A spy like this isn't looking for chip schematics, they're looking for strategy. Strategy that comes from the CEO. Ultimately the main thing a CEO brings is judgement, and this was extremely poor judgement.

Strategy changes all the time. It will change overnight with the election results. What matters most is the information underlying that strategy, like, if ASML was coming out with some very specific new thing that would tilt the industry - that would be key.

Not knowing someone is a spy is extremely poor judgement? Telling his mistress all kinds of corporate secrets would be "extremely poor judgement" but at this point I see no evidence that this happened?