[Jackson__]

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.

[15155]

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

[Jackson__]

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

[Therenas]

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.