It's not like apple is going to eat the cost of this for either though. As soon as their tariff supply runs out they'll price hike like everyone else.

Basically every integrated circuit is exempt from retaliatory tariffs, current custom MacBook Pros are shipping from China direct: which tariffs are you referring to?

I'm referring to the plane loads of hardware they shipped in during the tariff panic.

Which tariffs would be applicable to this hardware?

I can‘t imagine Apple doesn‘t have capacity booked well in advance, and their suppliers aren‘t going to stiff them because they‘d lose those long-term contracts. Sure, if the shortage lasts a year or more, there‘ll be issues, but if it‘s short term they might be fine.