Corning Glass Bridge Triggers 6% CPO Stock Selloff in China on June 26; Glass Substrate Stocks Surge

Corning announced its Glass Bridge wafer-level glass optical interconnect platform on June 24 in Seoul. The disclosure sparked a significant market reaction on June 26, when China's CPO (Chiplet Photonic Optical) concept board plunged over 6%, with major stocks including Zhongtian Technologies, Fiberhome Communications, and Yongding Shares hitting daily limits.

Investors expressed concern that Glass Bridge's passive alignment technology could reduce demand for traditional fiber array units and active alignment equipment. Conversely, glass substrate concept stocks surged the same day: Kayser Technology hit daily limit, Dier Laser gained over 9%, and Hongxing Development rose over 8%, signaling capital rotation toward next-generation optical interconnect supply chains.