Same sources, 電子時報(digitimes)，中國時報(chinatimes)，經濟日報(economic daily)，工商時報(commercial times). Known for publishing false rumors to move stock market.
The rumor is 180000 wafers for GPU next year, which is impossibly large. In comparison, AMD book 200000 wafers for all of their CPU, GPU, and PS5/XBOX cpu.
I guess there can be an element of truth (10%? 1%?) in the reporting, just greatly exaggerated and distorted - it won't surprise me if Intel actually had a minor order on something from TSMC.
But I do understand your cynicism on Taiwanese media. From the PTT link, I see one comment says,
> 現在放消息都會被當出貨文.....
Which translate to: Right now, whatever the news leak says, it's all believed [by people] to be a pump-and-dump story.
People who try to move stock market have certainly some power (or at least lot of money or it's useless) but that doesn't mean that people who lost money or the regulators are okay with market manipulation.
Maybe they can't do anything about it. I admit my knowledge of finance is limited. I've read about the SEC doing investigations after Elon Musk tweet for example.
The rumor is 180000 wafers for GPU next year, which is impossibly large. In comparison, AMD book 200000 wafers for all of their CPU, GPU, and PS5/XBOX cpu.