News

BlockBeats News, June 26th. In July of last year, the U.S. government announced a tariff plan regarding copper. Previously, only semi-finished copper products were subject to a 50% tariff, while refined copper was temporarily exempt. However, there are plans to gradually impose tariffs on refined copper starting from 2027. The final decision on whether this plan will be implemented will be made by the end of June. The U.S. Department of Commerce is required to submit a report on the "232 Tariff" by June 30th and based on this report, make a final decision. As the deadline of June 30th for the release of the U.S. "232 Tariff" investigation report approaches, the global market for metals related to AI computing power will experience a new round of volatility. International investment banks such as Goldman Sachs have analyzed that if the U.S. implements a new round of tariff policies targeting copper, U.S. buyers may engage in large-scale hoarding. Currently, COMEX copper inventories in the U.S. have surpassed 650,000 tons, reaching a historical high. At the same time, in the international market, small metals deeply linked to the AI computing power industry, such as tungsten, tin, tantalum, and indium, may experience further supply shortages exacerbating the situation.

Jinse Finance reported on June 26 that, according to SolanaFloor, the Solana Foundation stated that cloud service provider Cherry Servers disclosed a security vulnerability incident in its legacy monitoring system. All Solana validator node operators hosted on this provider need to check the Sensu monitoring logs. The Foundation recommends that validator nodes with potential risks take the following actions: rotate identity keys, investigate for any leaked credentials, and if server compromise cannot be ruled out, rebuild the host environment.

Glonghui June 26｜ON Semiconductor (ON.US) dropped 8.3% in after-hours trading to $108.88, while Synaptics (SYNA.US) fell 9.5% to $137.5. According to reports, ON Semiconductor announced it will acquire Synaptics in an all-stock transaction valued at approximately $7 billion. This acquisition aims to expand ON Semiconductor's footprint in the AI-powered intelligent systems sector and solidify its position in the emerging on-device AI applications market. Under the agreement, Synaptics shareholders will receive 1.35 ON Semiconductor shares for each Synaptics common share held, representing a premium of about 19% based on the 10-day volume-weighted average prices of both companies. The transaction has been unanimously approved by the boards of directors of both companies and is expected to close by mid-2027, subject to Synaptics shareholder approval, regulatory review, and customary closing conditions.