Will Corning Become A Trade War Casualty?

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About: Corning Incorporated (GLW)
by: Samuel Leathers
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Samuel Leathers
Dividend growth investing, long-term horizon, value
Summary

China makes up just over 20% of GLW sales.

How exposed is GLW to a China/US trade war.

Single-mode fiber tariff affects future data center growth.

The fiber industry has recently been thrown into the fray of the ongoing trade dispute. Is this a warning shot of little consequence, or a foreboding signal for Corning?

Warning shot

Corning derives much of