Merced mired (comments???) By Michael Kanellos Staff Writer, CNET NEWS.COM August 6, 1998, 4:00 a.m. PT
Touted as a major milestone for Intel and the computer industry in general, Merced, the company's first 64-bit chip, appears to be losing its luster because of delays, performance issues, and upstaging by other chip vendors.
Industry experts and even Intel executives have made comments that call into question the commercial viability of Merced, which has been pushed back to mid-2000. It now appears that the chip which will propel Intel deep into 64-bit computing territory will be McKinley, the Merced successor that will likely come out in 2001.
"If Merced slips another couple of quarters...this could lead Intel to not market Merced as a product but use it only as a development vehicle," said Linley Gwennap, publisher of the Microprocessor Report, writing in the most recent issue of the respected industry newsletter.
To be sure, Intel has been sending out signals. In May of this year the chipmaker said that Merced would be delayed due to its complexity.
Just as telling was a comment made last year at a chip conference by Fred Pollack, Intel Fellow and Director of Measurement, Architecture, and Planning. In saying that the chip following after Merced (McKinley) will "blow your socks off," he left many attending the conference with the implication that Merced would not.
And McKinley will not only bear the 64-bit flag but also become the first Intel chip to use copper interconnect technology, according to sources familiar with Intel's plans. Copper, which conducts better than the aluminum circuits found in current chips, is expected to lead to faster processors.
But to get to McKinley one has to go through Merced. "Sources indicate that [Merced]...is facing problems that could jeapordize [its] existence as a viable product," Gwennap wrote.
Merced's dimming commercial appeal arises in part from its delayed launch. "There's no question that more and more lately we're hearing the mantra 'Wait for McKinley," said Keith Diefendorff, editor-in-chief of The Microprocessor Report.
Intel, however, believes strongly in the chip and has stated clearly that the chip is simply delayed, an issue which often arises with the design of any highly complex chip.
Merced is expected to debut at a clock speed of 800-MHz--compared to today's 400-MHz chips--and be capable of processing six to eight instructions per every "tick" of the chip's clock cycle. That would constitute an architectural improvement over current and competing chips, according to the report authored by Gwennap.
Additionally, Merced will use an advanced manufacturing process referred to as 0.18-micron. The measurement describes the circuit line width of a processor. Current Intel chips are made according to the 0.25-micron process. The smaller the number, the more powerful the chip.
Yet despite these impressive gains, Gwennap points out that they would be considered more of an accomplishment if the chip came out in late 1999, as originally planned. By mid-2000 some of these goals will be neutralized by gains made by other chips.
Though quite different from Merced in some respects, the 21264 Alpha chip from Compaq, will likely be available at speeds greater than Merced. Compaq is sinking considerable resources into Alpha and touting it as a highly viable 64-bit technology--especially since it is already on the market.
IBM and Sun have made similar predictions about speed gains for their own chips.
Adding salt to the wound, IBM, the other large, longstanding U.S. chipmaker, has also been stealing the technology march on Intel over the past few months. This week the company announced a new chip breakthrough called SOI which should yield faster chips. And in October of 1997 Big Blue was the first to announce its intention to use copper. Several other chipmakers have followed.
Hewlett-Packard (HP) is also showing increased signs of development activity, according to sources. Although the current stated roadmap for its proprietary PA-RISC architecture processors stops at the 8700 chip due next year, others are in the works.
"I'm not convinced [Merced] will run faster than an equally fast RISC [Reduced Instruction Set Computing] chip," said Dieffendorf. "I've not seen enough architectural cleverness to say superscalar RISC is dead." RISC is a chip architecture employed in Sun's Sparc design, IBM's PowerPC chip, and HP's PA-RISC processors.
But as it turns to McKinley, Intel expects to boost performance significantly. While the chip will share the basic "IA-64" (Intel 64-bit) architecture with Merced, two fundamental changes will be apparent in its design. First, the chip will in all likelihood be made on the even more efficient 0.13-micron manufacturing process. Second, if McKinley comes out on the more advanced process, it will use copper interconnect technology instead of aluminum.
Diffendorfer, among others, said that McKinley's 2001 release will roughly coincide with Intel's adoption of the 0.13-micron process. Howard High, an Intel spokesman, said that Intel will only use copper technology with this process, that aluminum will not be used on chips for the 0.13-micron generation. A Merced successor, he admitted, can roughly be expected around the time this manufacturing technology comes out.
Until then, Merced, and what to do with it, will be an issue. Speaking on a purely speculative basis, Diefendorff said that one of the problems in developing a "new" architecture for Merced and McKinley may have come as a result of Intel's business methods. Intel typically takes a top-down approach to chip design, hiring fleets of designers once a basic strategy is outlined. Merced seems to have been no different, with employees inside of Intel stating that a number of engineers came to the project.
"They do deploy an unusually large number of people compared to anyone else in the industry," he said. Unfortunately, smaller is often better. Nonetheless, he added, "They have done a lot of chips. You can't argue with their methodology."
One factor that may help is HP's role in developing McKinley. HP has greater experience in designing high-end computer systems and processors, and sources close to the company said earlier that it is participating more than in the Merced project.
Gwennap's report predicts that McKinley will probably be a commercial success. A number of workstation and server vendors have already shifted business plans to accomodate the chip, he noted.
Yet ironically, Intel's recently released Xeon line of Pentium II chips for workstations and servers will compete with the Merced technology. Xeon chips are expected to hit 700 MHz by late 1999, according to MicroDesign Resources, and will be made under the 0.18-micron process. The chips are based around the familiar 32-bit Pentium II architecture, however, making it a safer bet for computer vendors.
"If the performance is similar to Merced, there isn't the incentive to push to the new architecture," noted Kelly Spang, processor analyst with Technology Business Research. Instead, computer vendors may say, "`Let's squeeze more profit out of Xeon.'"
A third factor will be the Year 2000 problem and the timing of the release of Windows NT 5.0, observed Ashok Kumar, technology analyst with Piper Jaffray. Merced will be coming out at a time when corporations will likely be grappling with their Year 2000 problems and before the real migration to high-end corporate use of NT. The incentive to consider an IA-64 chip really won't come until 2001, when McKinley comes out.
Despite these glitches, Dean McCarron, principal at Mercury Research does not see long standing roadblocks to the proliferation of Intel's 64-bit architecture.
"In reality, no one is moving away," he said. |