companies / NYSE
Corning
Optical fiber for CPO; NVIDIA $3.2B deal 2026-05.
近 30 天股價
市值 $190.24B
最新估值
尚未有估值資料。
在 BOM 上的位置
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)
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
- Corning Incorporated (GLW) Stock Price, Quote, News & Analysis2026-06-20 · 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 Finance2026-06-20 · 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)  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 & History2026-06-20 · 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