Right. I have no special knowledge here, but given the exceptional claims made by Bloomberg and having seen several other cases of spectacularly inaccurate reporting cast in a very similar mold, I'd advise a lot of caution. Still prudent to worry about hw supply chains.
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Of particular note: the unambiguous denials from the security teams of the companies named in the article, the unclear access path,, the seemingly unnecessary burning of a very sophisticated tool on a seemingly non-targeted attack against a boring platform.
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There is probably a component of truth to the Bloomberg story, and probably some legit intelligence findings underpinning it, but I have serious doubts that the reporting is substantially accurate.
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Replying to @lcamtuf
Yup. Everything alleged in the article about supply chain risk was as plausible before the article coming out as it is now. We should be taking our supply chain seriously because it's a serious risk, not as a panic move because of an article built on only anonymous sources.
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That being said, the article makes specific and verifiable claims. I imagine within a few weeks to a few months we should be seeing a lot of independent verification of them if this thing is true.
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Yeah, hiring a third party to verify provenance of each component on a board, they find a component they can't identify. That sounds believable, maybe they send customer a report with some scary speculation, customer misinterprets it as actual testing results? 
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