'He probably refers to Samsung. That company would have "spoused" the spies to steal the software and start their own business, thereby creating a competitor for ASML. The software is needed to set up chip machines for optimum production of electronic chips.
In 2016, Samsung became a 30 percent shareholder in Xtal, and ASML subsequently lost Samsung as a customer for this software.'
https://nos.nl/artikel/2280789-samsung-had-rol-bij-spionage-...
Google translated:
'He probably refers to Samsung. That company would have "spoused" the spies to steal the software and start their own business, thereby creating a competitor for ASML. The software is needed to set up chip machines for optimum production of electronic chips.
In 2016, Samsung became a 30 percent shareholder in Xtal, and ASML subsequently lost Samsung as a customer for this software.'