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Notes -
This Bloomberg story in particular has me quite mad. It seems like it should be easily falsifiable by anyone with moderate power (e.g. mid level NYTimes editor or FBI team leader) but no one has done so and I don't understand why.
My best guess is that the story is something like "directionally correct" with maybe half the facts being true and half the facts being made up, and this would explain why it's so hard for someone else to properly verify/discredit. Either way, the followup team has to do a LOT of work and they don't get any reward. For all the false parts they point out, the original authors can just say "but those are minor details" and for all the true parts they point out the original authors get all the credit for the work and there's no reward for the "peer review".
There were a decent number of followups, the problem's that we were kinda stuck between 'impossible to prove a negative' and 'she doeth protest too much'. Even if everything in the Bloomberg story was true, tearing down every single chip on a wide variety of boards couldn't actually disprove the claims, since Bloomberg said that only boards delivered to high-profile targets were modified. And neither did we ever see a released photo of a modified board, or a hexdump of whatever compromise it was supposed to be pushing. But there's also pretty good reasons to not want to do that from a national security perspective, and thanks to certain types of gag orders the feds can make it illegal to admit there's a problem.
My gutcheck is that it's not 'real' in the full sense Bloomberg claimed rather than just simple modified firmware -- though a lot of ErrataRob pointed out contemporaneously, a lot of the reasons that it feels 'not real' might be because of incompetence by the reporting -- but it's a messy enough situation that I can't put even moderate confidence in it.
It's not as if nation states invading a supply chain to make devices literally explode is unheard of.
Working in an industry that takes this sort or compromise seriously we have a list of countries we can't buy from. Sometimes even if it's a US based company but a particular model or production run of a product is from a 'wrong' location, we can't use it.
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