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I haven't heard anything about Yahoo Japan switching to inktomi- From what I understand, Yahoo USA and Yahoo Japan are seperate entities with different strategic plans, although they do share technologies and brands. If the switch to inkotomi in the US generates additional revenue, or can reduce their expenses without a decrease in quality, I would expect Yahoo Japan to follow.
I haven't seen the Inktomi switch on Yahoo Japan. But I think it will be a sad day when it comes...to some extent, the SERPs are not very good...in Japanese. Goo has been struggling for years as the solitary commercial Inktomi rep in Japan...and thier performance hasn't been stellar...why do you think they're abandoning Ink for Google?
Yahoo Japan will eventually follow in the footsteps of Yahoo USA...it may take a while, but it will happen.
Lukasz, do you have a directory listing? This could be causing the traffic increase. Or it could be that someone else now has a directory listing that is showing first, then you're below them in the google results.