From the outset, Confidee was built around compliance and transparency as its primary competitive advantage. In 2026, a year marked by material shortages that have pushed lead times towards 2028, that strategy has begun to pay off. The AI infrastructure boom is creating unprecedented demand for materials, resulting in supply shortages that could reshape several European industries. Three waves of complianceBech divides both Confidee's customers and the industry's compliance requirements into three "waves". Defence customers validate the strategyAccording to Bech, the company's results for the first half of 2026 clearly demonstrate that the strategy is working.