I think it's referring to Microsoft's own Electron-powered apps, like VSCode. There have been rumblings in the past about MS wanting to fork Electron and replace Chromium with EdgeHTML in their fork, but it sounds like the strategy has changed to forking Chromium and using that in their future Electron fork instead.
I have no idea if this correctly interprets the SwiftOnSecurity tweet, but that's the best I can make of it.