---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/40130415.md"
description: "Now, storage companies' profits are catching up with M7. Could they end up making custom chips like GPUs, and M7 making custom storage? 🤣"
datetime: "2026-04-23T09:51:11.000Z"
locales:
  - [en](https://longbridge.com/en/topics/40130415.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/40130415.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/40130415.md)
author: "[韩跑跑的交易员Luka](https://longbridge.com/en/profiles/18035494.md)"
---

# Now, storage companies' profits are catching up wi…


### Related Stocks

- [MSFT.US](https://longbridge.com/en/quote/MSFT.US.md)
- [AMD.US](https://longbridge.com/en/quote/AMD.US.md)
- [AMZN.US](https://longbridge.com/en/quote/AMZN.US.md)
- [09988.HK](https://longbridge.com/en/quote/09988.HK.md)
- [89988.HK](https://longbridge.com/en/quote/89988.HK.md)
- [HBBD.SG](https://longbridge.com/en/quote/HBBD.SG.md)
- [BABA.US](https://longbridge.com/en/quote/BABA.US.md)
- [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md)
- [07709.HK](https://longbridge.com/en/quote/07709.HK.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [GOOG.US](https://longbridge.com/en/quote/GOOG.US.md)
- [GOOGL.US](https://longbridge.com/en/quote/GOOGL.US.md)
- [META.US](https://longbridge.com/en/quote/META.US.md)
- [MSFL.US](https://longbridge.com/en/quote/MSFL.US.md)
- [MSFO.US](https://longbridge.com/en/quote/MSFO.US.md)
- [MSFD.US](https://longbridge.com/en/quote/MSFD.US.md)
- [MSFU.US](https://longbridge.com/en/quote/MSFU.US.md)
- [MSFX.US](https://longbridge.com/en/quote/MSFX.US.md)
- [MSFY.US](https://longbridge.com/en/quote/MSFY.US.md)
- [AMDL.US](https://longbridge.com/en/quote/AMDL.US.md)
- [AMZU.US](https://longbridge.com/en/quote/AMZU.US.md)

## Comments (3)

- **朱嫑膘 · 2026-04-23T10:22:11.000Z · 👍 1**: It's more appropriate to think of storage companies as TSMC.
  - **韩跑跑的交易员Luka** (2026-04-23T10:41:18.000Z): High-end storage indeed requires lithography machines.
- **3桃子 · 2026-04-23T10:04:03.000Z · 👍 1**: Memory-compute integration is directly bound.
