companies / NYSE
Corning
Optical fiber for CPO; NVIDIA $3.2B deal 2026-05.
近 30 天股價
市值 $133.06B
最新估值
尚未有估值資料。
在 BOM 上的位置
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
| 期別 | Revenue | Gross profit | Operating income | EPS | 毛利率 | 營益率 | YoY | QoQ | Source |
|---|---|---|---|---|---|---|---|---|---|
| 2026Q1 | $4.35B | $0 | — | — | 0.0% | — | +20.00% | -1.52% | yahoo-finance2 |
| 2025Q4 | $4.41B | $0 | — | — | 0.0% | — | — | +3.28% | yahoo-finance2 |
| 2025Q3 | $4.27B | $0 | — | — | 0.0% | — | — | +5.61% | yahoo-finance2 |
| 2025Q2 | $4.05B | $0 | — | — | 0.0% | — | — | — | yahoo-finance2 |
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。
新聞 timeline
- NYSE:GLW - Corning Incorporated2026-07-18 · tradingview.com
# Corning Incorporated. ## Compare with Corning Incorporated. ## Key stats. ## Upcoming earnings. ## Employees. ## Profile. ## Financials. ## News. ## Technicals. ## Analyst rating. ## Seasonals. ## Highest yielding bonds. ## ETFs holding the stock. ## Frequently asked questions. Select market data provided by ICE Data Services. Select reference data provided by FactSet. Copyright © 2026 FactSet Research Systems Inc.Copyright © 2026, American Bankers Association. CUSIP Database provided by FactSet Research Systems Inc. All rights reserved. SEC filings and other documents provided by Quartr.© 2026 TradingView, Inc.
- Corning Incorporated (GLW) Stock Price, Quote, News & Analysis2026-07-18 · seekingalpha.com
Make informed decisions with the data, context, and analysis behind today’s market moves, with unlimited access to breaking stock news and free investing newsletters. # GLW Corning Incorporated Stock Price & Overview. ## GLW Stock Price. ## GLW Analysis. ### Corning: Double Downgrading To Sell, It's Time To Take A Breather. ### Corning Vs. Prysmian: Better Reward Risk In The Optics And Electricity Cable Supplier. ### This Is Why Corning's Stock Keeps Springing To The Upside. ### Corning: Partnership With Nvidia May Lead To A Re-Rating To The Upside, Keep Riding. ### Corning Sees Long-Term Tailwinds In Optics, Underwhelmed With Guidance. ## GLW News. ### Corning lands on JP Morgan's 'Negative Catalyst Watch' ahead of earnings due to valuation. ### Corning Incorporated (GLW) Discusses Upgrad
- Corning: GLW Stock Price Quote & News | Robinhood2026-07-18 · robinhood.com
# Corning. ### Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. With a market cap of 161.5B, Corning(GLW) trades at $187.65. The stock has a price-to-earnings ratio of 87.89 and currently yields dividends of 0.61%. On 2026-07-14, Corning(GLW) stock traded bet
- Corning Incorporated (GLW) Stock Price, News, Quote & ...2026-07-18 · finance.yahoo.com
2. Best 0% APR cards. 3. Best balance transfer cards. 2. Best high-yield savings accounts. 3. Best money market accounts. 4. Best free checking accounts. ## News headlines Corning (GLW) is facing a complex valuation landscape, with a strong year-on-year performance yet high P/E ratios suggesting it may be overvalued. The company is well-positioned in a thriving sector driven by 5G deployment and AI demand, but profitability challenges persist due to high capital expenditures and market volatility. Corning (GLW) is facing a complex valuation landscape, with a strong year-on-year performance yet high P/E ratios suggesting it may be overvalued. The company provides optical fibers and cables; and hardware and equipment products, such as cable assemblies, fiber optic hardware and connectors, op
- GLW: Corning Inc - Stock Price, Quote and News2026-07-18 · cnbc.com
# Corning Inc GLW:NYSE. ## Latest On Corning Inc. * Apple's China breakthrough on AI provides another tailwind for its stockCNBC.com. * A toxic stew drags stocks lower as we look at what can get the AI trade back on trackCNBC.com. * Interactive Brokers' Steve Sosnick on market momentumCNBC VideoCNBC.com. * Jim Cramer's top 10 things to watch in the stock market MondayCNBC.com. * The hunt for AI's next winners defined the stock market's holiday-shortened weekCNBC.com. * Our diversified investing style proves its worth as the AI trade stumbles againCNBC.com. * P/E (TTM)75.92. * Corning price target raised to $230 from $210 at OppenheimerTipRanks. * Analysts Offer Insights on Technology Companies: Progress Software (PRGS) and Corning (GLW) and Corning (GLW)")TipRanks. * Corning price target r