Corning

題材歸屬

• CPO 題材 — 共封裝光學從敘事到出貨hotPrimary

  NVIDIA $3.2B 光纖供應協議（2026-05），rack-to-rack module-to-module 光纖

• TGV 玻璃基板題材 — Intel GCS 與 TSMC CoPoS 兩條獨立路線watchSecondary

  Corning — 玻璃材料；台廠與 TSMC 合作開發 CoPoS 用玻璃 carrier；Intel 路線供應商身分未公開 (與 AGC / Schott 並列候選)

• TGV 製程設備鏈 — 8 大步驟拆解，雷射 + 蝕刻是良率瓶頸最厚的商機hotPrimary

  Corning — 玻璃原板（low-CTE glass core）供應；in-house 雷射能力，不完全依賴 LPKF

在 research 中被提到

• Rubin NVL576 的 CPO 光通訊鏈——誰在做什麼

  …光引擎，份額目前估在 35% / 35% / 各 15% 給 Marvell 與 Broadcom（產業估算）。 - **EML / DFB 雷射**：Lumentum 自製，Coherent 部分外購 II-VI 線。 - **光纖**：Corning 2026-05-06 拿到 NVIDIA 32 億美元三年期訂單，提供 polymer fiber array 與機架內 polarization-maintaining fiber。 - **CPO 連接器**：Lotes…

• NVIDIA Vera Rubin — 平台與三條 SKU 線

  …主導，台廠目前以冷板為主切入。 - **光通訊（NVL576 限定）**：Coherent (COHR)、Lumentum (LITE)、Marvell (MRVL)、Broadcom (AVGO) 是 CPO 雙重點名。Corning (GLW) 透過 2026-05-06 公告的 32 億美元光纖訂單，是被動光元件的最大受益者。 ## 出貨節奏與不確定性 TrendForce 2026-04-08 預估 Rubin 將佔 NVDA 高階 GPU 出貨的 22%，意味 …

• 光聖科技 (6442.TWO)：從光纖被動元件到 CPO 矽光子主動光源

  … direction LR GPU1[GPU] -. Lotes/BizLink 連接器 .-> CPO1["NVSwitch CPO<br/>Coherent/Lumentum 光引擎"] CPO1 -- Corning 單模光纖 --> CPO2["NVSwitch CPO<br/>Coherent/Lumentum 光引擎"] CPO2 -. 連接器 .-> GPU2[GPU] end HSheng["合聖 FA…

財報 highlight

法說 / IR events

競爭對手

相關公司

在 BOM 上跟該公司同列出現的廠商 — 可能是同層 supplier、補位 source、或客戶端，不一定是競爭關係。

• 貿聯-KY3665.TW
• 嘉澤3308.TW

新聞 timeline

• Corning Inc. - Wikipedia
  2026-09-04 · en.wikipedia.org

  | Headquarters, with Little Joe Tower in the background | | Type | Public | | Traded as | NYSE: GLW S&P 500 component | | Industry | Technology Glass & ceramic materials | | Founded | 1851; 175 years ago (1851) as Bay State Glass Co. | | Founder | Amory Houghton | | Headquarters | Corning, New York,_New_York "Corning (city), New York"), U.S. | | Area served | Worldwide | | Key people | Wendell P. Weeks (chairman & CEO) Lewis A. Steverson (vice chairman) | [...] Corning Incorporated is an American multinational technology company specializing in glass, ceramics, and related materials and technologies including advanced optics, primarily for industrial and scientific applications. Founded in 1851, the company was called Corning Glass Works for most of its history. Corning was known dur

• Corning Incorporated (GLW)
  2026-09-04 · finance.yahoo.com

  Corning Incorporated operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally. The company provides optical fibers and cables; and hardware and equipment products, such as cable assemblies, fiber optic hardware and connectors, optical components and couplers, closures, network interface devices, and other accessories for the telecommunications [...] and exterior of vehicles. Additionally, it offers laboratory products, including plastic vessels, liquid handling plastics, specialty surfaces, cell culture media, and serum, as well as general labware, and glassware and equipment under the Corning, Falcon, PYREX, and Axygen brands. It also offe

• GLW: Corning Incorporated - Stock Price, Quote and News - CNBC
  2026-09-04 · cnbc.com

  MORE Corning Incorporated operates as an innovator in materials science. Its Optical Communications segment manufactures carrier network and enterprise network components for the telecommunications industry and others. Its Glass Innovations segment utilizes proprietary melting, precision forming, strengthening, and finishing processes to create flat glass substrates for LCD and OLED displays and cover materials for mobile consumer electronics; and provides material formulations... [...] Cboe data shows mixed options sentiment in Corning with shares down 2.55%TipRanks Closing Bell Movers: Nvidia up 4% after result and outlookTipRanks Moderately bullish activity in Corning with shares up 3.75%TipRanks Analysts Offer Insights on Technology Companies: Semtech (SMTC), Gorilla Technology Gro