--- 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.