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Very much worth noting that the quote you pulled out (9 subs) is about an analysis performed in 2013 and not a recent analysis! Overall the piece is a bit credulous. E.g., the transformer China backdoor claim - so said Trump 1's DOE; zero credibility per Dragos; nothing ever heard about it after.

also reminds me of that "the fire truck industry consolidated and now there are multiyear waits to get a new fire truck" article from not far back

And right here in Commiefornia, no less.

Wow.