Analyst Jeff Pu maintains a positive stock outlook for MRVL, MTK, and Intel (INTC) following recent earnings and supply chain checks. Intel projects FY27/FY28 back-end revenues of $1.1bn and $7bn, driven by AWS T3 EMIB-T and Google Humufish/Triggerfish volumes, with additional expected wins for MSFT, QCOM, and MRVL. Meanwhile, Nvidia (NVDA) faces dynamic ASIC competition, while MRVL anticipates multi-billion dollar contributions from Google custom silicon and AWS Trainium by 2028.