Goldman Sachs has revised its forecast for global AI server shipments, anticipating a slowdown in market growth due to product transition challenges, supply and demand uncertainties, and rising production complexities. The new projections for 2025 and 2026 are now 19,000 and 57,000 units, down from 31,000 and 66,000 units, respectively. Additionally, target prices for several Taiwan-based companies in the AI server supply chain have been lowered.