日本至6月12日当周外资买进日债 -5310亿日元，前值由-10385亿日元修正为-10386亿日元。

SPIEGEL reports the German government has drafted a potential Bundestag authorization to determine Bundeswehr participation in international missions; the proposal could spark legal challenges.

AI server, edge AI and high-performance compute demand is forcing power-architecture upgrades and reviving PMIC sector momentum. Tightening mature-process (8‑inch) foundry capacity and recent wafer-foundry price increases are expected to improve IC/PMIC suppliers' pricing power. Selected PMIC vendors reported mixed Jan–May results, but AI power, DDR5 PMICs and fan-motor driver IC demand should help operations reaccelerate in H2. TSMC and Samsung are reconfiguring 8‑inch capacity; limited global 8‑inch supply growth plus rising demand for AI power-management ICs, power components, display drivers and automotive/industrial control is lifting utilization and has prompted some fabs to raise 8‑inch foundry fees, supporting a shift from PMIC cyclical trough toward potential structural recovery.