Home Assistant OS 12.3 breaks ZHA on VM

[capmlbpkel]

Describe the issue you are experiencing

After upgrade to 12.3, SkyConnect/ZHA is no longer working. Reverting the upgrade and restoring pre-12.3 backup does not solve the problem.

Seems to be very similar to https://github.com/home-assistant/operating-system/issues/3352. Maybe related to https://github.com/home-assistant/core/issues/117720.

What operating system image do you use?

ova (for Virtual Machines)

What version of Home Assistant Operating System is installed?

12.3

Did you upgrade the Operating System.

Yes

Steps to reproduce the issue

1. Upgrade from 12.2 to 12.3

Anything in the Supervisor logs that might be useful for us?

no

Anything in the Host logs that might be useful for us?

no

System information

Core version: 2024.4.4 Supervisor version: 2024.05.1

Additional information

I cannot find it anymore, but I remember some entries in the Core log similar to

[homeassistant.components.zha] Failed to set up ZHA