---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42310520.md"
description: "Look at it from another angle and you'll understand: Apple's biggest competitor today is no longer Samsung, but NVIDIA. It's not because NVIDIA makes phones, but because the silicon-based demand represented by NVIDIA is gradually siphoning away the memory supply that Apple relies on for survival. This is the real opponent that carbon-based manufacturers have to face in this era.$Apple(AAPL.US)$NVIDIA(NVDA.US)$GIGADEVICE(03986.HK)"
datetime: "2026-06-30T09:14:44.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42310520.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42310520.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42310520.md)
author: "[熊猫校长Ming](https://longbridge.com/en/profiles/16386316.md)"
---

# Look at it from another angle and you'll understan…


### Related Stocks

- [AAPL.US](https://longbridge.com/en/quote/AAPL.US.md)
- [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md)
- [SSNGY.US](https://longbridge.com/en/quote/SSNGY.US.md)
- [03986.HK](https://longbridge.com/en/quote/03986.HK.md)
- [603986.CN](https://longbridge.com/en/quote/603986.CN.md)
- [MU.US](https://longbridge.com/en/quote/MU.US.md)
- [AAPB.US](https://longbridge.com/en/quote/AAPB.US.md)
- [AAPD.US](https://longbridge.com/en/quote/AAPD.US.md)
- [AAPU.US](https://longbridge.com/en/quote/AAPU.US.md)
- [AAPX.US](https://longbridge.com/en/quote/AAPX.US.md)
- [AAPY.US](https://longbridge.com/en/quote/AAPY.US.md)
- [APLY.US](https://longbridge.com/en/quote/APLY.US.md)
- [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md)
- [07788.HK](https://longbridge.com/en/quote/07788.HK.md)
- [07388.HK](https://longbridge.com/en/quote/07388.HK.md)
- [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md)
- [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md)
- [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md)
- [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md)

## Comments (4)

- **粤海散户 · 2026-06-30T10:31:57.000Z**: That's not quite right. If Apple's intelligence fully explodes from OS 27, with macOS, iPadOS, iOS, watchOS, tvOS, and visionOS, it will activate over a billion devices. We can only wait and see 😂😂
  - **熊猫校长Ming** (2026-06-30T11:10:21.000Z): Your addition is excellent, hitting the key point — Apple is indeed not just passively taking hits. If Apple's AI truly takes off and activates those billions of devices, it itself becomes a massive s
  - **DY_** (2026-06-30T13:47:42.000Z): Don't forget that Intel also manufactures memory, and it's a US company, with a Chinese CEO, and is part of Trump's core support base. If Apple wants memory, it can ask Intel to co-manufacture the M c
  - **熊猫校长Ming** (2026-06-30T13:51:04.000Z): Not that fast, memory needs time.