J P M O R G A N Asia Pacific Equity Research 21 July 2025 Taiwan PCB, CCL and substrates Key recent questions from investors In this note, we address some key questions from investors on the PCB, CCL and substrates markets. Technology Jerry Tsai AC (886-2) 2725-9867 jerry.tsai@jpmorgan.com J.P. Morgan Securities (Taiwan) Limited Jennifer Hsieh (886-2) 2725-9868 jennifer.hsieh@jpmorgan.com J.P. Morgan Securities (Taiwan) Limited Gokul Hariharan (852) 2800-8564 gokul.hariharan@jpmorgan.com J.P. Morgan Securit ...

Key Takeaways Corning is expected to post year-over-year revenue growth, driven by Optical and Specialty Materials. A Broadcom partnership may boost GLW's presence in AI-driven data center infrastructure. Gorilla Glass Ceramic 2 deployment in new smartphones may support Q2 earnings growth for GLW.Corning Incorporated (GLW) is set to report its second-quarter 2025 results on July 29, before the opening bell. It delivered a trailing four-quarter earnings surprise of 3.95%, on average. In the last reported q ...