Corning

題材歸屬

• 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

• 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)

財報 highlight

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 Incorporated (GLW) Stock Price, Quote, News & Analysis
  2026-06-20 · seekingalpha.com

  Join the world's leading investor community and get 20% off your first year of any Seeking Alpha service. By creating an account using any of the options above, you agree to the Terms of Use & Privacy Policy. # GLW Corning Incorporated Stock Price & Overview. ## GLW Stock Price. ## GLW Analysis. ### 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 Incorporated (GLW) Discusses Upgrade and Extension of Springboard Plan, New Growth Phase, and Photonics Opportunities - Slideshow. ### Corning Incorporated (GLW) Discusses Upgrade and Extension of Springboard Plan, New Growth Phase, and Photonics Opportunities Transcript. Further, the company provides ceramic substrates and filter produc

• Corning Inc (GLW) Stock Price & News - Google Finance
  2026-06-20 · google.com

   finance.yahoo.com](https://finance.yahoo.com/markets/stocks/articles/corning-nyse-glw-misses-q1-112602111.html).  www.marketscreener.com](https://www.marketscreener.com/news/corning-incorporated-reports-earnings-results-for-the-first-quarter-ended-march-31-2026-ce7f59d2db81f621). [Corning Announces Strong First-Quarter 2026 Financial Results (1) ![Image 19: markets.ft.com](https://encrypted-tbn2.gstatic.com/faviconV2?url=https://markets.

• GLW - CORNING INC | Stock Quotes from Fidelity Investments
  2026-06-20 · digital.fidelity.com

  Corning Incorporated operates in optical communications, display, specialty materials, automotive, and life sciences businesses fibers and cables; Corning (GLW

• Corning: GLW Stock Price Quote & News | Robinhood
  2026-06-20 · robinhood.com

  ### 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. #### Trade Corning 24 hours a day, five days a week on Robinhood. As of today, Corning(GLW) shares are valued at $181.50. As of 2026-06-17, Corning(GLW) stock has fluctuated between $176.20 and $189.16. The

• Corning Incorporated (GLW) Stock Price, News, Quote & History
  2026-06-20 · finance.yahoo.com

  Corning Incorporated (GLW) Stock Price, News, Quote & History - Yahoo Finance. * [Finance](https://finance.yahoo.com/). + [Finance](https://finance.yahoo.com/). - [My portfolio](https://finance.yahoo.com/portfolios/). - [News](https://finance.yahoo.com/news/). - [Markets](https://finance.yahoo.com/markets/). - [Community](https://finance.yahoo.com/community/). - [Videos](https://finance.yahoo.com/videos/). 1. [My Portfolio](https://finance.yahoo.com/portfolios/). 2. [News](https://finance.yahoo.com/news/). 1. [Latest](https://finance.yahoo.com/topic/latest-news/). 4. [Stock market](https://finance.yahoo.com/topic/stock-market-news/). 6. [Crypto](https://finance.yahoo.com/markets/crypto/). 1. [Economies](https://finance.yahoo.com/topic/economic-news/). 2. [Earnings](https://finance.yahoo.co