# The Export Controls Worked in One Market and Handed DeepSeek the Other

> Source: <https://aidatumpoint.substack.com/p/the-export-controls-worked-in-one>
> Published: 2026-07-10 02:32:55+00:00

On July 7, Reuters reported that DeepSeek is developing a proprietary inference chip. That item reads like a technology story. It's not. It's the last move in a three-year sequence that splits the global AI market into two segments with different rules, different suppliers, and no mechanism for recombination under current policy.