Artificial Intelligence's No. 1 Bottleneck Just Surged 497% - 24/7 Wall St. Stock Market Live May 12, 2026: S&P 500 (SPY) Sinks on Higher Inflation Artificial Intelligence's No. 1 Bottleneck Just Surged 497% By Rich Duprey Published May 12, 1:22PM EDT Quick Read Micron Technology (MU), Samsung Electronics, and SK Hynix collectively control 95% of global DRAM supply, with Micron's revenue tripling year-over-year to $23.9 billion and adjusted earnings climbing eightfold as HBM demand surges; DRAM export price ...