Last Week in Tech – China's Open-Source Shock, TSMC's Record Quarter, and a 570-Flaw Patch Tuesday

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Your Monday catch-up on the week in tech, with a security lens. China's Moonshot AI releases Kimi K3 — the largest open-weight model ever, at 2.8 trillion parameters — and chip stocks shudder in a DeepSeek-style sell-off. The AI build-out rolls on regardless: TSMC posts a record quarterly profit, up 77 per cent, and adds another 100 billion US dollars to its Arizona plans, a day after ASML lifts its full-year outlook. The first Nvidia H200 chips ship to China under new licences even as Nvidia halves its approved Asian buyer list. And a report says Meta is weighing leasing Anthropic up to 10 billion dollars of compute — early talks only, and we flag it as such. On the security desk: Microsoft's biggest-ever Patch Tuesday fixes 570 flaws including two zero-days under active attack, a separate perfect-storm SharePoint flaw (CVE-2026-58644) draws a three-day CISA patch deadline, and the US, EU and UK launch their first joint cyber-sanctions package against the Russian ransomware ecosystem.

Wondering what any of this means for your patch queue or your AI plans? Visit www.kinsoft.com.au to talk through your security and IT needs.

Sources: Bloomberg; CNBC; Axios; SCMP; SEC filings; DigiTimes; Reuters; CNN Business; BleepingComputer; CrowdStrike; CISA; Rapid7; SecurityWeek; The Hacker News; The Record; Chainalysis.