive turnaround with increased hiring and global tech spending, driven by digital transformation and emerging technologies. This article delves into the sector's growth trajectory and highlights key companies poised for significant upside potential.
Use this ratio both in bullish and volatile markets. 6 stocks that fit the bill with upside potential of up to 37%
Looking only at the PE ratio creates more than one problem. For one, it creates an issue in terms of buying based on PE; secondly, just because the PE is high may lead to selling wealth creators early. This can only cause regret when you buy them at a point when they are expensive in real terms. The way the markets are today, in some sectors the PE ratio is skewed due to one or the other player having a high PE number. So, many stocks appear cheap when sectoral comparisons of PE are made by investors. That is something to be avoided. So what is the solution? Look at some other ratio which is better indicator.
Is this the era of humanities over engineering?
Carl Sagan's vision of a broad education encompassing humanities alongside STEM may be returning, driven by AI advancements. Agentic AI, capable of performing tasks independently, shifts the focus to human skills like critical thinking and asking insightful questions. As AI handles technical tasks, humanities provide crucial frameworks for understanding context, ethics, and creativity.
Techie calls out ex-employer in motivational post; startup co-founder fires back, ‘don’t rewrite history’: Netizens join the viral frenzy
A controversy erupted when Namya Khan, fired from her tech job, shared a motivational post on X, attributing her job loss to AI automation. The startup's co-founder, Keswin Suresh, refuted her account, claiming poor performance was the real cause. The public feud sparked divided reactions, with some defending Suresh's transparency, while others criticized his unprofessional response.
ETtech Explainer: Oura vs Ultrahuman—what’s at stake in the smart ring patent battle
Oura, a Finnish healthtech firm, secured a favorable initial ruling in its patent infringement case against Ultrahuman and RingConn. A US ITC judge determined that both rivals infringed on Oura's smart ring technology patents, potentially leading to a US import ban. This decision could significantly impact Ultrahuman and RingConn's expansion in the crucial US market.
US stocks close higher, lifted by Microsoft, Meta earnings
U.S. stocks surged, with the Dow and S&P 500 achieving their eighth consecutive session of gains, fueled by robust earnings from Microsoft and Meta, which alleviated concerns regarding AI spending. Microsoft's surge briefly positioned it as the world's most valuable company, while Meta's strong advertising performance boosted its revenue.
These large- and mid-cap stocks can give more than 30% return in 1 year, according to analysts
There are two ways to approach the stock markets when there is a high element of uncertainty. One, sit it out. Or two, learn how to navigate volatility. If you are focused on learning how to navigate volatility, then you should also focus on diversification. A smart approach is to identify businesses with strong fundamentals, long-term growth potential, and the ability to adapt to global shifts which will gather strength in the years to come.
Nvidia CEO Jensen Huang sees future where robots will manage and manufacture everything in AI factories
At the Hill and Valley Forum in Washington D.C., Nvidia CEO Jensen Huang called on American companies to become “AI factories”—digitally driven hubs producing both physical goods and artificial intelligence. He emphasised the role of Nvidia chips in these operations and pushed for onshore manufacturing amid rising U.S.-China tensions. Huang backed skilled trades, warned of losing key industries without local production, and highlighted a future where AI powers self-operating tools—from cars to lawn mowers—using constantly generated “tokens” and digital twins.
Samsung Electronics posts 22% jump in Q1 net profit
South Korean tech giant Samsung Electronics reported a better-than-expected 21.7 percent rise in first-quarter net profit on Wednesday as consumers rushed to buy smartphones under the looming threat of US tariffs. The world's largest memory chipmaker reported net profit of 8.22 trillion won ($5.75 billion) for the January-March quarter, up 21.7 percent on-year.
For design and manufacturing businesses, AI is a disruptive, destabilising force: Report
In APAC’s design and manufacturing sectors, optimism about AI has declined, with just 68% of leaders believing it will benefit their industry, down 6% from 2024. Concerns over disruption and data risks have grown, yet around 68% of companies plan to boost AI investment. Companies are increasingly focused on balancing AI’s potential with managing its risks effectively.
India may seek parity with US on tech access in bilateral trade pact talks: Sources
India plans to request the United States for relaxed export regulations. This will allow India access to important technologies. India seeks parity with US allies like Australia and the UK. The request includes sectors like telecom and AI. India also wants duty concessions for textiles and leather. The US desires concessions in automobiles and agriculture.
India grappling with a dearth of agentic AI experts
India is grappling with a critical shortage of agentic AI professionals as demand surges, driven by the shift towards sophisticated AI agents capable of autonomous decision-making. The current talent pool of under 100,000 is struggling to meet the projected need of 200,000 by 2026, leading to soaring salaries and intense competition among GCCs, IT firms and startups.
Norms unveiled to fire up electronics parts manufacturing in India
Companies with local design teams and ‘six sigma’ quality will be major factors in evaluating applications, said union electronics and information technology minister Ashwini Vaishnaw. The government expects the scheme to attract Rs 59,350 crore in new investments, create around 91,600 direct jobs, and enable production worth Rs 4,56,500 crore.
TikTok videos exploit trade war to sell fake luxury goods
Viral TikTok videos falsely accuse luxury brands of secretly manufacturing goods in China to circumvent trade tariffs. These claims, amplified by Chinese content creators, promote counterfeit goods as authentic alternatives. Experts dismiss these allegations as absurd, highlighting the meticulous craftsmanship and reputational risks involved in genuine luxury production.
LTIMindtree shares slip 2% after weak Q4 earnings; Nuvama cuts target price
LTIMindtree Q4 results: In constant currency terms, revenue grew 6% year-on-year in Q4, matching the 6% increase in dollar revenue. However, operating metrics saw a slight dip—EBIT margins narrowed to 13.8% from 14.7% a year earlier, while gross margins slipped to 27.9% from 29.8%.
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