I agree, TWAV is worth a look. I was watching it for a while, I think maybe I even owned it briefly, I can't quite recall. That was when it was 10 bucks or so.
Can't remember their balance sheet, but if it is decent they probably are a good value.
A couple semi eqt stocks I was in recently were EGLS and TGAL. But, I got persuaded by techie talk on the EGLS board that their products have some major obsolescence problems. And, TGAL sells $2 million dollar machines, and is lately doing about $2 mil per quarter in revenue, which means it is a total crapshoot.
I believe there were some criticisms of TWAV regarding out of date product as well, but of course I'm not going to get a company like MSFT at a TWAV price.