The auto and agriculture industries are getting plenty of headlines related to the international trade war. However, B. Riley analyst Dave Kang says the trade war could have a big under-the-radar impact on the optical components industry as well. President Trump’s proposed tariffs on $200 billion Chinese goods includes optical receivers used by U.S. companies, including Finisar Corporation , Oclaro Inc , NeoPhotonics Corp and Applied Optoelectronics Inc . At the same time, domestic contract manufacturers Fabrinet and Lumentum Holdings Inc could be big winners if U.S. optical companies drop Chinese manufacturers due to the tariffs. Source