His take was that it was very unlikely that it impacted exclusively Supermicro, though.
It was covered various places, including The Register https://www.theregister.com/2018/10/09/bloomberg_super_micro...
From what i recall, the story was very vague, there were no pictures of the specific chip, no pictures of the motherboard of the motherboard that would include serial, i.e. no details that would accompany a serious security research.
I thought it was supposed to be an incredibly tiny micro sitting on the bmc's boot flash to break inject vulnerabilities.
However they did not produce any concrete evidence, citing NDA between that security company and their client.
A malicious modification to the flash content would leave no physical evidence…
Just a random surface-mount component that someone pulled off another board or found on the floor behind a workbench. Allegedly.