Me respondo yo mismo. He encontrado por internet lo siguiente.
TZipFile was introduced in XE2 in 2011. Large .zip files have been around a lot longer than that, and Windows has supported large files > 4GB ever since NTFS was first introduced in NT3. Embarcadero simply didn't bother implementing support for the ZIP64 format (and still haven't) when they created TZipFile.
Es decir no soporta ficheros ZIP grandes. O eso creo entender.
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