The information came from purchase orders, not rumors. Enough people believe the supply chain has been compromised to the point that they are moving server production into CONUS.
But hey, buy that Supermicro on the dip chief.
That might explain the huge drop in tech stock market values which seem to be leading the market sell off right now. Also these companies have declared defacto war on half of their customers who happen to be conservative voters. The money coming in gets cut to half and the values drop.