There has to be more to this story that we don't know. Bloomberg has a lot to lose by publishing such a harsh claim that's not extremely fact-checked. Reliable newspapers generally don't throw around anonymous government sources without doing background checks on these people. I have little doubt that they got the information from who they say they did. At this point I wonder if they should stop protecting their sour…
This could happen, for example, with a tabletop exercise. I know the military does these, so it's not unlikely the CIA does them too. The CIA dreamt up a scenario where a US company's hardware was compromised by China, and simulated their response for training. Since it's just an exercise, it obviously wasn't as secret, so employees would have probably not feared to talk about it loudly at e.g. lunch break. Someone overhears, it, runs to bloomberg and we have the situation we have now.
Not the only scenario, but something along these lines is my theory.