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
- GLW - CORNING INC | Stock Quotes from Fidelity Investments2026-08-02 · digital.fidelity.com
Wealth Management Offerings Financial Advisors Financial Planning Investment Management Wealth Management Insights News & Research News Wealth Management Insights Watchlist Alerts Stocks, ETFs, Crypto Mutual Funds Fixed Income, Bonds & CDs Options IPOs Annuities Learn # (GLW - CORNING INC) Copyright 1998-2026 FMR LLC. All rights reserved. [...] Save Cancel [...] Wealth Management Offerings Financial Advisors Financial Planning Investment Management Wealth Management Insights News & Research News Wealth Management Insights Watchlist Alerts Stocks, ETFs, Crypto Mutual Funds Fixed Income, Bonds & CD
- Corning Inc (GLW) Stock Price & News - Google Finance2026-08-02 · google.com
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 during the 20th century for its consumer product lines, such as including CorningWare and Visions Pyroceram-based cookware, Corelle Vitrelle tableware, and Pyrex glass [...] develops and manufactures Gorilla Glass, which is used by many smartphone makers. It is one of the world's biggest glassmakers. Corning is one of the main suppliers to Apple Inc. since working with Steve Jobs in 2007 to develop the iPhone. Wikipedia [...] and Pyrex glass bakeware. It divested its con
- Corning: GLW Stock Price Quote & News | Robinhood2026-08-02 · robinhood.com
## GLW Key Statistics ## Stock Snapshot With a market cap of 121.24B, Corning(GLW) trades at $140.87. The stock has a price-to-earnings ratio of 56.90 and currently yields dividends of 0.90%. On 2026-07-31, Corning(GLW) stock traded between a low of $138.50 and a high of $146.64. Shares are currently priced at $140.87, which is +1.7% above the low and -3.9% below the high. Corning(GLW) shares are trading with a volume of 7.89M, against a daily average of 16.5M. [...] With inflation signals mixed and central banks keeping rates tight, many investors are searching for stocks where cash generation looks solid but prices still s... Siemens Energy Stock Joins Corning And Klaviyo On Cash Flow Value Screen Corning Inc. (NYSE:GLW) on Tuesday reported better-than-expected second-quarter 2026
- News Releases | Newsroom | Corning Incorporated (NYSE: GLW)2026-08-02 · corning.com
Corning Incorporated (NYSE: GLW), one of the world’s leading innovators in glass, ceramics, and optical physics, is proud to announce that two of its glass surface treatments earned recognition in the CES 2026 Innovation Awards. Corning® Gorilla™ Matte Pro was honored in the Computer Peripherals & Accessories category, while Corning’s SurfaceIQ™ advanced anti-reflective surface treatment for automotive displays was recognized in the In-Vehicle Entertainment category. October 2025 [...] Corning Incorporated (NYSE: GLW) and Meta Platforms, Inc. (Nasdaq: META) today announced a multiyear, up to $6 billion agreement to accelerate the buildout of the most advanced data centers in the United States to support Meta’s apps, technologies, and AI ambitions. Under the agreement, Corning will supply
- Corning Inc.2026-08-02 · 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