0426 GMT - Taiwan's Taiex jumps 0.9% to hit a record intraday high of 48601.53, led by gains in circuits and semiconductors. Mediatek rises 4.0%, United Microelectronics is 2.2% higher and Alchip Technologies adds 2.1%. Risk sentiment in the markets has improved, as "optimism around Meta's new personal assistant Muse boosted sentiment around the next phase of AI together with general positive tones out of U.S.-China talks," Michael Wan of MUFG says in a note. Other consumer-facing firms in China could roll out similar features, and should the consumer AI agents story be successful, "this could well be the spark towards the next billion users and perhaps the next phase of AI growth," Wan says. "We continue to be positive on the AI story for Asia."