裁裁裁！亚洲最大 IT 外包公司裁员 19755 人，后面还有“优化”大动作

Core Viewpoint - Tata Consultancy Services (TCS) has executed one of the largest layoffs in the Indian tech industry, reducing nearly 20,000 jobs in just three months, marking the largest decline in employee numbers in the company's history [1][2]. Group 1: Layoff Details - The total number of employees at TCS fell from 613,069 at the end of June to 593,314 by September 30, 2025, resulting in a net reduction of 19,755 employees [1]. - This is the first time since 2022 that TCS's employee count has dropped below 600,000 [2]. - The layoffs primarily affected mid-level and senior employees as part of a restructuring strategy aimed at aligning the company with future technological developments [3]. Group 2: Reasons Behind Layoffs - The layoffs are attributed to a "skills mismatch," with TCS's new HR director stating that the layoffs resulted from both voluntary and involuntary departures, with approximately 6,000 being involuntary [3]. - TCS has set a broader plan to reduce its global workforce by 2% by March 2026, with half of this plan already completed [3]. Group 3: Financial Implications - TCS has allocated 11.35 billion rupees for severance payments and other restructuring-related costs, highlighting the scale and seriousness of the company's transformation from traditional outsourcing to high-value digital services and AI-driven offerings [4]. - The actual number of layoffs exceeded initial expectations, which estimated around 12,000 job cuts, indicating a 66% increase over the forecasted figure [4]. Group 4: Industry Context - The layoffs occurred amid challenging global conditions, including a slowdown in traditional IT service demand, tightening tech budgets, and increased automation, prompting IT giants to reassess long-standing operational models [5]. - The uncertainty in global relations, particularly between the U.S. and India, has further exacerbated industry concerns, with proposed policy changes potentially impacting TCS's reliance on U.S. clients [5]. Group 5: Transparency and Employee Impact - The National Association of IT Employees (NITES) has accused TCS of lacking transparency regarding the actual number of layoffs, claiming that nearly 8,000 employees have disappeared from the roster beyond what TCS has acknowledged [6]. - Despite a slight decrease in voluntary resignation rates, the significant layoffs overshadow this positive trend, raising concerns about the overall employment landscape in the industry [7]. Group 6: Broader Industry Trends - The phenomenon of "invisible layoffs" is spreading across the $280 billion Indian IT industry, where companies are not formally announcing layoffs but are instead encouraging employees to leave through various means [8]. - Labor rights advocates are calling for increased employee protections and transparency in layoffs, as the current restructuring methods leave employees with limited avenues for support [8].