在供给端，2026年将成为8英寸（200mm）制程大规模量产的关键节点。随着国际头部企业完成产线置换，以及中国本土厂商加速8英寸产能建设，良率的爬坡速度与单位成本的控制能力，将直接决定各厂商在下一阶段市场竞争中的份额与盈利水平。

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