台积电1月销售额同比增长36.8%，高“设备”含量的科创半导体ETF（588170）近2周份额增长1.68亿份

Group 1 - The core viewpoint of the news highlights the performance of semiconductor ETFs, with the Sci-Tech Semiconductor ETF showing a notable increase in scale and share, while the Semiconductor Equipment ETF experienced mixed results in terms of stock performance and liquidity [1][2][3] Group 2 - As of February 10, 2026, the Sci-Tech Semiconductor ETF (588170) increased by 0.17%, with a latest price of 1.78 yuan, while the Semiconductor Equipment ETF (562590) decreased by 0.16%, with a latest price of 1.92 yuan [1] - The Sci-Tech Semiconductor ETF saw a significant scale growth of 4.296 billion yuan over the past three months, leading its peers, while the Semiconductor Equipment ETF reached a scale of 2.759 billion yuan [1] - In terms of share growth, the Sci-Tech Semiconductor ETF added 16.8 million shares in the past two weeks, outperforming its peers [1] - The net fund outflow for the Sci-Tech Semiconductor ETF was 63.7143 million yuan, while the Semiconductor Equipment ETF experienced a net inflow of 3.8294 million yuan over the same period [2] - TSMC reported a sales figure of 401.26 billion TWD in January, reflecting a year-on-year growth of 36.8% and a month-on-month increase of 19.8%, indicating strong demand in high-end semiconductor sectors [3] - The semiconductor equipment and materials industry is positioned for growth due to low domestic replacement rates and high ceilings for domestic substitution, benefiting from the AI revolution and advancements in lithography technology [3]