I'm also leaning towards Bloomberg being wrong, but I can't help but feel that's partly wishful thinking.
Let's say Bloomberg was correct. Considering the tension between 'the West' and China, and considering how much it's been escalated recently, the consequences of all this are unpredictably catastrophic.
I don't find it difficult to believe that even just to maintain stability for now, various governments would instruct their corporations to lie in a way they haven't done previously.
It's important to keep in mind that for the first time in a while, there's serious tension between China and the West. On top of that, the idea of having China manufacture crucial infrastructure has probably been a concern for quite a while. Making assumptions based on recent history probably doesn't serve us well when predicting our current reality or the future.
So while I'm still inclined to think Bloomberg got things (mostly) wrong, many of my reasons for believing this are based on a 'status quo' that I don't think is the case currently.