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

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, News, Quote & History
  2026-06-10 · finance.yahoo.com

  This price reflects trading activity during the overnight session on the Blue Ocean ATS, available 8 PM to 4 AM ET, Sunday through Thursday, when regular markets are closed. ## News headlines Corning (GLW) is witnessing significant growth driven by AI-related demand in optical communications, with recent partnerships boosting its revenue outlook. Corning (GLW) is witnessing significant growth driven by AI-related demand in optical communications, with recent partnerships boosting its revenue outlook. 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 industry, businesses, gover

• News Releases | Newsroom | Corning Incorporated (NYSE: GLW)
  2026-06-10 · corning.com

  Corning Incorporated's (NYSE: GLW) Board of Directors today declared a quarterly dividend of $0.28 per share. The dividend will be payable on March 30, 2026, to

• GLW Stock Price Quote | Morningstar
  2026-06-10 · morningstar.com

  ### Corning: Growth At the Speed of Light. Corning is the dominant supplier of optical fiber into hyperscale data centers and AI networks, giving it a robust growth opportunity. Here's how to invest in one of the most explosive areas of tech. ### Nvidia to Invest $500 Million in Corning, Form Partnership to Expand Fiber Optic Manufacturing — Update. ### Nvidia, Corning Form Partnership to Expand Fiber Optic Manufacturing. ### NVIDIA and Corning Announce Long-Term Partnership To Strengthen U.S. Manufacturing for AI Infrastructure. #### Corning’s AI Fiber Boom is Real, but Its Stock Price May Be Getting Out of Hand. Transparency is how we protect the integrity of our work and keep empowering investors to achieve their goals and dreams. To further protect the integrity of our editorial conten

• Corning: GLW Stock Price Quote & News - Robinhood
  2026-06-10 · 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 $175.24. The current price stands at $175.24, placing the stock +0.5% above today's low and -

• Corning Inc (GLW) Stock Price & News
  2026-06-10 · 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.