Corning is a materials science company specializing in glass, ceramics, and optical physics, selling specialty components that customers build into their own products. Corning's two largest businesses are Optical Communications and Display. In Optical Communications, Corning is the world's largest manufacturer of optical fiber, cable, and connectivity hardware, selling to telecom carriers and hyperscale data center operators. Demand is growing as AI infrastructure requires large amounts of fiber both inside data centers and between them. In Display, Corning is the largest global manufacturer of glass substrates for flat panel displays, selling to panel makers in Asia who supply consumer electronics OEMs. Beyond these two core segments, Corning makes Gorilla Glass cover glass for smartphones and tablets (primarily for Apple and Samsung), ceramic substrates for automotive catalytic converters, lab consumables for pharma and biotech, and high-purity polysilicon through its Hemlock Semiconductor joint venture. Corning's competitive moat rests on proprietary manufacturing processes — notably its fusion draw process for display glass and its fiber drawing technology — which are difficult to replicate and yield superior quality. Corning deepens its position through long-term supply agreements with customer prepayments and take-or-pay provisions, as seen in Apple's $2.5B cover glass commitment and Meta's up to $6B fiber agreement. Corning's growth strategy, called the "Springboard" plan, targets adding roughly $11B in incremental annualized revenue by 2028, driven by AI fiber demand, US solar manufacturing, more glass content per mobile device, and automotive glass expansion.