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Intel is worried about AMD's upcoming Hammer processor and the x86-64 architecture, which it brings to the market. Due out by the end of 2002, the Hammer represents an alternative to Intel's IA-64 architecture, which has proven exceptionally difficult to migrate into datacenters and has yet to gain significant popularity. An anonymous engineer reported to The San Jose Mercury News that Intel is secretly working to develop 64-bit extensions to the upcoming Prescott Pentium 4 chip, codenamed Yamhill.
Public sources are obviously very quiet on this topic since a public announcement of this work represents a tacit admission that the Itanium's $1 billion architecture is on the verge of finding itself stuck in a tiny niche of the market. |
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AMD CEO, Jerry Sanders recognizes the potential of a 32/64 bit hybrid chip and that it may cut into the same market that AMD's Hammer does. "My biggest fear is that Intel will come out with a 32-bit processor with 64-bit extensions because it is the right thing to do," he said. "The Itanium it turns out is a niche product...We are going to have a role in the industry because we better fulfill Microsoft's needs."
It is commonly believed that Intel engineers are working within the x86-64 architecture, defined by AMD, in order to build off the established AMD Hammer software infrastructure which will inevitably be developing during the year after Hammer is released but before the 64-bit Yamhill is available. However, since x86-64 architecture was designed by AMD, Intel would be in the awkward position of needing a license from AMD in order to release an x86-64 compatible processor. AMD has already licensed x86-64 to Transmeta and it is expected to have significant support from other small chipmakers and software developers because if its capability of re-using older 32-bit x86 code. With a late 2003 release date, time is already working against the development of a 64-bit extension to the Pentium 4, especially if Intel would like the ability to disable it in the event that Itanium demand picks up. It is unlikely that Intel can simply "drop in" the 64-bit extensions to the Pentium 4 architecture. In fact, the modification may require a re-working of the entire Pentium 4 pipeline. Whether Intel uses this chip or not, it can be seen as a small victory for AMD. If Intel picks up on the x86-64 architecture, AMD is in the position of initially being the dominant player in the de-facto industry standard architecture, which is a position Intel has always occupied in the past. If Intel does not enter the x86-64 market, AMD has no competition in a market segment that has already gained significant support from developers and hardware manufacturers. Intel declined to comment on unannounced products, but several inside sources confirmed the existence of Yamhill. Whether the chip will ever enter mass production is another question and will be dictated by demand for Itanium's successor McKinley and whether AMD's success in the Hammer market cuts significantly into Intel's server plans. |