kernel_optimize_test/Documentation/x86/kernel-stacks.rst

.. SPDX-License-Identifier: GPL-2.0

=============
Kernel Stacks
=============

Kernel stacks on x86-64 bit
===========================

Most of the text from Keith Owens, hacked by AK

x86_64 page size (PAGE_SIZE) is 4K.

Like all other architectures, x86_64 has a kernel stack for every
active thread.  These thread stacks are THREAD_SIZE (2*PAGE_SIZE) big.
These stacks contain useful data as long as a thread is alive or a
zombie. While the thread is in user space the kernel stack is empty
except for the thread_info structure at the bottom.

In addition to the per thread stacks, there are specialized stacks
associated with each CPU.  These stacks are only used while the kernel
is in control on that CPU; when a CPU returns to user space the
specialized stacks contain no useful data.  The main CPU stacks are:

* Interrupt stack.  IRQ_STACK_SIZE

  Used for external hardware interrupts.  If this is the first external
  hardware interrupt (i.e. not a nested hardware interrupt) then the
  kernel switches from the current task to the interrupt stack.  Like
  the split thread and interrupt stacks on i386, this gives more room
  for kernel interrupt processing without having to increase the size
  of every per thread stack.

  The interrupt stack is also used when processing a softirq.

Switching to the kernel interrupt stack is done by software based on a
per CPU interrupt nest counter. This is needed because x86-64 "IST"
hardware stacks cannot nest without races.

x86_64 also has a feature which is not available on i386, the ability
to automatically switch to a new stack for designated events such as
double fault or NMI, which makes it easier to handle these unusual
events on x86_64.  This feature is called the Interrupt Stack Table
(IST).  There can be up to 7 IST entries per CPU. The IST code is an
index into the Task State Segment (TSS). The IST entries in the TSS
point to dedicated stacks; each stack can be a different size.

An IST is selected by a non-zero value in the IST field of an
interrupt-gate descriptor.  When an interrupt occurs and the hardware
loads such a descriptor, the hardware automatically sets the new stack
pointer based on the IST value, then invokes the interrupt handler.  If
the interrupt came from user mode, then the interrupt handler prologue
will switch back to the per-thread stack.  If software wants to allow
nested IST interrupts then the handler must adjust the IST values on
entry to and exit from the interrupt handler.  (This is occasionally
done, e.g. for debug exceptions.)

Events with different IST codes (i.e. with different stacks) can be
nested.  For example, a debug interrupt can safely be interrupted by an
NMI.  arch/x86_64/kernel/entry.S::paranoidentry adjusts the stack
pointers on entry to and exit from all IST events, in theory allowing
IST events with the same code to be nested.  However in most cases, the
stack size allocated to an IST assumes no nesting for the same code.
If that assumption is ever broken then the stacks will become corrupt.

The currently assigned IST stacks are:

* ESTACK_DF.  EXCEPTION_STKSZ (PAGE_SIZE).

  Used for interrupt 8 - Double Fault Exception (#DF).

  Invoked when handling one exception causes another exception. Happens
  when the kernel is very confused (e.g. kernel stack pointer corrupt).
  Using a separate stack allows the kernel to recover from it well enough
  in many cases to still output an oops.

* ESTACK_NMI.  EXCEPTION_STKSZ (PAGE_SIZE).

  Used for non-maskable interrupts (NMI).

  NMI can be delivered at any time, including when the kernel is in the
  middle of switching stacks.  Using IST for NMI events avoids making
  assumptions about the previous state of the kernel stack.

* ESTACK_DB.  EXCEPTION_STKSZ (PAGE_SIZE).

  Used for hardware debug interrupts (interrupt 1) and for software
  debug interrupts (INT3).

  When debugging a kernel, debug interrupts (both hardware and
  software) can occur at any time.  Using IST for these interrupts
  avoids making assumptions about the previous state of the kernel
  stack.

  To handle nested #DB correctly there exist two instances of DB stacks. On
  #DB entry the IST stackpointer for #DB is switched to the second instance
  so a nested #DB starts from a clean stack. The nested #DB switches
  the IST stackpointer to a guard hole to catch triple nesting.

* ESTACK_MCE.  EXCEPTION_STKSZ (PAGE_SIZE).

  Used for interrupt 18 - Machine Check Exception (#MC).

  MCE can be delivered at any time, including when the kernel is in the
  middle of switching stacks.  Using IST for MCE events avoids making
  assumptions about the previous state of the kernel stack.

For more details see the Intel IA32 or AMD AMD64 architecture manuals.


Printing backtraces on x86
==========================

The question about the '?' preceding function names in an x86 stacktrace
keeps popping up, here's an indepth explanation. It helps if the reader
stares at print_context_stack() and the whole machinery in and around
arch/x86/kernel/dumpstack.c.

Adapted from Ingo's mail, Message-ID: <20150521101614.GA10889@gmail.com>:

We always scan the full kernel stack for return addresses stored on
the kernel stack(s) [1]_, from stack top to stack bottom, and print out
anything that 'looks like' a kernel text address.

If it fits into the frame pointer chain, we print it without a question
mark, knowing that it's part of the real backtrace.

If the address does not fit into our expected frame pointer chain we
still print it, but we print a '?'. It can mean two things:

 - either the address is not part of the call chain: it's just stale
   values on the kernel stack, from earlier function calls. This is
   the common case.

 - or it is part of the call chain, but the frame pointer was not set
   up properly within the function, so we don't recognize it.

This way we will always print out the real call chain (plus a few more
entries), regardless of whether the frame pointer was set up correctly
or not - but in most cases we'll get the call chain right as well. The
entries printed are strictly in stack order, so you can deduce more
information from that as well.

The most important property of this method is that we _never_ lose
information: we always strive to print _all_ addresses on the stack(s)
that look like kernel text addresses, so if debug information is wrong,
we still print out the real call chain as well - just with more question
marks than ideal.

.. [1] For things like IRQ and IST stacks, we also scan those stacks, in
       the right order, and try to cross from one stack into another
       reconstructing the call chain. This works most of the time.