📡 ICT Industry Daily — International Edition

📋 On June 24 at the AI Datacenter Optical Communication & Interconnect Technology Conference in Seoul, Corning unveiled GlassBridge — a next-generation glass-based optical interconnect designed for CPO (co-packaged optics) and NPO (near-packaged optics). The technology uses wafer-level ion-exchange glass waveguide to connect fiber to silicon photonics PIC with detachable connectors, offering lower-loss coupling vs traditional FAU. Corning also disclosed a new CPO architecture combining glass substrate (TGV) + optical interconnect. Wall Street analysts note GlassBridge supplements rather than replaces FAU in most scenarios, but high-density CPO/NPO may challenge FAU vendors.

📋 Huawei's openPangu 2.0, announced at HDC 2026 on June 12, officially goes open-source on June 30. The release includes: Pangu 7B dense model, Pangu Pro MoE 72B (505B total parameters with sparse MoE), and super-scale inference technology optimized for Ascend. Key specs: Ascend-native training efficiency +30%, 512K long-sequence training throughput +50%, train-inference consistency >99%, single-card throughput 2x vs mainstream open-source models. Also open-sourcing pre-training code, post-training code, and training operators.

📋 OpenAI formed an emergency task force on June 28 to investigate Codex (coding agent) unexpected credit consumption. Multiple ChatGPT paid users reported weekly credits dropping from 96% to 0% in a single day without usage. Codex product lead Tibo Sottiaux confirmed a war room was opened; root cause identified as anti-fraud/anti-abuse system misfiring rate limits on affected accounts. Second hard reset implemented June 28 after June 27 first reset failed to resolve the issue.

📋 Micron Technology stock dropped 6% on June 29 to $1,064.34/share, with trading volume ranking #1 across all US stocks. This follows the record FY26Q3 earnings announcement on June 24 ($41.46B revenue, 84.9% gross margin) that triggered a 15.78% post-earnings rally. Sandisk also fell 7.8% the same day. Jefferies forecasts memory prices will remain elevated through 2028, with Q3 sequential +40-50%.