Corning - AI Boom Drives Growth Further!
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Business drivers: Corning (GLW) has made a name for itself especially through particularly resilient and robust display solutions. Leading smartphone manufacturers such as Apple and Samsung are part of Corning's customer base for the premium product "Gorilla Glass." Thanks to the ongoing AI smartphone upgrade cycle, display sales are expected to increase significantly. The main growth driver for Corning right now is primarily high-speed fiber optic cables. As hyperscalers ramp up their data and cloud center capacities, sales of high-end solutions...
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