Current reporting from NYT and others (gift link: https://www.nytimes.com/live/2024/09/17/world/israel-hamas-war-news?unlocked_article_code=1.LU4.yQNN.lrxL0ef79K2O&smid=url-share) essentially confirms the speculation: Supply chain tampering with a new batch of 3000 pagers from Taiwan ordered by Hezbollah, involving adding 2oz of explosive material near the battery. Reports of 2800 injured, implying that essentially all of them went off, apparently nearly simultaneously, suggesting this was not targeting particular individuals (just anyone with a pager in the batch). At least nine deaths so far.