Originally posted by blackshard
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The assembler change is meant to reduce a performance impact from the microcode change. It has no effect on correctness. It is an optimization.
This transformation is clearly optional. The microcode fix has been rushed out to Linux distros. The transformation has not. And even if the GAS change is shipped, recompiled packages have not been (except, I take it, Clear Linux). And much code never goes through GAS: JIT stuff (JavaScript, Java, various graphics pipeline things, QEMU, ...), LLVM stuff (go, rust, swift, clang, ...).
There is a way you could view the code transformation as a fix, albeit an impractical one. If you don't update the microcode, but you did perform this transformation to all the code on the system (very very hard to do), that would ensure that you never hit this bug. At least that's what I infer -- Intel's disclosure isn't sufficient to be sure.
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