Nothing in the article says these groups are claiming this company participated in fraud. Only that they are stealing american data.
The article lays out exactly what True the Vote claimed:
> Ms. Engelbrecht and Mr. Phillips claimed at the conference and in livestreams that they investigated Konnech in early 2021. Eventually, they said, the group’s team gained access to Konnech’s database by guessing the password, which was “password,” according to the online accounts from people who attended the conference. Once inside, they told attendees, the team downloaded personal information on about 1.8 million poll workers.
Based on the case notes, I think this allegation is merited and not a conspiracy theory at all.
If the NYT had an article on how they overstated how many poll workers data were stored, that may be a fairer critique, but one that wouldn't make such a sensational headline.