B. Riley FBR analyst David Kang said the optical component companies most directly impacted by the U.S. ban on selling components to Chinese telecom equipment maker ZTE (ZTCOY) are Acacia (ACIA) and Oclaro (OCLR), noting that ZTE represented 30% and 18%, respectively, of their total FY17 annual sales. He identifies Fabrinet (FN) and Inphi (IPHI) as companies that are not directly impacted but likely to see a ripple effect due to supply chain exposure to ZTE. Kang also noted that Finisar (FNSR) and NeoPhotonics (NPTN) supply to Huawei, not ZTE, and he expects they will not be impacted by the announcement.